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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

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/5/13 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
169
較 2021 年第 4 季 +34
總值
$75.4 億
較 2021 年第 4 季 +$3.28 億 (+4.5%)
申報日
2022/5/13
SEC
Starboard Value 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
GDDYGoDaddy Inc.CL A8,250,420$6.91 億9.2%+1,459,021+21.5%加碼歷史
HUNHuntsman CORPCOM16,517,818$6.20 億8.2%−1,508,418−8.4%減碼歷史
ACMAecomCOM7,096,629$5.45 億7.2%−140,000−1.9%減碼歷史
WTWWillis Towers Watson PLCSHS2,140,868$5.06 億6.7%+39,974+1.9%加碼歷史
GENGen Digital Inc.Stock16,704,454$4.43 億5.9%00.0%不變歷史
HUMHumana IncStock968,200$4.21 億5.6%+968,200新進歷史
ONOn Semiconductor CorpStock6,617,681$4.14 億5.5%−950,000−12.6%減碼歷史
CTVACorteva, Inc.Stock5,996,329$3.45 億4.6%−2,904,179−32.6%減碼歷史
PZZAPapa Johns International IncStock2,759,360$2.91 億3.9%00.0%不變歷史
iShares Russell 2000 ETF464287655ETF1,314,380$2.70 億3.6%−70,000−5.1%減碼–
CVLTCommvault Systems IncCOM3,836,525$2.55 億3.4%−452,850−10.6%減碼歷史
CYXTCyxtera Technologies, Inc.COMMON STOCK20,767,571$2.54 億3.4%+4,241,256+25.7%加碼歷史
MRCYMercury Systems IncCOM3,583,749$2.31 億3.1%+3,583,749新進歷史
CERNCERNER CorpCOM2,257,406$2.11 億2.8%−1,169,851−34.1%減碼歷史
GCPGCP Applied Technologies Inc.COM6,540,000$2.05 億2.7%00.0%不變歷史
KSSKOHLS CorpStock3,331,145$2.01 億2.7%+3,331,145新進歷史
ACIWAci Worldwide, Inc.Stock6,242,281$1.97 億2.6%−2,745,205−30.5%減碼歷史
ELANElanco Animal Health IncCOM6,900,555$1.80 億2.4%−785,000−10.2%減碼歷史
ENOVEnovis CORPCOM4,108,326$1.63 億2.2%+4,108,326新進歷史
LPSNLiveperson IncCOM6,405,000$1.56 億2.1%+6,405,000新進歷史
GDOTGreen Dot CorpCL A5,294,110$1.45 億1.9%00.0%不變歷史
MDPediatrix Medical Group, Inc.COM5,915,000$1.39 億1.8%00.0%不變歷史
MMSIMerit Medical Systems IncCOM867,638$5,772 萬0.8%−434,514−33.4%減碼歷史
EHTHeHealth, Inc.COM2,243,117$2,784 萬0.4%+195,000+9.5%加碼歷史
E Merge Technology Acquisiti26873Y104COM CL A1,446,500$1,432 萬0.2%+1,446,500新進–
IRRXIntegrated Rail & Resources Acquisition CorpCL A COM937,845$933.2 萬0.1%+937,845新進歷史
Clean Earth Acquisitions Cor184493203UNIT 12/09/2026750,000$753.0 萬0.1%+750,000新進–
Kimbell Tiger Acquisition Co49436K106COM CL A750,000$752.3 萬0.1%+750,000新進–
HCM Acquisition CorpG4365A101CLASS A ORD SHS750,000$747.8 萬0.1%+750,000新進–
PNSTPinstripes Holdings, Inc.CL A COM750,000$744.8 萬0.1%+750,000新進歷史
KnightSwan Acquisition Corp499103109CL A COM750,000$744.8 萬0.1%+750,000新進–
PPYAPapaya Growth Opportunity Corp. ICLASS A COM750,000$744.8 萬0.1%+750,000新進歷史
Abpro Holdings, Inc.04845A108CLASS A COM750,000$744.1 萬0.1%+750,000新進–
ONYXOnyx Acquisition Co. ISHS CL A672,800$671.5 萬0.1%−96,800−12.6%減碼歷史
WPCBWarburg Pincus Capital Corp I-BSHS CL A676,820$664.6 萬0.1%−130,452−16.2%減碼歷史
Burtech Acquisition Corp123013104CLASS A COM661,307$654.0 萬0.1%+661,307新進–
McLaren Technology Acq Corp58176U109CLASS A COM640,936$639.0 萬0.1%−90,064−12.3%減碼–
Avalon Acquisition Inc05338E101CLASS A COM640,549$638.0 萬0.1%−90,451−12.4%減碼–
Mount Rainier Acquisition Corp.623006103COM637,964$636.7 萬0.1%+637,964新進–
Spindletop Health Acquisitio84854Q103COM CL A636,861$634.3 萬0.1%−90,339−12.4%減碼–
Consilium Acquisitn Corp I LG2365L101CLASS A ORD SHS639,252$623.9 萬0.1%+639,252新進–
Digital Health Acquisition C253893101COMMON STOCK617,219$617.2 萬0.1%+617,219新進–
BIOSBioPlus Acquisition Corp.CLASS A ORD SHS617,220$609.8 萬0.1%+617,220新進歷史
Bullpen Parlay Acquisition CG1792A100CLASS A ORD SHS617,219$609.2 萬0.1%+617,219新進–
Industrial Human Capital, Inc.45617P104COM594,636$595.8 萬0.1%−84,423−12.4%減碼–
Sizzle Acquisition Corp.83014E109COMMON STOCK596,848$593.9 萬0.1%+596,848新進–
ROSERose Hill Acquisition CorpCLASS A ORD588,318$588.9 萬0.1%−85,083−12.6%減碼歷史
LATGChenghe Acquisition I Co.CLASS A ORD SHS550,000$548.4 萬0.1%+550,000新進歷史
CITECartica Acquisition CorpCLASS A ORD SHS539,252$539.3 萬0.1%+539,252新進歷史
NCACNewcourt Acquisition CorpCLASS A ORD SHS516,222$516.7 萬0.1%−72,378−12.3%減碼歷史
Roadzen Inc.G9320Z109CLASS A ORD509,330$508.8 萬0.1%+509,330新進–
CRECCrescera Capital Acquisition Corp.CLASS A ORD SHS512,748$507.4 萬0.1%+512,748新進歷史
Athena Consumer Acq Corp04684M106CL A505,276$504.3 萬0.1%+120,476+31.3%加碼–
Sound Point Acquisition CorpG8274F127UNIT 02/25/2027500,000$503.0 萬0.1%+500,000新進–
Jaguar Global Growth Corp IG5S11A148UNIT 01/01/2027500,000$502.5 萬0.1%+500,000新進–
GTIGraphjet TechnologyCLASS A ORD SHS501,954$502.0 萬0.1%+501,954新進歷史
VMCUFValuence Merger Corp. IUNIT 02/18/2027500,000$501.5 萬0.1%+500,000新進歷史
CURRCurrenc Group Inc.CL A ORD SHS500,000$500.0 萬0.1%+500,000新進歷史
Direct Selling Acquisitin Co25460L103CL A COM499,200$499.2 萬0.1%−76,800−13.3%減碼–
IVCBInvest Acquisition CorpCLASS A ORD SHS500,000$499.0 萬0.1%+500,000新進歷史
Artemis Strategic Invt Corp04303A103COM CL A500,000$498.5 萬0.1%+212,000+73.6%加碼–
LIBYLiberty Resources Acquisition Corp.CLASS A COM498,406$497.9 萬0.1%+498,406新進歷史
Heartland Media Acquisition Corp.42237V108CL A COM500,000$494.0 萬0.1%+500,000新進–
Altimeter Growth Corp 2G0371B109COM CL A500,000$491.0 萬0.1%+500,000新進–
Nubia Brand International Co67022R202UNIT 99/99/9999489,178$488.7 萬0.1%+489,178新進–
Orion Acquisition Corp68626A108COM CL A500,000$488.5 萬0.1%+500,000新進–
LGVLongview Acquisition Corp. IICOM CL A500,000$488.0 萬0.1%+500,000新進歷史
GoGreen Investments CorpG9461B101ORD SHS CL A480,069$479.6 萬0.1%−68,576−12.5%減碼–
EVGRUEvergreen CorpUNIT 02/08/2027475,000$475.0 萬0.1%+475,000新進歷史
Lead Edge Growth Oprtunts LTG54085108COM480,650$469.6 萬0.1%−91,050−15.9%減碼–
SLAMSlam Corp.CL A SHS480,199$469.2 萬0.1%−92,554−16.2%減碼歷史
KKR Acquisition Holding I Co48253T109COM CLASS A475,245$467.2 萬0.1%−91,599−16.2%減碼–
GMFIAetherium Acquisition CorpCLASS A COM462,651$457.1 萬0.1%+462,651新進歷史
QT Imaging Holdings, Inc.37519U109COMMON STOCK457,600$455.8 萬0.1%−70,400−13.3%減碼–
TETEFTechnology & Telecommunication Acquisition CorpCLASS A ORD SHS456,220$454.4 萬0.1%+456,220新進歷史
Shuaa Partners Acquistn CorpG81173125UNIT 02/24/2027450,000$451.0 萬0.1%+450,000新進–
FutureTech II Acquisition Corp.36119D202UNIT 12/23/2022450,000$450.9 萬0.1%+450,000新進–
Industrial Tech Acqstns II I45635R108CLASS A COM447,311$445.1 萬0.1%+447,311新進–
Mountain & Co I Acquisitn CoG6301J104CLASS A ORD438,834$442.3 萬0.1%+438,834新進–
Thrive Acquisition CorporatiG7158C101CLASS A ORD441,544$441.5 萬0.1%−64,456−12.7%減碼–
Genesis GRWT Tech Acqustn CoG3R23D102CLASS A ORD SHS440,871$439.1 萬0.1%+440,871新進–
Andretti Acquisition CorpG26735103CL A ORD SHS439,252$437.9 萬0.1%+439,252新進–
Southport Acquisition Corp84465L105CL A COM440,871$437.8 萬0.1%+440,871新進–
Sculptor Acquisition Corp IG7T983103CL A COM440,871$437.3 萬0.1%+440,871新進–
EVEEVe Mobility Acquisition CorpCL A ORD SHS440,971$437.0 萬0.1%+440,971新進歷史
HAIAHealthcare AI Acquisition Corp.CLASS A ORD SHS440,871$436.9 萬0.1%+440,871新進歷史
BFACBattery Future Acquisition Corp.CL A ORD SHS440,871$436.7 萬0.1%+440,871新進歷史
VCXB10X Capital Venture Acquisition Corp. IIICL A ORD SHS439,252$436.6 萬0.1%+439,252新進歷史
PRLHPearl Holdings Acquisition CorpCLASS A ORD SHS440,871$435.6 萬0.1%+440,871新進歷史
FRLAFortune Rise Acquisition CorpCL A433,688$435.4 萬0.1%−62,398−12.6%減碼歷史
C5 Acquisition Corporation12530D105CL A COM439,252$435.3 萬0.1%+439,252新進–
Vision Sensing Acquisition C92838J103CLASS A COM435,612$435.2 萬0.1%−60,522−12.2%減碼–
WELIntegrated Wellness Acquisition CorpORD SHS CL A421,946$420.7 萬0.1%+421,946新進歷史
Tevogen Inc.G8028L107CLASS A ORD420,500$420.1 萬0.1%+420,500新進–
Juniper II Corp48203N103CL A COM420,700$418.6 萬0.1%−60,300−12.5%減碼–
Syntec Optics Holdings, Inc.68218C108CLASS A COM420,500$418.4 萬0.1%+420,500新進–
AVHIAchari Ventures Holdings Corp. ICOM419,500$417.4 萬0.1%−61,500−12.8%減碼歷史
Verde Clean Fuels, Inc.15130M102CLASS A ORD SHS417,243$417.2 萬0.1%−62,757−13.1%減碼–
Austerlitz Acquisition CorpG0633D109SHS CL A424,358$416.7 萬0.1%−68,994−14.0%減碼–
CMCAFPiermont Valley Acquisition CorpCLASS A ORD SHS418,758$416.2 萬0.1%+418,758新進歷史

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。

Starboard Value 在 2022 年第 1 季的選擇權部位
證券類別賣權買權
iShares Tr464287955PUT$153.8 萬–

2021 年第 4 季之後清倉(56 檔)

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

Starboard Value 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
MGLNMagellan Health IncCOM NEW2,369,100$2.25 億3.1%歷史
ENOVEnovis CORPCOM3,919,116$1.80 億2.5%歷史
Integrated Rail and Res Acq45827R205UNIT 99/99/99991,065,897$1,071 萬0.1%–
Burtech Acquisition Corp123013203UNIT 12/10/2026750,000$750.7 萬0.1%–
Mount Rainier Acquisition Corp.623006202UNIT 11/27/2026725,421$737.8 萬0.1%–
Digital Health Acquisition C253893200UNIT 11/02/2026700,000$716.8 萬0.1%–
Bullpen Parlay Acquisition CG1792A126UNIT 12/03/2026700,000$700.4 萬0.1%–
BioPlus Acquisition Corp.G11217109UNIT 12/02/2026700,000$700.0 萬0.1%–
Sizzle Acquisition Corp.83014E208UNIT 11/02/2026681,000$691.9 萬0.1%–
Trebia Acquisition CorpG9027T109COM CL A680,100$677.4 萬0.1%–
Crescera Cap Acquisition CorG26507122UNIT 11/18/2026584,800$586.6 萬0.1%–
Vahanna Tech Edge Acqstn I CG9320Z125UNIT 11/22/2026580,103$584.2 萬0.1%–
Liberty Res Acquisition Corp53118A204UNIT 10/31/2028565,251$581.1 萬0.1%–
Energem CorpG30449113UNIT 11/15/2026570,258$578.8 萬0.1%–
Mountain & Co I Acquisitn CoG6301J120UNIT 11/04/2026498,100$509.1 萬0.1%–
Investcorp Europe AcquisitioG4923T121UNIT 12/15/2026500,000$504.3 萬0.1%–
Genesis GRWT Tech Acqustn CoG3R23D110UNIT 99/99/9999500,000$502.5 萬0.1%–
Emerging Markets Horizon CorG3033X113UNIT 99/99/9999500,000$500.5 萬0.1%–
Eve Mobility Acquisition CorG3218G125UNIT 99/99/9999500,000$500.5 萬0.1%–
Healthcare AI Acquisition Corp.G4373K125UNIT 12/07/2026500,000$500.5 萬0.1%–
Sculptor Acquisition Corp IG7T983129UNIT 99/99/9999500,000$500.5 萬0.1%–
Southport Acquisition Corp84465L204UNIT 99/99/9999500,000$500.0 萬0.1%–
Battery Future Acquisition CG0888J116UNIT 99/99/9999500,000$500.0 萬0.1%–
Pearl Holdings Acquisitn CorG44525122UNIT 12/15/2026500,000$500.0 萬0.1%–
Tevogen Inc.G8028L123UNIT 11/04/2026481,000$484.4 萬0.1%–
Omnilit Acquisition Corp68218C207UNIT 11/08/2026481,000$482.9 萬0.1%–
CMCUFPiermont Valley Acquisition CorpUNIT 01/01/2026474,921$478.2 萬0.1%歷史
Spartan Acquisition Corp. III84677R106COM CL A482,501$476.2 萬0.1%–
Talon 1 Acquisition CorpG86656124UNIT 11/02/2026466,608$470.8 萬0.1%–
Integrated Wellness Acquisition CorpG4828B126UNIT 99/99/9999450,000$453.6 萬0.1%–
Aetherium Acquisition Corp00809J200UNIT 12/21/2026450,000$450.0 萬0.1%–
Infint Acquisition CorpG47862118UNIT 99/99/9999441,174$442.5 萬0.1%–
ShoulderUP Technology Acquisition Corp.82537G203UNIT 99/99/9999413,707$417.8 萬0.1%–
APx Acquisition Corp. IG0440J117UNIT 12/07/2026400,000$402.8 萬0.1%–
Atlantic Coastal Acquistn Co004845310CLASS A COM381,011$371.9 萬0.1%–
Alsp Orchid Acquisition CorpG0231L115UNIT 11/30/2028366,189$369.9 萬0.1%–
Innovative Intl Acqusitin CoG4809M117UNIT 10/26/2026356,579$358.7 萬<0.1%–
Apeiron Capital Invest Corp03752A200UNIT 99/99/9999333,848$336.9 萬<0.1%–
Ahren Acquisition Corp.G01322117UNIT 12/09/2026335,500$336.2 萬<0.1%–
Motive Capital CorpG6293A103SHS CL A300,000$295.2 萬<0.1%–
CF Acquisition Corp. VII12521H206UNIT 03/16/2028250,000$253.8 萬<0.1%–
Green Visor Fin Tec Acq CorpG4166K118UNIT 11/08/2026240,500$245.8 萬<0.1%–
NETC.UNabors Energy Transition Corp.UNIT 99/99/9999240,500$244.1 萬<0.1%歷史
Hunt Companies AcquisitioG46482116UNIT 99/99/9999240,500$244.1 萬<0.1%–
Ftac Zeus Acquisition Cor30320F205UNIT 04/15/2026240,500$240.5 萬<0.1%–
CTSUFCactus Acquisition Corp. 1 LtdUNIT 08/17/2028225,876$228.1 萬<0.1%歷史
Ascendant Digital Acq Corp IG05157121UNIT 99/99/9999206,800$209.9 萬<0.1%–
Ap Acquisition CorpG04058122UNIT 99/99/9999200,000$202.6 萬<0.1%–
VMG Consumer Acquisition Cor91842V201UNIT 11/08/2026192,400$195.2 萬<0.1%–
Infinite Acquisition Corp.G48028115UNIT 99/99/9999192,400$193.7 萬<0.1%–
LF Capital Acquisition Corp. II50202D201UNIT 05/15/2028159,557$159.9 萬<0.1%–
RCF Acquisition CorpG7330C128UNIT 99/99/9999144,300$145.7 萬<0.1%–
Beard Energy Transition Acq07402Q200UNIT 99/99/9999120,250$122.2 萬<0.1%–
Blockchain Coinvstrs Acq CRPG11765123UNIT 09/01/202696,200$97.3 萬<0.1%–
LAMF Global Ventures Corp. IG5338L116UNIT 11/05/202696,200$96.6 萬<0.1%–
Growth Cap Acquisition Corp39986V107CL A34,148$33.9 萬<0.1%–