Starboard Value LP
NEW YORK, NY · CIK 0001517137
Portfolio Value: $1.98B
Positions: 21
Period: 2013-12-31
Filed: 2014-02-12
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013Q2 2013
Portfolio Value
$1.98B
Positions
21
New
3
Increased
5
Decreased
7
Sold Out
9
Starboard Value LP Q4 2013 13F Filing Summary
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $1.98B across 21 positions in their Q4 2013 SEC 13F filing (period ending 2013-12-31). Top holdings include DRI ($394.18M), IWM ($329.93M), ODPEUR ($229.85M). The top 10 positions account for 82.4% of the portfolio. This quarter saw 3 new positions, 5 increases, 7 reductions, 9 complete exits. Notable new buys: DRI ($394.18M), CW ($72.19M), QMCO ($31.28M). Notable exits: SFD, SE, QLOGIC CORP.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | DRIDARDEN RESTAURANTS INC COM | $394.18M | 19.88% | New |
| 2 | IWMISHARES RUSSELL 2000 ETF | $329.93M | 16.64% | +502.1% |
| 3 | ODPEUROFFICE DEPOT INC COM | $229.85M | 11.59% | +3.2% |
| 4 | INTEGRATED DEVICE TECHNOLOGY COM | $117.42M | 5.92% | -7.7% |
| 5 | ICLRTRIQUINT SEMICONDUCTOR INC COM | $105.98M | 5.34% | +53.7% |
| 6 | CALGON CARBON CORP COM | $98.22M | 4.95% | -3.0% |
| 7 | WAUSAU PAPER CORP COM | $95.10M | 4.80% | - |
| 8 | IESCTESSERA TECHNOLOGIES INC COM | $92.64M | 4.67% | - |
| 9 | COMPUWARE CORP COM | $89.68M | 4.52% | -13.5% |
| 10 | BABBBABCOCK & WILCOX CO NEW COM | $82.06M | 4.14% | +190.9% |
| 11 | POLYCOM INC COM | $74.68M | 3.77% | +133.3% |
| 12 | CWCURTISS WRIGHT CORP COM | $72.19M | 3.64% | New |
| 13 | NNBRREGIS CORP MINN NOTE 5.000% 7/1 | $52.43M | 2.64% | - |
| 14 | QMCOQUANTUM CORP NOTE 4.500% 11/1 | $31.28M | 1.58% | New |
| 15 | QMCOQUANTUM CORP COM DSSG | $30.83M | 1.55% | - |
| 16 | NVDANVIDIA CORP COM | $20.02M | 1.01% | -68.8% |
| 17 | DSP GROUP INC COM | $18.45M | 0.93% | -12.2% |
| 18 | NNBRREGIS CORP MINN COM | $14.08M | 0.71% | - |
| 19 | UNWIRED PLANET INC NEW COM | $12.63M | 0.64% | - |
| 20 | ATIENTROPIC COMMUNICATIONS INC COM | $12.34M | 0.62% | -22.2% |
| 21 | EMULEX CORP COM NEW | $9.13M | 0.46% | -82.5% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
DRIDARDEN RESTAURANTS INC | $394.18M | 7,250,000 |
CWCURTISS WRIGHT CORP | $72.19M | 1,160,000 |
QMCOQUANTUM CORP | $31.28M | 30,550,000 |