Starboard Value LP
NEW YORK, NY · CIK 0001517137
Portfolio Value: $4.09B
Positions: 19
Period: 2017-12-31
Filed: 2018-02-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013
Portfolio Value
$4.09B
Positions
19
New
2
Increased
5
Decreased
8
Sold Out
102
Starboard Value LP Q4 2017 13F Filing Summary
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $4.09B across 19 positions in their Q4 2017 SEC 13F filing (period ending 2017-12-31). Top holdings include PRGO ($840.35M), ABQQ ($733.62M), MRVL ($723.99M). The top 10 positions account for 86.9% of the portfolio. This quarter saw 2 new positions, 5 increases, 8 reductions, 102 complete exits. Notable new buys: MELLANOX TECHNOLOGIES LTD ($323.93M), CARS ($131.94M). Notable exits: QMCO, ETSY, HPE.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | PRGOPERRIGO CO PLC SHS | $840.35M | 20.55% | - |
| 2 | ABQQALTABA INC COM | $733.62M | 17.94% | -14.6% |
| 3 | MRVLMARVELL TECHNOLOGY GROUP LTD ORD | $723.99M | 17.71% | - |
| 4 | MELLANOX TECHNOLOGIES LTD SHS | $323.93M | 7.92% | New |
| 5 | AAPADVANCE AUTO PARTS INC COM | $316.52M | 7.74% | - |
| 6 | FTNTFORTINET INC COM | $153.63M | 3.76% | -10.3% |
| 7 | CARSCARS COM INC COM | $131.94M | 3.23% | New |
| 8 | FOREST CITY RLTY TR INC COM CL A | $128.63M | 3.15% | +58.5% |
| 9 | BEMIS INC COM | $101.79M | 2.49% | +42.0% |
| 10 | ATISTEWART INFORMATION SVCS COR COM | $97.92M | 2.39% | - |
| 11 | THCHENVISION HEALTHCARE CORP COM | $88.99M | 2.18% | -2.3% |
| 12 | AGBKMONOTYPE IMAGING HOLDINGS IN COM | $82.05M | 2.01% | +70.1% |
| 13 | BAXBAXTER INTL INC COM | $77.08M | 1.89% | -12.0% |
| 14 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO CL A | $71.02M | 1.74% | -13.0% |
| 15 | BCOBRINKS CO COM | $67.31M | 1.65% | -33.5% |
| 16 | IWNISHARES TR RUS 2000 VAL ETF | $66.14M | 1.62% | -20.4% |
| 17 | MACMACERICH CO COM | $39.41M | 0.96% | +20.0% |
| 18 | DEPOMED INC COM | $37.80M | 0.92% | -11.3% |
| 19 | IWMISHARES TR RUSSELL 2000 ETF | $6.74M | 0.16% | +55.9% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
MELLANOX TECHNOLOGIES LTD | $323.93M | 5,006,621 |
CARSCARS COM INC | $131.94M | 4,575,000 |