Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 62
- +25 vs. Q1 2021
- Portfolio value
- $5.09B
- +$403.9M (+8.6%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Nextgen Acquisition CorpG65305107 | CL A | 23,311 | $232.0K | <0.1% | +23,311 | New | – |
| Reinvent Technology PartnersG7483N129 | CL A | 31,600 | $315.0K | <0.1% | +31,600 | New | – |
| Software Acquisitn Grup Inc83407F101 | COM CL A | 43,362 | $431.0K | <0.1% | +43,362 | New | – |
| Dragoneer Growth Opportun CoG28302100 | COM CL A | 48,135 | $479.0K | <0.1% | +48,135 | New | – |
| Roth CH Acquisition II Co778673103 | COM | 100,000 | $993.0K | <0.1% | +100,000 | New | – |
| NRDYNerdy Inc. | CL A COM | 100,000 | $993.0K | <0.1% | +100,000 | New | History |
| Osprey Technlgy Aquistion Co68839R104 | COM CL A | 134,529 | $1.34M | <0.1% | +134,529 | New | – |
| Industrial Tech Acqu Inc456357102 | COM CL A | 141,177 | $1.41M | <0.1% | +141,177 | New | – |
| TriSalus Life Sciences, Inc.58507N105 | COM CL A | 150,000 | $1.46M | <0.1% | +150,000 | New | – |
| TCVATCV Acquisition Corp. | CL A SHS | 150,000 | $1.49M | <0.1% | +150,000 | New | History |
| UPWheels Up Experience Inc. | COM | 172,019 | $1.72M | <0.1% | +172,019 | New | History |
| FVTFortress Value Acquisition Corp. III | COM CL A | 188,705 | $1.85M | <0.1% | 00.0% | Unchanged | History |
| VCVC10X Capital Venture Acquisition Corp | COM CL A | 196,800 | $1.96M | <0.1% | +196,800 | New | History |
| Kismet Acquisition One CorpG52753103 | SHS | 200,000 | $1.98M | <0.1% | +200,000 | New | – |
| ROVRRover Group, Inc. | COM CL A | 200,000 | $2.00M | <0.1% | +200,000 | New | History |
| Navsight Hldgs Inc639358100 | CL A | 245,000 | $2.44M | <0.1% | +245,000 | New | – |
| Austerlitz Acquisition CorpG0633D109 | SHS CL A | 250,000 | $2.48M | <0.1% | +250,000 | New | – |
| D8 Holdings CorpG2614K110 | SHS CL A | 250,000 | $2.49M | <0.1% | +250,000 | New | – |
| Flyexclusive Inc.26846A209 | UNIT 99/99/9999 | 250,000 | $2.50M | <0.1% | +250,000 | New | – |
| Catalyst Partnrs Acquisitn CG19550113 | UNIT 99/99/9999 | 250,000 | $2.52M | <0.1% | +250,000 | New | – |
| Khosla Ventures Acqustn Co I482505104 | COM CL A | 300,000 | $2.98M | 0.1% | 00.0% | Unchanged | – |
| Qell Acquisition CorpG7307X105 | CL A | 300,000 | $2.98M | 0.1% | +300,000 | New | – |
| Nuburu, Inc.87403Q102 | COM CL A | 300,000 | $2.99M | 0.1% | +300,000 | New | – |
| ZFOXZeroFox Holdings, Inc. | SHS CL A | 308,648 | $3.08M | 0.1% | +25,333+8.9% | Added | History |
| Data Knights Acquisition Cor237699202 | UNIT 05/06/2026 | 300,000 | $3.10M | 0.1% | +300,000 | New | – |
| Veea Inc.G7134L126 | CLASS A ORD SHS | 340,929 | $3.31M | 0.1% | +340,929 | New | – |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 335,858 | $3.36M | 0.1% | +100,300+42.6% | Added | History |
| SPNVSpinnova Plc | COM CL A | 356,962 | $3.54M | 0.1% | +356,962 | New | History |
| Rotor Acquisition Corp77879W105 | COM | 364,805 | $3.64M | 0.1% | +364,805 | New | – |
| PRPBCC Neuberger Principal Holdings II | SHS CL A | 376,060 | $3.72M | 0.1% | +53,360+16.5% | Added | History |
| ACAHAtlantic Coastal Acquisition Corp. | CLASS A COM | 389,440 | $3.76M | 0.1% | +389,440 | New | History |
| Mission Advancement Corp60501L101 | CL A | 400,000 | $3.88M | 0.1% | +400,000 | New | – |
| ROSSBPGC Acquisition Corp. | SHS CL A | 450,000 | $4.37M | 0.1% | +450,000 | New | History |
| Montes Archimedes Acquisitio612657106 | COM CL A | 441,615 | $4.37M | 0.1% | −100,000−18.5% | Reduced | – |
| TWC Tech Hldgs II Corp90117G105 | COM | 450,000 | $4.47M | 0.1% | +144,951+47.5% | Added | – |
| Altimar Acquisition Corp IIG03709105 | SHS CL A | 500,000 | $4.86M | 0.1% | +500,000 | New | – |
| Forest Road Acquisition Cor34619V103 | CL A | 500,000 | $4.90M | 0.1% | +500,000 | New | – |
| Khosla Ventures Acqut Co III482506102 | COM CL A | 500,000 | $4.93M | 0.1% | +150,000+42.9% | Added | – |
| SLAMSlam Corp. | CL A SHS | 601,000 | $5.82M | 0.1% | +601,000 | New | History |
| KKR Acquisition Holding I Co48253T109 | COM CLASS A | 594,800 | $5.84M | 0.1% | +594,800 | New | – |
| Lead Edge Growth Oprtunts LTG54085108 | COM | 600,000 | $5.87M | 0.1% | +600,000 | New | – |
| WPCBWarburg Pincus Capital Corp I-B | SHS CL A | 847,085 | $8.26M | 0.2% | +847,085 | New | History |
| SCORComscore, Inc. | COM | 2,419,550 | $12.1M | 0.2% | −450,000−15.7% | Reduced | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 103,000 | $17.1M | 0.3% | −234,777−69.5% | Reduced | – |
| iShares Russell Midcap ETF464287499 | ETF | 490,000 | $38.8M | 0.8% | +40,000+8.9% | Added | – |
| EHTHeHealth, Inc. | COM | 1,898,117 | $110.8M | 2.2% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 578,000 | $132.6M | 2.6% | +37,000+6.8% | Added | – |
| GCPGCP Applied Technologies Inc. | COM | 6,540,000 | $152.1M | 3.0% | 00.0% | Unchanged | History |
| MGLNMagellan Health Inc | COM NEW | 2,369,100 | $223.2M | 4.4% | 00.0% | Unchanged | History |
| MMSIMerit Medical Systems Inc | COM | 3,596,898 | $232.6M | 4.6% | −141,889−3.8% | Reduced | History |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $248.0M | 4.9% | 00.0% | Unchanged | History |
| CERNCERNER Corp | COM | 3,181,111 | $248.6M | 4.9% | +925,000+41.0% | Added | History |
| MDPediatrix Medical Group, Inc. | COM | 8,450,000 | $254.8M | 5.0% | 00.0% | Unchanged | History |
| ELANElanco Animal Health Inc | COM | 7,606,712 | $263.9M | 5.2% | −223,965−2.9% | Reduced | History |
| CVLTCommvault Systems Inc | COM | 4,079,375 | $318.9M | 6.3% | −268,648−6.2% | Reduced | History |
| BOXBox Inc | CL A | 13,013,663 | $332.5M | 6.5% | +266,976+2.1% | Added | History |
| ONOn Semiconductor Corp | Stock | 8,687,681 | $332.6M | 6.5% | +116,502+1.4% | Added | History |
| ACIWAci Worldwide, Inc. | Stock | 8,987,486 | $333.8M | 6.6% | 00.0% | Unchanged | History |
| PZZAPapa Johns International Inc | Stock | 3,459,360 | $361.3M | 7.1% | +3,459,360 | New | History |
| CTVACorteva, Inc. | Stock | 9,584,749 | $425.1M | 8.4% | −2,848,850−22.9% | Reduced | History |
| GENGen Digital Inc. | Stock | 16,704,454 | $454.7M | 8.9% | −4,400,000−20.8% | Reduced | History |
| ACMAecom | COM | 7,431,970 | $470.6M | 9.2% | −379,302−4.9% | Reduced | History |
Options (11)
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 | $1.84M | – |
| Warburg Pincus Captal Corp IG9460M124 | *W EXP 99/99/999 | – | $220.0K |
| Lead Edge Growth Oprtunts LTG54085116 | *W EXP 04/01/202 | – | $202.0K |
| KKR Acquisition Holding I Co48253T117 | *W EXP 99/99/999 | – | $175.0K |
| Slam Corp.G8210L121 | *W EXP 02/23/202 | – | $162.0K |
| Altimar Acquisition Corp IIG03709121 | *W EXP 02/09/202 | – | $145.0K |
| Forest Road Acquisition Cor34619V111 | *W EXP 01/15/202 | – | $140.0K |
| Ross Acquisition Corp IIG7641C114 | *W EXP 02/01/202 | – | $96.0K |
| Mission Advancement Corp60501L119 | *W EXP 03/05/202 | – | $94.0K |
| VEEAWVeea Inc. | *W EXP 03/15/202 | – | $70.0K |
| Atlantic Coastal Acquistn Co048453112 | *W EXP 03/02/202 | – | $59.0K |
Sold out since Q1 2021 (10)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |