Starboard Value LP - Q4 2022 holdings

$5.22 Billion is the total value of Starboard Value LP's 148 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 23.2% .

 Value Shares↓ Weighting
GDDY BuyGODADDY INCcl a$765,637,175
+30.8%
10,233,055
+23.9%
14.67%
+14.0%
ACM  AECOM$592,328,658
+24.2%
6,974,3160.0%11.35%
+8.3%
WLTW SellWILLIS TOWERS WATSON PLC LTD$470,936,589
+5.0%
1,925,491
-13.7%
9.02%
-8.5%
NLOK SellGEN DIGITAL INC$405,344,035
+4.8%
18,914,794
-1.5%
7.77%
-8.7%
CRM NewSALESFORCE INC$401,214,9533,025,982
+100.0%
7.69%
HUM SellHUMANA INC$396,947,250
-14.2%
775,000
-18.7%
7.61%
-25.2%
VRT NewVERTIV HOLDINGS CO$230,879,96816,901,901
+100.0%
4.42%
PZZA  PAPA JOHNS INTL INC$227,122,922
+17.6%
2,759,3600.0%4.35%
+2.5%
WIX SellWIX COM LTD$178,405,099
-11.2%
2,322,076
-9.6%
3.42%
-22.6%
MRCY  MERCURY SYS INC$168,772,299
+10.2%
3,772,2910.0%3.23%
-4.0%
SPLK NewSPLUNK INC$160,719,6991,866,880
+100.0%
3.08%
IWN BuyISHARES TRrus 2000 val etf$124,803,000
+61.3%
900,000
+50.0%
2.39%
+40.6%
CVLT SellCOMMVAULT SYS INC$97,150,640
-49.9%
1,546,000
-57.7%
1.86%
-56.3%
IWM BuyISHARES TRrussell 2000 etf$90,559,097
+71.9%
519,380
+62.6%
1.74%
+49.8%
GDOT  GREEN DOT CORPcl a$83,752,820
-16.6%
5,294,1100.0%1.60%
-27.3%
MD SellPEDIATRIX MEDICAL GROUP INC$81,343,209
-16.7%
5,473,971
-7.5%
1.56%
-27.4%
LPSN  LIVEPERSON INC$71,030,700
+7.6%
7,005,0000.0%1.36%
-6.2%
ON SellON SEMICONDUCTOR CORP$59,251,500
-61.2%
950,000
-61.2%
1.14%
-66.1%
 CYXTERA TECHNOLOGIES INC$39,873,736
-52.9%
20,767,5710.0%0.76%
-59.0%
ACTG NewACACIA RESH CORP$21,050,0005,000,000
+100.0%
0.40%
SellENOVIS CORPORATION$18,901,391
-29.0%
353,165
-38.9%
0.36%
-38.1%
IWR NewISHARES TRrus mid cap etf$10,117,500150,000
+100.0%
0.19%
 INTEGRATED RAIL AND RES ACQ$9,659,804
+2.4%
937,8450.0%0.18%
-10.6%
NewSPRING VALLEY ACQUISTN CORPclass a ord$8,610,500850,000
+100.0%
0.16%
 INVESTCORP INDIA ACQUISTN CO$7,755,000
+2.6%
750,0000.0%0.15%
-10.2%
 KIMBELL TIGER ACQUISITION CO$7,725,000
+1.7%
750,0000.0%0.15%
-11.4%
 HCM ACQUISITION CO$7,695,000
+1.6%
750,0000.0%0.15%
-12.0%
 A SPAC II ACQUISITION CORP$7,672,500
+2.8%
750,0000.0%0.15%
-10.4%
 BANYAN ACQUISITION CORPORATI$7,657,500
+2.2%
750,0000.0%0.15%
-10.9%
 PAPAYA GRWT OPPORTUNITY CORP$7,661,250
+1.8%
750,0000.0%0.15%
-10.9%
 ATLANTIC COASTAL AQSTN CORP$7,642,500
+1.7%
750,0000.0%0.15%
-11.5%
 KNIGHTSWAN ACQUISITION CORP$7,635,000
+1.5%
750,0000.0%0.15%
-11.5%
 CLEAN EARTH ACQUISITIONS COR$7,575,000
+2.2%
750,0000.0%0.14%
-11.0%
FZT  FAST ACQUISITION CORP IIcl a$7,507,500
+2.0%
750,0000.0%0.14%
-11.1%
 ONYX ACQUISITION CO I$6,943,296
+2.0%
672,8000.0%0.13%
-11.3%
WPCB  WARBURG PINCUS CAPTAL CORP I$6,829,114
+1.7%
676,8200.0%0.13%
-11.5%
 BURTECH ACQUISITION CORP$6,718,879
+1.5%
661,3070.0%0.13%
-11.6%
 AVALON ACQUISITION INC$6,565,627
+2.0%
640,5490.0%0.13%
-11.3%
 MCLAREN TECHNOLOGY ACQ CORP$6,543,957
+1.9%
640,9360.0%0.12%
-11.3%
 CONSILIUM ACQUISITN CORP I L$6,469,230
+2.2%
639,2520.0%0.12%
-10.8%
 BULLPEN PARLAY ACQUISITION C$6,320,323
+1.6%
617,2190.0%0.12%
-11.7%
 BIOPLUS ACQUISITION CORP$6,307,988
+1.7%
617,2200.0%0.12%
-11.0%
 FTAC EMERALD ACQUISITION COR$6,212,400
+2.1%
620,0000.0%0.12%
-11.2%
ACAH  ATLANTIC COASTAL ACQUISTN CO$6,231,764
+2.0%
622,2430.0%0.12%
-11.2%
 SIZZLE ACQUISITION CORP$6,099,787
+1.5%
596,8480.0%0.12%
-11.4%
 METAL SKY STAR ACQUISITION Cordinary shares$6,108,000
+2.3%
600,0000.0%0.12%
-10.7%
 GLOBAL BLOCKCHAIN ACQUI CORP$6,054,000
+2.2%
600,0000.0%0.12%
-10.8%
 LATAMGROWTH SPAC$5,654,000
+1.9%
550,0000.0%0.11%
-11.5%
 CARTICA ACQUISITION CORP$5,592,043
+2.8%
539,2520.0%0.11%
-10.8%
 LEGATO MERGER CORP II$5,366,083
+2.8%
525,0570.0%0.10%
-10.4%
 CRESCERA CAP ACQUISITION COR$5,240,285
+2.0%
512,7480.0%0.10%
-11.5%
 VAHANNA TECH EDGE ACQSTN I Cclass a ord$5,215,539
+1.8%
509,3300.0%0.10%
-11.5%
 SOUND POINT ACQUISITION CORP$5,155,000
+1.1%
500,0000.0%0.10%
-11.6%
 INFINT ACQUISITION CORP$5,180,000
+2.2%
500,0000.0%0.10%
-10.8%
 INVESTCORP EUROPE ACQUISITIO$5,150,000
+1.9%
500,0000.0%0.10%
-10.8%
 VALUENCE MERGER CORP I$5,165,000
+1.6%
500,0000.0%0.10%
-11.6%
 LIBERTY RES ACQUISITION CORP$5,088,725
+1.2%
498,4060.0%0.10%
-11.7%
 DIRECT SELLING ACQUISITIN CO$5,136,768
+1.6%
499,2000.0%0.10%
-11.7%
 ARTEMIS STRATEGIC INVT CORP$5,105,000
+2.6%
500,0000.0%0.10%
-10.1%
 JAGUAR GLOBAL GROWTH CORP I$5,110,000
+2.4%
500,0000.0%0.10%
-10.9%
 HEARTLAND MEDIA ACQUISITION$5,085,000
+2.1%
500,0000.0%0.10%
-11.0%
 NUBIA BRAND INTERNATIONAL CO$5,075,000
+1.0%
500,0000.0%0.10%
-11.8%
DGNU  DRAGONEER GROWTH OPT CORP II$5,087,859
+0.7%
516,0100.0%0.10%
-12.6%
 GOGREEN INVESTMENTS CORP$4,983,116
+2.4%
480,0690.0%0.10%
-11.2%
 EVERGREEN CORPORATION$4,883,000
+2.0%
475,0000.0%0.09%
-10.5%
LEGA  LEAD EDGE GROWTH OPRTUNTS LT$4,840,146
+1.7%
480,6500.0%0.09%
-11.4%
SLAM  SLAM CORP$4,854,812
+2.0%
480,1990.0%0.09%
-11.4%
 AETHERIUM ACQUISITION CORP$4,709,787
+2.2%
462,6510.0%0.09%
-10.9%
 TECHNOLOGY & TELECOM ACQ COR$4,696,785
+1.9%
456,2200.0%0.09%
-10.9%
 SHUAA PARTNERS ACQUISTN CORP$4,657,500
+2.2%
450,0000.0%0.09%
-11.0%
 GENESIS GRWT TECH ACQUSTN CO$4,567,424
+2.4%
440,8710.0%0.09%
-10.2%
 FUTURETECH II ACQUISITION CO$4,612,500
+1.9%
450,0000.0%0.09%
-12.0%
 SCULPTOR ACQUISITION CORP I$4,523,336
+1.8%
440,8710.0%0.09%
-11.2%
 THRIVE ACQUISITION CORPORATIclass a ord$4,547,903
+1.6%
441,5440.0%0.09%
-11.2%
 ANDRETTI ACQUISITION CORP$4,535,277
+2.6%
439,2520.0%0.09%
-10.3%
 MOUNTAIN & CO I ACQUISITN COclass a ord$4,555,097
+1.5%
438,8340.0%0.09%
-12.1%
 INDUSTRIAL TECH ACQSTNS II I$4,553,626
+1.8%
447,3110.0%0.09%
-11.2%
 HEALTHCARE AI ACQUISITION CO$4,523,336
+1.7%
440,8710.0%0.09%
-11.2%
 BATTERY FUTURE ACQUISITION C$4,527,745
+1.8%
440,8710.0%0.09%
-11.2%
 EVE MOBILITY ACQUISITION COR$4,542,001
+2.1%
440,9710.0%0.09%
-11.2%
 C5 ACQUISITION CORPORATION$4,489,155
+1.9%
439,2520.0%0.09%
-11.3%
 FORTUNE RISE ACQUISITION CORcl a$4,479,997
+1.6%
433,6880.0%0.09%
-11.3%
 VISION SENSING ACQUISITION C$4,482,447
+2.3%
435,6120.0%0.09%
-10.4%
 PEARL HOLDINGS ACQUISITN COR$4,510,110
+2.8%
440,8710.0%0.09%
-10.4%
 SOUTHPORT ACQUISITION CORP$4,488,067
+1.3%
440,8710.0%0.09%
-11.3%
 CAPITALWORKS EMNG MKTS ACQST$4,325,770
+2.2%
418,7580.0%0.08%
-10.8%
 INTEGRATED WELLNESS ACQ CORP$4,337,605
+1.7%
421,9460.0%0.08%
-11.7%
 SEMPER PARATUS ACQUISITION Cclass a ord$4,343,765
+1.8%
420,5000.0%0.08%
-11.7%
 JUNIPER II CORP$4,278,519
+1.8%
420,7000.0%0.08%
-10.9%
 TALON 1 ACQUISITION CORPclass a ord$4,241,890
+1.8%
409,0540.0%0.08%
-12.0%
 LIV CAPITAL ACQUISITN CORP I$4,104,000
+2.1%
400,0000.0%0.08%
-10.2%
 HNR ACQUISITION CORP$4,092,000
+2.1%
400,0000.0%0.08%
-11.4%
FRXB  FOREST ROAD ACQUISITION CORcl a$4,008,983
+2.1%
399,5000.0%0.08%
-10.5%
KVSC  KHOSLA VENTURES ACQUT CO III$3,997,928
+1.8%
401,6000.0%0.08%
-10.5%
 DUET ACQUISITION CORP$3,996,000
+0.9%
400,0000.0%0.08%
-11.5%
 MONTEREY CAP ACQUISITION COR$3,761,250
+1.4%
375,0000.0%0.07%
-12.2%
 SHOULDERUP TECHNOLOGY ACQUIS$3,700,489
+1.7%
362,7930.0%0.07%
-11.2%
ROSS  ROSS ACQUISITION CORP II$3,659,898
+2.1%
361,6500.0%0.07%
-11.4%
 APX ACQUISITION CORP I$3,623,962
+1.5%
352,6970.0%0.07%
-11.5%
 AURA FAT PROJS ACQUISITION Cclass a ord$3,589,250
+1.8%
350,0000.0%0.07%
-10.4%
 ESGEN ACQUISITION CORP$3,529,445
+2.1%
341,3390.0%0.07%
-10.5%
 ALSP ORCHID ACQUISITION CORPclass a ord$3,303,103
+2.0%
322,8840.0%0.06%
-11.3%
 GENESIS UNICORN CAPITAL CORP$3,302,000
+1.9%
325,0000.0%0.06%
-11.3%
 INNOVATIVE INTL ACQUSITIN COclass a ord$3,224,158
+1.6%
313,0250.0%0.06%
-11.4%
PLMI  PLUM ACQUISITION CORP I$3,240,901
+1.7%
321,5180.0%0.06%
-11.4%
 ACRI CAPITAL ACQUISITION COR$3,066,000
+2.5%
300,0000.0%0.06%
-10.6%
 DENALI CAPITAL ACQUISITN CORclass a ord$3,087,000
+2.2%
300,0000.0%0.06%
-10.6%
 COUNTER PRESS ACQUISITION CO$3,078,000
+1.8%
300,0000.0%0.06%
-10.6%
 FEUTUNE LIGHT ACQUISITION COunit 06/01/2029$3,051,000
+1.9%
300,0000.0%0.06%
-12.1%
 AIMFINITY INVESTMENT CORP Iunit 04/21/2027$3,012,000
+1.7%
300,0000.0%0.06%
-10.8%
 AHREN ACQUISITION CORP$3,027,769
+1.8%
295,8250.0%0.06%
-10.8%
 PEGASUS DIGITAL MOBILITY ACQ$2,587,476
+2.5%
251,7000.0%0.05%
-10.7%
 A SPAC I ACQUISITION CORP$2,550,000
+1.9%
250,0000.0%0.05%
-10.9%
HERA  FTAC HERA ACQUISITION CORP$2,527,500
+1.9%
250,0000.0%0.05%
-12.7%
 BLACK MOUNTAIN ACQ CORP$2,364,656
+1.7%
231,8290.0%0.04%
-11.8%
 CACTUS ACQUISITION CORP 1 LTclass a ord$2,317,488
+2.1%
225,8760.0%0.04%
-12.0%
 LIONHEART III CORP$2,246,243
+1.0%
220,4360.0%0.04%
-12.2%
 CF ACQUISITION CORP VII$2,248,447
+2.0%
220,4360.0%0.04%
-10.4%
 MAXPRO CAPITAL ACQUISITN COR$2,175,890
+2.7%
210,0280.0%0.04%
-10.6%
 GREEN VISOR FIN TEC ACQ CORPclass a ord$2,180,293
+2.4%
210,2500.0%0.04%
-10.6%
 FTAC ZEUS ACQUISITION COR$2,117,218
+0.2%
210,2500.0%0.04%
-10.9%
 LAMF GLOBAL VENTURES CORP Iclass a ord$2,127,367
+1.6%
207,5480.0%0.04%
-10.9%
 M3 BRIGADE ACQUISITION III$2,126,865
+0.6%
209,7500.0%0.04%
-10.9%
 CONCORD ACQUISITION CORP III$2,142,448
+1.6%
210,2500.0%0.04%
-10.9%
 NABORS ENERGY TRANSITION COR$2,159,268
+2.2%
210,2500.0%0.04%
-10.9%
 CATALYST PARTNRS ACQUISITN C$2,047,744
+2.4%
203,2500.0%0.04%
-11.4%
 EG ACQUISITION CORP$2,026,403
+1.9%
203,2500.0%0.04%
-11.4%
HHLA  HH&L ACQUISITION CO$2,022,000
+1.7%
200,0000.0%0.04%
-11.4%
BuyISHARES TRput$2,046,000
+1550.0%
1,100,000
+175.0%
0.04%
+1200.0%
AAC  ARES ACQUISITION CORPORATION$2,014,000
+1.4%
200,0000.0%0.04%
-11.4%
 ASCENDANT DIGITAL ACQ CORP I$1,870,593
+1.8%
181,2590.0%0.04%
-10.0%
 AP ACQUISITION CORP$1,819,911
+1.5%
176,3480.0%0.04%
-10.3%
 PYROPHYTE ACQUISITION CORP$1,733,374
+1.7%
167,8000.0%0.03%
-10.8%
 VMG CONSUMER ACQUISITION COR$1,707,230
+1.3%
168,2000.0%0.03%
-10.8%
 INFINITE ACQUISITION CORP$1,724,050
+2.8%
168,2000.0%0.03%
-10.8%
 AESTHER HEALTHCARE ACQSTN CO$1,499,358
+2.1%
144,1690.0%0.03%
-9.4%
 LF CAPITAL ACQUISITION CORP$1,439,745
+2.0%
140,3260.0%0.03%
-9.7%
TCVA  TCV ACQUISITION CORP$1,369,785
+2.1%
136,9100.0%0.03%
-13.3%
 RCF ACQUISITION CORP$1,303,533
+1.7%
127,0500.0%0.02%
-10.7%
 FOCUS IMPACT ACQUISITION COR$1,281,153
+1.6%
125,8500.0%0.02%
-10.7%
 ANTHEMIS DIGITAL ACQUISITIONclass a ord$1,291,221
+1.5%
125,8500.0%0.02%
-10.7%
 BEARD ENERGY TRANSITION ACQ$1,071,224
+1.7%
105,1250.0%0.02%
-8.7%
 INTELLIGENT MEDI ACQSITN COR$1,098,860
+2.1%
106,8930.0%0.02%
-12.5%
 CIIG CAPITAL PARTNERS II INC$902,335
+2.8%
88,5510.0%0.02%
-10.5%
 BLOCKCHAIN COINVSTRS ACQ CRPclass a ord$861,184
+1.6%
84,1000.0%0.02%
-10.5%
ALCC  ALTC ACQUISITION CORP$816,416
+1.7%
82,3000.0%0.02%
-11.1%
 CHENGHE ACQUISITION COclass a ord$515,000
+2.2%
50,0000.0%0.01%
-9.1%
 LAVA MEDTECH ACQUISITION COR$427,471
+1.5%
41,9500.0%0.01%
-11.1%
ExitARBOR RAPHA CAP BIOHLDS CORP$0-20,975
-100.0%
-0.01%
ExitPHOENIX BIOTECH ACQUISITION$0-21,275
-100.0%
-0.01%
ExitPARABELLUM ACQUISITION CORP$0-125,200
-100.0%
-0.03%
ExitSOAR TECHNOLOGY ACQUISN CORP$0-161,990
-100.0%
-0.04%
ExitHUNT COMPANIES ACQUISITIO$0-210,250
-100.0%
-0.05%
ExitSANABY HEALTH ACQUISITION CO$0-251,700
-100.0%
-0.06%
CTAQ ExitCARNEY TECHNOLOGY ACQU CORP$0-275,000
-100.0%
-0.06%
FVT ExitFORTRESS VALUE ACQUIS CORP I$0-285,134
-100.0%
-0.06%
MTAC ExitMEDTECH ACQUISITION CORP$0-298,368
-100.0%
-0.06%
DKDCA ExitDATA KNIGHTS ACQUISITION COR$0-285,747
-100.0%
-0.06%
ExitAPEIRON CAPITAL INVEST CORP$0-294,444
-100.0%
-0.06%
MACC ExitMISSION ADVANCEMENT CORPcl a$0-320,400
-100.0%
-0.07%
ExitPARSEC CAPITAL ACQUISITIONcl a$0-358,497
-100.0%
-0.08%
ExitACHARI VENTURES HLDGS CORP I$0-419,500
-100.0%
-0.09%
AUS ExitAUSTERLITZ ACQUISITION CORP$0-424,358
-100.0%
-0.09%
ExitOMNILIT ACQUISITION CORP$0-420,500
-100.0%
-0.09%
ExitCENAQ ENERGY CORP$0-417,243
-100.0%
-0.09%
BOAS ExitBOA ACQUISITION CORP$0-434,267
-100.0%
-0.10%
Exit10X CAPITAL VENTURE ACQ III$0-439,252
-100.0%
-0.10%
KAHC ExitKKR ACQUISITION HOLDING I CO$0-475,245
-100.0%
-0.10%
OHPA ExitORION ACQUISITION CORP$0-500,000
-100.0%
-0.11%
LGV ExitLONGVIEW ACQUISITION CORP II$0-500,000
-100.0%
-0.11%
AGCB ExitALTIMETER GROWTH CORP 2$0-500,000
-100.0%
-0.11%
ExitENERGEM CORP$0-501,954
-100.0%
-0.11%
ExitATHENA CONSUMER ACQ CORPcl a$0-505,276
-100.0%
-0.11%
ExitNEWCOURT ACQUISITION CORP$0-516,222
-100.0%
-0.12%
JOFF ExitJOFF FINTECH ACQUISITION COR$0-552,000
-100.0%
-0.12%
ExitROSE HILL ACQUISITION CORPclass a ord$0-588,318
-100.0%
-0.13%
ExitINDUSTRIAL HUMAN CAPITAL INC$0-594,636
-100.0%
-0.13%
ExitSPINDLETOP HEALTH ACQUISITIO$0-636,861
-100.0%
-0.14%
ExitMOUNT RAINIER ACQUISITION CO$0-637,964
-100.0%
-0.14%
ExitDIGITAL HEALTH ACQUISITION C$0-675,000
-100.0%
-0.15%
EHTH ExitEHEALTH INC$0-2,198,117
-100.0%
-0.19%
ACIW ExitACI WORLDWIDE INC$0-1,213,000
-100.0%
-0.56%
HUN ExitHUNTSMAN CORP$0-5,129,000
-100.0%
-2.77%
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 2023-02-14
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 2022 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

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (5219055057.0 != 5219055062.0)

Export Starboard Value LP's holdings