Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 25
- −23 vs. Q2 2023
- Portfolio value
- $3.90B
- −$725.4M (−15.7%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GDDYGoDaddy Inc. | CL A | 9,962,287 | $742.0M | 19.0% | −78,150−0.8% | Reduced | History |
| HUMHumana Inc | Stock | 841,000 | $409.2M | 10.5% | −44,000−5.0% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,730,451 | $350.9M | 9.0% | −277,625−13.8% | Reduced | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 58,400,000 | $345.7M | 8.9% | +24,261,350+71.1% | Added | History |
| WIXWix.com Ltd. | SHS | 3,716,000 | $341.1M | 8.7% | −69,000−1.8% | Reduced | History |
| GENGen Digital Inc. | Stock | 18,608,904 | $329.0M | 8.4% | −305,890−1.6% | Reduced | History |
| ACMAecom | COM | 2,889,000 | $239.9M | 6.1% | −892,000−23.6% | Reduced | History |
| ACTGAcacia Research Corp | ACACIA TCH COM | 61,123,595 | $223.1M | 5.7% | +41,123,595+205.6% | Added | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,550,000 | $210.1M | 5.4% | +650,000+72.2% | Added | – |
| BLMNBloomin' Brands, Inc. | COM | 8,341,000 | $205.1M | 5.3% | +8,341,000 | New | History |
| VRTVertiv Holdings Co | COM CL A | 4,120,599 | $153.3M | 3.9% | −11,824,290−74.2% | Reduced | History |
| MRCYMercury Systems Inc | COM | 2,308,800 | $85.6M | 2.2% | −527,200−18.6% | Reduced | History |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $73.7M | 1.9% | 00.0% | Unchanged | History |
| ROGRogers Corp | COM | 545,519 | $71.7M | 1.8% | −228,481−29.5% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 425,000 | $29.4M | 0.8% | +275,000+183.3% | Added | – |
| Liveperson Inc538146AD3 | NOTE 12/1 | – | $25.3M | 0.6% | – | – | – |
| Q2 Hldgs Inc74736LAD1 | NOTE 0.750% 6/0 | – | $17.5M | 0.4% | – | – | – |
| RBARB Global Inc. | COM | 251,163 | $15.7M | 0.4% | 00.0% | Unchanged | History |
| SVIISpring Valley Acquisition Corp. II | CLASS A ORD | 850,000 | $9.15M | 0.2% | 00.0% | Unchanged | History |
| Wix.com Ltd.92940WAD1 | NOTE 8/1 | – | $6.69M | 0.2% | – | – | – |
| ISRLFIsrael Acquisitions Corp | CLASS A ORD | 500,000 | $5.28M | 0.1% | 00.0% | Unchanged | History |
| Monterey Cap Acquisition Cor61244M109 | CLASS A COM | 375,000 | $3.99M | 0.1% | 00.0% | Unchanged | – |
| ALCYFAlchemy Investments Acquisition Corp 1 | SHS CL A | 350,000 | $3.62M | 0.1% | 00.0% | Unchanged | History |
| Semnur Pharmaceuticals, Inc.G6256B106 | CLASS A ORD | 300,000 | $3.29M | 0.1% | 00.0% | Unchanged | – |
| KVACFKeen Vision Acquisition Corp. | SHS | 300,000 | $3.05M | 0.1% | +300,000 | New | History |
Sold out since Q2 2023 (25)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| SPLKSplunk Inc | COM | 4,068,000 | $431.6M | 9.3% | History |
| WTWWillis Towers Watson PLC | SHS | 508,880 | $119.8M | 2.6% | History |
| Abcam PLC000380204 | ADS | 4,593,000 | $112.4M | 2.4% | – |
| PZZAPapa Johns International Inc | Stock | 182,000 | $13.4M | 0.3% | History |
| LPSNLiveperson Inc | COM | 2,360,000 | $10.7M | 0.2% | History |
| CVLTCommvault Systems Inc | COM | 122,000 | $8.86M | 0.2% | History |
| Investcorp India Acquistn CoG49219101 | CLASS A ORD SHS | 750,000 | $8.03M | 0.2% | – |
| KnightSwan Acquisition Corp499103109 | CL A COM | 750,000 | $7.93M | 0.2% | – |
| ASCBFASPAC II Acquisition Corp. | ORD SHS CL A | 750,000 | $7.91M | 0.2% | History |
| Consilium Acquisitn Corp I LG2365L101 | CLASS A ORD SHS | 639,252 | $6.71M | 0.1% | – |
| FLDFold Holdings, Inc. | COM CL A | 620,000 | $6.42M | 0.1% | History |
| GBBKGlobal Blockchain Acquisition Corp. | COMMON STOCK | 600,000 | $6.26M | 0.1% | History |
| Roadzen Inc.G9320Z109 | CLASS A ORD | 509,330 | $5.41M | 0.1% | – |
| Jaguar Global Growth Corp IG5S11A106 | CLASS A ORD SHS | 500,000 | $5.29M | 0.1% | – |
| Heartland Media Acquisition Corp.42237V108 | CL A COM | 500,000 | $5.27M | 0.1% | – |
| FTIIFutureTech II Acquisition Corp. | CLASS A COM | 450,000 | $4.81M | 0.1% | History |
| Andretti Acquisition CorpG26735103 | CL A ORD SHS | 439,252 | $4.67M | 0.1% | – |
| Aura Fat Projs Acquisition CG06362100 | CLASS A ORD | 350,000 | $3.70M | 0.1% | – |
| Aimfinity Investment Corp. IG0135E142 | UNIT 04/21/2027 | 300,000 | $3.14M | 0.1% | – |
| M3-Brigade Acquisition III Corp.55407R103 | CL A COM | 209,750 | $2.19M | <0.1% | – |
| Ftac Zeus Acquisition Cor30320F106 | CLASS A COM | 210,250 | $2.19M | <0.1% | – |
| Ap Acquisition CorpG04058106 | CL A ORD SHS | 176,348 | $1.90M | <0.1% | – |
| NFNTInfinite Acquisition Corp. | CL A ORD SHS | 168,200 | $1.78M | <0.1% | History |
| OKLOOklo Inc. | COM CL A | 82,300 | $858.4K | <0.1% | History |
| Chenghe Acquisition Co.G2086M107 | CLASS A ORD | 50,000 | $535.0K | <0.1% | – |