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NEW YORK, NY · CIK 0001517137
New positions
4
Added to
5
Trimmed
9
Exited
49
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $4.96B across 105 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). The top 10 positions account for 79.5% 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 | GDDYGODADDY INC | $781.82M | 15.75% | -1.7% |
| 2 | CRMSALESFORCE INC | $505.64M | 10.19% | -16.4% |
| 3 | ACMAECOM | $454.15M | 9.15% | -22.8% |
| 4 | SPLKCHFSPLUNK INC | $439.42M | 8.85% | +145.5% |
| 5 | WTWWILLIS TOWERS WATSON PLC LTD | $422.79M | 8.52% | -5.5% |
| 6 | HUMHUMANA INC | $388.37M | 7.82% | +3.2% |
| 7 | GENGEN DIGITAL INC | $324.58M | 6.54% | - |
| 8 | VRTVERTIV HOLDINGS CO | $240.67M | 4.85% | -0.5% |
| 9 | WIXWIX COM LTD | $196.81M | 3.96% | -15.1% |
| 10 | MRCYMERCURY SYS INC | $192.84M | 3.88% | - |
| Stock | Value | Shares |
|---|---|---|
| ROGROGERS CORP | $168.04M | 1,028,200 |
| RBAGBPRITCHIE BROS AUCTIONEERS | $14.14M | 251,163 |
| ISRLFISRAEL ACQUISITIONS CORP | $5.12M | 500,000 |
| AIEVFEUTUNE LIGHT ACQUISITION CO | $3.13M | 300,000 |
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