Starboard Value LP Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$4.1T
Holdings
19
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PRGOPERRIGO CO PLC | 9,641,425 | $840.3B | 20.55% | |
| 2 | AABAUSDALTABA INC | 10,502,806 | $733.6B | 17.94% | |
| 3 | MRVLMARVELL TECHNOLOGY GROUP LTD | 33,720,786 | $724.0B | 17.71% | |
| 4 | —MELLANOX TECHNOLOGIES LTD | 5,006,621 | $323.9B | 7.92% | |
| 5 | AWNADVANCE AUTO PARTS INC | 3,175,000 | $316.5B | 7.74% | |
| 6 | FTNTFORTINET INC | 3,516,406 | $153.6B | 3.76% | |
| 7 | CARSCARS COM INC | 4,575,000 | $131.9B | 3.23% | |
| 8 | —FOREST CITY RLTY TR INC | 5,337,223 | $128.6B | 3.15% | |
| 9 | —BEMIS INC | 2,130,000 | $101.8B | 2.49% | |
| 10 | STCSTEWART INFORMATION SVCS COR | 2,315,000 | $97.9B | 2.39% | |
| 11 | —ENVISION HEALTHCARE CORP | 2,574,852 | $89.0B | 2.18% | |
| 12 | —MONOTYPE IMAGING HOLDINGS IN | 3,404,546 | $82.0B | 2.01% | |
| 13 | BAXBAXTER INTL INC | 1,192,500 | $77.1B | 1.89% | |
| 14 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 1,000,000 | $71.0B | 1.74% | |
| 15 | BCOBRINKS CO | 855,205 | $67.3B | 1.65% | |
| 16 | IWNISHARES TR | 526,000 | $66.1B | 1.62% | |
| 17 | MACMACERICH CO | 600,000 | $39.4B | 0.96% | |
| 18 | —DEPOMED INC | 4,695,270 | $37.8B | 0.92% | |
| 19 | IWMISHARES TR | 2,962,500 | $6.7B | 0.16% | Put |