Starboard Value LP

NEW YORK, NY · CIK 0001517137

Portfolio Value: $7.22B

Positions: 135

Period: 2021-12-31

Filed: 2022-02-14

Portfolio Value

$7.22B

Positions

135

New

Increased

Decreased

Sold Out

198

Starboard Value LP Q4 2021 13F Filing Summary

Starboard Value LP (NEW YORK, NY) reported a portfolio value of $7.22B across 135 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). Top holdings include HUN ($628.75M), GDDY ($576.32M), ACM ($559.75M). The top 10 positions account for 64.2% of the portfolio. This quarter saw 95 new positions, 7 increases, 24 reductions, 198 complete exits. Notable new buys: GDDY ($576.32M), WTW ($498.94M), COLFAX CORP ($180.16M). Notable exits: BOX, SCOR, DSAQU.

All Holdings

#	Stock	CUSIP	Value↓	Shares	Weight	Change
1	HUNHUNTSMAN CORP COM	447011107	$628.75M	18,026,236	8.71%	+55.4%
2	GDDYGODADDY INC CL A	380237107	$576.32M	6,791,399	7.99%	New
3	ACMAECOM COM	00766T100	$559.75M	7,236,629	7.76%	-1.3%
4	ONON SEMICONDUCTOR CORP COM	682189105	$514.00M	7,567,681	7.12%	-9.2%
5	WTWWILLIS TOWERS WATSON PLC LTD SHS	G96629103	$498.94M	2,100,894	6.91%	New
6	LCTCNORTONLIFELOCK INC COM	668771108	$433.98M	16,704,454	6.01%	-
7	CTVACORTEVA INC COM	22052L104	$420.82M	8,900,508	5.83%	-3.2%
8	PZZAPAPA JOHNS INTL INC COM	698813102	$368.29M	2,759,360	5.10%	-
9	CERNCHFCERNER CORP COM	156782104	$318.29M	3,427,257	4.41%	+5.6%
10	ACIWACI WORLDWIDE INC COM	4498101	$311.87M	8,987,486	4.32%	-
11	IWMISHARES TR RUSSELL 2000 ETF	464287655	$310.45M	2,734,380	4.30%	-28.5%
12	CVLTCOMMVAULT SYS INC COM	204166102	$295.62M	4,289,375	4.10%	+5.1%
13	THCHMAGELLAN HEALTH INC COM NEW	559079207	$225.04M	2,369,100	3.12%	-
14	ELANELANCO ANIMAL HEALTH INC COM	28414H103	$218.12M	7,685,555	3.02%	+5.1%
15	CYXTERA TECHNOLOGIES INC COM CL A	23284C102	$208.40M	16,526,315	2.89%	-
16	PPLGCP APPLIED TECHNOLOGIES INC COM	36164Y101	$207.06M	6,540,000	2.87%	-
17	GDOTGREEN DOT CORP CL A	39304D102	$191.86M	5,294,110	2.66%	-
18	COLFAX CORP COM	194014106	$180.16M	3,919,116	2.50%	New
19	MDMEDNAX INC COM	58502B106	$160.95M	5,915,000	2.23%	-
20	MMSIMERIT MED SYS INC COM	589889104	$81.12M	1,302,152	1.12%	-63.2%
21	EHTHEHEALTH INC COM	28238P109	$52.23M	2,048,117	0.72%	-
22	AIPGINTEGRATED RAIL AND RES ACQ UNIT 99/99/9999	45827R205	$10.71M	1,065,897	0.15%	New
23	WARBURG PINCUS CAPTAL CORP I SHS CL A	G9460M108	$7.88M	807,272	0.11%	-4.7%
24	ONYX ACQUISITION CO I SHS CL A	G6755Q109	$7.63M	769,600	0.11%	New
25	BURTECH ACQUISITION CORP UNIT 12/10/2026	123013203	$7.51M	750,000	0.10%	New
26	NODKMOUNT RAINIER ACQUISITION CO UNIT 11/27/2026	623006202	$7.38M	725,421	0.10%	New
27	HNOIMCLAREN TECHNOLOGY ACQ CORP CLASS A COM	58176U109	$7.25M	731,000	0.10%	New
28	AWXAVALON ACQUISITION INC CLASS A COM	5.338e+104	$7.22M	731,000	0.10%	New
29	DGIIDIGITAL HEALTH ACQUISITION C UNIT 11/02/2026	253893200	$7.17M	700,000	0.10%	New
30	PARBULLPEN PARLAY ACQUISITION C UNIT 12/03/2026	G1792A126	$7.00M	700,000	0.10%	New
31	BIOPLUS ACQUISITION CORP UNIT 12/02/2026	G11217109	$7.00M	700,000	0.10%	New
32	THCHSPINDLETOP HEALTH ACQUISITIO COM CL A	84854Q103	$6.95M	727,200	0.10%	New
33	SZZLSIZZLE ACQUISITION CORP UNIT 11/02/2026	8.3014e+212	$6.92M	681,000	0.10%	New
34	TREBIA ACQUISITION CORP COM CL A	G9027T109	$6.77M	680,100	0.09%	+51.1%
35	APGINDUSTRIAL HUMAN CAPITAL INC COM	45617P104	$6.74M	679,059	0.09%	New
36	ROSE HILL ACQUISITION CORP CLASS A ORD	G7637J107	$6.68M	673,401	0.09%	New
37	CRESCERA CAP ACQUISITION COR UNIT 11/18/2026	G26507122	$5.87M	584,800	0.08%	New
38	NNBRVAHANNA TECH EDGE ACQSTN I C UNIT 11/22/2026	G9320Z125	$5.84M	580,103	0.08%	New
39	NEWCOURT ACQUISITION CORP CLASS A ORD SHS	G6448C103	$5.83M	588,600	0.08%	New
40	LIBERTY RES ACQUISITION CORP UNIT 10/31/2028	53118A204	$5.81M	565,251	0.08%	New
41	ENERGEM CORP UNIT 11/15/2026	G30449113	$5.79M	570,258	0.08%	New
42	DSAQDIRECT SELLING ACQUISITIN CO CL A COM	25460L103	$5.72M	576,000	0.08%	New
43	THCHLEAD EDGE GROWTH OPRTUNTS LT COM	G54085108	$5.58M	571,700	0.08%	-4.7%
44	SLAMFSLAM CORP CL A SHS	G8210L105	$5.57M	572,753	0.08%	-4.7%
45	KKRKKR ACQUISITION HOLDING I CO COM CLASS A	48253T109	$5.52M	566,844	0.08%	-4.7%
46	NVECGOGREEN INVESTMENTS CORP ORD SHS CL A	G9461B101	$5.44M	548,645	0.08%	New
47	APGGIGCAPITAL 5 INC COMMON STOCK	37519U109	$5.22M	528,000	0.07%	New
48	AIPGMOUNTAIN & CO I ACQUISITN CO UNIT 11/04/2026	G6301J120	$5.09M	498,100	0.07%	New
49	NVECINVESTCORP EUROPE ACQUISITIO UNIT 12/15/2026	G4923T121	$5.04M	500,000	0.07%	New
50	GGAUFGENESIS GRWT TECH ACQUSTN CO UNIT 99/99/9999	G3R23D110	$5.03M	500,000	0.07%	New

Showing 1-50 of 135

Position Changes

Stock	Value	Shares
GDDYGODADDY INC	$576.32M	6,791,399
WTWWILLIS TOWERS WATSON PLC LTD	$498.94M	2,100,894
COLFAX CORP	$180.16M	3,919,116
AIPGINTEGRATED RAIL AND RES ACQ	$10.71M	1,065,897
ONYX ACQUISITION CO I	$7.63M	769,600
BURTECH ACQUISITION CORP	$7.51M	750,000
NODKMOUNT RAINIER ACQUISITION CO	$7.38M	725,421
HNOIMCLAREN TECHNOLOGY ACQ CORP	$7.25M	731,000
AWXAVALON ACQUISITION INC	$7.22M	731,000
DGIIDIGITAL HEALTH ACQUISITION C	$7.17M	700,000
PARBULLPEN PARLAY ACQUISITION C	$7.00M	700,000
BIOPLUS ACQUISITION CORP	$7.00M	700,000
THCHSPINDLETOP HEALTH ACQUISITIO	$6.95M	727,200
SZZLSIZZLE ACQUISITION CORP	$6.92M	681,000
APGINDUSTRIAL HUMAN CAPITAL INC	$6.74M	679,059
ROSE HILL ACQUISITION CORP	$6.68M	673,401
CRESCERA CAP ACQUISITION COR	$5.87M	584,800
NNBRVAHANNA TECH EDGE ACQSTN I C	$5.84M	580,103
NEWCOURT ACQUISITION CORP	$5.83M	588,600
LIBERTY RES ACQUISITION CORP	$5.81M	565,251
ENERGEM CORP	$5.79M	570,258
DSAQDIRECT SELLING ACQUISITIN CO	$5.72M	576,000
NVECGOGREEN INVESTMENTS CORP	$5.44M	548,645
APGGIGCAPITAL 5 INC	$5.22M	528,000
AIPGMOUNTAIN & CO I ACQUISITN CO	$5.09M	498,100
NVECINVESTCORP EUROPE ACQUISITIO	$5.04M	500,000
GGAUFGENESIS GRWT TECH ACQUSTN CO	$5.03M	500,000
BEKEEMERGING MARKETS HORIZON COR	$5.00M	500,000
EVE MOBILITY ACQUISITION COR	$5.00M	500,000
HAIAFHEALTHCARE AI ACQUISITION CO	$5.00M	500,000
CULPSCULPTOR ACQUISITION CORP I	$5.00M	500,000
FUTUBATTERY FUTURE ACQUISITION C	$5.00M	500,000
PEARL HOLDINGS ACQUISITN COR	$5.00M	500,000
PORTSOUTHPORT ACQUISITION CORP	$5.00M	500,000
ATITHRIVE ACQUISITION CORPORATI	$5.00M	506,000
FORTUNE RISE ACQUISITION COR	$4.93M	496,086
VISION SENSING ACQUISITION C	$4.92M	496,134
PARSEMPER PARATUS ACQUISITION C	$4.84M	481,000
NODKJUNIPER II CORP	$4.83M	481,000
NODKOMNILIT ACQUISITION CORP	$4.83M	481,000
APGCAPITALWORKS EMNG MKTS ACQST	$4.78M	474,921
CENAQ ENERGY CORP	$4.76M	480,000
PARSPARTAN ACQUISITION CORP III	$4.76M	482,501
ACHARI VENTURES HLDGS CORP I	$4.75M	481,000
TALON 1 ACQUISITION CORP	$4.71M	466,608
WELNFINTEGRATED WELLNESS ACQ CORP	$4.54M	450,000
THCHAETHERIUM ACQUISITION CORP	$4.50M	450,000
INFINT ACQUISITION CORP	$4.42M	441,174
HNOISHOULDERUP TECHNOLOGY ACQUIS	$4.18M	413,707
APGPARSEC CAPITAL ACQUISITION	$4.05M	408,302
APXIFAPX ACQUISITION CORP I	$4.03M	400,000
LEGTLEGATO MERGER CORP II	$3.96M	398,643
ESGHESGEN ACQUISITION CORP	$3.85M	388,600
THCHATHENA CONSUMER ACQ CORP	$3.81M	384,800
ATLNATLANTIC COASTAL ACQUISTN CO	$3.72M	381,011
ALSP ORCHID ACQUISITION CORP	$3.70M	366,189
ATIINNOVATIVE INTL ACQUSITIN CO	$3.59M	356,579
APGAPEIRON CAPITAL INVEST CORP	$3.37M	333,848
AHREN ACQUISITION CORP	$3.36M	335,500
APGMOTIVE CAPITAL CORP	$2.95M	300,000
ARTEMIS STRATEGIC INVT CORP	$2.93M	288,000
THCHSANABY HEALTH ACQUISITION CO	$2.86M	288,600
DGIIPEGASUS DIGITAL MOBILITY ACQ	$2.83M	288,600
CF ACQUISITION CORP VII	$2.54M	250,000
CUBLIONHEART III CORP	$2.46M	250,000
GREEN VISOR FIN TEC ACQ CORP	$2.46M	240,500
IESCHUNT COMPANIES ACQUISITIO	$2.44M	240,500
NETDNABORS ENERGY TRANSITION COR	$2.44M	240,500
FTAC ZEUS ACQUISITION COR	$2.40M	240,500
APGMAXPRO CAPITAL ACQUISITN COR	$2.39M	240,500
CNDACONCORD ACQUISITION CORP III	$2.38M	240,500
M3 BRIGADE ACQUISITION III	$2.37M	240,500
AIPGBLACK MOUNTAIN ACQ CORP	$2.36M	240,500
WHDCACTUS ACQUISITION CORP 1 LT	$2.28M	225,876
DGIIASCENDANT DIGITAL ACQ CORP I	$2.10M	206,800
PCAPAP ACQUISITION CORP	$2.03M	200,000
VMG CONSUMER ACQUISITION COR	$1.95M	192,400
NODKINFINITE ACQUISITION CORP	$1.94M	192,400
PHYWFPYROPHYTE ACQUISITION CORP	$1.90M	192,400
HNOISOAR TECHNOLOGY ACQUISN CORP	$1.89M	186,912
AESAESTHER HEALTHCARE ACQSTN CO	$1.65M	165,304
APGLF CAPITAL ACQUISITION CORP	$1.60M	159,557
RCFUFRCF ACQUISITION CORP	$1.46M	144,300
FOCUS IMPACT ACQUISITION COR	$1.42M	144,300
DGIIANTHEMIS DIGITAL ACQUISITION	$1.42M	144,300
PARPARABELLUM ACQUISITION CORP	$1.40M	144,000
BEARD ENERGY TRANSITION ACQ	$1.22M	120,250
APGCIIG CAPITAL PARTNERS II INC	$1.01M	102,157
XYZBLOCKCHAIN COINVSTRS ACQ CRP	$973.00K	96,200
MFILAMF GLOBAL VENTURES CORP I	$966.00K	96,200
INTCINTELLIGENT MEDI ACQSITN COR	$952.00K	96,200
LAVA MEDTECH ACQUISITION COR	$474.00K	48,100
THCHGROWTH CAP ACQUISITION CORP	$339.00K	34,148
ARBOR RAPHA CAP BIOHLDS CORP	$239.00K	24,050
NODKPHOENIX BIOTECH ACQUISITION	$238.00K	24,050