Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 58
- −4 vs. Q2 2021
- Portfolio value
- $5.46B
- +$369.2M (+7.3%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ACMAecom | COM | 7,331,970 | $463.0M | 8.5% | −100,000−1.3% | Reduced | History |
| GENGen Digital Inc. | Stock | 16,704,454 | $422.6M | 7.7% | 00.0% | Unchanged | History |
| CTVACorteva, Inc. | Stock | 9,191,830 | $386.8M | 7.1% | −392,919−4.1% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 8,337,681 | $381.6M | 7.0% | −350,000−4.0% | Reduced | History |
| PZZAPapa Johns International Inc | Stock | 2,759,360 | $350.4M | 6.4% | −700,000−20.2% | Reduced | History |
| HUNHuntsman CORP | COM | 11,598,144 | $343.2M | 6.3% | +11,598,144 | New | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,498,000 | $327.7M | 6.0% | +920,000+159.2% | Added | – |
| CVLTCommvault Systems Inc | COM | 4,079,375 | $307.2M | 5.6% | 00.0% | Unchanged | History |
| BOXBox Inc | CL A | 12,213,663 | $289.1M | 5.3% | −800,000−6.1% | Reduced | History |
| ACIWAci Worldwide, Inc. | Stock | 8,987,486 | $276.2M | 5.1% | 00.0% | Unchanged | History |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $266.5M | 4.9% | 00.0% | Unchanged | History |
| MMSIMerit Medical Systems Inc | COM | 3,541,600 | $254.3M | 4.7% | −55,298−1.5% | Reduced | History |
| ELANElanco Animal Health Inc | COM | 7,311,712 | $233.2M | 4.3% | −295,000−3.9% | Reduced | History |
| CERNCERNER Corp | COM | 3,246,111 | $228.9M | 4.2% | +65,000+2.0% | Added | History |
| MGLNMagellan Health Inc | COM NEW | 2,369,100 | $224.0M | 4.1% | 00.0% | Unchanged | History |
| MDPediatrix Medical Group, Inc. | COM | 5,915,000 | $168.2M | 3.1% | −2,535,000−30.0% | Reduced | History |
| CYXTCyxtera Technologies, Inc. | COMMON STOCK | 16,526,315 | $152.9M | 2.8% | +16,526,315 | New | History |
| GCPGCP Applied Technologies Inc. | COM | 6,540,000 | $143.4M | 2.6% | 00.0% | Unchanged | History |
| EHTHeHealth, Inc. | COM | 2,048,117 | $82.9M | 1.5% | +150,000+7.9% | Added | History |
| SCORComscore, Inc. | COM | 2,419,550 | $9.44M | 0.2% | 00.0% | Unchanged | History |
| WPCBWarburg Pincus Capital Corp I-B | SHS CL A | 847,085 | $8.28M | 0.2% | 00.0% | Unchanged | History |
| Direct Selling Acquisitin Co25460L202 | UNIT 99/99/9999 | 600,000 | $6.05M | 0.1% | +600,000 | New | – |
| Lead Edge Growth Oprtunts LTG54085108 | COM | 600,000 | $5.88M | 0.1% | 00.0% | Unchanged | – |
| SLAMSlam Corp. | CL A SHS | 601,000 | $5.86M | 0.1% | 00.0% | Unchanged | History |
| KKR Acquisition Holding I Co48253T109 | COM CLASS A | 594,800 | $5.80M | 0.1% | 00.0% | Unchanged | – |
| Gigcapital 5 Inc37519U208 | UNIT 99/99/9999 | 550,000 | $5.65M | 0.1% | +550,000 | New | – |
| Verde Clean Fuels, Inc.15130M201 | UNIT 02/04/2026 | 500,000 | $5.03M | 0.1% | +500,000 | New | – |
| ZFOXZeroFox Holdings, Inc. | SHS CL A | 500,000 | $5.00M | 0.1% | +191,352+62.0% | Added | History |
| Austerlitz Acquisition CorpG0633D109 | SHS CL A | 500,000 | $4.97M | 0.1% | +250,000+100.0% | Added | – |
| Altimar Acquisition Corp IIG03709105 | SHS CL A | 500,000 | $4.92M | 0.1% | 00.0% | Unchanged | – |
| Khosla Ventures Acqustn Co I482505104 | COM CL A | 500,000 | $4.90M | 0.1% | +200,000+66.7% | Added | – |
| Forest Road Acquisition Cor34619V103 | CL A | 500,000 | $4.88M | 0.1% | 00.0% | Unchanged | – |
| SWBKSwitchback II Corp | COM CL A | 450,000 | $4.48M | 0.1% | +450,000 | New | History |
| 890 5th Ave Partners Inc28250A105 | COM CL A | 450,000 | $4.46M | 0.1% | +450,000 | New | – |
| Trebia Acquisition CorpG9027T109 | COM CL A | 450,000 | $4.46M | 0.1% | +450,000 | New | – |
| VPC Impact Acqu Holdi III IN91835J108 | COM CL A | 450,000 | $4.46M | 0.1% | +450,000 | New | – |
| ROSSBPGC Acquisition Corp. | SHS CL A | 450,000 | $4.36M | 0.1% | 00.0% | Unchanged | History |
| PRPBCC Neuberger Principal Holdings II | SHS CL A | 422,700 | $4.15M | 0.1% | +46,640+12.4% | Added | History |
| Nuburu, Inc.87403Q102 | COM CL A | 400,000 | $3.91M | 0.1% | +100,000+33.3% | Added | – |
| Mission Advancement Corp60501L101 | CL A | 400,000 | $3.89M | 0.1% | 00.0% | Unchanged | – |
| ACAHAtlantic Coastal Acquisition Corp. | CLASS A COM | 400,000 | $3.88M | 0.1% | +10,560+2.7% | Added | History |
| Veea Inc.G7134L126 | CLASS A ORD SHS | 400,000 | $3.87M | 0.1% | +59,071+17.3% | Added | – |
| TriSalus Life Sciences, Inc.58507N105 | COM CL A | 375,000 | $3.72M | 0.1% | +225,000+150.0% | Added | – |
| FVTFortress Value Acquisition Corp. III | COM CL A | 350,000 | $3.41M | 0.1% | +161,295+85.5% | Added | History |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 335,858 | $3.29M | 0.1% | 00.0% | Unchanged | History |
| OneMedNet Corp237699103 | CLASS A COM | 315,803 | $3.17M | 0.1% | +315,803 | New | – |
| Artemis Strategic Invt Corp04303A202 | UNIT 09/30/2026 | 300,000 | $3.01M | 0.1% | +300,000 | New | – |
| Mountain Crest Acqustn Corp62402D105 | COM | 300,000 | $2.99M | 0.1% | +300,000 | New | – |
| Hennessy Capital Invs Corp V42589T107 | COM CL A | 300,000 | $2.96M | 0.1% | +300,000 | New | – |
| Catalyst Partnrs Acquisitn CG19550105 | CLASS A ORD SHS | 250,000 | $2.43M | <0.1% | +250,000 | New | – |
| Eg Acquisition Corp26846A100 | COM CL A | 250,000 | $2.43M | <0.1% | +250,000 | New | – |
| Soar Technology Acquisn CorpG82472104 | UNIT 99/99/9999 | 194,700 | $1.98M | <0.1% | +194,700 | New | – |
| iShares Russell Midcap ETF464287499 | ETF | 25,000 | $1.96M | <0.1% | −465,000−94.9% | Reduced | – |
| Parabellum Acquisition Corp.69901P208 | UNIT 99/99/9999 | 150,000 | $1.50M | <0.1% | +150,000 | New | – |
| DDMXCodere Online U.S. Corp. | COM CL A | 148,682 | $1.47M | <0.1% | +148,682 | New | History |
| TCVATCV Acquisition Corp. | CL A SHS | 150,000 | $1.47M | <0.1% | 00.0% | Unchanged | History |
| CIIG Capital Partners II, Inc.12561U208 | UNIT 02/28/2028 | 103,504 | $1.04M | <0.1% | +103,504 | New | – |
| OKLOOklo Inc. | COM CL A | 100,000 | $983.0K | <0.1% | +100,000 | New | History |
Options (8)
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 | $4.87M | – |
| Ross Acquisition Corp IIG7641C114 | *W EXP 02/01/202 | – | $88.0K |
| Data Knights Acquisition Cor237699111 | *W EXP 11/11/202 | – | $68.0K |
| Forest Road Acquisition Cor34619V111 | *W EXP 01/15/202 | – | $65.0K |
| Mission Advancement Corp60501L119 | *W EXP 03/05/202 | – | $44.0K |
| Atlantic Coastal Acquistn Co048453112 | *W EXP 03/02/202 | – | $35.0K |
| Eg Acquisition Corp26846A118 | *W EXP 05/28/202 | – | $35.0K |
| Catalyst Partnrs Acquisitn CG19550121 | *W EXP 05/12/202 | – | $23.0K |
Sold out since Q2 2021 (24)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| iShares Tr464287630 | RUS 2000 VAL ETF | 103,000 | $17.1M | 0.3% | – |
| Khosla Ventures Acqut Co III482506102 | COM CL A | 500,000 | $4.93M | 0.1% | – |
| TWC Tech Hldgs II Corp90117G105 | COM | 450,000 | $4.47M | 0.1% | – |
| Montes Archimedes Acquisitio612657106 | COM CL A | 441,615 | $4.37M | 0.1% | – |
| Rotor Acquisition Corp77879W105 | COM | 364,805 | $3.64M | 0.1% | – |
| SPNVSpinnova Plc | COM CL A | 356,962 | $3.54M | 0.1% | History |
| Data Knights Acquisition Cor237699202 | UNIT 05/06/2026 | 300,000 | $3.10M | 0.1% | – |
| Qell Acquisition CorpG7307X105 | CL A | 300,000 | $2.98M | 0.1% | – |
| Catalyst Partnrs Acquisitn CG19550113 | UNIT 99/99/9999 | 250,000 | $2.52M | <0.1% | – |
| Flyexclusive Inc.26846A209 | UNIT 99/99/9999 | 250,000 | $2.50M | <0.1% | – |
| D8 Holdings CorpG2614K110 | SHS CL A | 250,000 | $2.49M | <0.1% | – |
| Navsight Hldgs Inc639358100 | CL A | 245,000 | $2.44M | <0.1% | – |
| ROVRRover Group, Inc. | COM CL A | 200,000 | $2.00M | <0.1% | History |
| Kismet Acquisition One CorpG52753103 | SHS | 200,000 | $1.98M | <0.1% | – |
| VCVC10X Capital Venture Acquisition Corp | COM CL A | 196,800 | $1.96M | <0.1% | History |
| UPWheels Up Experience Inc. | COM | 172,019 | $1.72M | <0.1% | History |
| Industrial Tech Acqu Inc456357102 | COM CL A | 141,177 | $1.41M | <0.1% | – |
| Osprey Technlgy Aquistion Co68839R104 | COM CL A | 134,529 | $1.34M | <0.1% | – |
| Roth CH Acquisition II Co778673103 | COM | 100,000 | $993.0K | <0.1% | – |
| NRDYNerdy Inc. | CL A COM | 100,000 | $993.0K | <0.1% | History |
| Dragoneer Growth Opportun CoG28302100 | COM CL A | 48,135 | $479.0K | <0.1% | – |
| Software Acquisitn Grup Inc83407F101 | COM CL A | 43,362 | $431.0K | <0.1% | – |
| Reinvent Technology PartnersG7483N129 | CL A | 31,600 | $315.0K | <0.1% | – |
| Nextgen Acquisition CorpG65305107 | CL A | 23,311 | $232.0K | <0.1% | – |