13F HOLDINGS REPORT
Starboard Value LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000921895-23-000550
Total Value
$5.22B
Positions
148
Other Managers
5
Confidential Omitted
No
Holdings (148)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GODADDY INC | GDDY | 10,233,055 | $765.6M | 14.67% |
| 2 | AECOM | ACM | 6,974,316 | $592.3M | 11.35% |
| 3 | WILLIS TOWERS WATSON PLC LTD | WTW | 1,925,491 | $470.9M | 9.02% |
| 4 | GEN DIGITAL INC | GENVR | 18,914,794 | $405.3M | 7.77% |
| 5 | SALESFORCE INC | CRM | 3,025,982 | $401.2M | 7.69% |
| 6 | HUMANA INC | HUM | 775,000 | $396.9M | 7.61% |
| 7 | VERTIV HOLDINGS CO | VRT | 16,901,901 | $230.9M | 4.42% |
| 8 | PAPA JOHNS INTL INC | 698813102 | 2,759,360 | $227.1M | 4.35% |
| 9 | WIX COM LTD | WIX | 2,322,076 | $178.4M | 3.42% |
| 10 | MERCURY SYS INC | MRCY | 3,772,291 | $168.8M | 3.23% |
| 11 | SPLUNK INC | 848637104 | 1,866,880 | $160.7M | 3.08% |
| 12 | ISHARES TR | 464287630 | 900,000 | $124.8M | 2.39% |
| 13 | COMMVAULT SYS INC | CVLT | 1,546,000 | $97.2M | 1.86% |
| 14 | ISHARES TR | 464287655 | 519,380 | $90.6M | 1.74% |
| 15 | GREEN DOT CORP | GDOT | 5,294,110 | $83.8M | 1.60% |
| 16 | PEDIATRIX MEDICAL GROUP INC | MD | 5,473,971 | $81.3M | 1.56% |
| 17 | LIVEPERSON INC | LPSN | 7,005,000 | $71.0M | 1.36% |
| 18 | ON SEMICONDUCTOR CORP | ON | 950,000 | $59.3M | 1.14% |
| 19 | CYXTERA TECHNOLOGIES INC | 23284C102 | 20,767,571 | $39.9M | 0.76% |
| 20 | ACACIA RESH CORP | 003881307 | 5,000,000 | $21.1M | 0.40% |
| 21 | ENOVIS CORPORATION | ENOV | 353,165 | $18.9M | 0.36% |
| 22 | ISHARES TR | 464287499 | 150,000 | $10.1M | 0.19% |
| 23 | INTEGRATED RAIL AND RES ACQ | 45827R106 | 937,845 | $9.7M | 0.19% |
| 24 | SPRING VALLEY ACQUISTN CORP | G83752108 | 850,000 | $8.6M | 0.16% |
| 25 | INVESTCORP INDIA ACQUISTN CO | G49219101 | 750,000 | $7.8M | 0.15% |
| 26 | KIMBELL TIGER ACQUISITION CO | 49436K106 | 750,000 | $7.7M | 0.15% |
| 27 | HCM ACQUISITION CO | G4365A101 | 750,000 | $7.7M | 0.15% |
| 28 | A SPAC II ACQUISITION CORP | G0543H109 | 750,000 | $7.7M | 0.15% |
| 29 | PAPAYA GRWT OPPORTUNITY CORP | 69882P102 | 750,000 | $7.7M | 0.15% |
| 30 | BANYAN ACQUISITION CORPORATI | 06690B107 | 750,000 | $7.7M | 0.15% |
| 31 | ATLANTIC COASTAL AQSTN CORP | 04845A108 | 750,000 | $7.6M | 0.15% |
| 32 | KNIGHTSWAN ACQUISITION CORP | 499103109 | 750,000 | $7.6M | 0.15% |
| 33 | CLEAN EARTH ACQUISITIONS COR | 184493104 | 750,000 | $7.6M | 0.15% |
| 34 | FAST ACQUISITION CORP II | 311874101 | 750,000 | $7.5M | 0.14% |
| 35 | ONYX ACQUISITION CO I | G6755Q109 | 672,800 | $6.9M | 0.13% |
| 36 | WARBURG PINCUS CAPTAL CORP I | G9460M108 | 676,820 | $6.8M | 0.13% |
| 37 | BURTECH ACQUISITION CORP | 123013104 | 661,307 | $6.7M | 0.13% |
| 38 | AVALON ACQUISITION INC | AWX | 640,549 | $6.6M | 0.13% |
| 39 | MCLAREN TECHNOLOGY ACQ CORP | 58176U109 | 640,936 | $6.5M | 0.13% |
| 40 | CONSILIUM ACQUISITN CORP I L | G2365L101 | 639,252 | $6.5M | 0.12% |
| 41 | BULLPEN PARLAY ACQUISITION C | G1792A100 | 617,219 | $6.3M | 0.12% |
| 42 | BIOPLUS ACQUISITION CORP | G11217117 | 617,220 | $6.3M | 0.12% |
| 43 | ATLANTIC COASTAL ACQUISTN CO | 048453104 | 622,243 | $6.2M | 0.12% |
| 44 | FTAC EMERALD ACQUISITION COR | FLDDW | 620,000 | $6.2M | 0.12% |
| 45 | METAL SKY STAR ACQUISITION C | MSSWF | 600,000 | $6.1M | 0.12% |
| 46 | SIZZLE ACQUISITION CORP | SZZLU | 596,848 | $6.1M | 0.12% |
| 47 | GLOBAL BLOCKCHAIN ACQUI CORP | 37961B104 | 600,000 | $6.1M | 0.12% |
| 48 | LATAMGROWTH SPAC | G5380L105 | 550,000 | $5.7M | 0.11% |
| 49 | CARTICA ACQUISITION CORP | G1995D109 | 539,252 | $5.6M | 0.11% |
| 50 | LEGATO MERGER CORP II | LEGT-WT | 525,057 | $5.4M | 0.10% |
| 51 | CRESCERA CAP ACQUISITION COR | G26507106 | 512,748 | $5.2M | 0.10% |
| 52 | VAHANNA TECH EDGE ACQSTN I C | G9320Z109 | 509,330 | $5.2M | 0.10% |
| 53 | INFINT ACQUISITION CORP | CURR | 500,000 | $5.2M | 0.10% |
| 54 | VALUENCE MERGER CORP I | VMCWF | 500,000 | $5.2M | 0.10% |
| 55 | SOUND POINT ACQUISITION CORP | G8274F101 | 500,000 | $5.2M | 0.10% |
| 56 | INVESTCORP EUROPE ACQUISITIO | G4923T105 | 500,000 | $5.2M | 0.10% |
| 57 | DIRECT SELLING ACQUISITIN CO | 25460L103 | 499,200 | $5.1M | 0.10% |
| 58 | JAGUAR GLOBAL GROWTH CORP I | G5S11A106 | 500,000 | $5.1M | 0.10% |
| 59 | ARTEMIS STRATEGIC INVT CORP | 04303A103 | 500,000 | $5.1M | 0.10% |
| 60 | LIBERTY RES ACQUISITION CORP | 53118A105 | 498,406 | $5.1M | 0.10% |
| 61 | DRAGONEER GROWTH OPT CORP II | G28315102 | 516,010 | $5.1M | 0.10% |
| 62 | HEARTLAND MEDIA ACQUISITION | 42237V108 | 500,000 | $5.1M | 0.10% |
| 63 | NUBIA BRAND INTERNATIONAL CO | NU | 500,000 | $5.1M | 0.10% |
| 64 | GOGREEN INVESTMENTS CORP | G9461B101 | 480,069 | $5.0M | 0.10% |
| 65 | EVERGREEN CORPORATION | EVEX-WT | 475,000 | $4.9M | 0.09% |
| 66 | SLAM CORP | SLAMF | 480,199 | $4.9M | 0.09% |
| 67 | LEAD EDGE GROWTH OPRTUNTS LT | G54085108 | 480,650 | $4.8M | 0.09% |
| 68 | AETHERIUM ACQUISITION CORP | ATHR | 462,651 | $4.7M | 0.09% |
| 69 | TECHNOLOGY & TELECOM ACQ COR | G87119106 | 456,220 | $4.7M | 0.09% |
| 70 | SHUAA PARTNERS ACQUISTN CORP | G81173109 | 450,000 | $4.7M | 0.09% |
| 71 | FUTURETECH II ACQUISITION CO | FUTU | 450,000 | $4.6M | 0.09% |
| 72 | GENESIS GRWT TECH ACQUSTN CO | G3R23D102 | 440,871 | $4.6M | 0.09% |
| 73 | MOUNTAIN & CO I ACQUISITN CO | G6301J104 | 438,834 | $4.6M | 0.09% |
| 74 | INDUSTRIAL TECH ACQSTNS II I | 45635R108 | 447,311 | $4.6M | 0.09% |
| 75 | THRIVE ACQUISITION CORPORATI | G7158C101 | 441,544 | $4.5M | 0.09% |
| 76 | EVE MOBILITY ACQUISITION COR | EVEX-WT | 440,971 | $4.5M | 0.09% |
| 77 | ANDRETTI ACQUISITION CORP | POLEW | 439,252 | $4.5M | 0.09% |
| 78 | BATTERY FUTURE ACQUISITION C | G0888J108 | 440,871 | $4.5M | 0.09% |
| 79 | SCULPTOR ACQUISITION CORP I | G7T983103 | 440,871 | $4.5M | 0.09% |
| 80 | HEALTHCARE AI ACQUISITION CO | G4373K109 | 440,871 | $4.5M | 0.09% |
| 81 | PEARL HOLDINGS ACQUISITN COR | G44525106 | 440,871 | $4.5M | 0.09% |
| 82 | C5 ACQUISITION CORPORATION | 12530D105 | 439,252 | $4.5M | 0.09% |
| 83 | SOUTHPORT ACQUISITION CORP | 84465L105 | 440,871 | $4.5M | 0.09% |
| 84 | VISION SENSING ACQUISITION C | 92838J103 | 435,612 | $4.5M | 0.09% |
| 85 | FORTUNE RISE ACQUISITION COR | 34969G102 | 433,688 | $4.5M | 0.09% |
| 86 | SEMPER PARATUS ACQUISITION C | TVGNW | 420,500 | $4.3M | 0.08% |
| 87 | INTEGRATED WELLNESS ACQ CORP | WELWF | 421,946 | $4.3M | 0.08% |
| 88 | CAPITALWORKS EMNG MKTS ACQST | G1889L100 | 418,758 | $4.3M | 0.08% |
| 89 | JUNIPER II CORP | 48203N103 | 420,700 | $4.3M | 0.08% |
| 90 | TALON 1 ACQUISITION CORP | G86656108 | 409,054 | $4.2M | 0.08% |
| 91 | LIV CAPITAL ACQUISITN CORP I | G5510R105 | 400,000 | $4.1M | 0.08% |
| 92 | HNR ACQUISITION CORP | EONR-WT | 400,000 | $4.1M | 0.08% |
| 93 | FOREST ROAD ACQUISITION COR | 34619V103 | 399,500 | $4.0M | 0.08% |
| 94 | KHOSLA VENTURES ACQUT CO III | 482506102 | 401,600 | $4.0M | 0.08% |
| 95 | DUET ACQUISITION CORP | 26431Q106 | 400,000 | $4.0M | 0.08% |
| 96 | MONTEREY CAP ACQUISITION COR | 61244M109 | 375,000 | $3.8M | 0.07% |
| 97 | SHOULDERUP TECHNOLOGY ACQUIS | 82537G104 | 362,793 | $3.7M | 0.07% |
| 98 | ROSS ACQUISITION CORP II | G7641C106 | 361,650 | $3.7M | 0.07% |
| 99 | APX ACQUISITION CORP I | G0440J109 | 352,697 | $3.6M | 0.07% |
| 100 | AURA FAT PROJS ACQUISITION C | G06362100 | 350,000 | $3.6M | 0.07% |
| 101 | ESGEN ACQUISITION CORP | ESGH | 341,339 | $3.5M | 0.07% |
| 102 | ALSP ORCHID ACQUISITION CORP | G0231L107 | 322,884 | $3.3M | 0.06% |
| 103 | GENESIS UNICORN CAPITAL CORP | 37187C100 | 325,000 | $3.3M | 0.06% |
| 104 | PLUM ACQUISITION CORP I | G7134L126 | 321,518 | $3.2M | 0.06% |
| 105 | INNOVATIVE INTL ACQUSITIN CO | INHD | 313,025 | $3.2M | 0.06% |
| 106 | DENALI CAPITAL ACQUISITN COR | G6256B106 | 300,000 | $3.1M | 0.06% |
| 107 | COUNTER PRESS ACQUISITION CO | G2542B117 | 300,000 | $3.1M | 0.06% |
| 108 | ACRI CAPITAL ACQUISITION COR | 00501A101 | 300,000 | $3.1M | 0.06% |
| 109 | FEUTUNE LIGHT ACQUISITION CO | 31561T201 | 300,000 | $3.1M | 0.06% |
| 110 | AHREN ACQUISITION CORP | G01322109 | 295,825 | $3.0M | 0.06% |
| 111 | AIMFINITY INVESTMENT CORP I | AIMWF | 300,000 | $3.0M | 0.06% |
| 112 | PEGASUS DIGITAL MOBILITY ACQ | G69768102 | 251,700 | $2.6M | 0.05% |
| 113 | A SPAC I ACQUISITION CORP | G0542S106 | 250,000 | $2.5M | 0.05% |
| 114 | FTAC HERA ACQUISITION CORP | G3728Y103 | 250,000 | $2.5M | 0.05% |
| 115 | BLACK MOUNTAIN ACQ CORP | 09216A108 | 231,829 | $2.4M | 0.05% |
| 116 | CACTUS ACQUISITION CORP 1 LT | G1745A108 | 225,876 | $2.3M | 0.04% |
| 117 | CF ACQUISITION CORP VII | 12521H107 | 220,436 | $2.2M | 0.04% |
| 118 | LIONHEART III CORP | CUBWW | 220,436 | $2.2M | 0.04% |
| 119 | GREEN VISOR FIN TEC ACQ CORP | G4166K100 | 210,250 | $2.2M | 0.04% |
| 120 | MAXPRO CAPITAL ACQUISITN COR | 57778T106 | 210,028 | $2.2M | 0.04% |
| 121 | NABORS ENERGY TRANSITION COR | 629567108 | 210,250 | $2.2M | 0.04% |
| 122 | CONCORD ACQUISITION CORP III | CNDAW | 210,250 | $2.1M | 0.04% |
| 123 | LAMF GLOBAL VENTURES CORP I | G5338L108 | 207,548 | $2.1M | 0.04% |
| 124 | M3 BRIGADE ACQUISITION III | 55407R103 | 209,750 | $2.1M | 0.04% |
| 125 | FTAC ZEUS ACQUISITION COR | 30320F106 | 210,250 | $2.1M | 0.04% |
| 126 | CATALYST PARTNRS ACQUISITN C | G19550105 | 203,250 | $2.0M | 0.04% |
| 127 | ISHARES TR | 464287955 | 1,100,000 | $2.0M | 0.04% |
| 128 | EG ACQUISITION CORP | 26846A100 | 203,250 | $2.0M | 0.04% |
| 129 | HH&L ACQUISITION CO | G39714103 | 200,000 | $2.0M | 0.04% |
| 130 | ARES ACQUISITION CORPORATION | G33032106 | 200,000 | $2.0M | 0.04% |
| 131 | ASCENDANT DIGITAL ACQ CORP I | G05157105 | 181,259 | $1.9M | 0.04% |
| 132 | AP ACQUISITION CORP | G04058106 | 176,348 | $1.8M | 0.03% |
| 133 | PYROPHYTE ACQUISITION CORP | PAII-WT | 167,800 | $1.7M | 0.03% |
| 134 | INFINITE ACQUISITION CORP | G48028107 | 168,200 | $1.7M | 0.03% |
| 135 | VMG CONSUMER ACQUISITION COR | 91842V102 | 168,200 | $1.7M | 0.03% |
| 136 | AESTHER HEALTHCARE ACQSTN CO | AES | 144,169 | $1.5M | 0.03% |
| 137 | LF CAPITAL ACQUISITION CORP | 50202D102 | 140,326 | $1.4M | 0.03% |
| 138 | TCV ACQUISITION CORP | G8704C124 | 136,910 | $1.4M | 0.03% |
| 139 | RCF ACQUISITION CORP | G7330C102 | 127,050 | $1.3M | 0.02% |
| 140 | ANTHEMIS DIGITAL ACQUISITION | G03959106 | 125,850 | $1.3M | 0.02% |
| 141 | FOCUS IMPACT ACQUISITION COR | 34417L109 | 125,850 | $1.3M | 0.02% |
| 142 | INTELLIGENT MEDI ACQSITN COR | INTC | 106,893 | $1.1M | 0.02% |
| 143 | BEARD ENERGY TRANSITION ACQ | 07402Q101 | 105,125 | $1.1M | 0.02% |
| 144 | CIIG CAPITAL PARTNERS II INC | 12561U109 | 88,551 | $902,335 | 0.02% |
| 145 | BLOCKCHAIN COINVSTRS ACQ CRP | BSQKZ | 84,100 | $861,184 | 0.02% |
| 146 | ALTC ACQUISITION CORP | OKLO | 82,300 | $816,416 | 0.02% |
| 147 | CHENGHE ACQUISITION CO | CHECW | 50,000 | $515,000 | 0.01% |
| 148 | LAVA MEDTECH ACQUISITION COR | 519345102 | 41,950 | $427,471 | 0.01% |