Starboard Value LP
NEW YORK, NY · CIK 0001517137
Portfolio Value: $3.96B
Positions: 18
Period: 2018-06-30
Filed: 2018-08-14
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Portfolio Value
$3.96B
Positions
18
New
4
Increased
3
Decreased
7
Sold Out
108
Starboard Value LP Q2 2018 13F Filing Summary
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $3.96B across 18 positions in their Q2 2018 SEC 13F filing (period ending 2018-06-30). Top holdings include PRGO ($732.12M), MRVL ($722.97M), MELLANOX TECHNOLOGIES LTD ($460.84M). The top 10 positions account for 94.4% of the portfolio. This quarter saw 4 new positions, 3 increases, 7 reductions, 108 complete exits. Notable new buys: WEB COM GROUP INC ($112.16M), RPM ($36.64M), SMH ($2.63M). Notable exits: THCH, BCO, CTSH.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | PRGOPERRIGO CO PLC SHS | $732.12M | 18.51% | +4.1% |
| 2 | MRVLMARVELL TECHNOLOGY GROUP LTD ORD | $722.97M | 18.27% | - |
| 3 | MELLANOX TECHNOLOGIES LTD SHS | $460.84M | 11.65% | - |
| 4 | AAPADVANCE AUTO PARTS INC COM | $430.85M | 10.89% | - |
| 5 | ABQQALTABA INC COM | $412.54M | 10.43% | -41.4% |
| 6 | FOREST CITY RLTY TR INC COM CL A | $348.36M | 8.81% | - |
| 7 | NWLNEWELL BRANDS INC COM | $226.13M | 5.72% | -52.8% |
| 8 | CARSCARS COM INC COM | $162.31M | 4.10% | -15.3% |
| 9 | BEMIS INC COM | $124.92M | 3.16% | +48.7% |
| 10 | WEB COM GROUP INC COM | $112.16M | 2.83% | New |
| 11 | IWNISHARES TR RUS 2000 VAL ETF | $65.43M | 1.65% | +1.0% |
| 12 | MACMACERICH CO COM | $65.36M | 1.65% | -52.4% |
| 13 | BAXBAXTER INTL INC COM | $41.17M | 1.04% | -46.8% |
| 14 | RPMRPM INTL INC COM | $36.64M | 0.93% | New |
| 15 | DEPOMED INC COM | $10.70M | 0.27% | -64.7% |
| 16 | SMHVANECK VECTORS ETF TR SEMICONDUCTOR ET | $2.63M | 0.07% | New |
| 17 | IWMISHARES TR RUSSELL 2000 ETF | $870.00K | 0.02% | -60.5% |
| 18 | SCORCOMSCORE INC COM | $218.00K | 0.01% | New |
Position Changes
| Stock | Value | Shares |
|---|---|---|
WEB COM GROUP INC | $112.16M | 4,338,750 |
RPMRPM INTL INC | $36.64M | 628,322 |
SMHVANECK VECTORS ETF TR | $2.63M | 1,700,000 |
SCORCOMSCORE INC | $218.00K | 9,990 |