Starboard Value LP Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$7.5T
Holdings
170
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (170 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDDYGODADDY INC | 8,250,420 | $690.6B | 9.15% | |
| 2 | HUNHUNTSMAN CORP | 16,517,818 | $619.6B | 8.21% | |
| 3 | ACMAECOM | 7,096,629 | $545.1B | 7.23% | |
| 4 | WTWWILLIS TOWERS WATSON PLC LTD | 2,140,868 | $505.7B | 6.70% | |
| 5 | GENNORTONLIFELOCK INC | 16,704,454 | $443.0B | 5.87% | |
| 6 | HUMHUMANA INC | 968,200 | $421.3B | 5.59% | |
| 7 | ONON SEMICONDUCTOR CORP | 6,617,681 | $414.3B | 5.49% | |
| 8 | CTVACORTEVA INC | 5,996,329 | $344.7B | 4.57% | |
| 9 | PZZAPAPA JOHNS INTL INC | 2,759,360 | $290.5B | 3.85% | |
| 10 | IWMISHARES TR | 1,314,380 | $269.8B | 3.58% | |
| 11 | CVLTCOMMVAULT SYS INC | 3,836,525 | $254.6B | 3.37% | |
| 12 | —CYXTERA TECHNOLOGIES INC | 20,767,571 | $253.8B | 3.36% | |
| 13 | MRCYMERCURY SYS INC | 3,583,749 | $231.0B | 3.06% | |
| 14 | CERNCHFCERNER CORP | 2,257,406 | $211.2B | 2.80% | |
| 15 | —GCP APPLIED TECHNOLOGIES INC | 6,540,000 | $205.5B | 2.72% | |
| 16 | KSSKOHLS CORP | 3,331,145 | $201.4B | 2.67% | |
| 17 | TSAACI WORLDWIDE INC | 6,242,281 | $196.6B | 2.61% | |
| 18 | ELANELANCO ANIMAL HEALTH INC | 6,900,555 | $180.0B | 2.39% | |
| 19 | ENOVCOLFAX CORP | 4,108,326 | $163.5B | 2.17% | |
| 20 | LPSNUSDLIVEPERSON INC | 6,405,000 | $156.4B | 2.07% | |
| 21 | GDOTGREEN DOT CORP | 5,294,110 | $145.5B | 1.93% | |
| 22 | MDMEDNAX INC | 5,915,000 | $138.9B | 1.84% | |
| 23 | MMSIMERIT MED SYS INC | 867,638 | $57.7B | 0.77% | |
| 24 | EHTHEHEALTH INC | 2,243,117 | $27.8B | 0.37% | |
| 25 | —E MERGE TECNOLOGY ACQUISITI | 1,446,500 | $14.3B | 0.19% | |
| 26 | IRRXINTEGRATED RAIL AND RES ACQ | 937,845 | $9.3B | 0.12% | |
| 27 | —CLEAN EARTH ACQUISITIONS COR | 750,000 | $7.5B | 0.10% | |
| 28 | —KIMBELL TIGER ACQUISITION CO | 750,000 | $7.5B | 0.10% | |
| 29 | HCMAHCM ACQUISITION CO | 750,000 | $7.5B | 0.10% | |
| 30 | PPYAPAPAYA GRWT OPPORTUNITY CORP | 750,000 | $7.4B | 0.10% | |
| 31 | —KNIGHTSWAN ACQUISITION CORP | 750,000 | $7.4B | 0.10% | |
| 32 | PNSTQBANYAN ACQUISITION CORPORATI | 750,000 | $7.4B | 0.10% | |
| 33 | —ATLANTIC COASTAL AQSTN CORP | 750,000 | $7.4B | 0.10% | |
| 34 | —ONYX ACQUISITION CO I | 672,800 | $6.7B | 0.09% | |
| 35 | —WARBURG PINCUS CAPTAL CORP I | 676,820 | $6.6B | 0.09% | |
| 36 | —BURTECH ACQUISITION CORP | 661,307 | $6.5B | 0.09% | |
| 37 | MLAIMCLAREN TECHNOLOGY ACQ CORP | 640,936 | $6.4B | 0.08% | |
| 38 | —AVALON ACQUISITION INC | 640,549 | $6.4B | 0.08% | |
| 39 | RNERMOUNT RAINIER ACQUISITION CO | 637,964 | $6.4B | 0.08% | |
| 40 | —SPINDLETOP HEALTH ACQUISITIO | 636,861 | $6.3B | 0.08% | |
| 41 | —CONSILIUM ACQUISITN CORP I L | 639,252 | $6.2B | 0.08% | |
| 42 | VSEEDIGITAL HEALTH ACQUISITION C | 617,219 | $6.2B | 0.08% | |
| 43 | —BIOPLUS ACQUISITION CORP | 617,220 | $6.1B | 0.08% | |
| 44 | BPACBULLPEN PARLAY ACQUISITION C | 617,219 | $6.1B | 0.08% | |
| 45 | —INDUSTRIAL HUMAN CAPITAL INC | 594,636 | $6.0B | 0.08% | |
| 46 | SZZLSIZZLE ACQUISITION CORP | 596,848 | $5.9B | 0.08% | |
| 47 | —ROSE HILL ACQUISITION CORP | 588,318 | $5.9B | 0.08% | |
| 48 | CHECLATAMGROWTH SPAC | 550,000 | $5.5B | 0.07% | |
| 49 | CRTAFCARTICA ACQUISITION CORP | 539,252 | $5.4B | 0.07% | |
| 50 | —NEWCOURT ACQUISITION CORP | 516,222 | $5.2B | 0.07% | |
| 51 | —VAHANNA TECH EDGE ACQSTN I C | 509,330 | $5.1B | 0.07% | |
| 52 | —CRESCERA CAP ACQUISITION COR | 512,748 | $5.1B | 0.07% | |
| 53 | ACAQUSDATHENA CONSUMER ACQ CORP | 505,276 | $5.0B | 0.07% | |
| 54 | SPMCSOUND POINT ACQUISITION CORP | 500,000 | $5.0B | 0.07% | |
| 55 | —JAGUAR GLOBAL GROWTH CORP I | 500,000 | $5.0B | 0.07% | |
| 56 | GTIJFENERGEM CORP | 501,954 | $5.0B | 0.07% | |
| 57 | —VALUENCE MERGER CORP I | 500,000 | $5.0B | 0.07% | |
| 58 | CURRINFINT ACQUISITION CORP | 500,000 | $5.0B | 0.07% | |
| 59 | DSAQDIRECT SELLING ACQUISITIN CO | 499,200 | $5.0B | 0.07% | |
| 60 | WINVINVESTCORP EUROPE ACQUISITIO | 500,000 | $5.0B | 0.07% | |
| 61 | —ARTEMIS STRATEGIC INVT CORP | 500,000 | $5.0B | 0.07% | |
| 62 | —LIBERTY RES ACQUISITION CORP | 498,406 | $5.0B | 0.07% | |
| 63 | —HEARTLAND MEDIA ACQUISITION | 500,000 | $4.9B | 0.07% | |
| 64 | —ALTIMETER GROWTH CORP 2 | 500,000 | $4.9B | 0.07% | |
| 65 | —NUBIA BRAND INTERNATIONAL CO | 489,178 | $4.9B | 0.06% | |
| 66 | —ORION ACQUISITION CORP | 500,000 | $4.9B | 0.06% | |
| 67 | —LONGVIEW ACQUISITION CORP II | 500,000 | $4.9B | 0.06% | |
| 68 | —GOGREEN INVESTMENTS CORP | 480,069 | $4.8B | 0.06% | |
| 69 | —EVERGREEN CORPORATION | 475,000 | $4.8B | 0.06% | |
| 70 | —LEAD EDGE GROWTH OPRTUNTS LT | 480,650 | $4.7B | 0.06% | |
| 71 | SLAMFSLAM CORP | 480,199 | $4.7B | 0.06% | |
| 72 | —KKR ACQUISITION HOLDING I CO | 475,245 | $4.7B | 0.06% | |
| 73 | —AETHERIUM ACQUISITION CORP | 462,651 | $4.6B | 0.06% | |
| 74 | —GIGCAPITAL 5 INC | 457,600 | $4.6B | 0.06% | |
| 75 | —TECHNOLOGY & TELECOM ACQ COR | 456,220 | $4.5B | 0.06% | |
| 76 | —SHUAA PARTNERS ACQUISTN CORP | 450,000 | $4.5B | 0.06% | |
| 77 | FTIIUFUTURETECH II ACQUISITION CO | 450,000 | $4.5B | 0.06% | |
| 78 | —INDUSTRIAL TECH ACQSTNS II I | 447,311 | $4.5B | 0.06% | |
| 79 | —MOUNTAIN & CO I ACQUISITN CO | 438,834 | $4.4B | 0.06% | |
| 80 | —THRIVE ACQUISITION CORPORATI | 441,544 | $4.4B | 0.06% | |
| 81 | —GENESIS GRWT TECH ACQUSTN CO | 440,871 | $4.4B | 0.06% | |
| 82 | POLEANDRETTI ACQUISITION CORP | 439,252 | $4.4B | 0.06% | |
| 83 | —SOUTHPORT ACQUISITION CORP | 440,871 | $4.4B | 0.06% | |
| 84 | —SCULPTOR ACQUISITION CORP I | 440,871 | $4.4B | 0.06% | |
| 85 | —EVE MOBILITY ACQUISITION COR | 440,971 | $4.4B | 0.06% | |
| 86 | HAIAFHEALTHCARE AI ACQUISITION CO | 440,871 | $4.4B | 0.06% | |
| 87 | —BATTERY FUTURE ACQUISITION C | 440,871 | $4.4B | 0.06% | |
| 88 | —10X CAPITAL VENTURE ACQ III | 439,252 | $4.4B | 0.06% | |
| 89 | —PEARL HOLDINGS ACQUISITN COR | 440,871 | $4.4B | 0.06% | |
| 90 | —FORTUNE RISE ACQUISITION COR | 433,688 | $4.4B | 0.06% | |
| 91 | —C5 ACQUISITION CORPORATION | 439,252 | $4.4B | 0.06% | |
| 92 | —VISION SENSING ACQUISITION C | 435,612 | $4.4B | 0.06% | |
| 93 | —INTEGRATED WELLNESS ACQ CORP | 421,946 | $4.2B | 0.06% | |
| 94 | TVGNSEMPER PARATUS ACQUISITION C | 420,500 | $4.2B | 0.06% | |
| 95 | —JUNIPER II CORP | 420,700 | $4.2B | 0.06% | |
| 96 | —OMNILIT ACQUISITION CORP | 420,500 | $4.2B | 0.06% | |
| 97 | —ACHARI VENTURES HLDGS CORP I | 419,500 | $4.2B | 0.06% | |
| 98 | VGASCENAQ ENERGY CORP | 417,243 | $4.2B | 0.06% | |
| 99 | —AUSTERLITZ ACQUISITION CORP | 424,358 | $4.2B | 0.06% | |
| 100 | —CAPITALWORKS EMNG MKTS ACQST | 418,758 | $4.2B | 0.06% |
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