Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 147
- −29 vs. Q3 2022
- Portfolio value
- $5.22B
- +$668.6M (+14.7%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GBBKGlobal Blockchain Acquisition Corp. | COMMON STOCK | 600,000 | $6.05M | 0.1% | 00.0% | Unchanged | History |
| Sizzle Acquisition Corp.83014E109 | COMMON STOCK | 596,848 | $6.10M | 0.1% | 00.0% | Unchanged | – |
| MSSAFMetal Sky Star Acquisition Corp | ORDINARY SHARES | 600,000 | $6.11M | 0.1% | 00.0% | Unchanged | History |
| FLDFold Holdings, Inc. | COM CL A | 620,000 | $6.21M | 0.1% | 00.0% | Unchanged | History |
| ACAHAtlantic Coastal Acquisition Corp. | CLASS A COM | 622,243 | $6.23M | 0.1% | 00.0% | Unchanged | History |
| BIOSBioPlus Acquisition Corp. | CLASS A ORD SHS | 617,220 | $6.31M | 0.1% | 00.0% | Unchanged | History |
| Bullpen Parlay Acquisition CG1792A100 | CLASS A ORD SHS | 617,219 | $6.32M | 0.1% | 00.0% | Unchanged | – |
| Consilium Acquisitn Corp I LG2365L101 | CLASS A ORD SHS | 639,252 | $6.47M | 0.1% | 00.0% | Unchanged | – |
| McLaren Technology Acq Corp58176U109 | CLASS A COM | 640,936 | $6.54M | 0.1% | 00.0% | Unchanged | – |
| Avalon Acquisition Inc05338E101 | CLASS A COM | 640,549 | $6.57M | 0.1% | 00.0% | Unchanged | – |
| Burtech Acquisition Corp123013104 | CLASS A COM | 661,307 | $6.72M | 0.1% | 00.0% | Unchanged | – |
| WPCBWarburg Pincus Capital Corp I-B | SHS CL A | 676,820 | $6.83M | 0.1% | 00.0% | Unchanged | History |
| ONYXOnyx Acquisition Co. I | SHS CL A | 672,800 | $6.94M | 0.1% | 00.0% | Unchanged | History |
| FZTFAST Acquisition Corp. II | CL A | 750,000 | $7.51M | 0.1% | 00.0% | Unchanged | History |
| Clean Earth Acquisitions Cor184493104 | CLASS A COM | 750,000 | $7.58M | 0.1% | 00.0% | Unchanged | – |
| KnightSwan Acquisition Corp499103109 | CL A COM | 750,000 | $7.63M | 0.1% | 00.0% | Unchanged | – |
| Abpro Holdings, Inc.04845A108 | CLASS A COM | 750,000 | $7.64M | 0.1% | 00.0% | Unchanged | – |
| PNSTPinstripes Holdings, Inc. | CL A COM | 750,000 | $7.66M | 0.1% | 00.0% | Unchanged | History |
| PPYAPapaya Growth Opportunity Corp. I | CLASS A COM | 750,000 | $7.66M | 0.1% | 00.0% | Unchanged | History |
| ASCBFASPAC II Acquisition Corp. | ORD SHS CL A | 750,000 | $7.67M | 0.1% | 00.0% | Unchanged | History |
| HCM Acquisition CorpG4365A101 | CLASS A ORD SHS | 750,000 | $7.70M | 0.1% | 00.0% | Unchanged | – |
| Kimbell Tiger Acquisition Co49436K106 | COM CL A | 750,000 | $7.72M | 0.1% | 00.0% | Unchanged | – |
| Investcorp India Acquistn CoG49219101 | CLASS A ORD SHS | 750,000 | $7.75M | 0.1% | 00.0% | Unchanged | – |
| SVIISpring Valley Acquisition Corp. II | CLASS A ORD | 850,000 | $8.61M | 0.2% | +850,000 | New | History |
| IRRXIntegrated Rail & Resources Acquisition Corp | CL A COM | 937,845 | $9.66M | 0.2% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 150,000 | $10.1M | 0.2% | +150,000 | New | – |
| ENOVEnovis CORP | COM | 353,165 | $18.9M | 0.4% | −224,835−38.9% | Reduced | History |
| ACTGAcacia Research Corp | ACACIA TCH COM | 5,000,000 | $21.1M | 0.4% | +5,000,000 | New | History |
| CYXTCyxtera Technologies, Inc. | COMMON STOCK | 20,767,571 | $39.9M | 0.8% | 00.0% | Unchanged | History |
| ONOn Semiconductor Corp | Stock | 950,000 | $59.3M | 1.1% | −1,497,000−61.2% | Reduced | History |
| LPSNLiveperson Inc | COM | 7,005,000 | $71.0M | 1.4% | 00.0% | Unchanged | History |
| MDPediatrix Medical Group, Inc. | COM | 5,473,971 | $81.3M | 1.6% | −441,029−7.5% | Reduced | History |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $83.8M | 1.6% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 519,380 | $90.6M | 1.7% | +200,000+62.6% | Added | – |
| CVLTCommvault Systems Inc | COM | 1,546,000 | $97.2M | 1.9% | −2,109,000−57.7% | Reduced | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 900,000 | $124.8M | 2.4% | +300,000+50.0% | Added | – |
| SPLKSplunk Inc | COM | 1,866,880 | $160.7M | 3.1% | +1,866,880 | New | History |
| MRCYMercury Systems Inc | COM | 3,772,291 | $168.8M | 3.2% | 00.0% | Unchanged | History |
| WIXWix.com Ltd. | SHS | 2,322,076 | $178.4M | 3.4% | −245,890−9.6% | Reduced | History |
| PZZAPapa Johns International Inc | Stock | 2,759,360 | $227.1M | 4.4% | 00.0% | Unchanged | History |
| VRTVertiv Holdings Co | COM CL A | 16,901,901 | $230.9M | 4.4% | +16,901,901 | New | History |
| HUMHumana Inc | Stock | 775,000 | $396.9M | 7.6% | −178,000−18.7% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 3,025,982 | $401.2M | 7.7% | +3,025,982 | New | History |
| GENGen Digital Inc. | Stock | 18,914,794 | $405.3M | 7.8% | −289,660−1.5% | Reduced | History |
| WTWWillis Towers Watson PLC | SHS | 1,925,491 | $470.9M | 9.0% | −306,718−13.7% | Reduced | History |
| ACMAecom | COM | 6,974,316 | $592.3M | 11.4% | 00.0% | Unchanged | History |
| GDDYGoDaddy Inc. | CL A | 10,233,055 | $765.6M | 14.7% | +1,973,118+23.9% | 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 Tr464287955 | PUT | $2.05M | – |
Sold out since Q3 2022 (35)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| HUNHuntsman CORP | COM | 5,129,000 | $125.9M | 2.8% | History |
| ACIWAci Worldwide, Inc. | Stock | 1,213,000 | $25.4M | 0.6% | History |
| EHTHeHealth, Inc. | COM | 2,198,117 | $8.60M | 0.2% | History |
| Digital Health Acquisition C253893101 | COMMON STOCK | 675,000 | $6.84M | 0.2% | – |
| Mount Rainier Acquisition Corp.623006103 | COM | 637,964 | $6.44M | 0.1% | – |
| Spindletop Health Acquisitio84854Q103 | COM CL A | 636,861 | $6.41M | 0.1% | – |
| Industrial Human Capital, Inc.45617P104 | COM | 594,636 | $6.04M | 0.1% | – |
| ROSERose Hill Acquisition Corp | CLASS A ORD | 588,318 | $5.97M | 0.1% | History |
| Joff Fintech Acquisition Cor46592C100 | COM CL A | 552,000 | $5.44M | 0.1% | – |
| NCACNewcourt Acquisition Corp | CLASS A ORD SHS | 516,222 | $5.23M | 0.1% | History |
| GTIGraphjet Technology | CLASS A ORD SHS | 501,954 | $5.09M | 0.1% | History |
| Athena Consumer Acq Corp04684M106 | CL A | 505,276 | $5.08M | 0.1% | – |
| Altimeter Growth Corp 2G0371B109 | COM CL A | 500,000 | $4.96M | 0.1% | – |
| Orion Acquisition Corp68626A108 | COM CL A | 500,000 | $4.92M | 0.1% | – |
| LGVLongview Acquisition Corp. II | COM CL A | 500,000 | $4.91M | 0.1% | History |
| KKR Acquisition Holding I Co48253T109 | COM CLASS A | 475,245 | $4.68M | 0.1% | – |
| VCXB10X Capital Venture Acquisition Corp. III | CL A ORD SHS | 439,252 | $4.44M | 0.1% | History |
| Boa Acquisition Corp05601A109 | COM CL A | 434,267 | $4.32M | 0.1% | – |
| Syntec Optics Holdings, Inc.68218C108 | CLASS A COM | 420,500 | $4.23M | 0.1% | – |
| Verde Clean Fuels, Inc.15130M102 | CLASS A ORD SHS | 417,243 | $4.21M | 0.1% | – |
| AVHIAchari Ventures Holdings Corp. I | COM | 419,500 | $4.20M | 0.1% | History |
| Austerlitz Acquisition CorpG0633D109 | SHS CL A | 424,358 | $4.16M | 0.1% | – |
| Parsec Capital Acquisition70184A108 | CL A | 358,497 | $3.63M | 0.1% | – |
| Mission Advancement Corp60501L101 | CL A | 320,400 | $3.15M | 0.1% | – |
| TriSalus Life Sciences, Inc.58507N105 | COM CL A | 298,368 | $2.96M | 0.1% | – |
| OneMedNet Corp237699103 | CLASS A COM | 285,747 | $2.96M | 0.1% | – |
| Apeiron Capital Invest Corp03752A101 | CL A COM | 294,444 | $2.95M | 0.1% | – |
| FVTFortress Value Acquisition Corp. III | COM CL A | 285,134 | $2.82M | 0.1% | History |
| Carney Technology Acqu Corp143636108 | CL A COMMON STK | 275,000 | $2.74M | 0.1% | – |
| Sanaby Health Acquisition Co79956P102 | CL A COM | 251,700 | $2.55M | 0.1% | – |
| Hunt Companies AcquisitioG46482108 | CL ACOM | 210,250 | $2.13M | <0.1% | – |
| Soar Technology Acquisn CorpG82472112 | CL A COM | 161,990 | $1.67M | <0.1% | – |
| Parabellum Acquisition Corp.69901P109 | COM CL A | 125,200 | $1.24M | <0.1% | – |
| CEROCero Therapeutics Holdings, Inc. | CLASS A COM | 21,275 | $215.0K | <0.1% | History |
| Arbor Rapha Cap Biohlds Corp03881F104 | CLASS A COM | 20,975 | $212.0K | <0.1% | – |