Starboard Value LP Q1 2017 Filing
Filed May 12, 2017
Portfolio Value
$3.3T
Holdings
21
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PRGOPERRIGO CO PLC | 9,641,425 | $640.1B | 19.61% | |
| 2 | —YAHOO INC | 12,298,627 | $570.8B | 17.48% | |
| 3 | MRVLMARVELL TECHNOLOGY GROUP LTD | 33,720,786 | $514.6B | 15.76% | |
| 4 | AWNADVANCE AUTO PARTS INC | 2,825,000 | $418.8B | 12.83% | |
| 5 | BCOBRINKS CO | 3,028,930 | $161.9B | 4.96% | |
| 6 | FTNTFORTINET INC | 4,173,424 | $160.1B | 4.90% | |
| 7 | HPEHEWLETT PACKARD ENTERPRISE C | 5,307,612 | $125.8B | 3.85% | |
| 8 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 2,025,000 | $120.5B | 3.69% | |
| 9 | STCSTEWART INFORMATION SVCS COR | 2,315,000 | $102.3B | 3.13% | |
| 10 | BAXBAXTER INTL INC | 1,910,000 | $99.1B | 3.03% | |
| 11 | TRCOTRIBUNE MEDIA CO | 1,989,314 | $74.1B | 2.27% | |
| 12 | —DEPOMED INC | 5,295,270 | $66.5B | 2.04% | |
| 13 | NSPINSPERITY INC | 660,000 | $58.5B | 1.79% | |
| 14 | IWNISHARES TR | 441,000 | $52.1B | 1.60% | |
| 15 | —QUANTUM CORP | 35,550,000 | $34.2B | 1.05% | |
| 16 | —ADVISORY BRD CO | 400,000 | $18.7B | 0.57% | |
| 17 | CLCOLGATE PALMOLIVE CO | 168,595 | $12.3B | 0.38% | |
| 18 | —CLUBCORP HLDGS INC | 670,235 | $10.8B | 0.33% | |
| 19 | —PINNACLE ENTMT INC NEW | 500,000 | $9.8B | 0.30% | |
| 20 | IWMISHARES TR | 4,464,500 | $7.5B | 0.23% | Put |
| 21 | —QUANTUM CORP | 7,518,996 | $6.5B | 0.20% |