SmartMoneyDB

Starboard Value LP

NEW YORK, NY · CIK 0001517137

Portfolio Value: $5.09B
Positions: 72
Period: 2021-06-30
Filed: 2021-08-13
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

$5.09B

Positions

72

New

45

Increased

10

Decreased

9

Sold Out

143

Starboard Value LP Q2 2021 13F Filing Summary

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). Top holdings include ACM ($470.59M), LCTC ($454.69M), CTVA ($425.08M). The top 10 positions account for 69.7% of the portfolio. This quarter saw 45 new positions, 10 increases, 9 reductions, 143 complete exits. Notable new buys: PZZA ($361.30M), WARBURG PINCUS CAPTAL CORP I ($8.26M), THCH ($5.87M). Notable exits: WARBURG PINCUS CAPTAL CORP I, SLAMF, KKR.

All Holdings

#StockValue↓WeightChange
1
ACMAECOM
COM
$470.59M
9.24%
-4.9%
2
LCTCNORTONLIFELOCK INC
COM
$454.69M
8.93%
-20.8%
3
CTVACORTEVA INC
COM
$425.08M
8.35%
-22.9%
4
PZZAPAPA JOHNS INTL INC
COM
$361.30M
7.09%
New
5
ACIWACI WORLDWIDE INC
COM
$333.80M
6.55%
-
6
ONON SEMICONDUCTOR CORP
COM
$332.56M
6.53%
+1.4%
7
BOXBOX INC
CL A
$332.50M
6.53%
+2.1%
8
CVLTCOMMVAULT SYS INC
COM
$318.88M
6.26%
-6.2%
9
ELANELANCO ANIMAL HEALTH INC
COM
$263.88M
5.18%
-2.9%
10
MDMEDNAX INC
COM
$254.77M
5.00%
-
11
CERNCHFCERNER CORP
COM
$248.64M
4.88%
+41.0%
12
GDOTGREEN DOT CORP
CL A
$248.03M
4.87%
-
13
MMSIMERIT MED SYS INC
COM
$232.57M
4.57%
-3.8%
14
THCHMAGELLAN HEALTH INC
COM NEW
$223.17M
4.38%
-
15
PPLGCP APPLIED TECHNOLOGIES INC
COM
$152.12M
2.99%
-
16
IWMISHARES TR
RUSSELL 2000 ETF
$134.42M
2.64%
+125.9%
17
EHTHEHEALTH INC
COM
$110.85M
2.18%
-
18
IWRISHARES TR
RUS MID CAP ETF
$38.83M
0.76%
+8.9%
19
IWNISHARES TR
RUS 2000 VAL ETF
$17.07M
0.34%
-69.5%
20
SCORCOMSCORE INC
COM
$12.10M
0.24%
-15.7%
21
WARBURG PINCUS CAPTAL CORP I
SHS CL A
$8.26M
0.16%
New
22
THCHLEAD EDGE GROWTH OPRTUNTS LT
COM
$5.87M
0.12%
New
23
KKRKKR ACQUISITION HOLDING I CO
COM CLASS A
$5.84M
0.11%
New
24
SLAMFSLAM CORP
CL A SHS
$5.82M
0.11%
New
25
KHOSLA VENTURES ACQUT CO III
COM CL A
$4.93M
0.10%
+42.9%
26
FOREST ROAD ACQUISITION COR
CL A
$4.90M
0.10%
New
27
IMAAALTIMAR ACQUISITION CORP II
SHS CL A
$4.86M
0.10%
New
28
TWC TECH HLDGS II CORP
COM
$4.47M
0.09%
+47.5%
29
MONTES ARCHIMEDES ACQUISITIO
COM CL A
$4.37M
0.09%
-18.5%
30
ROSS ACQUISITION CORP II
SHS CL A
$4.37M
0.09%
New
31
MISSION ADVANCEMENT CORP
CL A
$3.88M
0.08%
New
32
ATLNATLANTIC COASTAL ACQUISTN CO
CLASS A COM
$3.76M
0.07%
New
33
UBERCC NEUBERGER PRIN HLDGS II
SHS CL A
$3.72M
0.07%
+16.5%
34
ROTOR ACQUISITION CORP
COM
$3.64M
0.07%
New
35
NVMISUPERNOVA PARTNERS ACQUISITI
COM CL A
$3.54M
0.07%
New
36
THCHDRAGONEER GROWTH OPT CORP II
CL A SHS
$3.36M
0.07%
+42.6%
37
PLMKPLUM ACQUISITION CORP I
CLASS A ORD SHS
$3.31M
0.06%
New
38
NODKDATA KNIGHTS ACQUISITION COR
UNIT 05/06/2026
$3.10M
0.06%
New
39
L&F ACQUISITION CORP
SHS CL A
$3.08M
0.06%
+8.9%
40
AIPGTAILWIND ACQUISITION CORP
COM CL A
$2.99M
0.06%
New
41
QELL ACQUISITION CORP
CL A
$2.98M
0.06%
New
42
KHOSLA VENTURES ACQUSTN CO I
COM CL A
$2.98M
0.06%
-
43
PARCATALYST PARTNRS ACQUISITN C
UNIT 99/99/9999
$2.52M
0.05%
New
44
EG ACQUISITION CORP
UNIT 99/99/9999
$2.50M
0.05%
New
45
D8 HOLDINGS CORP
SHS CL A
$2.49M
0.05%
New
46
RLIAUSTERLITZ ACQUISITION CORP
SHS CL A
$2.48M
0.05%
New
47
NAVSIGHT HLDGS INC
CL A
$2.44M
0.05%
New
48
NEBULA CARAVEL ACQUISITION C
COM CL A
$2.00M
0.04%
New
49
KISMET ACQUISITION ONE CORP
SHS
$1.98M
0.04%
New
50
APG10X CAPITAL VENTURE ACQU COR
COM CL A
$1.96M
0.04%
New
Showing 1-50 of 72

Position Changes

StockValueShares
PZZAPAPA JOHNS INTL INC
$361.30M3,459,360
WARBURG PINCUS CAPTAL CORP I
$8.26M847,085
THCHLEAD EDGE GROWTH OPRTUNTS LT
$5.87M600,000
KKRKKR ACQUISITION HOLDING I CO
$5.84M594,800
SLAMFSLAM CORP
$5.82M601,000
FOREST ROAD ACQUISITION COR
$4.90M500,000
IMAAALTIMAR ACQUISITION CORP II
$4.86M500,000
ROSS ACQUISITION CORP II
$4.37M450,000
MISSION ADVANCEMENT CORP
$3.88M400,000
ATLNATLANTIC COASTAL ACQUISTN CO
$3.76M389,440
ROTOR ACQUISITION CORP
$3.64M364,805
NVMISUPERNOVA PARTNERS ACQUISITI
$3.54M356,962
PLMKPLUM ACQUISITION CORP I
$3.31M340,929
NODKDATA KNIGHTS ACQUISITION COR
$3.10M300,000
AIPGTAILWIND ACQUISITION CORP
$2.99M300,000
QELL ACQUISITION CORP
$2.98M300,000
PARCATALYST PARTNRS ACQUISITN C
$2.52M250,000
EG ACQUISITION CORP
$2.50M250,000
D8 HOLDINGS CORP
$2.49M250,000
RLIAUSTERLITZ ACQUISITION CORP
$2.48M250,000
NAVSIGHT HLDGS INC
$2.44M245,000
NEBULA CARAVEL ACQUISITION C
$2.00M200,000
KISMET ACQUISITION ONE CORP
$1.98M200,000
APG10X CAPITAL VENTURE ACQU COR
$1.96M196,800
ATIASPIRATIONAL CONSUMER LIFEST
$1.72M172,019
TCV ACQUISITION CORP
$1.49M150,000
MEDTECH ACQUISITION CORP
$1.46M150,000
INDUSTRIAL TECH ACQU INC
$1.41M141,177
OSPREY TECHNLGY AQUISTION CO
$1.34M134,529
THCHROTH CH ACQUISITION II CO
$993.00K100,000
TPGTPG PACE TECH OPPORUNITIES
$993.00K100,000
THCHDRAGONEER GROWTH OPPORTUN CO
$479.00K48,135
SOFTWARE ACQUISITN GRUP INC
$431.00K43,362
PARREINVENT TECHNOLOGY PARTNERS
$315.00K31,600
NEXTGEN ACQUISITION CORP
$232.00K23,311
WPCBFWARBURG PINCUS CAPTAL CORP I
$220.00K169,414
THCHLEAD EDGE GROWTH OPRTUNTS LT
$202.00K124,999
KKRKKR ACQUISITION HOLDING I CO
$175.00K148,698
SLAMFSLAM CORP
$162.00K150,246
IMAAALTIMAR ACQUISITION CORP II
$145.00K124,999
FOREST ROAD ACQUISITION COR
$140.00K100,000
ROSS ACQUISITION CORP II
$96.00K100,000
MACCWMISSION ADVANCEMENT CORP
$94.00K116,665
PLMKPLUM ACQUISITION CORP I
$70.00K60,000
ATLNATLANTIC COASTAL ACQUISTN CO
$59.00K66,665