Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 17, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 105
- −42 vs. Q4 2022
- Portfolio value
- $4.99B
- −$229.0M (−4.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WTWWillis Towers Watson PLC | SHS | 1,819,397 | $422.8M | 8.5% | −106,094−5.5% | Reduced | History |
| SPLKSplunk Inc | COM | 4,583,000 | $439.4M | 8.8% | +2,716,120+145.5% | Added | History |
| ACMAecom | COM | 5,386,000 | $454.1M | 9.1% | −1,588,316−22.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 2,530,983 | $505.6M | 10.1% | −494,999−16.4% | Reduced | History |
| GDDYGoDaddy Inc. | CL A | 10,059,453 | $781.8M | 15.7% | −173,602−1.7% | Reduced | 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 | $412.8K | – |
Sold out since Q4 2022 (48)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | 519,380 | $90.6M | 1.7% | – |
| MDPediatrix Medical Group, Inc. | COM | 5,473,971 | $81.3M | 1.6% | History |
| IRRXIntegrated Rail & Resources Acquisition Corp | CL A COM | 937,845 | $9.66M | 0.2% | History |
| FZTFAST Acquisition Corp. II | CL A | 750,000 | $7.51M | 0.1% | History |
| ONYXOnyx Acquisition Co. I | SHS CL A | 672,800 | $6.94M | 0.1% | History |
| WPCBWarburg Pincus Capital Corp I-B | SHS CL A | 676,820 | $6.83M | 0.1% | History |
| Burtech Acquisition Corp123013104 | CLASS A COM | 661,307 | $6.72M | 0.1% | – |
| McLaren Technology Acq Corp58176U109 | CLASS A COM | 640,936 | $6.54M | 0.1% | – |
| ACAHAtlantic Coastal Acquisition Corp. | CLASS A COM | 622,243 | $6.23M | 0.1% | History |
| MSSAFMetal Sky Star Acquisition Corp | ORDINARY SHARES | 600,000 | $6.11M | 0.1% | History |
| Sizzle Acquisition Corp.83014E109 | COMMON STOCK | 596,848 | $6.10M | 0.1% | – |
| Southland Holdings, Inc.52473Y104 | COM | 525,057 | $5.37M | 0.1% | – |
| CURRCurrenc Group Inc. | CL A ORD SHS | 500,000 | $5.18M | 0.1% | History |
| IVCBInvest Acquisition Corp | CLASS A ORD SHS | 500,000 | $5.15M | 0.1% | History |
| Direct Selling Acquisitin Co25460L103 | CL A COM | 499,200 | $5.14M | 0.1% | – |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 516,010 | $5.09M | 0.1% | History |
| SLAMSlam Corp. | CL A SHS | 480,199 | $4.85M | 0.1% | History |
| Lead Edge Growth Oprtunts LTG54085108 | COM | 480,650 | $4.84M | 0.1% | – |
| GMFIAetherium Acquisition Corp | CLASS A COM | 462,651 | $4.71M | 0.1% | History |
| TETEFTechnology & Telecommunication Acquisition Corp | CLASS A ORD SHS | 456,220 | $4.70M | 0.1% | History |
| Genesis GRWT Tech Acqustn CoG3R23D102 | CLASS A ORD SHS | 440,871 | $4.57M | 0.1% | – |
| Mountain & Co I Acquisitn CoG6301J104 | CLASS A ORD | 438,834 | $4.56M | 0.1% | – |
| Thrive Acquisition CorporatiG7158C101 | CLASS A ORD | 441,544 | $4.55M | 0.1% | – |
| Tevogen Inc.G8028L107 | CLASS A ORD | 420,500 | $4.34M | 0.1% | – |
| Talon 1 Acquisition CorpG86656108 | CLASS A ORD | 409,054 | $4.24M | 0.1% | – |
| Forest Road Acquisition Cor34619V103 | CL A | 399,500 | $4.01M | 0.1% | – |
| ROSSBPGC Acquisition Corp. | SHS CL A | 361,650 | $3.66M | 0.1% | History |
| APXIAPx Acquisition Corp. I | CLASS A ORD SHS | 352,697 | $3.62M | 0.1% | History |
| Zeo Energy Corp.G3R95N103 | SHS CL A | 341,339 | $3.53M | 0.1% | – |
| ALORALSP Orchid Acquisition Corp I | CLASS A ORD | 322,884 | $3.30M | 0.1% | History |
| Genesis Unicorn Capital Corp.37187C100 | CLASS A COM | 325,000 | $3.30M | 0.1% | – |
| Veea Inc.G7134L126 | CLASS A ORD SHS | 321,518 | $3.24M | 0.1% | – |
| Innovative Intl Acqusitin CoG4809M109 | CLASS A ORD | 313,025 | $3.22M | 0.1% | – |
| Counter Press Acquisition CorpG2542B117 | CLASS A ORD SHS | 300,000 | $3.08M | 0.1% | – |
| ACACAcri Capital Acquisition Corp | COM CL A | 300,000 | $3.07M | 0.1% | History |
| Feutune Light Acquisition Co31561T201 | UNIT 06/01/2029 | 300,000 | $3.05M | 0.1% | – |
| ASPAC I Acquisition Corp.G0542S106 | CLASS A ORD SHS | 250,000 | $2.55M | <0.1% | – |
| HERAFTAC Hera Acquisition Corp. | CLASS A ORD SHS | 250,000 | $2.53M | <0.1% | History |
| Lionheart III Corp536262108 | CLASS A COM | 220,436 | $2.25M | <0.1% | – |
| JMACMaxpro Capital Acquisition Corp. | CLASS A COM | 210,028 | $2.18M | <0.1% | History |
| Catalyst Partnrs Acquisitn CG19550105 | CLASS A ORD SHS | 203,250 | $2.05M | <0.1% | – |
| HHLAHH&L Acquisition Co. | SHS CL A | 200,000 | $2.02M | <0.1% | History |
| Ares Acquisition CorporationG33032106 | COM CL A | 200,000 | $2.01M | <0.1% | – |
| Ascendant Digital Acq Corp IG05157105 | CL A COM | 181,259 | $1.87M | <0.1% | – |
| OCEAOcean Biomedical, Inc. | CLASS A COM | 144,169 | $1.50M | <0.1% | History |
| LF Capital Acquisition Corp. II50202D102 | CLASS A COM | 140,326 | $1.44M | <0.1% | – |
| IQMDIntelligent Medicine Acquisition Corp. | CLASS A COM | 106,893 | $1.10M | <0.1% | History |
| BCSABlockchain Coinvestors Acquisition Corp. I | CLASS A ORD | 84,100 | $861.2K | <0.1% | History |