SmartMoneyDB

Starboard Value LP

NEW YORK, NY · CIK 0001517137

Portfolio Value: $4.69B
Positions: 37
Period: 2021-03-31
Filed: 2021-05-14
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

$4.69B

Positions

37

New

20

Increased

6

Decreased

7

Sold Out

133

Starboard Value LP Q1 2021 13F Filing Summary

Starboard Value LP (NEW YORK, NY) reported a portfolio value of $4.69B across 37 positions in their Q1 2021 SEC 13F filing (period ending 2021-03-31). Top holdings include CTVA ($579.65M), ACM ($500.78M), LCTC ($448.68M). The top 10 positions account for 74.6% of the portfolio. This quarter saw 20 new positions, 6 increases, 7 reductions, 133 complete exits. Notable new buys: ELAN ($230.61M), EHTH ($138.05M), WARBURG PINCUS CAPTAL CORP I ($8.48M). Notable exits: AAP, SPY, EBAY.

All Holdings

#StockValue↓WeightChange
1
CTVACORTEVA INC
COM
$579.65M
12.37%
-13.9%
2
ACMAECOM
COM
$500.78M
10.69%
+0.5%
3
LCTCNORTONLIFELOCK INC
COM
$448.68M
9.58%
+1.3%
4
ONON SEMICONDUCTOR CORP
COM
$356.65M
7.61%
-5.2%
5
ACIWACI WORLDWIDE INC
COM
$341.97M
7.30%
-7.0%
6
BOXBOX INC
CL A
$292.66M
6.25%
+16.1%
7
CVLTCOMMVAULT SYSTEMS INC
COM
$280.45M
5.98%
-2.7%
8
GDOTGREEN DOT CORP
CL A
$242.42M
5.17%
+20.1%
9
ELANELANCO ANIMAL HEALTH INC
COM
$230.61M
4.92%
New
10
MMSIMERIT MED SYS INC
COM
$223.88M
4.78%
-6.2%
11
THCHMAGELLAN HEALTH INC
COM NEW
$220.90M
4.71%
-
12
MDMEDNAX INC
COM
$215.22M
4.59%
-
13
CERNCHFCERNER CORP
COM
$162.17M
3.46%
-1.6%
14
PPLGCP APPLIED TECHNOLOGIES INC
COM
$160.49M
3.43%
-
15
EHTHEHEALTH INC
COM
$138.05M
2.95%
New
16
IWMISHARES TR
RUSSELL 2000 ETF
$120.18M
2.56%
+114.9%
17
IWNISHARES TR
RUS 2000 VAL ETF
$53.87M
1.15%
-
18
IWRISHARES TR
RUS MID CAP ETF
$33.27M
0.71%
-18.2%
19
SCORCOMSCORE INC
COM
$10.50M
0.22%
+113.4%
20
WARBURG PINCUS CAPTAL CORP I
UNIT 99/99/9999
$8.48M
0.18%
New
21
SLAMFSLAM CORP
UNIT 99/99/9999
$5.96M
0.13%
New
22
KKRKKR ACQUISITION HOLDING I CO
UNIT 99/99/9999
$5.95M
0.13%
New
23
MONTES ARCHIMEDES ACQUISITIO
COM CL A
$5.30M
0.11%
New
24
IMAAALTIMAR ACQUISITION CORP II
UNIT 99/99/9999
$5.10M
0.11%
New
25
CHURCHILL CAP CORP II
CL A
$5.00M
0.11%
New
26
FOREST ROAD ACQUISITION COR
UNIT 99/99/9999
$4.98M
0.11%
New
27
KHOSLA VENTURES ACQUT CO III
COM CL A
$3.50M
0.07%
New
28
THCHLEAD EDGE GROWTH OPRTUNTS LT
UNIT 04/01/2026
$3.49M
0.07%
New
29
MISSION ADVANCEMENT CORP
UNIT 99/99/9999
$3.48M
0.07%
New
30
UBERCC NEUBERGER PRIN HLDGS II
SHS CL A
$3.18M
0.07%
New
31
KHOSLA VENTURES ACQUSTN CO I
COM CL A
$3.03M
0.06%
New
32
TWC TECH HLDGS II CORP
COM
$3.00M
0.06%
New
33
ROSS ACQUISITION CORP II
UNIT 99/99/9999
$2.99M
0.06%
New
34
PLMKPLUM ACQUISITION CORP I
UNIT 03/15/2026
$2.98M
0.06%
New
35
L&F ACQUISITION CORP
SHS CL A
$2.79M
0.06%
New
36
THCHDRAGONEER GROWTH OPT CORP II
CL A SHS
$2.38M
0.05%
New
37
GWHFORTRESS VALUE ACQUIS CORP I
COM CL A
$1.86M
0.04%
New

Position Changes

StockValueShares
ELANELANCO ANIMAL HEALTH INC
$230.61M7,830,677
EHTHEHEALTH INC
$138.05M1,898,117
WARBURG PINCUS CAPTAL CORP I
$8.48M850,000
SLAMFSLAM CORP
$5.96M601,000
KKRKKR ACQUISITION HOLDING I CO
$5.95M594,800
MONTES ARCHIMEDES ACQUISITIO
$5.30M541,615
IMAAALTIMAR ACQUISITION CORP II
$5.10M500,000
CHURCHILL CAP CORP II
$5.00M500,000
FOREST ROAD ACQUISITION COR
$4.98M500,000
KHOSLA VENTURES ACQUT CO III
$3.50M350,000
THCHLEAD EDGE GROWTH OPRTUNTS LT
$3.49M350,000
MISSION ADVANCEMENT CORP
$3.48M350,000
UBERCC NEUBERGER PRIN HLDGS II
$3.18M322,700
KHOSLA VENTURES ACQUSTN CO I
$3.03M300,000
TWC TECH HLDGS II CORP
$3.00M305,049
ROSS ACQUISITION CORP II
$2.99M300,000
PLMKPLUM ACQUISITION CORP I
$2.98M300,000
L&F ACQUISITION CORP
$2.79M283,315
THCHDRAGONEER GROWTH OPT CORP II
$2.38M235,558
GWHFORTRESS VALUE ACQUIS CORP I
$1.86M188,705