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NEW YORK, NY · CIK 0001517137
Portfolio Value
$3.93B
Positions
18
New
1
Increased
7
Decreased
7
Sold Out
1
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $3.93B across 18 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). The top 10 positions account for 80.5% of the portfolio.
Top 18 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CTVACORTEVA INC | $558.87M | 14.21% | +23.3% |
| 2 | GENNORTONLIFELOCK INC | $432.85M | 11.01% | +66.8% |
| 3 | ACMAECOM | $386.89M | 9.84% | +0.5% |
| 4 | ACIWACI WORLDWIDE INC | $371.46M | 9.45% | +97.1% |
| 5 | ONON SEMICONDUCTOR CORP | $295.80M | 7.52% | New |
| 6 | CVLTCOMMVAULT SYSTEMS INC | $247.46M | 6.29% | +3.6% |
| 7 | GDOTGREEN DOT CORP | $245.98M | 6.26% | -0.4% |
| 8 | MMSIMERIT MED SYS INC | $221.16M | 5.62% | -10.8% |
| 9 | MDMEDNAX INC | $207.36M | 5.27% | - |
| 10 | BOXBOX INC | $198.13M | 5.04% | +18.2% |
| Stock | Value | Shares |
|---|---|---|
| ONON SEMICONDUCTOR CORP | $295.80M | 9,037,681 |
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