Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 135
- +77 vs. Q3 2021
- Portfolio value
- $7.21B
- +$1.76B (+32.2%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Industrial Human Capital, Inc.45617P104 | COM | 679,059 | $6.74M | 0.1% | +679,059 | New | – |
| Trebia Acquisition CorpG9027T109 | COM CL A | 680,100 | $6.77M | 0.1% | +230,100+51.1% | Added | – |
| Sizzle Acquisition Corp.83014E208 | UNIT 11/02/2026 | 681,000 | $6.92M | 0.1% | +681,000 | New | – |
| Spindletop Health Acquisitio84854Q103 | COM CL A | 727,200 | $6.95M | 0.1% | +727,200 | New | – |
| BioPlus Acquisition Corp.G11217109 | UNIT 12/02/2026 | 700,000 | $7.00M | 0.1% | +700,000 | New | – |
| Bullpen Parlay Acquisition CG1792A126 | UNIT 12/03/2026 | 700,000 | $7.00M | 0.1% | +700,000 | New | – |
| Digital Health Acquisition C253893200 | UNIT 11/02/2026 | 700,000 | $7.17M | 0.1% | +700,000 | New | – |
| Avalon Acquisition Inc05338E101 | CLASS A COM | 731,000 | $7.22M | 0.1% | +731,000 | New | – |
| McLaren Technology Acq Corp58176U109 | CLASS A COM | 731,000 | $7.25M | 0.1% | +731,000 | New | – |
| Mount Rainier Acquisition Corp.623006202 | UNIT 11/27/2026 | 725,421 | $7.38M | 0.1% | +725,421 | New | – |
| Burtech Acquisition Corp123013203 | UNIT 12/10/2026 | 750,000 | $7.51M | 0.1% | +750,000 | New | – |
| ONYXOnyx Acquisition Co. I | SHS CL A | 769,600 | $7.63M | 0.1% | +769,600 | New | History |
| WPCBWarburg Pincus Capital Corp I-B | SHS CL A | 807,272 | $7.88M | 0.1% | −39,813−4.7% | Reduced | History |
| Integrated Rail and Res Acq45827R205 | UNIT 99/99/9999 | 1,065,897 | $10.7M | 0.1% | +1,065,897 | New | – |
| EHTHeHealth, Inc. | COM | 2,048,117 | $52.2M | 0.7% | 00.0% | Unchanged | History |
| MMSIMerit Medical Systems Inc | COM | 1,302,152 | $81.1M | 1.1% | −2,239,448−63.2% | Reduced | History |
| MDPediatrix Medical Group, Inc. | COM | 5,915,000 | $160.9M | 2.2% | 00.0% | Unchanged | History |
| ENOVEnovis CORP | COM | 3,919,116 | $180.2M | 2.5% | +3,919,116 | New | History |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $191.9M | 2.7% | 00.0% | Unchanged | History |
| GCPGCP Applied Technologies Inc. | COM | 6,540,000 | $207.1M | 2.9% | 00.0% | Unchanged | History |
| CYXTCyxtera Technologies, Inc. | COMMON STOCK | 16,526,315 | $208.4M | 2.9% | 00.0% | Unchanged | History |
| ELANElanco Animal Health Inc | COM | 7,685,555 | $218.1M | 3.0% | +373,843+5.1% | Added | History |
| MGLNMagellan Health Inc | COM NEW | 2,369,100 | $225.0M | 3.1% | 00.0% | Unchanged | History |
| CVLTCommvault Systems Inc | COM | 4,289,375 | $295.6M | 4.1% | +210,000+5.1% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,384,380 | $308.0M | 4.3% | −113,620−7.6% | Reduced | – |
| ACIWAci Worldwide, Inc. | Stock | 8,987,486 | $311.9M | 4.3% | 00.0% | Unchanged | History |
| CERNCERNER Corp | COM | 3,427,257 | $318.3M | 4.4% | +181,146+5.6% | Added | History |
| PZZAPapa Johns International Inc | Stock | 2,759,360 | $368.3M | 5.1% | 00.0% | Unchanged | History |
| CTVACorteva, Inc. | Stock | 8,900,508 | $420.8M | 5.8% | −291,322−3.2% | Reduced | History |
| GENGen Digital Inc. | Stock | 16,704,454 | $434.0M | 6.0% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 2,100,894 | $498.9M | 6.9% | +2,100,894 | New | History |
| ONOn Semiconductor Corp | Stock | 7,567,681 | $514.0M | 7.1% | −770,000−9.2% | Reduced | History |
| ACMAecom | COM | 7,236,629 | $559.8M | 7.8% | −95,341−1.3% | Reduced | History |
| GDDYGoDaddy Inc. | CL A | 6,791,399 | $576.3M | 8.0% | +6,791,399 | New | History |
| HUNHuntsman CORP | COM | 18,026,236 | $628.8M | 8.7% | +6,428,092+55.4% | Added | 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 | $2.50M | – |
Sold out since Q3 2021 (19)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| BOXBox Inc | CL A | 12,213,663 | $289.1M | 5.3% | History |
| SCORComscore, Inc. | COM | 2,419,550 | $9.44M | 0.2% | History |
| Direct Selling Acquisitin Co25460L202 | UNIT 99/99/9999 | 600,000 | $6.05M | 0.1% | – |
| Gigcapital 5 Inc37519U208 | UNIT 99/99/9999 | 550,000 | $5.65M | 0.1% | – |
| Verde Clean Fuels, Inc.15130M201 | UNIT 02/04/2026 | 500,000 | $5.03M | 0.1% | – |
| Altimar Acquisition Corp IIG03709105 | SHS CL A | 500,000 | $4.92M | 0.1% | – |
| Khosla Ventures Acqustn Co I482505104 | COM CL A | 500,000 | $4.90M | 0.1% | – |
| SWBKSwitchback II Corp | COM CL A | 450,000 | $4.48M | 0.1% | History |
| 890 5th Ave Partners Inc28250A105 | COM CL A | 450,000 | $4.46M | 0.1% | – |
| VPC Impact Acqu Holdi III IN91835J108 | COM CL A | 450,000 | $4.46M | 0.1% | – |
| ACAHAtlantic Coastal Acquisition Corp. | CLASS A COM | 400,000 | $3.88M | 0.1% | History |
| Artemis Strategic Invt Corp04303A202 | UNIT 09/30/2026 | 300,000 | $3.01M | 0.1% | – |
| Mountain Crest Acqustn Corp62402D105 | COM | 300,000 | $2.99M | 0.1% | – |
| Hennessy Capital Invs Corp V42589T107 | COM CL A | 300,000 | $2.96M | 0.1% | – |
| Soar Technology Acquisn CorpG82472104 | UNIT 99/99/9999 | 194,700 | $1.98M | <0.1% | – |
| iShares Russell Midcap ETF464287499 | ETF | 25,000 | $1.96M | <0.1% | – |
| Parabellum Acquisition Corp.69901P208 | UNIT 99/99/9999 | 150,000 | $1.50M | <0.1% | – |
| DDMXCodere Online U.S. Corp. | COM CL A | 148,682 | $1.47M | <0.1% | History |
| CIIG Capital Partners II, Inc.12561U208 | UNIT 02/28/2028 | 103,504 | $1.04M | <0.1% | – |