Starboard Value LP Q1 2023 Filing
Filed May 12, 2023
Portfolio Value
$4963.8T
Holdings
104
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (104 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDDYGODADDY INC | 10,059,453 | $781.8T | 15.75% | |
| 2 | CRMSALESFORCE INC | 2,530,983 | $505.6T | 10.19% | |
| 3 | ACMAECOM | 5,386,000 | $454.1T | 9.15% | |
| 4 | SPLKCHFSPLUNK INC | 4,583,000 | $439.4T | 8.85% | |
| 5 | WTWWILLIS TOWERS WATSON PLC LTD | 1,819,397 | $422.8T | 8.52% | |
| 6 | HUMHUMANA INC | 800,000 | $388.4T | 7.82% | |
| 7 | GENGEN DIGITAL INC | 18,914,794 | $324.6T | 6.54% | |
| 8 | VRTVERTIV HOLDINGS CO | 16,818,581 | $240.7T | 4.85% | |
| 9 | WIXWIX COM LTD | 1,972,076 | $196.8T | 3.96% | |
| 10 | MRCYMERCURY SYS INC | 3,772,291 | $192.8T | 3.88% | |
| 11 | RG6ROGERS CORP | 1,028,200 | $168.0T | 3.39% | |
| 12 | IWNISHARES TR | 900,000 | $123.3T | 2.48% | |
| 13 | GDOTGREEN DOT CORP | 5,294,110 | $91.0T | 1.83% | |
| 14 | CVLTCOMMVAULT SYS INC | 1,588,554 | $90.1T | 1.82% | |
| 15 | ACTGACACIA RESH CORP | 20,000,000 | $77.2T | 1.56% | |
| 16 | PZZAPAPA JOHNS INTL INC | 582,432 | $43.6T | 0.88% | |
| 17 | ENOVENOVIS CORPORATION | 353,165 | $18.9T | 0.38% | |
| 18 | ONON SEMICONDUCTOR CORP | 200,000 | $16.5T | 0.33% | |
| 19 | RBAGBPRITCHIE BROS AUCTIONEERS | 251,163 | $14.1T | 0.28% | |
| 20 | IWRISHARES TR | 150,000 | $10.5T | 0.21% | |
| 21 | LPSNUSDLIVEPERSON INC | 2,360,000 | $10.4T | 0.21% | |
| 22 | SVIIFSPRING VALLEY ACQUISTN CORP | 850,000 | $8.8T | 0.18% | |
| 23 | —KIMBELL TIGER ACQUISITION CO | 750,000 | $7.9T | 0.16% | |
| 24 | IVCAFINVESTCORP INDIA ACQUISTN CO | 750,000 | $7.9T | 0.16% | |
| 25 | HCMAHCM ACQUISITION CO | 750,000 | $7.8T | 0.16% | |
| 26 | —KNIGHTSWAN ACQUISITION CORP | 750,000 | $7.8T | 0.16% | |
| 27 | PNSTQBANYAN ACQUISITION CORPORATI | 750,000 | $7.8T | 0.16% | |
| 28 | PPYAPAPAYA GRWT OPPORTUNITY CORP | 750,000 | $7.8T | 0.16% | |
| 29 | —A SPAC II ACQUISITION CORP | 750,000 | $7.8T | 0.16% | |
| 30 | —ATLANTIC COASTAL AQSTN CORP | 750,000 | $7.8T | 0.16% | |
| 31 | —CLEAN EARTH ACQUISITIONS COR | 750,000 | $7.7T | 0.16% | |
| 32 | —AVALON ACQUISITION INC | 640,549 | $6.7T | 0.13% | |
| 33 | —CONSILIUM ACQUISITN CORP I L | 639,252 | $6.6T | 0.13% | |
| 34 | —BIOPLUS ACQUISITION CORP | 617,220 | $6.4T | 0.13% | |
| 35 | BPACBULLPEN PARLAY ACQUISITION C | 617,219 | $6.4T | 0.13% | |
| 36 | —CYXTERA TECHNOLOGIES INC | 20,767,571 | $6.3T | 0.13% | |
| 37 | FLDFTAC EMERALD ACQUISITION COR | 620,000 | $6.3T | 0.13% | |
| 38 | BKCHGLOBAL BLOCKCHAIN ACQUI CORP | 600,000 | $6.2T | 0.12% | |
| 39 | CHECLATAMGROWTH SPAC | 550,000 | $5.8T | 0.12% | |
| 40 | CRTAFCARTICA ACQUISITION CORP | 539,252 | $5.7T | 0.11% | |
| 41 | —CRESCERA CAP ACQUISITION COR | 512,748 | $5.4T | 0.11% | |
| 42 | —VAHANNA TECH EDGE ACQSTN I C | 509,330 | $5.3T | 0.11% | |
| 43 | —NUBIA BRAND INTERNATIONAL CO | 500,000 | $5.3T | 0.11% | |
| 44 | SPMCSOUND POINT ACQUISITION CORP | 500,000 | $5.3T | 0.11% | |
| 45 | —VALUENCE MERGER CORP I | 500,000 | $5.3T | 0.11% | |
| 46 | —LIBERTY RES ACQUISITION CORP | 498,406 | $5.2T | 0.11% | |
| 47 | —HEARTLAND MEDIA ACQUISITION | 500,000 | $5.2T | 0.10% | |
| 48 | —JAGUAR GLOBAL GROWTH CORP I | 500,000 | $5.2T | 0.10% | |
| 49 | —ARTEMIS STRATEGIC INVT CORP | 500,000 | $5.2T | 0.10% | |
| 50 | ISRLFISRAEL ACQUISITIONS CORP | 500,000 | $5.1T | 0.10% | |
| 51 | —GOGREEN INVESTMENTS CORP | 480,069 | $5.1T | 0.10% | |
| 52 | —EVERGREEN CORPORATION | 475,000 | $5.0T | 0.10% | |
| 53 | —SHUAA PARTNERS ACQUISTN CORP | 450,000 | $4.7T | 0.10% | |
| 54 | FTIIFUTURETECH II ACQUISITION CO | 450,000 | $4.7T | 0.09% | |
| 55 | —INDUSTRIAL TECH ACQSTNS II I | 447,311 | $4.6T | 0.09% | |
| 56 | —FORTUNE RISE ACQUISITION COR | 433,688 | $4.6T | 0.09% | |
| 57 | POLEANDRETTI ACQUISITION CORP | 439,252 | $4.6T | 0.09% | |
| 58 | —BATTERY FUTURE ACQUISITION C | 440,871 | $4.6T | 0.09% | |
| 59 | —SCULPTOR ACQUISITION CORP I | 440,871 | $4.6T | 0.09% | |
| 60 | —PEARL HOLDINGS ACQUISITN COR | 440,871 | $4.6T | 0.09% | |
| 61 | —EVE MOBILITY ACQUISITION COR | 440,971 | $4.6T | 0.09% | |
| 62 | HAIAFHEALTHCARE AI ACQUISITION CO | 440,871 | $4.6T | 0.09% | |
| 63 | —C5 ACQUISITION CORPORATION | 439,252 | $4.6T | 0.09% | |
| 64 | —SOUTHPORT ACQUISITION CORP | 440,871 | $4.6T | 0.09% | |
| 65 | —VISION SENSING ACQUISITION C | 435,612 | $4.6T | 0.09% | |
| 66 | —INTEGRATED WELLNESS ACQ CORP | 421,946 | $4.4T | 0.09% | |
| 67 | —CAPITALWORKS EMNG MKTS ACQST | 418,758 | $4.4T | 0.09% | |
| 68 | —JUNIPER II CORP | 420,700 | $4.4T | 0.09% | |
| 69 | —LIV CAPITAL ACQUISITN CORP I | 400,000 | $4.2T | 0.08% | |
| 70 | EONRHNR ACQUISITION CORP | 400,000 | $4.2T | 0.08% | |
| 71 | —DUET ACQUISITION CORP | 400,000 | $4.1T | 0.08% | |
| 72 | —KHOSLA VENTURES ACQUT CO III | 401,600 | $4.1T | 0.08% | |
| 73 | —MONTEREY CAP ACQUISITION COR | 375,000 | $3.8T | 0.08% | |
| 74 | —SHOULDERUP TECHNOLOGY ACQUIS | 362,793 | $3.8T | 0.08% | |
| 75 | —AURA FAT PROJS ACQUISITION C | 350,000 | $3.7T | 0.07% | |
| 76 | —DENALI CAPITAL ACQUISITN COR | 300,000 | $3.1T | 0.06% | |
| 77 | AIEVFEUTUNE LIGHT ACQUISITION CO | 300,000 | $3.1T | 0.06% | |
| 78 | —AIMFINITY INVESTMENT CORP I | 300,000 | $3.1T | 0.06% | |
| 79 | —AHREN ACQUISITION CORP | 295,825 | $3.1T | 0.06% | |
| 80 | —PEGASUS DIGITAL MOBILITY ACQ | 251,700 | $2.6T | 0.05% | |
| 81 | —BLACK MOUNTAIN ACQ CORP | 231,829 | $2.4T | 0.05% | |
| 82 | —CACTUS ACQUISITION CORP 1 LT | 225,876 | $2.4T | 0.05% | |
| 83 | —CF ACQUISITION CORP VII | 220,436 | $2.3T | 0.05% | |
| 84 | —GREEN VISOR FIN TEC ACQ CORP | 210,250 | $2.2T | 0.04% | |
| 85 | —NABORS ENERGY TRANSITION COR | 210,250 | $2.2T | 0.04% | |
| 86 | GCTSCONCORD ACQUISITION CORP III | 210,250 | $2.2T | 0.04% | |
| 87 | —LAMF GLOBAL VENTURES CORP I | 207,548 | $2.2T | 0.04% | |
| 88 | MBVIM3 BRIGADE ACQUISITION III | 209,750 | $2.2T | 0.04% | |
| 89 | —FTAC ZEUS ACQUISITION COR | 210,250 | $2.2T | 0.04% | |
| 90 | —EG ACQUISITION CORP | 203,250 | $2.1T | 0.04% | |
| 91 | PCAPAP ACQUISITION CORP | 176,348 | $1.9T | 0.04% | |
| 92 | PAIIPYROPHYTE ACQUISITION CORP | 167,800 | $1.8T | 0.04% | |
| 93 | —INFINITE ACQUISITION CORP | 168,200 | $1.8T | 0.04% | |
| 94 | —VMG CONSUMER ACQUISITION COR | 168,200 | $1.7T | 0.04% | |
| 95 | —TCV ACQUISITION CORP | 136,910 | $1.4T | 0.03% | |
| 96 | —RCF ACQUISITION CORP | 127,050 | $1.3T | 0.03% | |
| 97 | —ANTHEMIS DIGITAL ACQUISITION | 125,850 | $1.3T | 0.03% | |
| 98 | —FOCUS IMPACT ACQUISITION COR | 125,850 | $1.3T | 0.03% | |
| 99 | —BEARD ENERGY TRANSITION ACQ | 105,125 | $1.1T | 0.02% | |
| 100 | —CIIG CAPITAL PARTNERS II INC | 88,551 | $920.9B | 0.02% |
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