Starboard Value LP
NEW YORK, NY · CIK 0001517137
Portfolio Value: $2.84B
Positions: 18
Period: 2016-03-31
Filed: 2016-05-13
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Portfolio Value
$2.84B
Positions
18
New
2
Increased
7
Decreased
4
Sold Out
65
Starboard Value LP Q1 2016 13F Filing Summary
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $2.84B across 18 positions in their Q1 2016 SEC 13F filing (period ending 2016-03-31). Top holdings include YAHOY ($452.71M), DRI ($438.57M), IWM ($434.42M). The top 10 positions account for 91.2% of the portfolio. This quarter saw 2 new positions, 7 increases, 4 reductions, 65 complete exits. Notable new buys: MRVL ($210.30M), DEPOMED INC ($41.09M). Notable exits: WAUSAU PAPER CORP, MEDG, MEDASSETS INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | YAHOYYAHOO INC COM | $452.71M | 15.91% | +73.1% |
| 2 | DRIDARDEN RESTAURANTS INC COM | $438.57M | 15.42% | -43.1% |
| 3 | IWMISHARES TR RUSSELL 2000 ETF | $434.42M | 15.27% | -59.5% |
| 4 | AAPADVANCE AUTO PARTS INC COM | $273.76M | 9.62% | - |
| 5 | MRVLMARVELL TECHNOLOGY GROUP LTD ORD | $210.30M | 7.39% | New |
| 6 | SWWESTROCK CO COM | $178.22M | 6.27% | +1.1% |
| 7 | MMACYS INC COM | $173.05M | 6.08% | +18.6% |
| 8 | NSPINSPERITY INC COM | $172.57M | 6.07% | - |
| 9 | BCOBRINKS CO COM | $153.81M | 5.41% | - |
| 10 | BAXBAXTER INTL INC COM | $105.77M | 3.72% | +7.3% |
| 11 | CWCURTISS WRIGHT CORP COM | $52.11M | 1.83% | +2.2% |
| 12 | FCPTFOUR CORNERS PPTY TR INC COM | $44.17M | 1.55% | -36.5% |
| 13 | IWNISHARES TR RUS 2000 VAL ETF | $43.24M | 1.52% | +0.0% |
| 14 | DEPOMED INC COM | $41.09M | 1.44% | New |
| 15 | QMCOQUANTUM CORP NOTE 4.500% 11/1 | $26.00M | 0.91% | - |
| 16 | ACMAECOM COM | $18.47M | 0.65% | - |
| 17 | NXSTNEXSTAR BROADCASTING GROUP I CL A | $14.79M | 0.52% | +0.0% |
| 18 | QMCOQUANTUM CORP COM DSSG | $11.57M | 0.41% | -26.2% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
MRVLMARVELL TECHNOLOGY GROUP LTD | $210.30M | 20,397,364 |
DEPOMED INC | $41.09M | 2,950,000 |