Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 176
- −6 vs. Q2 2022
- Portfolio value
- $4.55B
- −$947.9M (−17.2%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GDDYGoDaddy Inc. | CL A | 8,259,937 | $585.5M | 12.9% | −116,871−1.4% | Reduced | History |
| ACMAecom | COM | 6,974,316 | $476.8M | 10.5% | −50,629−0.7% | Reduced | History |
| HUMHumana Inc | Stock | 953,000 | $462.4M | 10.2% | −7,000−0.7% | Reduced | History |
| WTWWillis Towers Watson PLC | SHS | 2,232,209 | $448.5M | 9.9% | −13,302−0.6% | Reduced | History |
| GENGen Digital Inc. | Stock | 19,204,454 | $386.8M | 8.5% | 00.0% | Unchanged | History |
| WIXWix.com Ltd. | SHS | 2,567,966 | $200.9M | 4.4% | +2,567,966 | New | History |
| CVLTCommvault Systems Inc | COM | 3,655,000 | $193.9M | 4.3% | −147,375−3.9% | Reduced | History |
| PZZAPapa Johns International Inc | Stock | 2,759,360 | $193.2M | 4.2% | 00.0% | Unchanged | History |
| MRCYMercury Systems Inc | COM | 3,772,291 | $153.2M | 3.4% | −170,769−4.3% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 2,447,000 | $152.5M | 3.4% | −3,170,681−56.4% | Reduced | History |
| HUNHuntsman CORP | COM | 5,129,000 | $125.9M | 2.8% | −3,180,696−38.3% | Reduced | History |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $100.5M | 2.2% | 00.0% | Unchanged | History |
| MDPediatrix Medical Group, Inc. | COM | 5,915,000 | $97.7M | 2.1% | 00.0% | Unchanged | History |
| CYXTCyxtera Technologies, Inc. | COMMON STOCK | 20,767,571 | $84.7M | 1.9% | 00.0% | Unchanged | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 600,000 | $77.4M | 1.7% | +600,000 | New | – |
| LPSNLiveperson Inc | COM | 7,005,000 | $66.0M | 1.5% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 319,380 | $52.7M | 1.2% | +5,000+1.6% | Added | – |
| ENOVEnovis CORP | COM | 578,000 | $26.6M | 0.6% | −330,748−36.4% | Reduced | History |
| ACIWAci Worldwide, Inc. | Stock | 1,213,000 | $25.4M | 0.6% | −3,988,153−76.7% | Reduced | History |
| IRRXIntegrated Rail & Resources Acquisition Corp | CL A COM | 937,845 | $9.44M | 0.2% | 00.0% | Unchanged | History |
| EHTHeHealth, Inc. | COM | 2,198,117 | $8.60M | 0.2% | 00.0% | Unchanged | History |
| Kimbell Tiger Acquisition Co49436K106 | COM CL A | 750,000 | $7.60M | 0.2% | 00.0% | Unchanged | – |
| HCM Acquisition CorpG4365A101 | CLASS A ORD SHS | 750,000 | $7.58M | 0.2% | 00.0% | Unchanged | – |
| Investcorp India Acquistn CoG49219101 | CLASS A ORD SHS | 750,000 | $7.56M | 0.2% | 00.0% | Unchanged | – |
| KnightSwan Acquisition Corp499103109 | CL A COM | 750,000 | $7.52M | 0.2% | 00.0% | Unchanged | – |
| PPYAPapaya Growth Opportunity Corp. I | CLASS A COM | 750,000 | $7.52M | 0.2% | 00.0% | Unchanged | History |
| Abpro Holdings, Inc.04845A108 | CLASS A COM | 750,000 | $7.51M | 0.2% | 00.0% | Unchanged | – |
| PNSTPinstripes Holdings, Inc. | CL A COM | 750,000 | $7.49M | 0.2% | 00.0% | Unchanged | History |
| ASCBFASPAC II Acquisition Corp. | ORD SHS CL A | 750,000 | $7.46M | 0.2% | 00.0% | Unchanged | History |
| Clean Earth Acquisitions Cor184493104 | CLASS A COM | 750,000 | $7.41M | 0.2% | 00.0% | Unchanged | – |
| FZTFAST Acquisition Corp. II | CL A | 750,000 | $7.36M | 0.2% | 00.0% | Unchanged | History |
| Digital Health Acquisition C253893101 | COMMON STOCK | 675,000 | $6.84M | 0.2% | 00.0% | Unchanged | – |
| ONYXOnyx Acquisition Co. I | SHS CL A | 672,800 | $6.81M | 0.1% | 00.0% | Unchanged | History |
| WPCBWarburg Pincus Capital Corp I-B | SHS CL A | 676,820 | $6.71M | 0.1% | 00.0% | Unchanged | History |
| Burtech Acquisition Corp123013104 | CLASS A COM | 661,307 | $6.62M | 0.1% | 00.0% | Unchanged | – |
| Mount Rainier Acquisition Corp.623006103 | COM | 637,964 | $6.44M | 0.1% | 00.0% | Unchanged | – |
| Avalon Acquisition Inc05338E101 | CLASS A COM | 640,549 | $6.44M | 0.1% | 00.0% | Unchanged | – |
| McLaren Technology Acq Corp58176U109 | CLASS A COM | 640,936 | $6.42M | 0.1% | 00.0% | Unchanged | – |
| Spindletop Health Acquisitio84854Q103 | COM CL A | 636,861 | $6.41M | 0.1% | 00.0% | Unchanged | – |
| Consilium Acquisitn Corp I LG2365L101 | CLASS A ORD SHS | 639,252 | $6.33M | 0.1% | 00.0% | Unchanged | – |
| Bullpen Parlay Acquisition CG1792A100 | CLASS A ORD SHS | 617,219 | $6.22M | 0.1% | 00.0% | Unchanged | – |
| BIOSBioPlus Acquisition Corp. | CLASS A ORD SHS | 617,220 | $6.20M | 0.1% | 00.0% | Unchanged | History |
| ACAHAtlantic Coastal Acquisition Corp. | CLASS A COM | 622,243 | $6.11M | 0.1% | +300,000+93.1% | Added | History |
| FLDFold Holdings, Inc. | COM CL A | 620,000 | $6.08M | 0.1% | 00.0% | Unchanged | History |
| Industrial Human Capital, Inc.45617P104 | COM | 594,636 | $6.04M | 0.1% | 00.0% | Unchanged | – |
| Sizzle Acquisition Corp.83014E109 | COMMON STOCK | 596,848 | $6.01M | 0.1% | 00.0% | Unchanged | – |
| ROSERose Hill Acquisition Corp | CLASS A ORD | 588,318 | $5.97M | 0.1% | 00.0% | Unchanged | History |
| MSSAFMetal Sky Star Acquisition Corp | ORDINARY SHARES | 600,000 | $5.97M | 0.1% | 00.0% | Unchanged | History |
| GBBKGlobal Blockchain Acquisition Corp. | COMMON STOCK | 600,000 | $5.92M | 0.1% | 00.0% | Unchanged | History |
| LATGChenghe Acquisition I Co. | CLASS A ORD SHS | 550,000 | $5.55M | 0.1% | 00.0% | Unchanged | History |
| CITECartica Acquisition Corp | CLASS A ORD SHS | 539,252 | $5.44M | 0.1% | 00.0% | Unchanged | History |
| Joff Fintech Acquisition Cor46592C100 | COM CL A | 552,000 | $5.44M | 0.1% | 00.0% | Unchanged | – |
| NCACNewcourt Acquisition Corp | CLASS A ORD SHS | 516,222 | $5.23M | 0.1% | 00.0% | Unchanged | History |
| Southland Holdings, Inc.52473Y104 | COM | 525,057 | $5.22M | 0.1% | +175,184+50.1% | Added | – |
| CRECCrescera Capital Acquisition Corp. | CLASS A ORD SHS | 512,748 | $5.14M | 0.1% | 00.0% | Unchanged | History |
| Roadzen Inc.G9320Z109 | CLASS A ORD | 509,330 | $5.12M | 0.1% | 00.0% | Unchanged | – |
| Sound Point Acquisition CorpG8274F101 | CLASS A ORD SHS | 500,000 | $5.10M | 0.1% | 00.0% | Unchanged | – |
| GTIGraphjet Technology | CLASS A ORD SHS | 501,954 | $5.09M | 0.1% | 00.0% | Unchanged | History |
| VMCAFValuence Merger Corp. I | CLASS A ORD SHS | 500,000 | $5.08M | 0.1% | 00.0% | Unchanged | History |
| Athena Consumer Acq Corp04684M106 | CL A | 505,276 | $5.08M | 0.1% | 00.0% | Unchanged | – |
| CURRCurrenc Group Inc. | CL A ORD SHS | 500,000 | $5.07M | 0.1% | 00.0% | Unchanged | History |
| Direct Selling Acquisitin Co25460L103 | CL A COM | 499,200 | $5.06M | 0.1% | 00.0% | Unchanged | – |
| IVCBInvest Acquisition Corp | CLASS A ORD SHS | 500,000 | $5.05M | 0.1% | 00.0% | Unchanged | History |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 516,010 | $5.05M | 0.1% | 00.0% | Unchanged | History |
| LIBYLiberty Resources Acquisition Corp. | CLASS A COM | 498,406 | $5.03M | 0.1% | 00.0% | Unchanged | History |
| Nubia Brand International Co67022R103 | CLASS A COM | 500,000 | $5.03M | 0.1% | 00.0% | Unchanged | – |
| Jaguar Global Growth Corp IG5S11A106 | CLASS A ORD SHS | 500,000 | $4.99M | 0.1% | 00.0% | Unchanged | – |
| Heartland Media Acquisition Corp.42237V108 | CL A COM | 500,000 | $4.98M | 0.1% | 00.0% | Unchanged | – |
| Artemis Strategic Invt Corp04303A103 | COM CL A | 500,000 | $4.97M | 0.1% | 00.0% | Unchanged | – |
| Altimeter Growth Corp 2G0371B109 | COM CL A | 500,000 | $4.96M | 0.1% | 00.0% | Unchanged | – |
| Orion Acquisition Corp68626A108 | COM CL A | 500,000 | $4.92M | 0.1% | 00.0% | Unchanged | – |
| LGVLongview Acquisition Corp. II | COM CL A | 500,000 | $4.91M | 0.1% | 00.0% | Unchanged | History |
| GoGreen Investments CorpG9461B101 | ORD SHS CL A | 480,069 | $4.87M | 0.1% | 00.0% | Unchanged | – |
| Evergreen CorpG3312W109 | CLASS A ORD SHS | 475,000 | $4.79M | 0.1% | 00.0% | Unchanged | – |
| SLAMSlam Corp. | CL A SHS | 480,199 | $4.76M | 0.1% | 00.0% | Unchanged | History |
| Lead Edge Growth Oprtunts LTG54085108 | COM | 480,650 | $4.76M | 0.1% | 00.0% | Unchanged | – |
| KKR Acquisition Holding I Co48253T109 | COM CLASS A | 475,245 | $4.68M | 0.1% | 00.0% | Unchanged | – |
| GMFIAetherium Acquisition Corp | CLASS A COM | 462,651 | $4.61M | 0.1% | 00.0% | Unchanged | History |
| TETEFTechnology & Telecommunication Acquisition Corp | CLASS A ORD SHS | 456,220 | $4.61M | 0.1% | 00.0% | Unchanged | History |
| SHUASHUAA Partners Acquisition Corp I | CLASS A ORD SHS | 450,000 | $4.56M | 0.1% | 00.0% | Unchanged | History |
| FTIIFutureTech II Acquisition Corp. | CLASS A COM | 450,000 | $4.53M | 0.1% | 00.0% | Unchanged | History |
| Mountain & Co I Acquisitn CoG6301J104 | CLASS A ORD | 438,834 | $4.49M | 0.1% | 00.0% | Unchanged | – |
| Thrive Acquisition CorporatiG7158C101 | CLASS A ORD | 441,544 | $4.48M | 0.1% | 00.0% | Unchanged | – |
| Industrial Tech Acqstns II I45635R108 | CLASS A COM | 447,311 | $4.47M | 0.1% | 00.0% | Unchanged | – |
| Genesis GRWT Tech Acqustn CoG3R23D102 | CLASS A ORD SHS | 440,871 | $4.46M | 0.1% | 00.0% | Unchanged | – |
| EVEEVe Mobility Acquisition Corp | CL A ORD SHS | 440,971 | $4.45M | 0.1% | 00.0% | Unchanged | History |
| BFACBattery Future Acquisition Corp. | CL A ORD SHS | 440,871 | $4.45M | 0.1% | 00.0% | Unchanged | History |
| HAIAHealthcare AI Acquisition Corp. | CLASS A ORD SHS | 440,871 | $4.45M | 0.1% | 00.0% | Unchanged | History |
| Sculptor Acquisition Corp IG7T983103 | CL A COM | 440,871 | $4.44M | 0.1% | 00.0% | Unchanged | – |
| VCXB10X Capital Venture Acquisition Corp. III | CL A ORD SHS | 439,252 | $4.44M | 0.1% | 00.0% | Unchanged | History |
| Southport Acquisition Corp84465L105 | CL A COM | 440,871 | $4.43M | 0.1% | 00.0% | Unchanged | – |
| Andretti Acquisition CorpG26735103 | CL A ORD SHS | 439,252 | $4.42M | 0.1% | 00.0% | Unchanged | – |
| FRLAFortune Rise Acquisition Corp | CL A | 433,688 | $4.41M | 0.1% | 00.0% | Unchanged | History |
| C5 Acquisition Corporation12530D105 | CL A COM | 439,252 | $4.41M | 0.1% | 00.0% | Unchanged | – |
| PRLHPearl Holdings Acquisition Corp | CLASS A ORD SHS | 440,871 | $4.39M | 0.1% | 00.0% | Unchanged | History |
| Vision Sensing Acquisition C92838J103 | CLASS A COM | 435,612 | $4.38M | 0.1% | 00.0% | Unchanged | – |
| Boa Acquisition Corp05601A109 | COM CL A | 434,267 | $4.32M | 0.1% | +434,267 | New | – |
| WELIntegrated Wellness Acquisition Corp | ORD SHS CL A | 421,946 | $4.27M | 0.1% | 00.0% | Unchanged | History |
| Tevogen Inc.G8028L107 | CLASS A ORD | 420,500 | $4.27M | 0.1% | 00.0% | Unchanged | – |
| CMCAFPiermont Valley Acquisition Corp | CLASS A ORD SHS | 418,758 | $4.23M | 0.1% | 00.0% | Unchanged | 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 Tr464287955 | PUT | $124.0K | – |
Sold out since Q2 2022 (11)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| GCPGCP Applied Technologies Inc. | COM | 6,540,000 | $204.6M | 3.7% | History |
| ELANElanco Animal Health Inc | COM | 5,731,575 | $112.5M | 2.0% | History |
| CTVACorteva, Inc. | Stock | 1,017,794 | $55.1M | 1.0% | History |
| MMSIMerit Medical Systems Inc | COM | 579,658 | $31.5M | 0.6% | History |
| KSSKOHLS Corp | Stock | 535,029 | $19.1M | 0.3% | History |
| QT Imaging Holdings, Inc.37519U109 | COMMON STOCK | 457,600 | $4.59M | 0.1% | – |
| Monterey Cap Acquisition Cor61244M208 | UNIT 05/10/2027 | 375,000 | $3.73M | 0.1% | – |
| PRPBCC Neuberger Principal Holdings II | SHS CL A | 339,324 | $3.39M | 0.1% | History |
| Nuburu, Inc.87403Q102 | COM CL A | 327,201 | $3.26M | 0.1% | – |
| Acri Capital Acquisition Cor00501A200 | UNIT 02/01/2029 | 300,000 | $3.00M | 0.1% | – |
| Investcorp India Acquistn CoG49219127 | *W EXP 06/01/202 | 254,049 | $38.0K | <0.1% | – |