13F HOLDINGS REPORT
Starboard Value LP
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0000921895-23-001167
Total Value
$4.96B
Positions
104
Other Managers
5
Confidential Omitted
No
Holdings (104)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GODADDY INC | GDDY | 10,059,453 | $781.8M | 15.75% |
| 2 | SALESFORCE INC | CRM | 2,530,983 | $505.6M | 10.19% |
| 3 | AECOM | ACM | 5,386,000 | $454.1M | 9.15% |
| 4 | SPLUNK INC | 848637104 | 4,583,000 | $439.4M | 8.85% |
| 5 | WILLIS TOWERS WATSON PLC LTD | WTW | 1,819,397 | $422.8M | 8.52% |
| 6 | HUMANA INC | HUM | 800,000 | $388.4M | 7.82% |
| 7 | GEN DIGITAL INC | GENVR | 18,914,794 | $324.6M | 6.54% |
| 8 | VERTIV HOLDINGS CO | VRT | 16,818,581 | $240.7M | 4.85% |
| 9 | WIX COM LTD | WIX | 1,972,076 | $196.8M | 3.96% |
| 10 | MERCURY SYS INC | MRCY | 3,772,291 | $192.8M | 3.88% |
| 11 | ROGERS CORP | ROG | 1,028,200 | $168.0M | 3.39% |
| 12 | ISHARES TR | 464287630 | 900,000 | $123.3M | 2.48% |
| 13 | GREEN DOT CORP | GDOT | 5,294,110 | $91.0M | 1.83% |
| 14 | COMMVAULT SYS INC | CVLT | 1,588,554 | $90.1M | 1.82% |
| 15 | ACACIA RESH CORP | 003881307 | 20,000,000 | $77.2M | 1.56% |
| 16 | PAPA JOHNS INTL INC | 698813102 | 582,432 | $43.6M | 0.88% |
| 17 | ENOVIS CORPORATION | ENOV | 353,165 | $18.9M | 0.38% |
| 18 | ON SEMICONDUCTOR CORP | ON | 200,000 | $16.5M | 0.33% |
| 19 | RITCHIE BROS AUCTIONEERS | 767744105 | 251,163 | $14.1M | 0.28% |
| 20 | ISHARES TR | 464287499 | 150,000 | $10.5M | 0.21% |
| 21 | LIVEPERSON INC | LPSN | 2,360,000 | $10.4M | 0.21% |
| 22 | SPRING VALLEY ACQUISTN CORP | G83752108 | 850,000 | $8.8M | 0.18% |
| 23 | KIMBELL TIGER ACQUISITION CO | 49436K106 | 750,000 | $7.9M | 0.16% |
| 24 | INVESTCORP INDIA ACQUISTN CO | G49219101 | 750,000 | $7.9M | 0.16% |
| 25 | HCM ACQUISITION CO | G4365A101 | 750,000 | $7.8M | 0.16% |
| 26 | KNIGHTSWAN ACQUISITION CORP | 499103109 | 750,000 | $7.8M | 0.16% |
| 27 | PAPAYA GRWT OPPORTUNITY CORP | 69882P102 | 750,000 | $7.8M | 0.16% |
| 28 | BANYAN ACQUISITION CORPORATI | 06690B107 | 750,000 | $7.8M | 0.16% |
| 29 | A SPAC II ACQUISITION CORP | G0543H109 | 750,000 | $7.8M | 0.16% |
| 30 | ATLANTIC COASTAL AQSTN CORP | 04845A108 | 750,000 | $7.8M | 0.16% |
| 31 | CLEAN EARTH ACQUISITIONS COR | 184493104 | 750,000 | $7.7M | 0.16% |
| 32 | AVALON ACQUISITION INC | AWX | 640,549 | $6.7M | 0.13% |
| 33 | CONSILIUM ACQUISITN CORP I L | G2365L101 | 639,252 | $6.6M | 0.13% |
| 34 | BIOPLUS ACQUISITION CORP | G11217117 | 617,220 | $6.4M | 0.13% |
| 35 | BULLPEN PARLAY ACQUISITION C | G1792A100 | 617,219 | $6.4M | 0.13% |
| 36 | CYXTERA TECHNOLOGIES INC | 23284C102 | 20,767,571 | $6.3M | 0.13% |
| 37 | FTAC EMERALD ACQUISITION COR | FLDDW | 620,000 | $6.3M | 0.13% |
| 38 | GLOBAL BLOCKCHAIN ACQUI CORP | 37961B104 | 600,000 | $6.2M | 0.12% |
| 39 | LATAMGROWTH SPAC | G5380L105 | 550,000 | $5.8M | 0.12% |
| 40 | CARTICA ACQUISITION CORP | G1995D109 | 539,252 | $5.7M | 0.11% |
| 41 | CRESCERA CAP ACQUISITION COR | G26507106 | 512,748 | $5.4M | 0.11% |
| 42 | VAHANNA TECH EDGE ACQSTN I C | G9320Z109 | 509,330 | $5.3M | 0.11% |
| 43 | NUBIA BRAND INTERNATIONAL CO | NU | 500,000 | $5.3M | 0.11% |
| 44 | SOUND POINT ACQUISITION CORP | G8274F101 | 500,000 | $5.3M | 0.11% |
| 45 | VALUENCE MERGER CORP I | VMCWF | 500,000 | $5.3M | 0.11% |
| 46 | LIBERTY RES ACQUISITION CORP | 53118A105 | 498,406 | $5.2M | 0.11% |
| 47 | HEARTLAND MEDIA ACQUISITION | 42237V108 | 500,000 | $5.2M | 0.10% |
| 48 | JAGUAR GLOBAL GROWTH CORP I | G5S11A106 | 500,000 | $5.2M | 0.10% |
| 49 | ARTEMIS STRATEGIC INVT CORP | 04303A103 | 500,000 | $5.2M | 0.10% |
| 50 | ISRAEL ACQUISITIONS CORP | ISLWF | 500,000 | $5.1M | 0.10% |
| 51 | GOGREEN INVESTMENTS CORP | G9461B101 | 480,069 | $5.1M | 0.10% |
| 52 | EVERGREEN CORPORATION | EVEX-WT | 475,000 | $5.0M | 0.10% |
| 53 | SHUAA PARTNERS ACQUISTN CORP | G81173109 | 450,000 | $4.7M | 0.10% |
| 54 | FUTURETECH II ACQUISITION CO | FUTU | 450,000 | $4.7M | 0.09% |
| 55 | INDUSTRIAL TECH ACQSTNS II I | 45635R108 | 447,311 | $4.6M | 0.09% |
| 56 | FORTUNE RISE ACQUISITION COR | 34969G102 | 433,688 | $4.6M | 0.09% |
| 57 | ANDRETTI ACQUISITION CORP | POLEW | 439,252 | $4.6M | 0.09% |
| 58 | SCULPTOR ACQUISITION CORP I | G7T983103 | 440,871 | $4.6M | 0.09% |
| 59 | PEARL HOLDINGS ACQUISITN COR | G44525106 | 440,871 | $4.6M | 0.09% |
| 60 | BATTERY FUTURE ACQUISITION C | G0888J108 | 440,871 | $4.6M | 0.09% |
| 61 | EVE MOBILITY ACQUISITION COR | EVEX-WT | 440,971 | $4.6M | 0.09% |
| 62 | HEALTHCARE AI ACQUISITION CO | G4373K109 | 440,871 | $4.6M | 0.09% |
| 63 | C5 ACQUISITION CORPORATION | 12530D105 | 439,252 | $4.6M | 0.09% |
| 64 | SOUTHPORT ACQUISITION CORP | 84465L105 | 440,871 | $4.6M | 0.09% |
| 65 | VISION SENSING ACQUISITION C | 92838J103 | 435,612 | $4.6M | 0.09% |
| 66 | INTEGRATED WELLNESS ACQ CORP | WELWF | 421,946 | $4.4M | 0.09% |
| 67 | CAPITALWORKS EMNG MKTS ACQST | G1889L100 | 418,758 | $4.4M | 0.09% |
| 68 | JUNIPER II CORP | 48203N103 | 420,700 | $4.4M | 0.09% |
| 69 | LIV CAPITAL ACQUISITN CORP I | G5510R105 | 400,000 | $4.2M | 0.08% |
| 70 | HNR ACQUISITION CORP | EONR-WT | 400,000 | $4.2M | 0.08% |
| 71 | DUET ACQUISITION CORP | 26431Q106 | 400,000 | $4.1M | 0.08% |
| 72 | KHOSLA VENTURES ACQUT CO III | 482506102 | 401,600 | $4.1M | 0.08% |
| 73 | MONTEREY CAP ACQUISITION COR | 61244M109 | 375,000 | $3.8M | 0.08% |
| 74 | SHOULDERUP TECHNOLOGY ACQUIS | 82537G104 | 362,793 | $3.8M | 0.08% |
| 75 | AURA FAT PROJS ACQUISITION C | G06362100 | 350,000 | $3.7M | 0.07% |
| 76 | DENALI CAPITAL ACQUISITN COR | G6256B106 | 300,000 | $3.1M | 0.06% |
| 77 | FEUTUNE LIGHT ACQUISITION CO | AIEV | 300,000 | $3.1M | 0.06% |
| 78 | AIMFINITY INVESTMENT CORP I | AIMWF | 300,000 | $3.1M | 0.06% |
| 79 | AHREN ACQUISITION CORP | G01322109 | 295,825 | $3.1M | 0.06% |
| 80 | PEGASUS DIGITAL MOBILITY ACQ | G69768102 | 251,700 | $2.6M | 0.05% |
| 81 | BLACK MOUNTAIN ACQ CORP | 09216A108 | 231,829 | $2.4M | 0.05% |
| 82 | CACTUS ACQUISITION CORP 1 LT | G1745A108 | 225,876 | $2.4M | 0.05% |
| 83 | CF ACQUISITION CORP VII | 12521H107 | 220,436 | $2.3M | 0.05% |
| 84 | GREEN VISOR FIN TEC ACQ CORP | G4166K100 | 210,250 | $2.2M | 0.04% |
| 85 | NABORS ENERGY TRANSITION COR | 629567108 | 210,250 | $2.2M | 0.04% |
| 86 | CONCORD ACQUISITION CORP III | CNDAW | 210,250 | $2.2M | 0.04% |
| 87 | LAMF GLOBAL VENTURES CORP I | G5338L108 | 207,548 | $2.2M | 0.04% |
| 88 | M3 BRIGADE ACQUISITION III | 55407R103 | 209,750 | $2.2M | 0.04% |
| 89 | FTAC ZEUS ACQUISITION COR | 30320F106 | 210,250 | $2.2M | 0.04% |
| 90 | EG ACQUISITION CORP | 26846A100 | 203,250 | $2.1M | 0.04% |
| 91 | AP ACQUISITION CORP | G04058106 | 176,348 | $1.9M | 0.04% |
| 92 | PYROPHYTE ACQUISITION CORP | PAII-WT | 167,800 | $1.8M | 0.04% |
| 93 | INFINITE ACQUISITION CORP | G48028107 | 168,200 | $1.8M | 0.04% |
| 94 | VMG CONSUMER ACQUISITION COR | 91842V102 | 168,200 | $1.7M | 0.04% |
| 95 | TCV ACQUISITION CORP | G8704C124 | 136,910 | $1.4M | 0.03% |
| 96 | RCF ACQUISITION CORP | G7330C102 | 127,050 | $1.3M | 0.03% |
| 97 | ANTHEMIS DIGITAL ACQUISITION | G03959106 | 125,850 | $1.3M | 0.03% |
| 98 | FOCUS IMPACT ACQUISITION COR | 34417L109 | 125,850 | $1.3M | 0.03% |
| 99 | BEARD ENERGY TRANSITION ACQ | 07402Q101 | 105,125 | $1.1M | 0.02% |
| 100 | CIIG CAPITAL PARTNERS II INC | 12561U109 | 88,551 | $920,930 | 0.02% |
| 101 | ALTC ACQUISITION CORP | OKLO | 82,300 | $835,345 | 0.02% |
| 102 | CHENGHE ACQUISITION CO | CHECW | 50,000 | $525,500 | 0.01% |
| 103 | LAVA MEDTECH ACQUISITION COR | 519345102 | 41,950 | $437,539 | 0.01% |
| 104 | ISHARES TR | 464287655 | 650,000 | $412,750 | 0.01% |