Starboard Value LP - Q4 2021 holdings

$7.22 Billion is the total value of Starboard Value LP's 136 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 184.8% .

 Value Shares↓ Weighting
HUN BuyHUNTSMAN CORP$628,755,000
+83.2%
18,026,236
+55.4%
8.71%
+38.7%
GDDY NewGODADDY INCcl a$576,318,0006,791,399
+100.0%
7.99%
ACM SellAECOM$559,753,000
+20.9%
7,236,629
-1.3%
7.76%
-8.5%
ON SellON SEMICONDUCTOR CORP$513,997,000
+34.7%
7,567,681
-9.2%
7.12%
+2.0%
WLTW NewWILLIS TOWERS WATSON PLC LTD$498,941,0002,100,894
+100.0%
6.91%
NLOK  NORTONLIFELOCK INC$433,982,000
+2.7%
16,704,4540.0%6.01%
-22.2%
CTVA SellCORTEVA INC$420,816,000
+8.8%
8,900,508
-3.2%
5.83%
-17.6%
PZZA  PAPA JOHNS INTL INC$368,292,000
+5.1%
2,759,3600.0%5.10%
-20.4%
CERN BuyCERNER CORP$318,289,000
+39.0%
3,427,257
+5.6%
4.41%
+5.3%
ACIW  ACI WORLDWIDE INC$311,866,000
+12.9%
8,987,4860.0%4.32%
-14.5%
IWM SellISHARES TRrussell 2000 etf$307,955,000
-6.0%
1,384,380
-7.6%
4.27%
-28.9%
CVLT BuyCOMMVAULT SYS INC$295,624,000
-3.8%
4,289,375
+5.1%
4.10%
-27.2%
MGLN  MAGELLAN HEALTH INC$225,041,000
+0.5%
2,369,1000.0%3.12%
-24.0%
ELAN BuyELANCO ANIMAL HEALTH INC$218,116,000
-6.5%
7,685,555
+5.1%
3.02%
-29.2%
 CYXTERA TECHNOLOGIES INC$208,397,000
+36.3%
16,526,3150.0%2.89%
+3.2%
GCP  GCP APPLIED TECHNOLOGIES INC$207,056,000
+44.4%
6,540,0000.0%2.87%
+9.3%
GDOT  GREEN DOT CORPcl a$191,859,000
-28.0%
5,294,1100.0%2.66%
-45.5%
CFX NewCOLFAX CORP$180,162,0003,919,116
+100.0%
2.50%
MD  MEDNAX INC$160,947,000
-4.3%
5,915,0000.0%2.23%
-27.6%
MMSI SellMERIT MED SYS INC$81,124,000
-68.1%
1,302,152
-63.2%
1.12%
-75.8%
EHTH  EHEALTH INC$52,227,000
-37.0%
2,048,1170.0%0.72%
-52.3%
NewINTEGRATED RAIL AND RES ACQunit 99/99/9999$10,712,0001,065,897
+100.0%
0.15%
WPCB SellWARBURG PINCUS CAPTAL CORP I$7,879,000
-4.9%
807,272
-4.7%
0.11%
-28.3%
NewONYX ACQUISITION CO I$7,627,000769,600
+100.0%
0.11%
NewBURTECH ACQUISITION CORPunit 12/10/2026$7,507,000750,000
+100.0%
0.10%
NewMOUNT RAINIER ACQUISITION COunit 11/27/2026$7,378,000725,421
+100.0%
0.10%
NewAVALON ACQUISITION INC$7,222,000731,000
+100.0%
0.10%
NewMCLAREN TECHNOLOGY ACQ CORP$7,252,000731,000
+100.0%
0.10%
NewDIGITAL HEALTH ACQUISITION Cunit 11/02/2026$7,168,000700,000
+100.0%
0.10%
NewBIOPLUS ACQUISITION CORPunit 12/02/2026$7,000,000700,000
+100.0%
0.10%
NewBULLPEN PARLAY ACQUISITION Cunit 12/03/2026$7,004,000700,000
+100.0%
0.10%
NewSIZZLE ACQUISITION CORPunit 11/02/2026$6,919,000681,000
+100.0%
0.10%
NewSPINDLETOP HEALTH ACQUISITIO$6,945,000727,200
+100.0%
0.10%
TREB BuyTREBIA ACQUISITION CORP$6,774,000
+51.9%
680,100
+51.1%
0.09%
+14.6%
NewROSE HILL ACQUISITION CORPclass a ord$6,680,000673,401
+100.0%
0.09%
NewINDUSTRIAL HUMAN CAPITAL INC$6,736,000679,059
+100.0%
0.09%
NewLIBERTY RES ACQUISITION CORPunit 10/31/2028$5,811,000565,251
+100.0%
0.08%
NewNEWCOURT ACQUISITION CORP$5,833,000588,600
+100.0%
0.08%
NewVAHANNA TECH EDGE ACQSTN I Cunit 11/22/2026$5,842,000580,103
+100.0%
0.08%
NewCRESCERA CAP ACQUISITION CORunit 11/18/2026$5,866,000584,800
+100.0%
0.08%
NewENERGEM CORPunit 11/15/2026$5,788,000570,258
+100.0%
0.08%
NewDIRECT SELLING ACQUISITIN CO$5,720,000576,000
+100.0%
0.08%
LEGA SellLEAD EDGE GROWTH OPRTUNTS LT$5,580,000
-5.1%
571,700
-4.7%
0.08%
-28.7%
KAHC SellKKR ACQUISITION HOLDING I CO$5,521,000
-4.8%
566,844
-4.7%
0.08%
-27.4%
SLAM SellSLAM CORP$5,567,000
-5.0%
572,753
-4.7%
0.08%
-28.0%
NewGOGREEN INVESTMENTS CORP$5,437,000548,645
+100.0%
0.08%
NewGIGCAPITAL 5 INC$5,222,000528,000
+100.0%
0.07%
NewMOUNTAIN & CO I ACQUISITN COunit 11/04/2026$5,091,000498,100
+100.0%
0.07%
NewGENESIS GRWT TECH ACQUSTN COunit 99/99/9999$5,025,000500,000
+100.0%
0.07%
NewINVESTCORP EUROPE ACQUISITIOunit 12/15/2026$5,043,000500,000
+100.0%
0.07%
NewSOUTHPORT ACQUISITION CORPunit 99/99/9999$5,000,000500,000
+100.0%
0.07%
NewSCULPTOR ACQUISITION CORP Iunit 99/99/9999$5,005,000500,000
+100.0%
0.07%
NewTHRIVE ACQUISITION CORPORATIclass a ord$4,999,000506,000
+100.0%
0.07%
NewPEARL HOLDINGS ACQUISITN CORunit 12/15/2026$5,000,000500,000
+100.0%
0.07%
NewHEALTHCARE AI ACQUISITION COunit 12/07/2026$5,005,000500,000
+100.0%
0.07%
NewEVE MOBILITY ACQUISITION CORunit 99/99/9999$5,005,000500,000
+100.0%
0.07%
NewEMERGING MARKETS HORIZON CORunit 99/99/9999$5,005,000500,000
+100.0%
0.07%
NewBATTERY FUTURE ACQUISITION Cunit 99/99/9999$5,000,000500,000
+100.0%
0.07%
NewVISION SENSING ACQUISITION C$4,917,000496,134
+100.0%
0.07%
NewFORTUNE RISE ACQUISITION CORcl a$4,934,000496,086
+100.0%
0.07%
NewJUNIPER II CORP$4,834,000481,000
+100.0%
0.07%
NewSEMPER PARATUS ACQUISITION Cunit 11/04/2026$4,844,000481,000
+100.0%
0.07%
NewOMNILIT ACQUISITION CORPunit 11/08/2026$4,829,000481,000
+100.0%
0.07%
AUS SellAUSTERLITZ ACQUISITION CORP$4,790,000
-3.6%
493,352
-1.3%
0.07%
-27.5%
LNFA SellL&F ACQUISITION CORP$4,792,000
-4.2%
477,782
-4.4%
0.07%
-28.3%
NewACHARI VENTURES HLDGS CORP I$4,747,000481,000
+100.0%
0.07%
NewCAPITALWORKS EMNG MKTS ACQSTunit 01/01/2026$4,782,000474,921
+100.0%
0.07%
NewCENAQ ENERGY CORP$4,762,000480,000
+100.0%
0.07%
SPAQ NewSPARTAN ACQUISITION CORP III$4,762,000482,501
+100.0%
0.07%
NewTALON 1 ACQUISITION CORPunit 11/02/2026$4,708,000466,608
+100.0%
0.06%
KVSC NewKHOSLA VENTURES ACQUT CO III$4,649,000476,350
+100.0%
0.06%
FRXB SellFOREST ROAD ACQUISITION CORcl a$4,636,000
-4.9%
476,500
-4.7%
0.06%
-28.1%
NewINTEGRATED WELLNESS ACQ CORPunit 99/99/9999$4,536,000450,000
+100.0%
0.06%
NewAETHERIUM ACQUISITION CORPunit 12/21/2026$4,500,000450,000
+100.0%
0.06%
NewINFINT ACQUISITION CORPunit 99/99/9999$4,425,000441,174
+100.0%
0.06%
NewSHOULDERUP TECHNOLOGY ACQUISunit 99/99/9999$4,178,000413,707
+100.0%
0.06%
ROSS SellROSS ACQUISITION CORP II$4,184,000
-4.1%
428,700
-4.7%
0.06%
-27.5%
NewAPX ACQUISITION CORP Iunit 12/07/2026$4,028,000400,000
+100.0%
0.06%
NewPARSEC CAPITAL ACQUISITIONcl a$4,050,000408,302
+100.0%
0.06%
PRPB SellCC NEUBERGER PRIN HLDGS II$3,988,000
-3.9%
402,780
-4.7%
0.06%
-27.6%
NewLEGATO MERGER CORP II$3,959,000398,643
+100.0%
0.06%
NewESGEN ACQUISITION CORP$3,855,000388,600
+100.0%
0.05%
NewATHENA CONSUMER ACQ CORPcl a$3,812,000384,800
+100.0%
0.05%
NewATLANTIC COASTAL ACQUISTN CO$3,719,000381,011
+100.0%
0.05%
TWND SellTAILWIND ACQUISITION CORP$3,755,000
-4.0%
381,600
-4.6%
0.05%
-27.8%
NewALSP ORCHID ACQUISITION CORPunit 11/30/2028$3,699,000366,189
+100.0%
0.05%
MACC SellMISSION ADVANCEMENT CORPcl a$3,709,000
-4.6%
381,150
-4.7%
0.05%
-28.2%
PLMI SellPLUM ACQUISITION CORP I$3,712,000
-4.0%
381,488
-4.6%
0.05%
-28.2%
NewINNOVATIVE INTL ACQUSITIN COunit 10/26/2026$3,587,000356,579
+100.0%
0.05%
NewAPEIRON CAPITAL INVEST CORPunit 99/99/9999$3,369,000333,848
+100.0%
0.05%
DKDCA BuyDATA KNIGHTS ACQUISITION COR$3,370,000
+6.2%
333,668
+5.7%
0.05%
-19.0%
NewAHREN ACQUISITION CORPunit 12/09/2026$3,362,000335,500
+100.0%
0.05%
FVT SellFORTRESS VALUE ACQUIS CORP I$3,270,000
-4.2%
334,678
-4.4%
0.04%
-27.4%
DGNU SellDRAGONEER GROWTH OPT CORP II$3,083,000
-6.3%
315,537
-6.1%
0.04%
-28.3%
MTAC SellMEDTECH ACQUISITION CORP$2,948,000
-20.8%
298,368
-20.4%
0.04%
-39.7%
NewARTEMIS STRATEGIC INVT CORP$2,928,000288,000
+100.0%
0.04%
MOTV NewMOTIVE CAPITAL CORP$2,952,000300,000
+100.0%
0.04%
NewSANABY HEALTH ACQUISITION CO$2,864,000288,600
+100.0%
0.04%
NewPEGASUS DIGITAL MOBILITY ACQ$2,831,000288,600
+100.0%
0.04%
NewCF ACQUISITION CORP VIIunit 03/16/2028$2,538,000250,000
+100.0%
0.04%
IWM SellISHARES TRput$2,498,000
-48.7%
1,350,000
-41.9%
0.04%
-60.7%
NewHUNT COMPANIES ACQUISITIOunit 99/99/9999$2,441,000240,500
+100.0%
0.03%
NewNABORS ENERGY TRANSITION CORunit 99/99/9999$2,441,000240,500
+100.0%
0.03%
NewGREEN VISOR FIN TEC ACQ CORPunit 11/08/2026$2,458,000240,500
+100.0%
0.03%
NewLIONHEART III CORP$2,463,000250,000
+100.0%
0.03%
NewMAXPRO CAPITAL ACQUISITN COR$2,388,000240,500
+100.0%
0.03%
NewM3 BRIGADE ACQUISITION III$2,374,000240,500
+100.0%
0.03%
NewFTAC ZEUS ACQUISITION CORunit 04/15/2026$2,405,000240,500
+100.0%
0.03%
NewCONCORD ACQUISITION CORP III$2,381,000240,500
+100.0%
0.03%
NewBLACK MOUNTAIN ACQ CORP$2,364,000240,500
+100.0%
0.03%
SellEG ACQUISITION CORP$2,313,000
-4.7%
238,000
-4.8%
0.03%
-27.3%
SellCATALYST PARTNRS ACQUISITN C$2,318,000
-4.7%
238,000
-4.8%
0.03%
-28.9%
NewCACTUS ACQUISITION CORP 1 LTunit 08/17/2028$2,281,000225,876
+100.0%
0.03%
NewASCENDANT DIGITAL ACQ CORP Iunit 99/99/9999$2,099,000206,800
+100.0%
0.03%
NewAP ACQUISITION CORPunit 99/99/9999$2,026,000200,000
+100.0%
0.03%
NewVMG CONSUMER ACQUISITION CORunit 11/08/2026$1,952,000192,400
+100.0%
0.03%
NewINFINITE ACQUISITION CORPunit 99/99/9999$1,937,000192,400
+100.0%
0.03%
NewSOAR TECHNOLOGY ACQUISN CORP$1,890,000186,912
+100.0%
0.03%
NewPYROPHYTE ACQUISITION CORP$1,899,000192,400
+100.0%
0.03%
NewAESTHER HEALTHCARE ACQSTN CO$1,651,000165,304
+100.0%
0.02%
NewLF CAPITAL ACQUISITION CORPunit 05/15/2028$1,599,000159,557
+100.0%
0.02%
TCVA SellTCV ACQUISITION CORP$1,409,000
-4.1%
142,950
-4.7%
0.02%
-25.9%
NewANTHEMIS DIGITAL ACQUISITIONclass a ord$1,421,000144,300
+100.0%
0.02%
NewRCF ACQUISITION CORPunit 99/99/9999$1,457,000144,300
+100.0%
0.02%
NewFOCUS IMPACT ACQUISITION COR$1,424,000144,300
+100.0%
0.02%
NewPARABELLUM ACQUISITION CORP$1,404,000144,000
+100.0%
0.02%
NewBEARD ENERGY TRANSITION ACQunit 99/99/9999$1,222,000120,250
+100.0%
0.02%
NewCIIG CAPITAL PARTNERS II INC$1,008,000102,157
+100.0%
0.01%
NewBLOCKCHAIN COINVSTRS ACQ CRPunit 09/01/2026$973,00096,200
+100.0%
0.01%
NewINTELLIGENT MEDI ACQSITN COR$952,00096,200
+100.0%
0.01%
NewLAMF GLOBAL VENTURES CORP Iunit 11/05/2026$966,00096,200
+100.0%
0.01%
ALCC SellALTC ACQUISITION CORP$946,000
-3.8%
96,000
-4.0%
0.01%
-27.8%
NewLAVA MEDTECH ACQUISITION COR$474,00048,100
+100.0%
0.01%
GCAC NewGROWTH CAP ACQUISITION CORPcl a$339,00034,148
+100.0%
0.01%
NewARBOR RAPHA CAP BIOHLDS CORP$239,00024,050
+100.0%
0.00%
NewPHOENIX BIOTECH ACQUISITION$238,00024,050
+100.0%
0.00%
ExitCATALYST PARTNRS ACQUISITN Ccall$0-27,526
-100.0%
0.00%
ExitEG ACQUISITION CORPcall$0-59,654
-100.0%
-0.00%
FRXBWS ExitFOREST ROAD ACQUISITION CORcall$0-75,000
-100.0%
-0.00%
MACCWS ExitMISSION ADVANCEMENT CORPcall$0-75,000
-100.0%
-0.00%
ACAHW ExitATLANTIC COASTAL ACQUISTN COcall$0-64,150
-100.0%
-0.00%
DKDCW ExitDATA KNIGHTS ACQUISITION CORcall$0-174,766
-100.0%
-0.00%
ROSSWS ExitROSS ACQUISITION CORP IIcall$0-99,157
-100.0%
-0.00%
ExitCIIG CAPITAL PARTNERS II INCunit 02/28/2028$0-103,504
-100.0%
-0.02%
ExitPARABELLUM ACQUISITION CORPunit 99/99/9999$0-150,000
-100.0%
-0.03%
DDMX ExitDD3 ACQUISITION CORP II$0-148,682
-100.0%
-0.03%
IWR ExitISHARES TRrus mid cap etf$0-25,000
-100.0%
-0.04%
ExitSOAR TECHNOLOGY ACQUISN CORPunit 99/99/9999$0-194,700
-100.0%
-0.04%
HCIC ExitHENNESSY CAPITAL INVS CORP V$0-300,000
-100.0%
-0.05%
ExitARTEMIS STRATEGIC INVT CORPunit 09/30/2026$0-300,000
-100.0%
-0.06%
MCAD ExitMOUNTAIN CREST ACQUSTN CORP$0-300,000
-100.0%
-0.06%
ACAH ExitATLANTIC COASTAL ACQUISTN CO$0-400,000
-100.0%
-0.07%
SWBK ExitSWITCHBACK II CORPORATION$0-450,000
-100.0%
-0.08%
ENFA Exit890 5TH AVE PARTNERS INC$0-450,000
-100.0%
-0.08%
VPCC ExitVPC IMPACT ACQU HOLDI III IN$0-450,000
-100.0%
-0.08%
ATMR ExitALTIMAR ACQUISITION CORP II$0-500,000
-100.0%
-0.09%
KVSB ExitKHOSLA VENTURES ACQUSTN CO I$0-500,000
-100.0%
-0.09%
ExitCENAQ ENERGY CORPunit 02/04/2026$0-500,000
-100.0%
-0.09%
ExitGIGCAPITAL 5 INCunit 99/99/9999$0-550,000
-100.0%
-0.10%
ExitDIRECT SELLING ACQUISITION COunit 99/99/9999$0-600,000
-100.0%
-0.11%
SCOR ExitCOMSCORE INC$0-2,419,550
-100.0%
-0.17%
BOX ExitBOX INCcl a$0-12,213,663
-100.0%
-5.29%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-02-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR32Q1 202331.5%
ISHARES TR29Q3 20237.1%
ADVANCE AUTO PARTS INC22Q4 202015.8%
AECOM22Q3 202311.3%
ISHARES TR17Q4 20226.0%
NORTONLIFELOCK INC16Q3 202320.2%
QUANTUM CORP16Q1 20172.8%
GREEN DOT CORP15Q3 20237.7%
MARVELL TECHNOLOGY GROUP LTD14Q2 201918.3%
COMMVAULT SYSTEMS INC14Q2 20237.6%

View Starboard Value LP's complete holdings history.

Latest significant ownerships (13-D/G)
Starboard Value LP Q4 2021 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Vertiv Holdings CoJuly 21, 202314,311,0003.8%
MERCURY SYSTEMS INCJune 15, 20232,660,2584.6%
Cyxtera Technologies, Inc.June 08, 202319,355,337-
ROGERS CORPJune 06, 2023850,4824.6%
RITCHIE BROS AUCTIONEERS INCApril 10, 20237,026,4153.7%
LIVEPERSON INCMarch 17, 20232,360,0003.1%
PAPA JOHNS INTERNATIONAL INCMarch 03, 2023582,4321.7%
AECOMJanuary 27, 20236,761,0004.9%
Pediatrix Medical Group, Inc.January 20, 20233,348,5784.0%
COMMVAULT SYSTEMS INCDecember 02, 20221,626,6143.7%

View Starboard Value LP's complete significant-ownership history.

Latest filings
TypeFiled
SC 13D/A2024-04-18
SC 13D/A2024-03-21
SC 13D/A2024-03-19
42024-03-08
SC 13D/A2024-02-26
SC 13D2024-02-21
SC 13D/A2024-02-15
13F-HR2024-02-14
SC 13D/A2024-01-31
SC 13D/A2024-01-24

View Starboard Value LP's complete filings history.

Compare quarters

Export Starboard Value LP's holdings