Starboard Value LP - Q1 2022 holdings

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$7.54 Billion is the total value of Starboard Value LP's 171 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 46.3% .

All

			Value		Shares		↓ Weighting
HUN	Sell	HUNTSMAN CORP	$619,583,000	-1.5%	16,517,818	-8.4%	8.21%	-5.7%
ACM	Sell	AECOM	$545,092,000	-2.6%	7,096,629	-1.9%	7.23%	-6.8%
ON	Sell	ON SEMICONDUCTOR CORP	$414,333,000	-19.4%	6,617,681	-12.6%	5.49%	-22.9%
CTVA	Sell	CORTEVA INC	$344,669,000	-18.1%	5,996,329	-32.6%	4.57%	-21.6%
IWM	Sell	ISHARES TRrussell 2000 etf	$269,803,000	-12.4%	1,314,380	-5.1%	3.58%	-16.2%
CVLT	Sell	COMMVAULT SYS INC	$254,553,000	-13.9%	3,836,525	-10.6%	3.38%	-17.6%
CERN	Sell	CERNER CORP	$211,203,000	-33.6%	2,257,406	-34.1%	2.80%	-36.5%
ACIW	Sell	ACI WORLDWIDE INC	$196,569,000	-37.0%	6,242,281	-30.5%	2.61%	-39.7%
ELAN	Sell	ELANCO ANIMAL HEALTH INC	$180,035,000	-17.5%	6,900,555	-10.2%	2.39%	-21.0%
MMSI	Sell	MERIT MED SYS INC	$57,715,000	-28.9%	867,638	-33.4%	0.76%	-31.9%
	Sell	ONYX ACQUISITION CO I	$6,715,000	-12.0%	672,800	-12.6%	0.09%	-16.0%
WPCB	Sell	WARBURG PINCUS CAPTAL CORP I	$6,646,000	-15.6%	676,820	-16.2%	0.09%	-19.3%
	Sell	MCLAREN TECHNOLOGY ACQ CORP	$6,390,000	-11.9%	640,936	-12.3%	0.08%	-15.0%
	Sell	AVALON ACQUISITION INC	$6,380,000	-11.7%	640,549	-12.4%	0.08%	-15.0%
	Sell	SPINDLETOP HEALTH ACQUISITIO	$6,343,000	-8.7%	636,861	-12.4%	0.08%	-12.5%
	Sell	INDUSTRIAL HUMAN CAPITAL INC	$5,958,000	-11.5%	594,636	-12.4%	0.08%	-15.1%
	Sell	ROSE HILL ACQUISITION CORPclass a ord	$5,889,000	-11.8%	588,318	-12.6%	0.08%	-16.1%
	Sell	NEWCOURT ACQUISITION CORP	$5,167,000	-11.4%	516,222	-12.3%	0.07%	-16.0%
	Sell	DIRECT SELLING ACQUISITIN CO	$4,992,000	-12.7%	499,200	-13.3%	0.07%	-16.5%
	Sell	GOGREEN INVESTMENTS CORP	$4,796,000	-11.8%	480,069	-12.5%	0.06%	-14.7%
SLAM	Sell	SLAM CORP	$4,692,000	-15.7%	480,199	-16.2%	0.06%	-19.5%
LEGA	Sell	LEAD EDGE GROWTH OPRTUNTS LT	$4,696,000	-15.8%	480,650	-15.9%	0.06%	-19.5%
KAHC	Sell	KKR ACQUISITION HOLDING I CO	$4,672,000	-15.4%	475,245	-16.2%	0.06%	-19.5%
	Sell	GIGCAPITAL 5 INC	$4,558,000	-12.7%	457,600	-13.3%	0.06%	-16.7%
	Sell	THRIVE ACQUISITION CORPORATIclass a ord	$4,415,000	-11.7%	441,544	-12.7%	0.06%	-14.5%
	Sell	VISION SENSING ACQUISITION C	$4,352,000	-11.5%	435,612	-12.2%	0.06%	-14.7%
	Sell	FORTUNE RISE ACQUISITION CORcl a	$4,354,000	-11.8%	433,688	-12.6%	0.06%	-14.7%
	Sell	JUNIPER II CORP	$4,186,000	-13.4%	420,700	-12.5%	0.06%	-17.9%
	Sell	ACHARI VENTURES HLDGS CORP I	$4,174,000	-12.1%	419,500	-12.8%	0.06%	-16.7%
	Sell	CENAQ ENERGY CORP	$4,172,000	-12.4%	417,243	-13.1%	0.06%	-16.7%
AUS	Sell	AUSTERLITZ ACQUISITION CORP	$4,167,000	-13.0%	424,358	-14.0%	0.06%	-16.7%
LNFA	Sell	L&F ACQUISITION CORP	$4,102,000	-14.4%	405,336	-15.2%	0.05%	-18.2%
FRXB	Sell	FOREST ROAD ACQUISITION CORcl a	$3,903,000	-15.8%	399,500	-16.2%	0.05%	-18.8%
KVSC	Sell	KHOSLA VENTURES ACQUT CO III	$3,924,000	-15.6%	401,600	-15.7%	0.05%	-18.8%
	Sell	PARSEC CAPITAL ACQUISITIONcl a	$3,585,000	-11.5%	358,497	-12.2%	0.05%	-14.3%
ROSS	Sell	ROSS ACQUISITION CORP II	$3,551,000	-15.1%	361,650	-15.6%	0.05%	-19.0%
	Sell	LEGATO MERGER CORP II	$3,471,000	-12.3%	349,873	-12.2%	0.05%	-16.4%
PRPB	Sell	CC NEUBERGER PRIN HLDGS II	$3,366,000	-15.6%	339,324	-15.8%	0.04%	-18.2%
	Sell	ESGEN ACQUISITION CORP	$3,417,000	-11.4%	341,339	-12.2%	0.04%	-15.1%
TWND	Sell	TAILWIND ACQUISITION CORP	$3,238,000	-13.8%	327,201	-14.3%	0.04%	-17.3%
PLMI	Sell	PLUM ACQUISITION CORP I	$3,141,000	-15.4%	321,518	-15.7%	0.04%	-17.6%
MACC	Sell	MISSION ADVANCEMENT CORPcl a	$3,137,000	-15.4%	320,400	-15.9%	0.04%	-17.6%
DKDCA	Sell	DATA KNIGHTS ACQUISITION COR	$2,907,000	-13.7%	285,747	-14.4%	0.04%	-17.0%
FVT	Sell	FORTRESS VALUE ACQUIS CORP I	$2,809,000	-14.1%	285,134	-14.8%	0.04%	-17.8%
DGNU	Sell	DRAGONEER GROWTH OPT CORP II	$2,607,000	-15.4%	266,010	-15.7%	0.04%	-18.6%
	Sell	SANABY HEALTH ACQUISITION CO	$2,517,000	-12.1%	251,700	-12.8%	0.03%	-17.5%
	Sell	PEGASUS DIGITAL MOBILITY ACQ	$2,487,000	-12.2%	251,700	-12.8%	0.03%	-15.4%
	Sell	BLACK MOUNTAIN ACQ CORP	$2,302,000	-2.6%	231,829	-3.6%	0.03%	-6.1%
	Sell	LIONHEART III CORP	$2,191,000	-11.0%	220,436	-11.8%	0.03%	-14.7%
	Sell	CONCORD ACQUISITION CORP III	$2,090,000	-12.2%	210,250	-12.6%	0.03%	-15.2%
	Sell	MAXPRO CAPITAL ACQUISITN COR	$2,098,000	-12.1%	210,028	-12.7%	0.03%	-15.2%
	Sell	M3 BRIGADE ACQUISITION III	$2,089,000	-12.0%	209,750	-12.8%	0.03%	-15.2%
	Sell	CATALYST PARTNRS ACQUISITN C	$1,978,000	-14.7%	203,250	-14.6%	0.03%	-18.8%
	Sell	EG ACQUISITION CORP	$1,980,000	-14.4%	203,250	-14.6%	0.03%	-18.8%
	Sell	SOAR TECHNOLOGY ACQUISN CORP	$1,641,000	-13.2%	161,990	-13.3%	0.02%	-15.4%
	Sell	PYROPHYTE ACQUISITION CORP	$1,668,000	-12.2%	167,800	-12.8%	0.02%	-15.4%
	Sell	AESTHER HEALTHCARE ACQSTN CO	$1,455,000	-11.9%	144,169	-12.8%	0.02%	-17.4%
TCVA	Sell	TCV ACQUISITION CORP	$1,336,000	-5.2%	136,910	-4.2%	0.02%	-10.0%
	Sell	FOCUS IMPACT ACQUISITION COR	$1,250,000	-12.2%	125,850	-12.8%	0.02%	-15.0%
	Sell	ANTHEMIS DIGITAL ACQUISITIONclass a ord	$1,252,000	-11.9%	125,850	-12.8%	0.02%	-15.0%
	Sell	PARABELLUM ACQUISITION CORP	$1,230,000	-12.4%	125,200	-13.1%	0.02%	-15.8%
	Sell	CIIG CAPITAL PARTNERS II INC	$878,000	-12.9%	88,551	-13.3%	0.01%	-14.3%
ALCC	Sell	ALTC ACQUISITION CORP	$803,000	-15.1%	82,300	-14.3%	0.01%	-15.4%
	Sell	LAVA MEDTECH ACQUISITION COR	$419,000	-11.6%	41,950	-12.8%	0.01%	-14.3%
	Sell	ARBOR RAPHA CAP BIOHLDS CORP	$210,000	-12.1%	20,975	-12.8%	0.00%	0.0%
	Sell	PHOENIX BIOTECH ACQUISITION	$213,000	-10.5%	21,275	-11.5%	0.00%	0.0%
GCAC	Exit	GROWTH CAP ACQUISITION CORPcl a	$0	–	-34,148	-100.0%	-0.01%	–
	Exit	LAMF GLOBAL VENTURES CORP Iunit 11/05/2026	$0	–	-96,200	-100.0%	-0.01%	–
	Exit	BLOCKCHAIN COINVSTRS ACQ CRPunit 09/01/2026	$0	–	-96,200	-100.0%	-0.01%	–
	Exit	BEARD ENERGY TRANSITION ACQunit 99/99/9999	$0	–	-120,250	-100.0%	-0.02%	–
	Exit	RCF ACQUISITION CORPunit 99/99/9999	$0	–	-144,300	-100.0%	-0.02%	–
	Exit	LF CAPITAL ACQUISITION CORPunit 05/15/2028	$0	–	-159,557	-100.0%	-0.02%	–
	Exit	VMG CONSUMER ACQUISITION CORunit 11/08/2026	$0	–	-192,400	-100.0%	-0.03%	–
	Exit	INFINITE ACQUISITION CORPunit 99/99/9999	$0	–	-192,400	-100.0%	-0.03%	–
	Exit	AP ACQUISITION CORPunit 99/99/9999	$0	–	-200,000	-100.0%	-0.03%	–
	Exit	ASCENDANT DIGITAL ACQ CORP Iunit 99/99/9999	$0	–	-206,800	-100.0%	-0.03%	–
	Exit	CACTUS ACQUISITION CORP 1 LTunit 08/17/2028	$0	–	-225,876	-100.0%	-0.03%	–
	Exit	FTAC ZEUS ACQUISITION CORunit 04/15/2026	$0	–	-240,500	-100.0%	-0.03%	–
	Exit	HUNT COMPANIES ACQUISITIOunit 99/99/9999	$0	–	-240,500	-100.0%	-0.03%	–
	Exit	GREEN VISOR FIN TEC ACQ CORPunit 11/08/2026	$0	–	-240,500	-100.0%	-0.03%	–
	Exit	NABORS ENERGY TRANSITION CORunit 99/99/9999	$0	–	-240,500	-100.0%	-0.03%	–
	Exit	CF ACQUISITION CORP VIIunit 03/16/2028	$0	–	-250,000	-100.0%	-0.04%	–
IWM	Exit	ISHARES TRput	$0	–	-1,350,000	-100.0%	-0.04%	–
MOTV	Exit	MOTIVE CAPITAL CORP	$0	–	-300,000	-100.0%	-0.04%	–
	Exit	AHREN ACQUISITION CORPunit 12/09/2026	$0	–	-335,500	-100.0%	-0.05%	–
	Exit	APEIRON CAPITAL INVEST CORPunit 99/99/9999	$0	–	-333,848	-100.0%	-0.05%	–
	Exit	INNOVATIVE INTL ACQUSITIN COunit 10/26/2026	$0	–	-356,579	-100.0%	-0.05%	–
	Exit	ALSP ORCHID ACQUISITION CORPunit 11/30/2028	$0	–	-366,189	-100.0%	-0.05%	–
	Exit	ATLANTIC COASTAL ACQUISTN CO	$0	–	-381,011	-100.0%	-0.05%	–
	Exit	APX ACQUISITION CORP Iunit 12/07/2026	$0	–	-400,000	-100.0%	-0.06%	–
	Exit	SHOULDERUP TECHNOLOGY ACQUISunit 99/99/9999	$0	–	-413,707	-100.0%	-0.06%	–
	Exit	INFINT ACQUISITION CORPunit 99/99/9999	$0	–	-441,174	-100.0%	-0.06%	–
	Exit	AETHERIUM ACQUISITION CORPunit 12/21/2026	$0	–	-450,000	-100.0%	-0.06%	–
	Exit	INTEGRATED WELLNESS ACQ CORPunit 99/99/9999	$0	–	-450,000	-100.0%	-0.06%	–
	Exit	TALON 1 ACQUISITION CORPunit 11/02/2026	$0	–	-466,608	-100.0%	-0.06%	–
SPAQ	Exit	SPARTAN ACQUISITION CORP III	$0	–	-482,501	-100.0%	-0.07%	–
	Exit	CAPITALWORKS EMNG MKTS ACQSTunit 01/01/2026	$0	–	-474,921	-100.0%	-0.07%	–
	Exit	OMNILIT ACQUISITION CORPunit 11/08/2026	$0	–	-481,000	-100.0%	-0.07%	–
	Exit	SEMPER PARATUS ACQUISITION Cunit 11/04/2026	$0	–	-481,000	-100.0%	-0.07%	–
	Exit	HEALTHCARE AI ACQUISITION COunit 12/07/2026	$0	–	-500,000	-100.0%	-0.07%	–
	Exit	EMERGING MARKETS HORIZON CORunit 99/99/9999	$0	–	-500,000	-100.0%	-0.07%	–
	Exit	SCULPTOR ACQUISITION CORP Iunit 99/99/9999	$0	–	-500,000	-100.0%	-0.07%	–
	Exit	BATTERY FUTURE ACQUISITION Cunit 99/99/9999	$0	–	-500,000	-100.0%	-0.07%	–
	Exit	SOUTHPORT ACQUISITION CORPunit 99/99/9999	$0	–	-500,000	-100.0%	-0.07%	–
	Exit	PEARL HOLDINGS ACQUISITN CORunit 12/15/2026	$0	–	-500,000	-100.0%	-0.07%	–
	Exit	EVE MOBILITY ACQUISITION CORunit 99/99/9999	$0	–	-500,000	-100.0%	-0.07%	–
	Exit	GENESIS GRWT TECH ACQUSTN COunit 99/99/9999	$0	–	-500,000	-100.0%	-0.07%	–
	Exit	INVESTCORP EUROPE ACQUISITIOunit 12/15/2026	$0	–	-500,000	-100.0%	-0.07%	–
	Exit	MOUNTAIN & CO I ACQUISITN COunit 11/04/2026	$0	–	-498,100	-100.0%	-0.07%	–
	Exit	ENERGEM CORPunit 11/15/2026	$0	–	-570,258	-100.0%	-0.08%	–
	Exit	VAHANNA TECH EDGE ACQSTN I Cunit 11/22/2026	$0	–	-580,103	-100.0%	-0.08%	–
	Exit	LIBERTY RES ACQUISITION CORPunit 10/31/2028	$0	–	-565,251	-100.0%	-0.08%	–
	Exit	CRESCERA CAP ACQUISITION CORunit 11/18/2026	$0	–	-584,800	-100.0%	-0.08%	–
TREB	Exit	TREBIA ACQUISITION CORP	$0	–	-680,100	-100.0%	-0.09%	–
	Exit	SIZZLE ACQUISITION CORPunit 11/02/2026	$0	–	-681,000	-100.0%	-0.10%	–
	Exit	BULLPEN PARLAY ACQUISITION Cunit 12/03/2026	$0	–	-700,000	-100.0%	-0.10%	–
	Exit	BIOPLUS ACQUISITION CORPunit 12/02/2026	$0	–	-700,000	-100.0%	-0.10%	–
	Exit	DIGITAL HEALTH ACQUISITION Cunit 11/02/2026	$0	–	-700,000	-100.0%	-0.10%	–
	Exit	MOUNT RAINIER ACQUISITION COunit 11/27/2026	$0	–	-725,421	-100.0%	-0.10%	–
	Exit	BURTECH ACQUISITION CORPunit 12/10/2026	$0	–	-750,000	-100.0%	-0.10%	–
	Exit	INTEGRATED RAIL AND RES ACQunit 99/99/9999	$0	–	-1,065,897	-100.0%	-0.15%	–
CFX	Exit	COLFAX CORP	$0	–	-3,919,116	-100.0%	-2.50%	–
MGLN	Exit	MAGELLAN HEALTH INC	$0	–	-2,369,100	-100.0%	-3.12%	–

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 2022-05-13

Signatures

The EDGAR filing(s) were signed by:

Jeffrey C. Smith — Managing Member, CEO and CIO

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
ISHARES TR	32	Q1 2023	31.5%
ISHARES TR	29	Q3 2023	7.1%
ADVANCE AUTO PARTS INC	22	Q4 2020	15.8%
AECOM	22	Q3 2023	11.3%
ISHARES TR	17	Q4 2022	6.0%
NORTONLIFELOCK INC	16	Q3 2023	20.2%
QUANTUM CORP	16	Q1 2017	2.8%
GREEN DOT CORP	15	Q3 2023	7.7%
MARVELL TECHNOLOGY GROUP LTD	14	Q2 2019	18.3%
COMMVAULT SYSTEMS INC	14	Q2 2023	7.6%

View Starboard Value LP's complete holdings history.

Latest significant ownerships (13-D/G)

Starboard Value LP Q1 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	Filed	Shares	Percentage
Vertiv Holdings Co	July 21, 2023	14,311,000	3.8%
MERCURY SYSTEMS INC	June 15, 2023	2,660,258	4.6%
Cyxtera Technologies, Inc.	June 08, 2023	19,355,337	-
ROGERS CORP	June 06, 2023	850,482	4.6%
RITCHIE BROS AUCTIONEERS INC	April 10, 2023	7,026,415	3.7%
LIVEPERSON INC	March 17, 2023	2,360,000	3.1%
PAPA JOHNS INTERNATIONAL INC	March 03, 2023	582,432	1.7%
AECOM	January 27, 2023	6,761,000	4.9%
Pediatrix Medical Group, Inc.	January 20, 2023	3,348,578	4.0%
COMMVAULT SYSTEMS INC	December 02, 2022	1,626,614	3.7%

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

Latest filings

Type	Filed
SC 13D/A	2024-05-02
SC 13D/A	2024-04-18
SC 13D/A	2024-03-21
SC 13D/A	2024-03-19
4	2024-03-08
SC 13D/A	2024-02-26
SC 13D	2024-02-21
SC 13D/A	2024-02-15
13F-HR	2024-02-14
SC 13D/A	2024-01-31

View Starboard Value LP's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

The reported total value is incorrect (7543241000.0 != 7543243000.0)

Export Starboard Value LP's holdings