Starboard Value LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$5.2B
Holdings
148
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GDDYGODADDY INC | 10,233,055 | $765.6B | 14670.03% | |
| 2 | ACMAECOM | 6,974,316 | $592.3B | 11349.35% | |
| 3 | WTWWILLIS TOWERS WATSON PLC LTD | 1,925,491 | $470.9B | 9023.41% | |
| 4 | GENGEN DIGITAL INC | 18,914,794 | $405.3B | 7766.62% | |
| 5 | CRMSALESFORCE INC | 3,025,982 | $401.2B | 7687.50% | |
| 6 | HUMHUMANA INC | 775,000 | $396.9B | 7605.73% | |
| 7 | VRTVERTIV HOLDINGS CO | 16,901,901 | $230.9B | 4423.79% | |
| 8 | PZZAPAPA JOHNS INTL INC | 2,759,360 | $227.1B | 4351.80% | |
| 9 | WIXWIX COM LTD | 2,322,076 | $178.4B | 3418.34% | |
| 10 | MRCYMERCURY SYS INC | 3,772,291 | $168.8B | 3233.77% | |
| 11 | SPLKCHFSPLUNK INC | 1,866,880 | $160.7B | 3079.48% | |
| 12 | IWNISHARES TR | 900,000 | $124.8B | 2391.29% | |
| 13 | CVLTCOMMVAULT SYS INC | 1,546,000 | $97.2B | 1861.46% | |
| 14 | IWMISHARES TR | 519,380 | $90.6B | 1735.16% | |
| 15 | GDOTGREEN DOT CORP | 5,294,110 | $83.8B | 1604.75% | |
| 16 | MDPEDIATRIX MEDICAL GROUP INC | 5,473,971 | $81.3B | 1558.58% | |
| 17 | LPSNUSDLIVEPERSON INC | 7,005,000 | $71.0B | 1360.99% | |
| 18 | ONON SEMICONDUCTOR CORP | 950,000 | $59.3B | 1135.29% | |
| 19 | —CYXTERA TECHNOLOGIES INC | 20,767,571 | $39.9B | 764.00% | |
| 20 | ACTGACACIA RESH CORP | 5,000,000 | $21.1B | 403.33% | |
| 21 | ENOVENOVIS CORPORATION | 353,165 | $18.9B | 362.16% | |
| 22 | IWRISHARES TR | 150,000 | $10.1B | 193.86% | |
| 23 | IRRXINTEGRATED RAIL AND RES ACQ | 937,845 | $9.7B | 185.09% | |
| 24 | SVIIFSPRING VALLEY ACQUISTN CORP | 850,000 | $8.6B | 164.98% | |
| 25 | IVCAFINVESTCORP INDIA ACQUISTN CO | 750,000 | $7.8B | 148.59% | |
| 26 | —KIMBELL TIGER ACQUISITION CO | 750,000 | $7.7B | 148.02% | |
| 27 | HCMAHCM ACQUISITION CO | 750,000 | $7.7B | 147.44% | |
| 28 | —A SPAC II ACQUISITION CORP | 750,000 | $7.7B | 147.01% | |
| 29 | PPYAPAPAYA GRWT OPPORTUNITY CORP | 750,000 | $7.7B | 146.79% | |
| 30 | PNSTQBANYAN ACQUISITION CORPORATI | 750,000 | $7.7B | 146.72% | |
| 31 | —ATLANTIC COASTAL AQSTN CORP | 750,000 | $7.6B | 146.43% | |
| 32 | —KNIGHTSWAN ACQUISITION CORP | 750,000 | $7.6B | 146.29% | |
| 33 | —CLEAN EARTH ACQUISITIONS COR | 750,000 | $7.6B | 145.14% | |
| 34 | —FAST ACQUISITION CORP II | 750,000 | $7.5B | 143.85% | |
| 35 | —ONYX ACQUISITION CO I | 672,800 | $6.9B | 133.04% | |
| 36 | —WARBURG PINCUS CAPTAL CORP I | 676,820 | $6.8B | 130.85% | |
| 37 | —BURTECH ACQUISITION CORP | 661,307 | $6.7B | 128.74% | |
| 38 | —AVALON ACQUISITION INC | 640,549 | $6.6B | 125.80% | |
| 39 | MLAIMCLAREN TECHNOLOGY ACQ CORP | 640,936 | $6.5B | 125.39% | |
| 40 | —CONSILIUM ACQUISITN CORP I L | 639,252 | $6.5B | 123.95% | |
| 41 | BPACBULLPEN PARLAY ACQUISITION C | 617,219 | $6.3B | 121.10% | |
| 42 | —BIOPLUS ACQUISITION CORP | 617,220 | $6.3B | 120.86% | |
| 43 | 1ZRATLANTIC COASTAL ACQUISTN CO | 622,243 | $6.2B | 119.40% | |
| 44 | FLDFTAC EMERALD ACQUISITION COR | 620,000 | $6.2B | 119.03% | |
| 45 | MSSAFMETAL SKY STAR ACQUISITION C | 600,000 | $6.1B | 117.03% | |
| 46 | SZZLSIZZLE ACQUISITION CORP | 596,848 | $6.1B | 116.88% | |
| 47 | BKCHGLOBAL BLOCKCHAIN ACQUI CORP | 600,000 | $6.1B | 116.00% | |
| 48 | CHECLATAMGROWTH SPAC | 550,000 | $5.7B | 108.33% | |
| 49 | CRTAFCARTICA ACQUISITION CORP | 539,252 | $5.6B | 107.15% | |
| 50 | LEGTLEGATO MERGER CORP II | 525,057 | $5.4B | 102.82% | |
| 51 | —CRESCERA CAP ACQUISITION COR | 512,748 | $5.2B | 100.41% | |
| 52 | —VAHANNA TECH EDGE ACQSTN I C | 509,330 | $5.2B | 99.93% | |
| 53 | CURRINFINT ACQUISITION CORP | 500,000 | $5.2B | 99.25% | |
| 54 | —VALUENCE MERGER CORP I | 500,000 | $5.2B | 98.96% | |
| 55 | SPMCSOUND POINT ACQUISITION CORP | 500,000 | $5.2B | 98.77% | |
| 56 | WINVINVESTCORP EUROPE ACQUISITIO | 500,000 | $5.2B | 98.68% | |
| 57 | DSAQDIRECT SELLING ACQUISITIN CO | 499,200 | $5.1B | 98.42% | |
| 58 | —JAGUAR GLOBAL GROWTH CORP I | 500,000 | $5.1B | 97.91% | |
| 59 | —ARTEMIS STRATEGIC INVT CORP | 500,000 | $5.1B | 97.81% | |
| 60 | —LIBERTY RES ACQUISITION CORP | 498,406 | $5.1B | 97.50% | |
| 61 | —DRAGONEER GROWTH OPT CORP II | 516,010 | $5.1B | 97.49% | |
| 62 | —HEARTLAND MEDIA ACQUISITION | 500,000 | $5.1B | 97.43% | |
| 63 | —NUBIA BRAND INTERNATIONAL CO | 500,000 | $5.1B | 97.24% | |
| 64 | —GOGREEN INVESTMENTS CORP | 480,069 | $5.0B | 95.48% | |
| 65 | —EVERGREEN CORPORATION | 475,000 | $4.9B | 93.56% | |
| 66 | SLAMFSLAM CORP | 480,199 | $4.9B | 93.02% | |
| 67 | —LEAD EDGE GROWTH OPRTUNTS LT | 480,650 | $4.8B | 92.74% | |
| 68 | —AETHERIUM ACQUISITION CORP | 462,651 | $4.7B | 90.24% | |
| 69 | —TECHNOLOGY & TELECOM ACQ COR | 456,220 | $4.7B | 89.99% | |
| 70 | —SHUAA PARTNERS ACQUISTN CORP | 450,000 | $4.7B | 89.24% | |
| 71 | FTIIFUTURETECH II ACQUISITION CO | 450,000 | $4.6B | 88.38% | |
| 72 | —GENESIS GRWT TECH ACQUSTN CO | 440,871 | $4.6B | 87.51% | |
| 73 | —MOUNTAIN & CO I ACQUISITN CO | 438,834 | $4.6B | 87.28% | |
| 74 | —INDUSTRIAL TECH ACQSTNS II I | 447,311 | $4.6B | 87.25% | |
| 75 | —THRIVE ACQUISITION CORPORATI | 441,544 | $4.5B | 87.14% | |
| 76 | —EVE MOBILITY ACQUISITION COR | 440,971 | $4.5B | 87.03% | |
| 77 | POLEANDRETTI ACQUISITION CORP | 439,252 | $4.5B | 86.90% | |
| 78 | —BATTERY FUTURE ACQUISITION C | 440,871 | $4.5B | 86.75% | |
| 79 | —SCULPTOR ACQUISITION CORP I | 440,871 | $4.5B | 86.67% | |
| 80 | HAIAFHEALTHCARE AI ACQUISITION CO | 440,871 | $4.5B | 86.67% | |
| 81 | —PEARL HOLDINGS ACQUISITN COR | 440,871 | $4.5B | 86.42% | |
| 82 | —C5 ACQUISITION CORPORATION | 439,252 | $4.5B | 86.01% | |
| 83 | —SOUTHPORT ACQUISITION CORP | 440,871 | $4.5B | 85.99% | |
| 84 | —VISION SENSING ACQUISITION C | 435,612 | $4.5B | 85.89% | |
| 85 | —FORTUNE RISE ACQUISITION COR | 433,688 | $4.5B | 85.84% | |
| 86 | TVGNSEMPER PARATUS ACQUISITION C | 420,500 | $4.3B | 83.23% | |
| 87 | —INTEGRATED WELLNESS ACQ CORP | 421,946 | $4.3B | 83.11% | |
| 88 | —CAPITALWORKS EMNG MKTS ACQST | 418,758 | $4.3B | 82.88% | |
| 89 | —JUNIPER II CORP | 420,700 | $4.3B | 81.98% | |
| 90 | —TALON 1 ACQUISITION CORP | 409,054 | $4.2B | 81.28% | |
| 91 | —LIV CAPITAL ACQUISITN CORP I | 400,000 | $4.1B | 78.63% | |
| 92 | EONRHNR ACQUISITION CORP | 400,000 | $4.1B | 78.40% | |
| 93 | —FOREST ROAD ACQUISITION COR | 399,500 | $4.0B | 76.81% | |
| 94 | —KHOSLA VENTURES ACQUT CO III | 401,600 | $4.0B | 76.60% | |
| 95 | —DUET ACQUISITION CORP | 400,000 | $4.0B | 76.57% | |
| 96 | —MONTEREY CAP ACQUISITION COR | 375,000 | $3.8B | 72.07% | |
| 97 | —SHOULDERUP TECHNOLOGY ACQUIS | 362,793 | $3.7B | 70.90% | |
| 98 | —ROSS ACQUISITION CORP II | 361,650 | $3.7B | 70.13% | |
| 99 | —APX ACQUISITION CORP I | 352,697 | $3.6B | 69.44% | |
| 100 | —AURA FAT PROJS ACQUISITION C | 350,000 | $3.6B | 68.77% |
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