Starboard Value LP Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$4.0T
Holdings
18
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PRGOPERRIGO CO PLC | 10,041,425 | $732.1B | 18.51% | |
| 2 | MRVLMARVELL TECHNOLOGY GROUP LTD | 33,720,786 | $723.0B | 18.27% | |
| 3 | —MELLANOX TECHNOLOGIES LTD | 5,466,621 | $460.8B | 11.65% | |
| 4 | AWNADVANCE AUTO PARTS INC | 3,175,000 | $430.8B | 10.89% | |
| 5 | AABAUSDALTABA INC | 5,635,070 | $412.5B | 10.43% | |
| 6 | —FOREST CITY RLTY TR INC | 15,272,223 | $348.4B | 8.81% | |
| 7 | NWLNEWELL BRANDS INC | 8,768,262 | $226.1B | 5.72% | |
| 8 | CARSCARS COM INC | 5,717,000 | $162.3B | 4.10% | |
| 9 | —BEMIS INC | 2,959,487 | $124.9B | 3.16% | |
| 10 | —WEB COM GROUP INC | 4,338,750 | $112.2B | 2.83% | |
| 11 | IWNISHARES TR | 496,000 | $65.4B | 1.65% | |
| 12 | MACMACERICH CO | 1,150,000 | $65.4B | 1.65% | |
| 13 | BAXBAXTER INTL INC | 557,500 | $41.2B | 1.04% | |
| 14 | RPMRPM INTL INC | 628,322 | $36.6B | 0.93% | |
| 15 | —DEPOMED INC | 1,603,995 | $10.7B | 0.27% | |
| 16 | SMHVANECK VECTORS ETF TR | 1,700,000 | $2.6B | 0.07% | Put |
| 17 | IWMISHARES TR | 1,560,000 | $870.0M | 0.02% | Put |
| 18 | SCOR1EURCOMSCORE INC | 9,990 | $218.0M | 0.01% |