Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 182
- +13 vs. Q1 2022
- Portfolio value
- $5.50B
- −$2.05B (−27.1%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GDDYGoDaddy Inc. | CL A | 8,376,808 | $582.7M | 10.6% | +126,388+1.5% | Added | History |
| ACMAecom | COM | 7,024,945 | $458.2M | 8.3% | −71,684−1.0% | Reduced | History |
| HUMHumana Inc | Stock | 960,000 | $449.3M | 8.2% | −8,200−0.8% | Reduced | History |
| WTWWillis Towers Watson PLC | SHS | 2,245,511 | $443.2M | 8.1% | +104,643+4.9% | Added | History |
| GENGen Digital Inc. | Stock | 19,204,454 | $421.7M | 7.7% | +2,500,000+15.0% | Added | History |
| ONOn Semiconductor Corp | Stock | 5,617,681 | $282.6M | 5.1% | −1,000,000−15.1% | Reduced | History |
| MRCYMercury Systems Inc | COM | 3,943,060 | $253.7M | 4.6% | +359,311+10.0% | Added | History |
| CVLTCommvault Systems Inc | COM | 3,802,375 | $239.2M | 4.4% | −34,150−0.9% | Reduced | History |
| HUNHuntsman CORP | COM | 8,309,696 | $235.6M | 4.3% | −8,208,122−49.7% | Reduced | History |
| CYXTCyxtera Technologies, Inc. | COMMON STOCK | 20,767,571 | $235.5M | 4.3% | 00.0% | Unchanged | History |
| PZZAPapa Johns International Inc | Stock | 2,759,360 | $230.5M | 4.2% | 00.0% | Unchanged | History |
| GCPGCP Applied Technologies Inc. | COM | 6,540,000 | $204.6M | 3.7% | 00.0% | Unchanged | History |
| ACIWAci Worldwide, Inc. | Stock | 5,201,153 | $134.7M | 2.4% | −1,041,128−16.7% | Reduced | History |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $132.9M | 2.4% | 00.0% | Unchanged | History |
| MDPediatrix Medical Group, Inc. | COM | 5,915,000 | $124.3M | 2.3% | 00.0% | Unchanged | History |
| ELANElanco Animal Health Inc | COM | 5,731,575 | $112.5M | 2.0% | −1,168,980−16.9% | Reduced | History |
| LPSNLiveperson Inc | COM | 7,005,000 | $99.1M | 1.8% | +600,000+9.4% | Added | History |
| CTVACorteva, Inc. | Stock | 1,017,794 | $55.1M | 1.0% | −4,978,535−83.0% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 314,380 | $53.2M | 1.0% | −1,000,000−76.1% | Reduced | – |
| ENOVEnovis CORP | COM | 908,748 | $50.0M | 0.9% | −3,199,578−77.9% | Reduced | History |
| MMSIMerit Medical Systems Inc | COM | 579,658 | $31.5M | 0.6% | −287,980−33.2% | Reduced | History |
| EHTHeHealth, Inc. | COM | 2,198,117 | $20.5M | 0.4% | −45,000−2.0% | Reduced | History |
| KSSKOHLS Corp | Stock | 535,029 | $19.1M | 0.3% | −2,796,116−83.9% | Reduced | History |
| IRRXIntegrated Rail & Resources Acquisition Corp | CL A COM | 937,845 | $9.35M | 0.2% | 00.0% | Unchanged | History |
| HCM Acquisition CorpG4365A101 | CLASS A ORD SHS | 750,000 | $7.53M | 0.1% | 00.0% | Unchanged | – |
| Kimbell Tiger Acquisition Co49436K106 | COM CL A | 750,000 | $7.51M | 0.1% | 00.0% | Unchanged | – |
| KnightSwan Acquisition Corp499103109 | CL A COM | 750,000 | $7.51M | 0.1% | 00.0% | Unchanged | – |
| PPYAPapaya Growth Opportunity Corp. I | CLASS A COM | 750,000 | $7.49M | 0.1% | 00.0% | Unchanged | History |
| Abpro Holdings, Inc.04845A108 | CLASS A COM | 750,000 | $7.49M | 0.1% | 00.0% | Unchanged | – |
| PNSTPinstripes Holdings, Inc. | CL A COM | 750,000 | $7.47M | 0.1% | 00.0% | Unchanged | History |
| Investcorp India Acquistn CoG49219101 | CLASS A ORD SHS | 750,000 | $7.46M | 0.1% | +750,000 | New | – |
| Clean Earth Acquisitions Cor184493104 | CLASS A COM | 750,000 | $7.41M | 0.1% | +750,000 | New | – |
| ASCBFASPAC II Acquisition Corp. | ORD SHS CL A | 750,000 | $7.38M | 0.1% | +750,000 | New | History |
| FZTFAST Acquisition Corp. II | CL A | 750,000 | $7.32M | 0.1% | +750,000 | New | History |
| Digital Health Acquisition C253893101 | COMMON STOCK | 675,000 | $6.77M | 0.1% | +57,781+9.4% | Added | – |
| ONYXOnyx Acquisition Co. I | SHS CL A | 672,800 | $6.73M | 0.1% | 00.0% | Unchanged | History |
| WPCBWarburg Pincus Capital Corp I-B | SHS CL A | 676,820 | $6.63M | 0.1% | 00.0% | Unchanged | History |
| Burtech Acquisition Corp123013104 | CLASS A COM | 661,307 | $6.55M | 0.1% | 00.0% | Unchanged | – |
| Mount Rainier Acquisition Corp.623006103 | COM | 637,964 | $6.42M | 0.1% | 00.0% | Unchanged | – |
| McLaren Technology Acq Corp58176U109 | CLASS A COM | 640,936 | $6.42M | 0.1% | 00.0% | Unchanged | – |
| Avalon Acquisition Inc05338E101 | CLASS A COM | 640,549 | $6.40M | 0.1% | 00.0% | Unchanged | – |
| Spindletop Health Acquisitio84854Q103 | COM CL A | 636,861 | $6.37M | 0.1% | 00.0% | Unchanged | – |
| Consilium Acquisitn Corp I LG2365L101 | CLASS A ORD SHS | 639,252 | $6.25M | 0.1% | 00.0% | Unchanged | – |
| BIOSBioPlus Acquisition Corp. | CLASS A ORD SHS | 617,220 | $6.13M | 0.1% | 00.0% | Unchanged | History |
| Bullpen Parlay Acquisition CG1792A100 | CLASS A ORD SHS | 617,219 | $6.12M | 0.1% | 00.0% | Unchanged | – |
| FLDFold Holdings, Inc. | COM CL A | 620,000 | $6.06M | 0.1% | +620,000 | New | History |
| Industrial Human Capital, Inc.45617P104 | COM | 594,636 | $5.96M | 0.1% | 00.0% | Unchanged | – |
| Sizzle Acquisition Corp.83014E109 | COMMON STOCK | 596,848 | $5.96M | 0.1% | 00.0% | Unchanged | – |
| MSSAFMetal Sky Star Acquisition Corp | ORDINARY SHARES | 600,000 | $5.93M | 0.1% | +600,000 | New | History |
| ROSERose Hill Acquisition Corp | CLASS A ORD | 588,318 | $5.91M | 0.1% | 00.0% | Unchanged | History |
| GBBKGlobal Blockchain Acquisition Corp. | COMMON STOCK | 600,000 | $5.90M | 0.1% | +600,000 | New | History |
| LATGChenghe Acquisition I Co. | CLASS A ORD SHS | 550,000 | $5.50M | 0.1% | 00.0% | Unchanged | History |
| Joff Fintech Acquisition Cor46592C100 | COM CL A | 552,000 | $5.43M | 0.1% | +552,000 | New | – |
| CITECartica Acquisition Corp | CLASS A ORD SHS | 539,252 | $5.40M | 0.1% | 00.0% | Unchanged | History |
| NCACNewcourt Acquisition Corp | CLASS A ORD SHS | 516,222 | $5.18M | 0.1% | 00.0% | Unchanged | History |
| CRECCrescera Capital Acquisition Corp. | CLASS A ORD SHS | 512,748 | $5.09M | 0.1% | 00.0% | Unchanged | History |
| Roadzen Inc.G9320Z109 | CLASS A ORD | 509,330 | $5.08M | 0.1% | 00.0% | Unchanged | – |
| Athena Consumer Acq Corp04684M106 | CL A | 505,276 | $5.06M | 0.1% | 00.0% | Unchanged | – |
| GTIGraphjet Technology | CLASS A ORD SHS | 501,954 | $5.04M | 0.1% | 00.0% | Unchanged | History |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 516,010 | $5.02M | 0.1% | +250,000+94.0% | Added | History |
| Sound Point Acquisition CorpG8274F101 | CLASS A ORD SHS | 500,000 | $5.02M | 0.1% | +500,000 | New | – |
| CURRCurrenc Group Inc. | CL A ORD SHS | 500,000 | $5.01M | 0.1% | 00.0% | Unchanged | History |
| IVCBInvest Acquisition Corp | CLASS A ORD SHS | 500,000 | $5.01M | 0.1% | 00.0% | Unchanged | History |
| VMCAFValuence Merger Corp. I | CLASS A ORD SHS | 500,000 | $5.00M | 0.1% | +500,000 | New | History |
| Direct Selling Acquisitin Co25460L103 | CL A COM | 499,200 | $5.00M | 0.1% | 00.0% | Unchanged | – |
| Nubia Brand International Co67022R103 | CLASS A COM | 500,000 | $4.98M | 0.1% | +500,000 | New | – |
| Heartland Media Acquisition Corp.42237V108 | CL A COM | 500,000 | $4.97M | 0.1% | 00.0% | Unchanged | – |
| Artemis Strategic Invt Corp04303A103 | COM CL A | 500,000 | $4.97M | 0.1% | 00.0% | Unchanged | – |
| Jaguar Global Growth Corp IG5S11A106 | CLASS A ORD SHS | 500,000 | $4.97M | 0.1% | +500,000 | New | – |
| LIBYLiberty Resources Acquisition Corp. | CLASS A COM | 498,406 | $4.97M | 0.1% | 00.0% | Unchanged | History |
| Altimeter Growth Corp 2G0371B109 | COM CL A | 500,000 | $4.93M | 0.1% | 00.0% | Unchanged | – |
| Orion Acquisition Corp68626A108 | COM CL A | 500,000 | $4.90M | 0.1% | 00.0% | Unchanged | – |
| LGVLongview Acquisition Corp. II | COM CL A | 500,000 | $4.88M | 0.1% | 00.0% | Unchanged | History |
| GoGreen Investments CorpG9461B101 | ORD SHS CL A | 480,069 | $4.81M | 0.1% | 00.0% | Unchanged | – |
| Evergreen CorpG3312W109 | CLASS A ORD SHS | 475,000 | $4.74M | 0.1% | +475,000 | New | – |
| SLAMSlam Corp. | CL A SHS | 480,199 | $4.72M | 0.1% | 00.0% | Unchanged | History |
| Lead Edge Growth Oprtunts LTG54085108 | COM | 480,650 | $4.71M | 0.1% | 00.0% | Unchanged | – |
| KKR Acquisition Holding I Co48253T109 | COM CLASS A | 475,245 | $4.65M | 0.1% | 00.0% | Unchanged | – |
| QT Imaging Holdings, Inc.37519U109 | COMMON STOCK | 457,600 | $4.59M | 0.1% | 00.0% | Unchanged | – |
| GMFIAetherium Acquisition Corp | CLASS A COM | 462,651 | $4.58M | 0.1% | 00.0% | Unchanged | History |
| TETEFTechnology & Telecommunication Acquisition Corp | CLASS A ORD SHS | 456,220 | $4.56M | 0.1% | 00.0% | Unchanged | History |
| FTIIFutureTech II Acquisition Corp. | CLASS A COM | 450,000 | $4.50M | 0.1% | +450,000 | New | History |
| SHUASHUAA Partners Acquisition Corp I | CLASS A ORD SHS | 450,000 | $4.47M | 0.1% | +450,000 | New | History |
| Industrial Tech Acqstns II I45635R108 | CLASS A COM | 447,311 | $4.45M | 0.1% | 00.0% | Unchanged | – |
| Mountain & Co I Acquisitn CoG6301J104 | CLASS A ORD | 438,834 | $4.44M | 0.1% | 00.0% | Unchanged | – |
| Thrive Acquisition CorporatiG7158C101 | CLASS A ORD | 441,544 | $4.43M | 0.1% | 00.0% | Unchanged | – |
| Genesis GRWT Tech Acqustn CoG3R23D102 | CLASS A ORD SHS | 440,871 | $4.42M | 0.1% | 00.0% | Unchanged | – |
| VCXB10X Capital Venture Acquisition Corp. III | CL A ORD SHS | 439,252 | $4.39M | 0.1% | 00.0% | Unchanged | History |
| C5 Acquisition Corporation12530D105 | CL A COM | 439,252 | $4.39M | 0.1% | 00.0% | Unchanged | – |
| Andretti Acquisition CorpG26735103 | CL A ORD SHS | 439,252 | $4.38M | 0.1% | 00.0% | Unchanged | – |
| BFACBattery Future Acquisition Corp. | CL A ORD SHS | 440,871 | $4.38M | 0.1% | 00.0% | Unchanged | History |
| Southport Acquisition Corp84465L105 | CL A COM | 440,871 | $4.37M | 0.1% | 00.0% | Unchanged | – |
| HAIAHealthcare AI Acquisition Corp. | CLASS A ORD SHS | 440,871 | $4.37M | 0.1% | 00.0% | Unchanged | History |
| Sculptor Acquisition Corp IG7T983103 | CL A COM | 440,871 | $4.37M | 0.1% | 00.0% | Unchanged | – |
| EVEEVe Mobility Acquisition Corp | CL A ORD SHS | 440,971 | $4.37M | 0.1% | 00.0% | Unchanged | History |
| Vision Sensing Acquisition C92838J103 | CLASS A COM | 435,612 | $4.37M | 0.1% | 00.0% | Unchanged | – |
| FRLAFortune Rise Acquisition Corp | CL A | 433,688 | $4.36M | 0.1% | 00.0% | Unchanged | History |
| PRLHPearl Holdings Acquisition Corp | CLASS A ORD SHS | 440,871 | $4.36M | 0.1% | 00.0% | Unchanged | History |
| CMCAFPiermont Valley Acquisition Corp | CLASS A ORD SHS | 418,758 | $4.23M | 0.1% | 00.0% | Unchanged | History |
| Tevogen Inc.G8028L107 | CLASS A ORD | 420,500 | $4.21M | 0.1% | 00.0% | Unchanged | – |
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 Tr464287955 | PUT | $6.51M | – |
Sold out since Q1 2022 (14)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| CERNCERNER Corp | COM | 2,257,406 | $211.2M | 2.8% | History |
| E Merge Technology Acquisiti26873Y104 | COM CL A | 1,446,500 | $14.3M | 0.2% | – |
| Clean Earth Acquisitions Cor184493203 | UNIT 12/09/2026 | 750,000 | $7.53M | 0.1% | – |
| Sound Point Acquisition CorpG8274F127 | UNIT 02/25/2027 | 500,000 | $5.03M | 0.1% | – |
| Jaguar Global Growth Corp IG5S11A148 | UNIT 01/01/2027 | 500,000 | $5.03M | 0.1% | – |
| VMCUFValuence Merger Corp. I | UNIT 02/18/2027 | 500,000 | $5.01M | 0.1% | History |
| Nubia Brand International Co67022R202 | UNIT 99/99/9999 | 489,178 | $4.89M | 0.1% | – |
| EVGRUEvergreen Corp | UNIT 02/08/2027 | 475,000 | $4.75M | 0.1% | History |
| Shuaa Partners Acquistn CorpG81173125 | UNIT 02/24/2027 | 450,000 | $4.51M | 0.1% | – |
| FutureTech II Acquisition Corp.36119D202 | UNIT 12/23/2022 | 450,000 | $4.51M | 0.1% | – |
| ZFOXZeroFox Holdings, Inc. | SHS CL A | 405,336 | $4.10M | 0.1% | History |
| HNR Acquisition Corp40472A201 | UNIT 99/99/9999 | 400,000 | $4.02M | 0.1% | – |
| Genesis Unicorn Capital Corp.37187C209 | UNIT 06/30/2026 | 325,000 | $3.25M | <0.1% | – |
| Counter Press Acquisition CorpG2542B109 | UNIT 02/07/2027 | 300,000 | $3.02M | <0.1% | – |