Starboard Value LP - Q1 2023 holdings

$4.99 Billion is the total value of Starboard Value LP's 106 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 37.8% .

 Value Shares↓ Weighting
GDDY SellGODADDY INCcl a$781,820,687
+2.1%
10,059,453
-1.7%
15.67%
+6.8%
CRM SellSALESFORCE INC$505,639,784
+26.0%
2,530,983
-16.4%
10.14%
+31.8%
ACM SellAECOM$454,147,520
-23.3%
5,386,000
-22.8%
9.10%
-19.8%
SPLK BuySPLUNK INC$439,418,040
+173.4%
4,583,000
+145.5%
8.81%
+186.1%
WLTW SellWILLIS TOWERS WATSON PLC LTD$422,791,475
-10.2%
1,819,397
-5.5%
8.48%
-6.1%
HUM BuyHUMANA INC$388,368,000
-2.2%
800,000
+3.2%
7.78%
+2.4%
NLOK  GEN DIGITAL INC$324,577,865
-19.9%
18,914,7940.0%6.51%
-16.2%
VRT SellVERTIV HOLDINGS CO$240,673,894
+4.2%
16,818,581
-0.5%
4.82%
+9.1%
WIX SellWIX COM LTD$196,813,185
+10.3%
1,972,076
-15.1%
3.94%
+15.4%
MRCY  MERCURY SYS INC$192,839,516
+14.3%
3,772,2910.0%3.87%
+19.5%
ROG NewROGERS CORP$168,038,7261,028,200
+100.0%
3.37%
IWN  ISHARES TRrus 2000 val etf$123,318,000
-1.2%
900,0000.0%2.47%
+3.4%
GDOT  GREEN DOT CORPcl a$90,952,810
+8.6%
5,294,1100.0%1.82%
+13.6%
CVLT BuyCOMMVAULT SYS INC$90,134,554
-7.2%
1,588,554
+2.8%
1.81%
-2.9%
ACTG BuyACACIA RESH CORP$77,200,000
+266.7%
20,000,000
+300.0%
1.55%
+284.1%
PZZA SellPAPA JOHNS INTL INC$43,641,630
-80.8%
582,432
-78.9%
0.88%
-79.9%
 ENOVIS CORPORATION$18,890,796
-0.1%
353,1650.0%0.38%
+4.7%
NewLIVEPERSON INCnote 12/1$18,092,00030,000,000
+100.0%
0.36%
ON SellON SEMICONDUCTOR CORP$16,464,000
-72.2%
200,000
-78.9%
0.33%
-70.9%
RBA NewRITCHIE BROS AUCTIONEERS$14,137,965251,163
+100.0%
0.28%
IWR  ISHARES TRrus mid cap etf$10,488,000
+3.7%
150,0000.0%0.21%
+8.2%
LPSN SellLIVEPERSON INC$10,407,600
-85.3%
2,360,000
-66.3%
0.21%
-84.6%
 SPRING VALLEY ACQUISTN CORPclass a ord$8,789,000
+2.1%
850,0000.0%0.18%
+6.7%
 KIMBELL TIGER ACQUISITION CO$7,897,500
+2.2%
750,0000.0%0.16%
+6.8%
 INVESTCORP INDIA ACQUISTN CO$7,890,000
+1.7%
750,0000.0%0.16%
+6.0%
 KNIGHTSWAN ACQUISITION CORP$7,807,500
+2.3%
750,0000.0%0.16%
+7.5%
 HCM ACQUISITION CO$7,830,000
+1.8%
750,0000.0%0.16%
+6.8%
 PAPAYA GRWT OPPORTUNITY CORP$7,800,000
+1.8%
750,0000.0%0.16%
+6.1%
 A SPAC II ACQUISITION CORP$7,792,500
+1.6%
750,0000.0%0.16%
+6.1%
 ATLANTIC COASTAL AQSTN CORP$7,785,000
+1.9%
750,0000.0%0.16%
+6.8%
 BANYAN ACQUISITION CORPORATI$7,800,000
+1.9%
750,0000.0%0.16%
+6.1%
 CLEAN EARTH ACQUISITIONS COR$7,695,000
+1.6%
750,0000.0%0.15%
+6.2%
 AVALON ACQUISITION INC$6,680,926
+1.8%
640,5490.0%0.13%
+6.3%
 CONSILIUM ACQUISITN CORP I L$6,619,454
+2.3%
639,2520.0%0.13%
+7.3%
NewWIX COM LTDnote 8/1$6,503,0007,500,000
+100.0%
0.13%
 BIOPLUS ACQUISITION CORP$6,443,777
+2.2%
617,2200.0%0.13%
+6.6%
 BULLPEN PARLAY ACQUISITION C$6,431,422
+1.8%
617,2190.0%0.13%
+6.6%
 CYXTERA TECHNOLOGIES INC$6,342,416
-84.1%
20,767,5710.0%0.13%
-83.4%
 FTAC EMERALD ACQUISITION COR$6,336,400
+2.0%
620,0000.0%0.13%
+6.7%
 GLOBAL BLOCKCHAIN ACQUI CORP$6,168,000
+1.9%
600,0000.0%0.12%
+6.9%
 LATAMGROWTH SPAC$5,758,500
+1.8%
550,0000.0%0.12%
+6.5%
 CARTICA ACQUISITION CORP$5,672,931
+1.4%
539,2520.0%0.11%
+6.5%
 CRESCERA CAP ACQUISITION COR$5,363,344
+2.3%
512,7480.0%0.11%
+8.0%
 VAHANNA TECH EDGE ACQSTN I Cclass a ord$5,322,499
+2.1%
509,3300.0%0.11%
+7.0%
 SOUND POINT ACQUISITION CORP$5,270,000
+2.2%
500,0000.0%0.11%
+7.1%
 VALUENCE MERGER CORP I$5,265,000
+1.9%
500,0000.0%0.11%
+7.1%
 NUBIA BRAND INTERNATIONAL CO$5,275,000
+3.9%
500,0000.0%0.11%
+9.3%
 LIBERTY RES ACQUISITION CORP$5,235,755
+2.9%
498,4060.0%0.10%
+7.1%
 HEARTLAND MEDIA ACQUISITION$5,205,000
+2.4%
500,0000.0%0.10%
+7.2%
 ARTEMIS STRATEGIC INVT CORP$5,169,950
+1.3%
500,0000.0%0.10%
+6.1%
 JAGUAR GLOBAL GROWTH CORP I$5,195,000
+1.7%
500,0000.0%0.10%
+6.1%
NewISRAEL ACQUISITIONS CORPclass a ord$5,115,000500,000
+100.0%
0.10%
 GOGREEN INVESTMENTS CORP$5,064,728
+1.6%
480,0690.0%0.10%
+7.4%
 EVERGREEN CORPORATION$4,973,250
+1.8%
475,0000.0%0.10%
+6.4%
 SHUAA PARTNERS ACQUISTN CORP$4,720,500
+1.4%
450,0000.0%0.10%
+6.7%
 FUTURETECH II ACQUISITION CO$4,711,500
+2.1%
450,0000.0%0.09%
+6.8%
 INDUSTRIAL TECH ACQSTNS II I$4,647,561
+2.1%
447,3110.0%0.09%
+6.9%
 ANDRETTI ACQUISITION CORP$4,616,539
+1.8%
439,2520.0%0.09%
+6.9%
 FORTUNE RISE ACQUISITION CORcl a$4,623,114
+3.2%
433,6880.0%0.09%
+8.1%
 SCULPTOR ACQUISITION CORP I$4,602,693
+1.8%
440,8710.0%0.09%
+5.7%
 C5 ACQUISITION CORPORATION$4,585,791
+2.2%
439,2520.0%0.09%
+7.0%
 SOUTHPORT ACQUISITION CORP$4,585,058
+2.2%
440,8710.0%0.09%
+7.0%
 VISION SENSING ACQUISITION C$4,573,926
+2.0%
435,6120.0%0.09%
+7.0%
 BATTERY FUTURE ACQUISITION C$4,602,693
+1.7%
440,8710.0%0.09%
+5.7%
 EVE MOBILITY ACQUISITION COR$4,601,532
+1.3%
440,9710.0%0.09%
+5.7%
 HEALTHCARE AI ACQUISITION CO$4,598,285
+1.7%
440,8710.0%0.09%
+5.7%
 PEARL HOLDINGS ACQUISITN COR$4,602,693
+2.1%
440,8710.0%0.09%
+7.0%
 INTEGRATED WELLNESS ACQ CORP$4,430,433
+2.1%
421,9460.0%0.09%
+7.2%
 JUNIPER II CORP$4,366,866
+2.1%
420,7000.0%0.09%
+7.3%
 CAPITALWORKS EMNG MKTS ACQST$4,396,959
+1.6%
418,7580.0%0.09%
+6.0%
 HNR ACQUISITION CORP$4,176,000
+2.1%
400,0000.0%0.08%
+7.7%
 LIV CAPITAL ACQUISITN CORP I$4,180,000
+1.9%
400,0000.0%0.08%
+6.3%
 DUET ACQUISITION CORP$4,139,960
+3.6%
400,0000.0%0.08%
+7.8%
KVSC  KHOSLA VENTURES ACQUT CO III$4,076,240
+2.0%
401,6000.0%0.08%
+6.5%
 MONTEREY CAP ACQUISITION COR$3,847,500
+2.3%
375,0000.0%0.08%
+6.9%
 SHOULDERUP TECHNOLOGY ACQUIS$3,773,047
+2.0%
362,7930.0%0.08%
+7.0%
 AURA FAT PROJS ACQUISITION Cclass a ord$3,654,000
+1.8%
350,0000.0%0.07%
+5.8%
NewFEUTUNE LIGHT ACQUISITION CO$3,126,000300,000
+100.0%
0.06%
 DENALI CAPITAL ACQUISITN CORclass a ord$3,141,000
+1.7%
300,0000.0%0.06%
+6.8%
 AIMFINITY INVESTMENT CORP Iunit 04/21/2027$3,104,730
+3.1%
300,0000.0%0.06%
+6.9%
 AHREN ACQUISITION CORP$3,079,538
+1.7%
295,8250.0%0.06%
+6.9%
 PEGASUS DIGITAL MOBILITY ACQ$2,627,748
+1.6%
251,7000.0%0.05%
+6.0%
 BLACK MOUNTAIN ACQ CORP$2,408,703
+1.9%
231,8290.0%0.05%
+6.7%
 CACTUS ACQUISITION CORP 1 LTclass a ord$2,358,145
+1.8%
225,8760.0%0.05%
+6.8%
 CF ACQUISITION CORP VII$2,279,308
+1.4%
220,4360.0%0.05%
+7.0%
 GREEN VISOR FIN TEC ACQ CORPclass a ord$2,213,933
+1.5%
210,2500.0%0.04%
+4.8%
 NABORS ENERGY TRANSITION COR$2,207,625
+2.2%
210,2500.0%0.04%
+7.3%
 CONCORD ACQUISITION CORP III$2,180,293
+1.8%
210,2500.0%0.04%
+7.3%
 FTAC ZEUS ACQUISITION COR$2,159,268
+2.0%
210,2500.0%0.04%
+4.9%
 M3 BRIGADE ACQUISITION III$2,166,718
+1.9%
209,7500.0%0.04%
+4.9%
 LAMF GLOBAL VENTURES CORP Iclass a ord$2,168,877
+2.0%
207,5480.0%0.04%
+4.9%
 EG ACQUISITION CORP$2,069,085
+2.1%
203,2500.0%0.04%
+5.1%
 AP ACQUISITION CORP$1,860,471
+2.2%
176,3480.0%0.04%
+5.7%
 INFINITE ACQUISITION CORP$1,751,803
+1.6%
168,2000.0%0.04%
+6.1%
 VMG CONSUMER ACQUISITION COR$1,737,506
+1.8%
168,2000.0%0.04%
+6.1%
 PYROPHYTE ACQUISITION CORP$1,762,739
+1.7%
167,8000.0%0.04%
+6.1%
TCVA  TCV ACQUISITION CORP$1,401,958
+2.3%
136,9100.0%0.03%
+7.7%
 RCF ACQUISITION CORP$1,325,132
+1.7%
127,0500.0%0.03%
+8.0%
 ANTHEMIS DIGITAL ACQUISITIONclass a ord$1,315,133
+1.9%
125,8500.0%0.03%
+4.0%
 FOCUS IMPACT ACQUISITION COR$1,308,840
+2.2%
125,8500.0%0.03%
+4.0%
 BEARD ENERGY TRANSITION ACQ$1,089,621
+1.7%
105,1250.0%0.02%
+4.8%
 CIIG CAPITAL PARTNERS II INC$920,930
+2.1%
88,5510.0%0.02%
+5.9%
ALCC  ALTC ACQUISITION CORP$835,345
+2.3%
82,3000.0%0.02%
+6.2%
 CHENGHE ACQUISITION COclass a ord$525,500
+2.0%
50,0000.0%0.01%
+10.0%
 LAVA MEDTECH ACQUISITION COR$437,539
+2.4%
41,9500.0%0.01%
+12.5%
IWM NewISHARES TRput$412,750650,000
+100.0%
0.01%
ExitBLOCKCHAIN COINVSTRS ACQ CRPclass a ord$0-84,100
-100.0%
-0.02%
ExitINTELLIGENT MEDI ACQSITN COR$0-106,893
-100.0%
-0.02%
ExitLF CAPITAL ACQUISITION CORP$0-140,326
-100.0%
-0.03%
ExitAESTHER HEALTHCARE ACQSTN CO$0-144,169
-100.0%
-0.03%
ExitASCENDANT DIGITAL ACQ CORP I$0-181,259
-100.0%
-0.04%
ExitISHARES TRput$0-1,100,000
-100.0%
-0.04%
AAC ExitARES ACQUISITION CORPORATION$0-200,000
-100.0%
-0.04%
ExitCATALYST PARTNRS ACQUISITN C$0-203,250
-100.0%
-0.04%
HHLA ExitHH&L ACQUISITION CO$0-200,000
-100.0%
-0.04%
ExitMAXPRO CAPITAL ACQUISITN COR$0-210,028
-100.0%
-0.04%
ExitLIONHEART III CORP$0-220,436
-100.0%
-0.04%
HERA ExitFTAC HERA ACQUISITION CORP$0-250,000
-100.0%
-0.05%
ExitA SPAC I ACQUISITION CORP$0-250,000
-100.0%
-0.05%
ExitFEUTUNE LIGHT ACQUISITION COunit 06/01/2029$0-300,000
-100.0%
-0.06%
ExitCOUNTER PRESS ACQUISITION CO$0-300,000
-100.0%
-0.06%
ExitACRI CAPITAL ACQUISITION COR$0-300,000
-100.0%
-0.06%
ExitINNOVATIVE INTL ACQUSITIN COclass a ord$0-313,025
-100.0%
-0.06%
PLMI ExitPLUM ACQUISITION CORP I$0-321,518
-100.0%
-0.06%
ExitALSP ORCHID ACQUISITION CORPclass a ord$0-322,884
-100.0%
-0.06%
ExitGENESIS UNICORN CAPITAL CORP$0-325,000
-100.0%
-0.06%
ExitESGEN ACQUISITION CORP$0-341,339
-100.0%
-0.07%
ExitAPX ACQUISITION CORP I$0-352,697
-100.0%
-0.07%
ROSS ExitROSS ACQUISITION CORP II$0-361,650
-100.0%
-0.07%
FRXB ExitFOREST ROAD ACQUISITION CORcl a$0-399,500
-100.0%
-0.08%
ExitTALON 1 ACQUISITION CORPclass a ord$0-409,054
-100.0%
-0.08%
ExitSEMPER PARATUS ACQUISITION Cclass a ord$0-420,500
-100.0%
-0.08%
ExitTHRIVE ACQUISITION CORPORATIclass a ord$0-441,544
-100.0%
-0.09%
ExitMOUNTAIN & CO I ACQUISITN COclass a ord$0-438,834
-100.0%
-0.09%
ExitGENESIS GRWT TECH ACQUSTN CO$0-440,871
-100.0%
-0.09%
ExitTECHNOLOGY & TELECOM ACQ COR$0-456,220
-100.0%
-0.09%
ExitAETHERIUM ACQUISITION CORP$0-462,651
-100.0%
-0.09%
SLAM ExitSLAM CORP$0-480,199
-100.0%
-0.09%
LEGA ExitLEAD EDGE GROWTH OPRTUNTS LT$0-480,650
-100.0%
-0.09%
DGNU ExitDRAGONEER GROWTH OPT CORP II$0-516,010
-100.0%
-0.10%
ExitDIRECT SELLING ACQUISITIN CO$0-499,200
-100.0%
-0.10%
ExitINFINT ACQUISITION CORP$0-500,000
-100.0%
-0.10%
ExitINVESTCORP EUROPE ACQUISITIO$0-500,000
-100.0%
-0.10%
ExitLEGATO MERGER CORP II$0-525,057
-100.0%
-0.10%
ExitMETAL SKY STAR ACQUISITION Cordinary shares$0-600,000
-100.0%
-0.12%
ExitSIZZLE ACQUISITION CORP$0-596,848
-100.0%
-0.12%
ACAH ExitATLANTIC COASTAL ACQUISTN CO$0-622,243
-100.0%
-0.12%
ExitMCLAREN TECHNOLOGY ACQ CORP$0-640,936
-100.0%
-0.12%
ExitBURTECH ACQUISITION CORP$0-661,307
-100.0%
-0.13%
WPCB ExitWARBURG PINCUS CAPTAL CORP I$0-676,820
-100.0%
-0.13%
ExitONYX ACQUISITION CO I$0-672,800
-100.0%
-0.13%
FZT ExitFAST ACQUISITION CORP IIcl a$0-750,000
-100.0%
-0.14%
ExitINTEGRATED RAIL AND RES ACQ$0-937,845
-100.0%
-0.18%
MD ExitPEDIATRIX MEDICAL GROUP INC$0-5,473,971
-100.0%
-1.56%
IWM ExitISHARES TRrussell 2000 etf$0-519,380
-100.0%
-1.74%
Original filings

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

  • View 13F-HR filed 2023-05-12
  • View 13F-HR/A filed 2023-05-17
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 Q1 2023 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/A2024-03-21
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
SC 13D/A2024-01-02

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 (4988443025.0 != 4988443027.0)
  • The reported has been amended

Export Starboard Value LP's holdings