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 2 季持倉
持倉截至 2022/6/30，2022/8/12 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 182
- 較 2022 年第 1 季 +13
- 總值
- $55.0 億
- 較 2022 年第 1 季 −$20.5 億 (−27.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FTIIFutureTech II Acquisition Corp. | CLASS A COM | 450,000 | $449.6 萬 | 0.1% | +450,000 | 新進 | 歷史 |
| TETEFTechnology & Telecommunication Acquisition Corp | CLASS A ORD SHS | 456,220 | $456.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GMFIAetherium Acquisition Corp | CLASS A COM | 462,651 | $458.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QT Imaging Holdings, Inc.37519U109 | COMMON STOCK | 457,600 | $459.0 萬 | 0.1% | 00.0% | 不變 | – |
| KKR Acquisition Holding I Co48253T109 | COM CLASS A | 475,245 | $465.3 萬 | 0.1% | 00.0% | 不變 | – |
| Lead Edge Growth Oprtunts LTG54085108 | COM | 480,650 | $470.6 萬 | 0.1% | 00.0% | 不變 | – |
| SLAMSlam Corp. | CL A SHS | 480,199 | $472.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Evergreen CorpG3312W109 | CLASS A ORD SHS | 475,000 | $474.1 萬 | 0.1% | +475,000 | 新進 | – |
| GoGreen Investments CorpG9461B101 | ORD SHS CL A | 480,069 | $481.0 萬 | 0.1% | 00.0% | 不變 | – |
| LGVLongview Acquisition Corp. II | COM CL A | 500,000 | $488.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Orion Acquisition Corp68626A108 | COM CL A | 500,000 | $490.0 萬 | 0.1% | 00.0% | 不變 | – |
| Altimeter Growth Corp 2G0371B109 | COM CL A | 500,000 | $493.0 萬 | 0.1% | 00.0% | 不變 | – |
| LIBYLiberty Resources Acquisition Corp. | CLASS A COM | 498,406 | $496.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Artemis Strategic Invt Corp04303A103 | COM CL A | 500,000 | $497.0 萬 | 0.1% | 00.0% | 不變 | – |
| Jaguar Global Growth Corp IG5S11A106 | CLASS A ORD SHS | 500,000 | $497.0 萬 | 0.1% | +500,000 | 新進 | – |
| Heartland Media Acquisition Corp.42237V108 | CL A COM | 500,000 | $497.5 萬 | 0.1% | 00.0% | 不變 | – |
| Nubia Brand International Co67022R103 | CLASS A COM | 500,000 | $498.0 萬 | 0.1% | +500,000 | 新進 | – |
| Direct Selling Acquisitin Co25460L103 | CL A COM | 499,200 | $500.2 萬 | 0.1% | 00.0% | 不變 | – |
| VMCAFValuence Merger Corp. I | CLASS A ORD SHS | 500,000 | $500.5 萬 | 0.1% | +500,000 | 新進 | 歷史 |
| IVCBInvest Acquisition Corp | CLASS A ORD SHS | 500,000 | $501.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CURRCurrenc Group Inc. | CL A ORD SHS | 500,000 | $501.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Sound Point Acquisition CorpG8274F101 | CLASS A ORD SHS | 500,000 | $502.0 萬 | 0.1% | +500,000 | 新進 | – |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 516,010 | $502.1 萬 | 0.1% | +250,000+94.0% | 加碼 | 歷史 |
| GTIGraphjet Technology | CLASS A ORD SHS | 501,954 | $504.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Athena Consumer Acq Corp04684M106 | CL A | 505,276 | $506.3 萬 | 0.1% | 00.0% | 不變 | – |
| Roadzen Inc.G9320Z109 | CLASS A ORD | 509,330 | $508.3 萬 | 0.1% | 00.0% | 不變 | – |
| CRECCrescera Capital Acquisition Corp. | CLASS A ORD SHS | 512,748 | $509.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NCACNewcourt Acquisition Corp | CLASS A ORD SHS | 516,222 | $517.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CITECartica Acquisition Corp | CLASS A ORD SHS | 539,252 | $540.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Joff Fintech Acquisition Cor46592C100 | COM CL A | 552,000 | $542.6 萬 | 0.1% | +552,000 | 新進 | – |
| LATGChenghe Acquisition I Co. | CLASS A ORD SHS | 550,000 | $550.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GBBKGlobal Blockchain Acquisition Corp. | COMMON STOCK | 600,000 | $590.4 萬 | 0.1% | +600,000 | 新進 | 歷史 |
| ROSERose Hill Acquisition Corp | CLASS A ORD | 588,318 | $590.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSSAFMetal Sky Star Acquisition Corp | ORDINARY SHARES | 600,000 | $593.4 萬 | 0.1% | +600,000 | 新進 | 歷史 |
| Sizzle Acquisition Corp.83014E109 | COMMON STOCK | 596,848 | $596.3 萬 | 0.1% | 00.0% | 不變 | – |
| Industrial Human Capital, Inc.45617P104 | COM | 594,636 | $596.4 萬 | 0.1% | 00.0% | 不變 | – |
| FLDFold Holdings, Inc. | COM CL A | 620,000 | $606.4 萬 | 0.1% | +620,000 | 新進 | 歷史 |
| Bullpen Parlay Acquisition CG1792A100 | CLASS A ORD SHS | 617,219 | $611.7 萬 | 0.1% | 00.0% | 不變 | – |
| BIOSBioPlus Acquisition Corp. | CLASS A ORD SHS | 617,220 | $613.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Consilium Acquisitn Corp I LG2365L101 | CLASS A ORD SHS | 639,252 | $625.2 萬 | 0.1% | 00.0% | 不變 | – |
| Spindletop Health Acquisitio84854Q103 | COM CL A | 636,861 | $636.9 萬 | 0.1% | 00.0% | 不變 | – |
| Avalon Acquisition Inc05338E101 | CLASS A COM | 640,549 | $639.9 萬 | 0.1% | 00.0% | 不變 | – |
| McLaren Technology Acq Corp58176U109 | CLASS A COM | 640,936 | $641.6 萬 | 0.1% | 00.0% | 不變 | – |
| Mount Rainier Acquisition Corp.623006103 | COM | 637,964 | $641.8 萬 | 0.1% | 00.0% | 不變 | – |
| Burtech Acquisition Corp123013104 | CLASS A COM | 661,307 | $655.4 萬 | 0.1% | 00.0% | 不變 | – |
| WPCBWarburg Pincus Capital Corp I-B | SHS CL A | 676,820 | $663.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ONYXOnyx Acquisition Co. I | SHS CL A | 672,800 | $672.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Digital Health Acquisition C253893101 | COMMON STOCK | 675,000 | $677.0 萬 | 0.1% | +57,781+9.4% | 加碼 | – |
| FZTFAST Acquisition Corp. II | CL A | 750,000 | $732.0 萬 | 0.1% | +750,000 | 新進 | 歷史 |
| ASCBFASPAC II Acquisition Corp. | ORD SHS CL A | 750,000 | $738.0 萬 | 0.1% | +750,000 | 新進 | 歷史 |
| Clean Earth Acquisitions Cor184493104 | CLASS A COM | 750,000 | $741.0 萬 | 0.1% | +750,000 | 新進 | – |
| Investcorp India Acquistn CoG49219101 | CLASS A ORD SHS | 750,000 | $746.3 萬 | 0.1% | +750,000 | 新進 | – |
| PNSTPinstripes Holdings, Inc. | CL A COM | 750,000 | $747.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Abpro Holdings, Inc.04845A108 | CLASS A COM | 750,000 | $748.5 萬 | 0.1% | 00.0% | 不變 | – |
| PPYAPapaya Growth Opportunity Corp. I | CLASS A COM | 750,000 | $749.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Kimbell Tiger Acquisition Co49436K106 | COM CL A | 750,000 | $751.5 萬 | 0.1% | 00.0% | 不變 | – |
| KnightSwan Acquisition Corp499103109 | CL A COM | 750,000 | $751.5 萬 | 0.1% | 00.0% | 不變 | – |
| HCM Acquisition CorpG4365A101 | CLASS A ORD SHS | 750,000 | $753.0 萬 | 0.1% | 00.0% | 不變 | – |
| IRRXIntegrated Rail & Resources Acquisition Corp | CL A COM | 937,845 | $935.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KSSKOHLS Corp | Stock | 535,029 | $1,910 萬 | 0.3% | −2,796,116−83.9% | 減碼 | 歷史 |
| EHTHeHealth, Inc. | COM | 2,198,117 | $2,051 萬 | 0.4% | −45,000−2.0% | 減碼 | 歷史 |
| MMSIMerit Medical Systems Inc | COM | 579,658 | $3,146 萬 | 0.6% | −287,980−33.2% | 減碼 | 歷史 |
| ENOVEnovis CORP | COM | 908,748 | $4,998 萬 | 0.9% | −3,199,578−77.9% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 314,380 | $5,324 萬 | 1.0% | −1,000,000−76.1% | 減碼 | – |
| CTVACorteva, Inc. | Stock | 1,017,794 | $5,510 萬 | 1.0% | −4,978,535−83.0% | 減碼 | 歷史 |
| LPSNLiveperson Inc | COM | 7,005,000 | $9,905 萬 | 1.8% | +600,000+9.4% | 加碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 5,731,575 | $1.13 億 | 2.0% | −1,168,980−16.9% | 減碼 | 歷史 |
| MDPediatrix Medical Group, Inc. | COM | 5,915,000 | $1.24 億 | 2.3% | 00.0% | 不變 | 歷史 |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $1.33 億 | 2.4% | 00.0% | 不變 | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 5,201,153 | $1.35 億 | 2.4% | −1,041,128−16.7% | 減碼 | 歷史 |
| GCPGCP Applied Technologies Inc. | COM | 6,540,000 | $2.05 億 | 3.7% | 00.0% | 不變 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 2,759,360 | $2.30 億 | 4.2% | 00.0% | 不變 | 歷史 |
| CYXTCyxtera Technologies, Inc. | COMMON STOCK | 20,767,571 | $2.36 億 | 4.3% | 00.0% | 不變 | 歷史 |
| HUNHuntsman CORP | COM | 8,309,696 | $2.36 億 | 4.3% | −8,208,122−49.7% | 減碼 | 歷史 |
| CVLTCommvault Systems Inc | COM | 3,802,375 | $2.39 億 | 4.4% | −34,150−0.9% | 減碼 | 歷史 |
| MRCYMercury Systems Inc | COM | 3,943,060 | $2.54 億 | 4.6% | +359,311+10.0% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 5,617,681 | $2.83 億 | 5.1% | −1,000,000−15.1% | 減碼 | 歷史 |
| GENGen Digital Inc. | Stock | 19,204,454 | $4.22 億 | 7.7% | +2,500,000+15.0% | 加碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 2,245,511 | $4.43 億 | 8.1% | +104,643+4.9% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 960,000 | $4.49 億 | 8.2% | −8,200−0.8% | 減碼 | 歷史 |
| ACMAecom | COM | 7,024,945 | $4.58 億 | 8.3% | −71,684−1.0% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 8,376,808 | $5.83 億 | 10.6% | +126,388+1.5% | 加碼 | 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares Tr464287955 | PUT | $651.4 萬 | – |
2022 年第 1 季之後清倉（14 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CERNCERNER Corp | COM | 2,257,406 | $2.11 億 | 2.8% | 歷史 |
| E Merge Technology Acquisiti26873Y104 | COM CL A | 1,446,500 | $1,432 萬 | 0.2% | – |
| Clean Earth Acquisitions Cor184493203 | UNIT 12/09/2026 | 750,000 | $753.0 萬 | 0.1% | – |
| Sound Point Acquisition CorpG8274F127 | UNIT 02/25/2027 | 500,000 | $503.0 萬 | 0.1% | – |
| Jaguar Global Growth Corp IG5S11A148 | UNIT 01/01/2027 | 500,000 | $502.5 萬 | 0.1% | – |
| VMCUFValuence Merger Corp. I | UNIT 02/18/2027 | 500,000 | $501.5 萬 | 0.1% | 歷史 |
| Nubia Brand International Co67022R202 | UNIT 99/99/9999 | 489,178 | $488.7 萬 | 0.1% | – |
| EVGRUEvergreen Corp | UNIT 02/08/2027 | 475,000 | $475.0 萬 | 0.1% | 歷史 |
| Shuaa Partners Acquistn CorpG81173125 | UNIT 02/24/2027 | 450,000 | $451.0 萬 | 0.1% | – |
| FutureTech II Acquisition Corp.36119D202 | UNIT 12/23/2022 | 450,000 | $450.9 萬 | 0.1% | – |
| ZFOXZeroFox Holdings, Inc. | SHS CL A | 405,336 | $410.2 萬 | 0.1% | 歷史 |
| HNR Acquisition Corp40472A201 | UNIT 99/99/9999 | 400,000 | $402.0 萬 | 0.1% | – |
| Genesis Unicorn Capital Corp.37187C209 | UNIT 06/30/2026 | 325,000 | $325.0 萬 | <0.1% | – |
| Counter Press Acquisition CorpG2542B109 | UNIT 02/07/2027 | 300,000 | $302.4 萬 | <0.1% | – |