Starboard Value LP Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$5.5B
Holdings
183
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (183 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDDYGODADDY INC | 8,376,808 | $582.7B | 10588.91% | |
| 2 | ACMAECOM | 7,024,945 | $458.2B | 8326.01% | |
| 3 | HUMHUMANA INC | 960,000 | $449.3B | 8165.73% | |
| 4 | WTWWILLIS TOWERS WATSON PLC LTD | 2,245,511 | $443.2B | 8054.77% | |
| 5 | GENNORTONLIFELOCK INC | 19,204,454 | $421.7B | 7663.86% | |
| 6 | ONON SEMICONDUCTOR CORP | 5,617,681 | $282.6B | 5136.00% | |
| 7 | MRCYMERCURY SYS INC | 3,943,060 | $253.7B | 4609.57% | |
| 8 | CVLTCOMMVAULT SYS INC | 3,802,375 | $239.2B | 4346.28% | |
| 9 | HUNHUNTSMAN CORP | 8,309,696 | $235.6B | 4281.06% | |
| 10 | —CYXTERA TECHNOLOGIES INC | 20,767,571 | $235.5B | 4279.68% | |
| 11 | PZZAPAPA JOHNS INTL INC | 2,759,360 | $230.5B | 4188.06% | |
| 12 | —GCP APPLIED TECHNOLOGIES INC | 6,540,000 | $204.6B | 3717.55% | |
| 13 | TSAACI WORLDWIDE INC | 5,201,153 | $134.7B | 2447.06% | |
| 14 | GDOTGREEN DOT CORP | 5,294,110 | $132.9B | 2415.75% | |
| 15 | MDMEDNAX INC | 5,915,000 | $124.3B | 2258.36% | |
| 16 | ELANELANCO ANIMAL HEALTH INC | 5,731,575 | $112.5B | 2044.60% | |
| 17 | LPSNUSDLIVEPERSON INC | 7,005,000 | $99.1B | 1800.00% | |
| 18 | CTVACORTEVA INC | 1,017,794 | $55.1B | 1001.36% | |
| 19 | IWMISHARES TR | 314,380 | $53.2B | 967.55% | |
| 20 | ENOVENOVIS CORPORATION | 908,748 | $50.0B | 908.28% | |
| 21 | MMSIMERIT MED SYS INC | 579,658 | $31.5B | 571.67% | |
| 22 | EHTHEHEALTH INC | 2,198,117 | $20.5B | 372.68% | |
| 23 | KSSKOHLS CORP | 535,029 | $19.1B | 347.00% | |
| 24 | IRRXINTEGRATED RAIL AND RES ACQ | 937,845 | $9.3B | 169.91% | |
| 25 | HCMAHCM ACQUISITION CO | 750,000 | $7.5B | 136.84% | |
| 26 | —KIMBELL TIGER ACQUISITION CO | 750,000 | $7.5B | 136.57% | |
| 27 | —KNIGHTSWAN ACQUISITION CORP | 750,000 | $7.5B | 136.57% | |
| 28 | PPYAPAPAYA GRWT OPPORTUNITY CORP | 750,000 | $7.5B | 136.17% | |
| 29 | —ATLANTIC COASTAL AQSTN CORP | 750,000 | $7.5B | 136.02% | |
| 30 | PNSTQBANYAN ACQUISITION CORPORATI | 750,000 | $7.5B | 135.75% | |
| 31 | IVCAFINVESTCORP INDIA ACQUISTN CO | 750,000 | $7.5B | 135.62% | |
| 32 | —CLEAN EARTH ACQUISITIONS COR | 750,000 | $7.4B | 134.66% | |
| 33 | —A SPAC II ACQUISITION CORP | 750,000 | $7.4B | 134.11% | |
| 34 | —FAST ACQUISITION CORP II | 750,000 | $7.3B | 133.02% | |
| 35 | VSEEDIGITAL HEALTH ACQUISITION C | 675,000 | $6.8B | 123.03% | |
| 36 | —ONYX ACQUISITION CO I | 672,800 | $6.7B | 122.26% | |
| 37 | —WARBURG PINCUS CAPTAL CORP I | 676,820 | $6.6B | 120.54% | |
| 38 | —BURTECH ACQUISITION CORP | 661,307 | $6.6B | 119.10% | |
| 39 | AQLTISHARES TR | 2,270,000 | $6.5B | 118.38% | Put |
| 40 | RNERMOUNT RAINIER ACQUISITION CO | 637,964 | $6.4B | 116.63% | |
| 41 | MLAIMCLAREN TECHNOLOGY ACQ CORP | 640,936 | $6.4B | 116.59% | |
| 42 | —AVALON ACQUISITION INC | 640,549 | $6.4B | 116.29% | |
| 43 | —SPINDLETOP HEALTH ACQUISITIO | 636,861 | $6.4B | 115.74% | |
| 44 | —CONSILIUM ACQUISITN CORP I L | 639,252 | $6.3B | 113.61% | |
| 45 | —BIOPLUS ACQUISITION CORP | 617,220 | $6.1B | 111.49% | |
| 46 | BPACBULLPEN PARLAY ACQUISITION C | 617,219 | $6.1B | 111.16% | |
| 47 | FLDFTAC EMERALD ACQUISITION COR | 620,000 | $6.1B | 110.20% | |
| 48 | —INDUSTRIAL HUMAN CAPITAL INC | 594,636 | $6.0B | 108.38% | |
| 49 | SZZLSIZZLE ACQUISITION CORP | 596,848 | $6.0B | 108.36% | |
| 50 | MSSAFMETAL SKY STAR ACQUISITION C | 600,000 | $5.9B | 107.84% | |
| 51 | —ROSE HILL ACQUISITION CORP | 588,318 | $5.9B | 107.34% | |
| 52 | BKCHGLOBAL BLOCKCHAIN ACQUI CORP | 600,000 | $5.9B | 107.29% | |
| 53 | CHECLATAMGROWTH SPAC | 550,000 | $5.5B | 100.00% | |
| 54 | —JOFF FINTECH ACQUISITION COR | 552,000 | $5.4B | 98.60% | |
| 55 | CRTAFCARTICA ACQUISITION CORP | 539,252 | $5.4B | 98.19% | |
| 56 | —NEWCOURT ACQUISITION CORP | 516,222 | $5.2B | 94.10% | |
| 57 | —CRESCERA CAP ACQUISITION COR | 512,748 | $5.1B | 92.53% | |
| 58 | —VAHANNA TECH EDGE ACQSTN I C | 509,330 | $5.1B | 92.37% | |
| 59 | ACAQUSDATHENA CONSUMER ACQ CORP | 505,276 | $5.1B | 92.01% | |
| 60 | GTIJFENERGEM CORP | 501,954 | $5.0B | 91.59% | |
| 61 | —DRAGONEER GROWTH OPT CORP II | 516,010 | $5.0B | 91.24% | |
| 62 | SPMCSOUND POINT ACQUISITION CORP | 500,000 | $5.0B | 91.23% | |
| 63 | CURRINFINT ACQUISITION CORP | 500,000 | $5.0B | 91.13% | |
| 64 | WINVINVESTCORP EUROPE ACQUISITIO | 500,000 | $5.0B | 91.04% | |
| 65 | —VALUENCE MERGER CORP I | 500,000 | $5.0B | 90.95% | |
| 66 | DSAQDIRECT SELLING ACQUISITIN CO | 499,200 | $5.0B | 90.90% | |
| 67 | —NUBIA BRAND INTERNATIONAL CO | 500,000 | $5.0B | 90.50% | |
| 68 | —HEARTLAND MEDIA ACQUISITION | 500,000 | $5.0B | 90.41% | |
| 69 | —JAGUAR GLOBAL GROWTH CORP I | 500,000 | $5.0B | 90.32% | |
| 70 | —ARTEMIS STRATEGIC INVT CORP | 500,000 | $5.0B | 90.32% | |
| 71 | —LIBERTY RES ACQUISITION CORP | 498,406 | $5.0B | 90.30% | |
| 72 | —ALTIMETER GROWTH CORP 2 | 500,000 | $4.9B | 89.59% | |
| 73 | —ORION ACQUISITION CORP | 500,000 | $4.9B | 89.04% | |
| 74 | —LONGVIEW ACQUISITION CORP II | 500,000 | $4.9B | 88.77% | |
| 75 | —GOGREEN INVESTMENTS CORP | 480,069 | $4.8B | 87.41% | |
| 76 | —EVERGREEN CORPORATION | 475,000 | $4.7B | 86.16% | |
| 77 | SLAMFSLAM CORP | 480,199 | $4.7B | 85.86% | |
| 78 | —LEAD EDGE GROWTH OPRTUNTS LT | 480,650 | $4.7B | 85.52% | |
| 79 | —KKR ACQUISITION HOLDING I CO | 475,245 | $4.7B | 84.56% | |
| 80 | —GIGCAPITAL 5 INC | 457,600 | $4.6B | 83.41% | |
| 81 | —AETHERIUM ACQUISITION CORP | 462,651 | $4.6B | 83.32% | |
| 82 | —TECHNOLOGY & TELECOM ACQ COR | 456,220 | $4.6B | 82.90% | |
| 83 | FTIIFUTURETECH II ACQUISITION CO | 450,000 | $4.5B | 81.70% | |
| 84 | —SHUAA PARTNERS ACQUISTN CORP | 450,000 | $4.5B | 81.29% | |
| 85 | —INDUSTRIAL TECH ACQSTNS II I | 447,311 | $4.4B | 80.79% | |
| 86 | —MOUNTAIN & CO I ACQUISITN CO | 438,834 | $4.4B | 80.70% | |
| 87 | —THRIVE ACQUISITION CORPORATI | 441,544 | $4.4B | 80.49% | |
| 88 | —GENESIS GRWT TECH ACQUSTN CO | 440,871 | $4.4B | 80.36% | |
| 89 | —10X CAPITAL VENTURE ACQ III | 439,252 | $4.4B | 79.83% | |
| 90 | —C5 ACQUISITION CORPORATION | 439,252 | $4.4B | 79.74% | |
| 91 | POLEANDRETTI ACQUISITION CORP | 439,252 | $4.4B | 79.67% | |
| 92 | —BATTERY FUTURE ACQUISITION C | 440,871 | $4.4B | 79.63% | |
| 93 | HAIAFHEALTHCARE AI ACQUISITION CO | 440,871 | $4.4B | 79.47% | |
| 94 | —SOUTHPORT ACQUISITION CORP | 440,871 | $4.4B | 79.47% | |
| 95 | —SCULPTOR ACQUISITION CORP I | 440,871 | $4.4B | 79.47% | |
| 96 | —EVE MOBILITY ACQUISITION COR | 440,971 | $4.4B | 79.41% | |
| 97 | —VISION SENSING ACQUISITION C | 435,612 | $4.4B | 79.32% | |
| 98 | —FORTUNE RISE ACQUISITION COR | 433,688 | $4.4B | 79.29% | |
| 99 | —PEARL HOLDINGS ACQUISITN COR | 440,871 | $4.4B | 79.23% | |
| 100 | —CAPITALWORKS EMNG MKTS ACQST | 418,758 | $4.2B | 76.81% |
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