Starboard Value LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$7.2T
Holdings
135
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (135 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HUNHUNTSMAN CORP | 18,026,236 | $628.8B | 8.71% | |
| 2 | GDDYGODADDY INC | 6,791,399 | $576.3B | 7.99% | |
| 3 | ACMAECOM | 7,236,629 | $559.8B | 7.76% | |
| 4 | ONON SEMICONDUCTOR CORP | 7,567,681 | $514.0B | 7.12% | |
| 5 | WTWWILLIS TOWERS WATSON PLC LTD | 2,100,894 | $498.9B | 6.91% | |
| 6 | GENNORTONLIFELOCK INC | 16,704,454 | $434.0B | 6.01% | |
| 7 | CTVACORTEVA INC | 8,900,508 | $420.8B | 5.83% | |
| 8 | PZZAPAPA JOHNS INTL INC | 2,759,360 | $368.3B | 5.10% | |
| 9 | CERNCHFCERNER CORP | 3,427,257 | $318.3B | 4.41% | |
| 10 | TSAACI WORLDWIDE INC | 8,987,486 | $311.9B | 4.32% | |
| 11 | IWMISHARES TR | 2,734,380 | $310.5B | 4.30% | Put |
| 12 | CVLTCOMMVAULT SYS INC | 4,289,375 | $295.6B | 4.10% | |
| 13 | —MAGELLAN HEALTH INC | 2,369,100 | $225.0B | 3.12% | |
| 14 | ELANELANCO ANIMAL HEALTH INC | 7,685,555 | $218.1B | 3.02% | |
| 15 | —CYXTERA TECHNOLOGIES INC | 16,526,315 | $208.4B | 2.89% | |
| 16 | —GCP APPLIED TECHNOLOGIES INC | 6,540,000 | $207.1B | 2.87% | |
| 17 | GDOTGREEN DOT CORP | 5,294,110 | $191.9B | 2.66% | |
| 18 | ENOVCOLFAX CORP | 3,919,116 | $180.2B | 2.50% | |
| 19 | MDMEDNAX INC | 5,915,000 | $160.9B | 2.23% | |
| 20 | MMSIMERIT MED SYS INC | 1,302,152 | $81.1B | 1.12% | |
| 21 | EHTHEHEALTH INC | 2,048,117 | $52.2B | 0.72% | |
| 22 | —INTEGRATED RAIL AND RES ACQ | 1,065,897 | $10.7B | 0.15% | |
| 23 | —WARBURG PINCUS CAPTAL CORP I | 807,272 | $7.9B | 0.11% | |
| 24 | —ONYX ACQUISITION CO I | 769,600 | $7.6B | 0.11% | |
| 25 | —BURTECH ACQUISITION CORP | 750,000 | $7.5B | 0.10% | |
| 26 | —MOUNT RAINIER ACQUISITION CO | 725,421 | $7.4B | 0.10% | |
| 27 | MLAIMCLAREN TECHNOLOGY ACQ CORP | 731,000 | $7.3B | 0.10% | |
| 28 | —AVALON ACQUISITION INC | 731,000 | $7.2B | 0.10% | |
| 29 | —DIGITAL HEALTH ACQUISITION C | 700,000 | $7.2B | 0.10% | |
| 30 | —BULLPEN PARLAY ACQUISITION C | 700,000 | $7.0B | 0.10% | |
| 31 | —BIOPLUS ACQUISITION CORP | 700,000 | $7.0B | 0.10% | |
| 32 | —SPINDLETOP HEALTH ACQUISITIO | 727,200 | $6.9B | 0.10% | |
| 33 | SZZLSIZZLE ACQUISITION CORP | 681,000 | $6.9B | 0.10% | |
| 34 | —TREBIA ACQUISITION CORP | 680,100 | $6.8B | 0.09% | |
| 35 | —INDUSTRIAL HUMAN CAPITAL INC | 679,059 | $6.7B | 0.09% | |
| 36 | —ROSE HILL ACQUISITION CORP | 673,401 | $6.7B | 0.09% | |
| 37 | —CRESCERA CAP ACQUISITION COR | 584,800 | $5.9B | 0.08% | |
| 38 | —VAHANNA TECH EDGE ACQSTN I C | 580,103 | $5.8B | 0.08% | |
| 39 | —NEWCOURT ACQUISITION CORP | 588,600 | $5.8B | 0.08% | |
| 40 | —LIBERTY RES ACQUISITION CORP | 565,251 | $5.8B | 0.08% | |
| 41 | —ENERGEM CORP | 570,258 | $5.8B | 0.08% | |
| 42 | DSAQDIRECT SELLING ACQUISITIN CO | 576,000 | $5.7B | 0.08% | |
| 43 | —LEAD EDGE GROWTH OPRTUNTS LT | 571,700 | $5.6B | 0.08% | |
| 44 | SLAMFSLAM CORP | 572,753 | $5.6B | 0.08% | |
| 45 | —KKR ACQUISITION HOLDING I CO | 566,844 | $5.5B | 0.08% | |
| 46 | —GOGREEN INVESTMENTS CORP | 548,645 | $5.4B | 0.08% | |
| 47 | —GIGCAPITAL 5 INC | 528,000 | $5.2B | 0.07% | |
| 48 | —MOUNTAIN & CO I ACQUISITN CO | 498,100 | $5.1B | 0.07% | |
| 49 | —INVESTCORP EUROPE ACQUISITIO | 500,000 | $5.0B | 0.07% | |
| 50 | —GENESIS GRWT TECH ACQUSTN CO | 500,000 | $5.0B | 0.07% | |
| 51 | HAIAFHEALTHCARE AI ACQUISITION CO | 500,000 | $5.0B | 0.07% | |
| 52 | REMGEMERGING MARKETS HORIZON COR | 500,000 | $5.0B | 0.07% | |
| 53 | —SCULPTOR ACQUISITION CORP I | 500,000 | $5.0B | 0.07% | |
| 54 | —EVE MOBILITY ACQUISITION COR | 500,000 | $5.0B | 0.07% | |
| 55 | —BATTERY FUTURE ACQUISITION C | 500,000 | $5.0B | 0.07% | |
| 56 | —SOUTHPORT ACQUISITION CORP | 500,000 | $5.0B | 0.07% | |
| 57 | —PEARL HOLDINGS ACQUISITN COR | 500,000 | $5.0B | 0.07% | |
| 58 | —THRIVE ACQUISITION CORPORATI | 506,000 | $5.0B | 0.07% | |
| 59 | —FORTUNE RISE ACQUISITION COR | 496,086 | $4.9B | 0.07% | |
| 60 | —VISION SENSING ACQUISITION C | 496,134 | $4.9B | 0.07% | |
| 61 | —SEMPER PARATUS ACQUISITION C | 481,000 | $4.8B | 0.07% | |
| 62 | —JUNIPER II CORP | 481,000 | $4.8B | 0.07% | |
| 63 | —OMNILIT ACQUISITION CORP | 481,000 | $4.8B | 0.07% | |
| 64 | —L&F ACQUISITION CORP | 477,782 | $4.8B | 0.07% | |
| 65 | —AUSTERLITZ ACQUISITION CORP | 493,352 | $4.8B | 0.07% | |
| 66 | —CAPITALWORKS EMNG MKTS ACQST | 474,921 | $4.8B | 0.07% | |
| 67 | —SPARTAN ACQUISITION CORP III | 482,501 | $4.8B | 0.07% | |
| 68 | VGASCENAQ ENERGY CORP | 480,000 | $4.8B | 0.07% | |
| 69 | —ACHARI VENTURES HLDGS CORP I | 481,000 | $4.7B | 0.07% | |
| 70 | —TALON 1 ACQUISITION CORP | 466,608 | $4.7B | 0.07% | |
| 71 | —KHOSLA VENTURES ACQUT CO III | 476,350 | $4.6B | 0.06% | |
| 72 | —FOREST ROAD ACQUISITION COR | 476,500 | $4.6B | 0.06% | |
| 73 | —INTEGRATED WELLNESS ACQ CORP | 450,000 | $4.5B | 0.06% | |
| 74 | —AETHERIUM ACQUISITION CORP | 450,000 | $4.5B | 0.06% | |
| 75 | —INFINT ACQUISITION CORP | 441,174 | $4.4B | 0.06% | |
| 76 | —ROSS ACQUISITION CORP II | 428,700 | $4.2B | 0.06% | |
| 77 | —SHOULDERUP TECHNOLOGY ACQUIS | 413,707 | $4.2B | 0.06% | |
| 78 | —PARSEC CAPITAL ACQUISITION | 408,302 | $4.0B | 0.06% | |
| 79 | —APX ACQUISITION CORP I | 400,000 | $4.0B | 0.06% | |
| 80 | —CC NEUBERGER PRIN HLDGS II | 402,780 | $4.0B | 0.06% | |
| 81 | LEGTLEGATO MERGER CORP II | 398,643 | $4.0B | 0.05% | |
| 82 | —ESGEN ACQUISITION CORP | 388,600 | $3.9B | 0.05% | |
| 83 | ACAQUSDATHENA CONSUMER ACQ CORP | 384,800 | $3.8B | 0.05% | |
| 84 | TDWDTAILWIND ACQUISITION CORP | 381,600 | $3.8B | 0.05% | |
| 85 | —ATLANTIC COASTAL ACQUISTN CO | 381,011 | $3.7B | 0.05% | |
| 86 | PLMKPLUM ACQUISITION CORP I | 381,488 | $3.7B | 0.05% | |
| 87 | —MISSION ADVANCEMENT CORP | 381,150 | $3.7B | 0.05% | |
| 88 | —ALSP ORCHID ACQUISITION CORP | 366,189 | $3.7B | 0.05% | |
| 89 | —INNOVATIVE INTL ACQUSITIN CO | 356,579 | $3.6B | 0.05% | |
| 90 | —DATA KNIGHTS ACQUISITION COR | 333,668 | $3.4B | 0.05% | |
| 91 | —APEIRON CAPITAL INVEST CORP | 333,848 | $3.4B | 0.05% | |
| 92 | —AHREN ACQUISITION CORP | 335,500 | $3.4B | 0.05% | |
| 93 | FVAVFORTRESS VALUE ACQUIS CORP I | 334,678 | $3.3B | 0.05% | |
| 94 | —DRAGONEER GROWTH OPT CORP II | 315,537 | $3.1B | 0.04% | |
| 95 | —MOTIVE CAPITAL CORP | 300,000 | $3.0B | 0.04% | |
| 96 | TLSIMEDTECH ACQUISITION CORP | 298,368 | $2.9B | 0.04% | |
| 97 | —ARTEMIS STRATEGIC INVT CORP | 288,000 | $2.9B | 0.04% | |
| 98 | —SANABY HEALTH ACQUISITION CO | 288,600 | $2.9B | 0.04% | |
| 99 | —PEGASUS DIGITAL MOBILITY ACQ | 288,600 | $2.8B | 0.04% | |
| 100 | —CF ACQUISITION CORP VII | 250,000 | $2.5B | 0.04% |
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