Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 37
- No 13F data for Q4 2020
- Portfolio value
- $4.69B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CTVACorteva, Inc. | Stock | 12,433,599 | $579.7M | 12.4% | – | – | History |
| ACMAecom | COM | 7,811,272 | $500.8M | 10.7% | – | – | History |
| GENGen Digital Inc. | Stock | 21,104,454 | $448.7M | 9.6% | – | – | History |
| ONOn Semiconductor Corp | Stock | 8,571,179 | $356.6M | 7.6% | – | – | History |
| ACIWAci Worldwide, Inc. | Stock | 8,987,486 | $342.0M | 7.3% | – | – | History |
| BOXBox Inc | CL A | 12,746,687 | $292.7M | 6.2% | – | – | History |
| CVLTCommvault Systems Inc | COM | 4,348,023 | $280.4M | 6.0% | – | – | History |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $242.4M | 5.2% | – | – | History |
| ELANElanco Animal Health Inc | COM | 7,830,677 | $230.6M | 4.9% | – | – | History |
| MMSIMerit Medical Systems Inc | COM | 3,738,787 | $223.9M | 4.8% | – | – | History |
| MGLNMagellan Health Inc | COM NEW | 2,369,100 | $220.9M | 4.7% | – | – | History |
| MDPediatrix Medical Group, Inc. | COM | 8,450,000 | $215.2M | 4.6% | – | – | History |
| CERNCERNER Corp | COM | 2,256,111 | $162.2M | 3.5% | – | – | History |
| GCPGCP Applied Technologies Inc. | COM | 6,540,000 | $160.5M | 3.4% | – | – | History |
| EHTHeHealth, Inc. | COM | 1,898,117 | $138.1M | 2.9% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 541,000 | $119.5M | 2.6% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 337,777 | $53.9M | 1.1% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 450,000 | $33.3M | 0.7% | – | – | – |
| SCORComscore, Inc. | COM | 2,869,550 | $10.5M | 0.2% | – | – | History |
| Warburg Pincus Captal Corp IG9460M116 | UNIT 99/99/9999 | 850,000 | $8.48M | 0.2% | – | – | – |
| Slam Corp.G8210L113 | UNIT 99/99/9999 | 601,000 | $5.96M | 0.1% | – | – | – |
| KKR Acquisition Holding I Co48253T208 | UNIT 99/99/9999 | 594,800 | $5.95M | 0.1% | – | – | – |
| Montes Archimedes Acquisitio612657106 | COM CL A | 541,615 | $5.30M | 0.1% | – | – | – |
| Altimar Acquisition Corp IIG03709113 | UNIT 99/99/9999 | 500,000 | $5.10M | 0.1% | – | – | – |
| Churchill Cap Corp II17143G106 | CL A | 500,000 | $5.00M | 0.1% | – | – | – |
| Forest Road Acquisition Cor34619V202 | UNIT 99/99/9999 | 500,000 | $4.98M | 0.1% | – | – | – |
| Khosla Ventures Acqut Co III482506102 | COM CL A | 350,000 | $3.50M | 0.1% | – | – | – |
| Lead Edge Growth Oprtunts LTG54085124 | UNIT 04/01/2026 | 350,000 | $3.49M | 0.1% | – | – | – |
| Mission Advancement Corp60501L200 | UNIT 99/99/9999 | 350,000 | $3.48M | 0.1% | – | – | – |
| PRPBCC Neuberger Principal Holdings II | SHS CL A | 322,700 | $3.18M | 0.1% | – | – | History |
| Khosla Ventures Acqustn Co I482505104 | COM CL A | 300,000 | $3.03M | 0.1% | – | – | – |
| TWC Tech Hldgs II Corp90117G105 | COM | 305,049 | $3.00M | 0.1% | – | – | – |
| Ross Acquisition Corp IIG7641C122 | UNIT 99/99/9999 | 300,000 | $2.99M | 0.1% | – | – | – |
| Plum Acquisition Corp IG7134L100 | UNIT 03/15/2026 | 300,000 | $2.98M | 0.1% | – | – | – |
| ZFOXZeroFox Holdings, Inc. | SHS CL A | 283,315 | $2.79M | 0.1% | – | – | History |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 235,558 | $2.38M | 0.1% | – | – | History |
| FVTFortress Value Acquisition Corp. III | COM CL A | 188,705 | $1.86M | <0.1% | – | – | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | $654.0K | – |