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NEW YORK, NY · CIK 0001517137
Portfolio Value
$4.81B
Positions
27
New
5
Increased
6
Decreased
6
Sold Out
3
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $4.81B across 27 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). The top 10 positions account for 81.3% of the portfolio.
Top 27 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GDDYGODADDY INC | $797.56M | 16.59% | -24.6% |
| 2 | HUMHUMANA INC | $455.13M | 9.47% | +18.2% |
| 3 | GENGEN DIGITAL INC | $424.66M | 8.83% | - |
| 4 | WIXWIX COM LTD | $411.26M | 8.55% | -10.0% |
| 5 | CRMSALESFORCE INC | $404.30M | 8.41% | -11.2% |
| 6 | AQNALGONQUIN PWR UTILS CORP | $391.78M | 8.15% | +6.1% |
| 7 | IWNISHARES TR | $280.37M | 5.83% | +16.5% |
| 8 | FTREFORTREA HLDGS INC | $265.07M | 5.51% | New |
| 9 | ACTGACACIA RESH CORP | $239.60M | 4.98% | - |
| 10 | BLMNBLOOMIN BRANDS INC | $237.61M | 4.94% | +1.2% |
| Stock | Value | Shares |
|---|---|---|
| FTREFORTREA HLDGS INC | $265.07M | 7,595,000 |
| NWSNEWS CORP NEW | $224.59M | 8,732,000 |
| NWSANEWS CORP NEW | $41.73M | 1,700,000 |
| LPSN 0.75 03/01/24LIVEPERSON INC | $15.25M | 15,500,000 |
| IWMISHARES TR | $11.01M | 4,900,000 |
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