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NEW YORK, NY · CIK 0001517137
Portfolio Value
$5.09B
Positions
72
New
45
Increased
10
Decreased
9
Sold Out
10
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $5.09B across 72 positions in their Q2 2021 SEC 13F filing (period ending 2021-06-30). The top 10 positions account for 69.7% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | ACMAECOM | $470.59M | 9.24% | -4.9% |
| 2 | GENNORTONLIFELOCK INC | $454.69M | 8.93% | -20.8% |
| 3 | CTVACORTEVA INC | $425.08M | 8.35% | -22.9% |
| 4 | PZZAPAPA JOHNS INTL INC | $361.30M | 7.09% | New |
| 5 | ACIWACI WORLDWIDE INC | $333.80M | 6.55% | - |
| 6 | ONON SEMICONDUCTOR CORP | $332.56M | 6.53% | +1.4% |
| 7 | BOXBOX INC | $332.50M | 6.53% | +2.1% |
| 8 | CVLTCOMMVAULT SYS INC | $318.88M | 6.26% | -6.2% |
| 9 | ELANELANCO ANIMAL HEALTH INC | $263.88M | 5.18% | -2.9% |
| 10 | MDMEDNAX INC | $254.77M | 5.00% | - |
| Stock | Value | Shares |
|---|---|---|
| PZZAPAPA JOHNS INTL INC | $361.30M | 3,459,360 |
| WARBURG PINCUS CAPTAL CORP I | $8.26M | 847,085 |
| LEAD EDGE GROWTH OPRTUNTS LT | $5.87M | 600,000 |
| KKR ACQUISITION HOLDING I CO | $5.84M | 594,800 |
| SLAMFSLAM CORP | $5.82M | 601,000 |
| FOREST ROAD ACQUISITION COR | $4.90M | 500,000 |
| ALTIMAR ACQUISITION CORP II | $4.86M | 500,000 |
| ROSS ACQUISITION CORP II | $4.37M | 450,000 |
| MISSION ADVANCEMENT CORP | $3.88M | 400,000 |
| 1ZRATLANTIC COASTAL ACQUISTN CO | $3.76M | 389,440 |
Get alerts when Starboard Value LP files new 13F holdings.