Starboard Value
大師Starboard Value LP
- SEC CIK
- 0001517137
- 主理人
- 傑夫·史密斯
- 風格
- 激進投資
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 135
- 較 2021 年第 3 季 +77
- 總值
- $72.1 億
- 較 2021 年第 3 季 +$17.6 億 (+32.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| HUNHuntsman CORP | COM | 18,026,236 | $6.29 億 | 8.7% | +6,428,092+55.4% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 6,791,399 | $5.76 億 | 8.0% | +6,791,399 | 新進 | 歷史 |
| ACMAecom | COM | 7,236,629 | $5.60 億 | 7.8% | −95,341−1.3% | 減碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 7,567,681 | $5.14 億 | 7.1% | −770,000−9.2% | 減碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 2,100,894 | $4.99 億 | 6.9% | +2,100,894 | 新進 | 歷史 |
| GENGen Digital Inc. | Stock | 16,704,454 | $4.34 億 | 6.0% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 8,900,508 | $4.21 億 | 5.8% | −291,322−3.2% | 減碼 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 2,759,360 | $3.68 億 | 5.1% | 00.0% | 不變 | 歷史 |
| CERNCERNER Corp | COM | 3,427,257 | $3.18 億 | 4.4% | +181,146+5.6% | 加碼 | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 8,987,486 | $3.12 億 | 4.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,384,380 | $3.08 億 | 4.3% | −113,620−7.6% | 減碼 | – |
| CVLTCommvault Systems Inc | COM | 4,289,375 | $2.96 億 | 4.1% | +210,000+5.1% | 加碼 | 歷史 |
| MGLNMagellan Health Inc | COM NEW | 2,369,100 | $2.25 億 | 3.1% | 00.0% | 不變 | 歷史 |
| ELANElanco Animal Health Inc | COM | 7,685,555 | $2.18 億 | 3.0% | +373,843+5.1% | 加碼 | 歷史 |
| CYXTCyxtera Technologies, Inc. | COMMON STOCK | 16,526,315 | $2.08 億 | 2.9% | 00.0% | 不變 | 歷史 |
| GCPGCP Applied Technologies Inc. | COM | 6,540,000 | $2.07 億 | 2.9% | 00.0% | 不變 | 歷史 |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $1.92 億 | 2.7% | 00.0% | 不變 | 歷史 |
| ENOVEnovis CORP | COM | 3,919,116 | $1.80 億 | 2.5% | +3,919,116 | 新進 | 歷史 |
| MDPediatrix Medical Group, Inc. | COM | 5,915,000 | $1.61 億 | 2.2% | 00.0% | 不變 | 歷史 |
| MMSIMerit Medical Systems Inc | COM | 1,302,152 | $8,112 萬 | 1.1% | −2,239,448−63.2% | 減碼 | 歷史 |
| EHTHeHealth, Inc. | COM | 2,048,117 | $5,223 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Integrated Rail and Res Acq45827R205 | UNIT 99/99/9999 | 1,065,897 | $1,071 萬 | 0.1% | +1,065,897 | 新進 | – |
| WPCBWarburg Pincus Capital Corp I-B | SHS CL A | 807,272 | $787.9 萬 | 0.1% | −39,813−4.7% | 減碼 | 歷史 |
| ONYXOnyx Acquisition Co. I | SHS CL A | 769,600 | $762.7 萬 | 0.1% | +769,600 | 新進 | 歷史 |
| Burtech Acquisition Corp123013203 | UNIT 12/10/2026 | 750,000 | $750.7 萬 | 0.1% | +750,000 | 新進 | – |
| Mount Rainier Acquisition Corp.623006202 | UNIT 11/27/2026 | 725,421 | $737.8 萬 | 0.1% | +725,421 | 新進 | – |
| McLaren Technology Acq Corp58176U109 | CLASS A COM | 731,000 | $725.2 萬 | 0.1% | +731,000 | 新進 | – |
| Avalon Acquisition Inc05338E101 | CLASS A COM | 731,000 | $722.2 萬 | 0.1% | +731,000 | 新進 | – |
| Digital Health Acquisition C253893200 | UNIT 11/02/2026 | 700,000 | $716.8 萬 | 0.1% | +700,000 | 新進 | – |
| Bullpen Parlay Acquisition CG1792A126 | UNIT 12/03/2026 | 700,000 | $700.4 萬 | 0.1% | +700,000 | 新進 | – |
| BioPlus Acquisition Corp.G11217109 | UNIT 12/02/2026 | 700,000 | $700.0 萬 | 0.1% | +700,000 | 新進 | – |
| Spindletop Health Acquisitio84854Q103 | COM CL A | 727,200 | $694.5 萬 | 0.1% | +727,200 | 新進 | – |
| Sizzle Acquisition Corp.83014E208 | UNIT 11/02/2026 | 681,000 | $691.9 萬 | 0.1% | +681,000 | 新進 | – |
| Trebia Acquisition CorpG9027T109 | COM CL A | 680,100 | $677.4 萬 | 0.1% | +230,100+51.1% | 加碼 | – |
| Industrial Human Capital, Inc.45617P104 | COM | 679,059 | $673.6 萬 | 0.1% | +679,059 | 新進 | – |
| ROSERose Hill Acquisition Corp | CLASS A ORD | 673,401 | $668.0 萬 | 0.1% | +673,401 | 新進 | 歷史 |
| Crescera Cap Acquisition CorG26507122 | UNIT 11/18/2026 | 584,800 | $586.6 萬 | 0.1% | +584,800 | 新進 | – |
| Vahanna Tech Edge Acqstn I CG9320Z125 | UNIT 11/22/2026 | 580,103 | $584.2 萬 | 0.1% | +580,103 | 新進 | – |
| NCACNewcourt Acquisition Corp | CLASS A ORD SHS | 588,600 | $583.3 萬 | 0.1% | +588,600 | 新進 | 歷史 |
| Liberty Res Acquisition Corp53118A204 | UNIT 10/31/2028 | 565,251 | $581.1 萬 | 0.1% | +565,251 | 新進 | – |
| Energem CorpG30449113 | UNIT 11/15/2026 | 570,258 | $578.8 萬 | 0.1% | +570,258 | 新進 | – |
| Direct Selling Acquisitin Co25460L103 | CL A COM | 576,000 | $572.0 萬 | 0.1% | +576,000 | 新進 | – |
| Lead Edge Growth Oprtunts LTG54085108 | COM | 571,700 | $558.0 萬 | 0.1% | −28,300−4.7% | 減碼 | – |
| SLAMSlam Corp. | CL A SHS | 572,753 | $556.7 萬 | 0.1% | −28,247−4.7% | 減碼 | 歷史 |
| KKR Acquisition Holding I Co48253T109 | COM CLASS A | 566,844 | $552.1 萬 | 0.1% | −27,956−4.7% | 減碼 | – |
| GoGreen Investments CorpG9461B101 | ORD SHS CL A | 548,645 | $543.7 萬 | 0.1% | +548,645 | 新進 | – |
| QT Imaging Holdings, Inc.37519U109 | COMMON STOCK | 528,000 | $522.2 萬 | 0.1% | +528,000 | 新進 | – |
| Mountain & Co I Acquisitn CoG6301J120 | UNIT 11/04/2026 | 498,100 | $509.1 萬 | 0.1% | +498,100 | 新進 | – |
| Investcorp Europe AcquisitioG4923T121 | UNIT 12/15/2026 | 500,000 | $504.3 萬 | 0.1% | +500,000 | 新進 | – |
| Genesis GRWT Tech Acqustn CoG3R23D110 | UNIT 99/99/9999 | 500,000 | $502.5 萬 | 0.1% | +500,000 | 新進 | – |
| Emerging Markets Horizon CorG3033X113 | UNIT 99/99/9999 | 500,000 | $500.5 萬 | 0.1% | +500,000 | 新進 | – |
| Eve Mobility Acquisition CorG3218G125 | UNIT 99/99/9999 | 500,000 | $500.5 萬 | 0.1% | +500,000 | 新進 | – |
| Healthcare AI Acquisition Corp.G4373K125 | UNIT 12/07/2026 | 500,000 | $500.5 萬 | 0.1% | +500,000 | 新進 | – |
| Sculptor Acquisition Corp IG7T983129 | UNIT 99/99/9999 | 500,000 | $500.5 萬 | 0.1% | +500,000 | 新進 | – |
| Southport Acquisition Corp84465L204 | UNIT 99/99/9999 | 500,000 | $500.0 萬 | 0.1% | +500,000 | 新進 | – |
| Battery Future Acquisition CG0888J116 | UNIT 99/99/9999 | 500,000 | $500.0 萬 | 0.1% | +500,000 | 新進 | – |
| Pearl Holdings Acquisitn CorG44525122 | UNIT 12/15/2026 | 500,000 | $500.0 萬 | 0.1% | +500,000 | 新進 | – |
| Thrive Acquisition CorporatiG7158C101 | CLASS A ORD | 506,000 | $499.9 萬 | 0.1% | +506,000 | 新進 | – |
| FRLAFortune Rise Acquisition Corp | CL A | 496,086 | $493.4 萬 | 0.1% | +496,086 | 新進 | 歷史 |
| Vision Sensing Acquisition C92838J103 | CLASS A COM | 496,134 | $491.7 萬 | 0.1% | +496,134 | 新進 | – |
| Tevogen Inc.G8028L123 | UNIT 11/04/2026 | 481,000 | $484.4 萬 | 0.1% | +481,000 | 新進 | – |
| Juniper II Corp48203N103 | CL A COM | 481,000 | $483.4 萬 | 0.1% | +481,000 | 新進 | – |
| Omnilit Acquisition Corp68218C207 | UNIT 11/08/2026 | 481,000 | $482.9 萬 | 0.1% | +481,000 | 新進 | – |
| ZFOXZeroFox Holdings, Inc. | SHS CL A | 477,782 | $479.2 萬 | 0.1% | −22,218−4.4% | 減碼 | 歷史 |
| Austerlitz Acquisition CorpG0633D109 | SHS CL A | 493,352 | $479.0 萬 | 0.1% | −6,648−1.3% | 減碼 | – |
| CMCUFPiermont Valley Acquisition Corp | UNIT 01/01/2026 | 474,921 | $478.2 萬 | 0.1% | +474,921 | 新進 | 歷史 |
| Spartan Acquisition Corp. III84677R106 | COM CL A | 482,501 | $476.2 萬 | 0.1% | +482,501 | 新進 | – |
| Verde Clean Fuels, Inc.15130M102 | CLASS A ORD SHS | 480,000 | $476.2 萬 | 0.1% | +480,000 | 新進 | – |
| AVHIAchari Ventures Holdings Corp. I | COM | 481,000 | $474.7 萬 | 0.1% | +481,000 | 新進 | 歷史 |
| Talon 1 Acquisition CorpG86656124 | UNIT 11/02/2026 | 466,608 | $470.8 萬 | 0.1% | +466,608 | 新進 | – |
| Khosla Ventures Acqut Co III482506102 | COM CL A | 476,350 | $464.9 萬 | 0.1% | +476,350 | 新進 | – |
| Forest Road Acquisition Cor34619V103 | CL A | 476,500 | $463.6 萬 | 0.1% | −23,500−4.7% | 減碼 | – |
| Integrated Wellness Acquisition CorpG4828B126 | UNIT 99/99/9999 | 450,000 | $453.6 萬 | 0.1% | +450,000 | 新進 | – |
| Aetherium Acquisition Corp00809J200 | UNIT 12/21/2026 | 450,000 | $450.0 萬 | 0.1% | +450,000 | 新進 | – |
| Infint Acquisition CorpG47862118 | UNIT 99/99/9999 | 441,174 | $442.5 萬 | 0.1% | +441,174 | 新進 | – |
| ROSSBPGC Acquisition Corp. | SHS CL A | 428,700 | $418.4 萬 | 0.1% | −21,300−4.7% | 減碼 | 歷史 |
| ShoulderUP Technology Acquisition Corp.82537G203 | UNIT 99/99/9999 | 413,707 | $417.8 萬 | 0.1% | +413,707 | 新進 | – |
| Parsec Capital Acquisition70184A108 | CL A | 408,302 | $405.0 萬 | 0.1% | +408,302 | 新進 | – |
| APx Acquisition Corp. IG0440J117 | UNIT 12/07/2026 | 400,000 | $402.8 萬 | 0.1% | +400,000 | 新進 | – |
| PRPBCC Neuberger Principal Holdings II | SHS CL A | 402,780 | $398.8 萬 | 0.1% | −19,920−4.7% | 減碼 | 歷史 |
| Southland Holdings, Inc.52473Y104 | COM | 398,643 | $395.9 萬 | 0.1% | +398,643 | 新進 | – |
| Zeo Energy Corp.G3R95N103 | SHS CL A | 388,600 | $385.5 萬 | 0.1% | +388,600 | 新進 | – |
| Athena Consumer Acq Corp04684M106 | CL A | 384,800 | $381.2 萬 | 0.1% | +384,800 | 新進 | – |
| Nuburu, Inc.87403Q102 | COM CL A | 381,600 | $375.5 萬 | 0.1% | −18,400−4.6% | 減碼 | – |
| Atlantic Coastal Acquistn Co004845310 | CLASS A COM | 381,011 | $371.9 萬 | 0.1% | +381,011 | 新進 | – |
| Veea Inc.G7134L126 | CLASS A ORD SHS | 381,488 | $371.2 萬 | 0.1% | −18,512−4.6% | 減碼 | – |
| Mission Advancement Corp60501L101 | CL A | 381,150 | $370.9 萬 | 0.1% | −18,850−4.7% | 減碼 | – |
| Alsp Orchid Acquisition CorpG0231L115 | UNIT 11/30/2028 | 366,189 | $369.9 萬 | 0.1% | +366,189 | 新進 | – |
| Innovative Intl Acqusitin CoG4809M117 | UNIT 10/26/2026 | 356,579 | $358.7 萬 | <0.1% | +356,579 | 新進 | – |
| OneMedNet Corp237699103 | CLASS A COM | 333,668 | $337.0 萬 | <0.1% | +17,865+5.7% | 加碼 | – |
| Apeiron Capital Invest Corp03752A200 | UNIT 99/99/9999 | 333,848 | $336.9 萬 | <0.1% | +333,848 | 新進 | – |
| Ahren Acquisition Corp.G01322117 | UNIT 12/09/2026 | 335,500 | $336.2 萬 | <0.1% | +335,500 | 新進 | – |
| FVTFortress Value Acquisition Corp. III | COM CL A | 334,678 | $327.0 萬 | <0.1% | −15,322−4.4% | 減碼 | 歷史 |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 315,537 | $308.3 萬 | <0.1% | −20,321−6.1% | 減碼 | 歷史 |
| Motive Capital CorpG6293A103 | SHS CL A | 300,000 | $295.2 萬 | <0.1% | +300,000 | 新進 | – |
| TriSalus Life Sciences, Inc.58507N105 | COM CL A | 298,368 | $294.8 萬 | <0.1% | −76,632−20.4% | 減碼 | – |
| Artemis Strategic Invt Corp04303A103 | COM CL A | 288,000 | $292.8 萬 | <0.1% | +288,000 | 新進 | – |
| Sanaby Health Acquisition Co79956P102 | CL A COM | 288,600 | $286.4 萬 | <0.1% | +288,600 | 新進 | – |
| PGSSPegasus Digital Mobility Acquisition Corp. | CL A ORD SHS | 288,600 | $283.1 萬 | <0.1% | +288,600 | 新進 | 歷史 |
| CF Acquisition Corp. VII12521H206 | UNIT 03/16/2028 | 250,000 | $253.8 萬 | <0.1% | +250,000 | 新進 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | $249.8 萬 | – |
2021 年第 3 季之後清倉（19 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BOXBox Inc | CL A | 12,213,663 | $2.89 億 | 5.3% | 歷史 |
| SCORComscore, Inc. | COM | 2,419,550 | $943.6 萬 | 0.2% | 歷史 |
| Direct Selling Acquisitin Co25460L202 | UNIT 99/99/9999 | 600,000 | $604.8 萬 | 0.1% | – |
| Gigcapital 5 Inc37519U208 | UNIT 99/99/9999 | 550,000 | $565.4 萬 | 0.1% | – |
| Verde Clean Fuels, Inc.15130M201 | UNIT 02/04/2026 | 500,000 | $502.5 萬 | 0.1% | – |
| Altimar Acquisition Corp IIG03709105 | SHS CL A | 500,000 | $492.5 萬 | 0.1% | – |
| Khosla Ventures Acqustn Co I482505104 | COM CL A | 500,000 | $490.0 萬 | 0.1% | – |
| SWBKSwitchback II Corp | COM CL A | 450,000 | $448.2 萬 | 0.1% | 歷史 |
| 890 5th Ave Partners Inc28250A105 | COM CL A | 450,000 | $446.0 萬 | 0.1% | – |
| VPC Impact Acqu Holdi III IN91835J108 | COM CL A | 450,000 | $446.0 萬 | 0.1% | – |
| ACAHAtlantic Coastal Acquisition Corp. | CLASS A COM | 400,000 | $387.6 萬 | 0.1% | 歷史 |
| Artemis Strategic Invt Corp04303A202 | UNIT 09/30/2026 | 300,000 | $300.9 萬 | 0.1% | – |
| Mountain Crest Acqustn Corp62402D105 | COM | 300,000 | $299.1 萬 | 0.1% | – |
| Hennessy Capital Invs Corp V42589T107 | COM CL A | 300,000 | $296.1 萬 | 0.1% | – |
| Soar Technology Acquisn CorpG82472104 | UNIT 99/99/9999 | 194,700 | $197.6 萬 | <0.1% | – |
| iShares Russell Midcap ETF464287499 | ETF | 25,000 | $195.6 萬 | <0.1% | – |
| Parabellum Acquisition Corp.69901P208 | UNIT 99/99/9999 | 150,000 | $149.6 萬 | <0.1% | – |
| DDMXCodere Online U.S. Corp. | COM CL A | 148,682 | $147.3 萬 | <0.1% | 歷史 |
| CIIG Capital Partners II, Inc.12561U208 | UNIT 02/28/2028 | 103,504 | $104.3 萬 | <0.1% | – |