Starboard Value LP Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$3.9T
Holdings
18
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CTVACORTEVA INC | 14,433,599 | $558.9B | 14.21% | |
| 2 | GENNORTONLIFELOCK INC | 20,830,268 | $432.9B | 11.01% | |
| 3 | ACMAECOM | 7,771,992 | $386.9B | 9.84% | |
| 4 | TSAACI WORLDWIDE INC | 9,665,853 | $371.5B | 9.45% | |
| 5 | ONON SEMICONDUCTOR CORP | 9,037,681 | $295.8B | 7.52% | |
| 6 | CVLTCOMMVAULT SYSTEMS INC | 4,469,256 | $247.5B | 6.29% | |
| 7 | GDOTGREEN DOT CORP | 4,408,246 | $246.0B | 6.26% | |
| 8 | MMSIMERIT MED SYS INC | 3,984,085 | $221.2B | 5.62% | |
| 9 | MDMEDNAX INC | 8,450,000 | $207.4B | 5.27% | |
| 10 | BOXBOX INC | 10,976,845 | $198.1B | 5.04% | |
| 11 | —MAGELLAN HEALTH INC | 2,369,100 | $196.3B | 4.99% | |
| 12 | CERNCHFCERNER CORP | 2,291,637 | $179.8B | 4.57% | |
| 13 | —GCP APPLIED TECHNOLOGIES INC | 6,540,000 | $154.7B | 3.93% | |
| 14 | IWMISHARES TR | 531,000 | $104.1B | 2.65% | |
| 15 | AWNADVANCE AUTO PARTS INC | 290,542 | $45.8B | 1.16% | |
| 16 | IWNISHARES TR | 337,777 | $44.5B | 1.13% | |
| 17 | IWRISHARES TR | 550,000 | $37.7B | 0.96% | |
| 18 | SCOR1EURCOMSCORE INC | 1,344,582 | $3.3B | 0.09% |