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 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 147
- 較 2022 年第 3 季 −29
- 總值
- $52.2 億
- 較 2022 年第 3 季 +$6.69 億 (+14.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Lava Medtech Acquisition Cor519345102 | CLASS A COM | 41,950 | $42.7 萬 | <0.1% | 00.0% | 不變 | – |
| Chenghe Acquisition Co.G2086M107 | CLASS A ORD | 50,000 | $51.5 萬 | <0.1% | 00.0% | 不變 | – |
| OKLOOklo Inc. | COM CL A | 82,300 | $81.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCSABlockchain Coinvestors Acquisition Corp. I | CLASS A ORD | 84,100 | $86.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CIIG Capital Partners II, Inc.12561U109 | COM CL A | 88,551 | $90.2 萬 | <0.1% | 00.0% | 不變 | – |
| Beard Energy Transition Acq07402Q101 | CL A COM | 105,125 | $107.1 萬 | <0.1% | 00.0% | 不變 | – |
| IQMDIntelligent Medicine Acquisition Corp. | CLASS A COM | 106,893 | $109.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEVSFDevvStream Corp. | CLASS A COM | 125,850 | $128.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Anthemis Digital AcquisitionG03959106 | CLASS A ORD | 125,850 | $129.1 萬 | <0.1% | 00.0% | 不變 | – |
| RCFAPerception Capital Corp. IV | CL A COM | 127,050 | $130.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCVATCV Acquisition Corp. | CL A SHS | 136,910 | $137.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LF Capital Acquisition Corp. II50202D102 | CLASS A COM | 140,326 | $144.0 萬 | <0.1% | 00.0% | 不變 | – |
| OCEAOcean Biomedical, Inc. | CLASS A COM | 144,169 | $149.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMG Consumer Acquisition Cor91842V102 | CLASS A COM | 168,200 | $170.7 萬 | <0.1% | 00.0% | 不變 | – |
| NFNTInfinite Acquisition Corp. | CL A ORD SHS | 168,200 | $172.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHYTPyrophyte Acquisition Corp. | CL A ORD SHS | 167,800 | $173.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Ap Acquisition CorpG04058106 | CL A ORD SHS | 176,348 | $182.0 萬 | <0.1% | 00.0% | 不變 | – |
| Ascendant Digital Acq Corp IG05157105 | CL A COM | 181,259 | $187.1 萬 | <0.1% | 00.0% | 不變 | – |
| Ares Acquisition CorporationG33032106 | COM CL A | 200,000 | $201.4 萬 | <0.1% | 00.0% | 不變 | – |
| HHLAHH&L Acquisition Co. | SHS CL A | 200,000 | $202.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Eg Acquisition Corp26846A100 | COM CL A | 203,250 | $202.6 萬 | <0.1% | 00.0% | 不變 | – |
| Catalyst Partnrs Acquisitn CG19550105 | CLASS A ORD SHS | 203,250 | $204.8 萬 | <0.1% | 00.0% | 不變 | – |
| Ftac Zeus Acquisition Cor30320F106 | CLASS A COM | 210,250 | $211.7 萬 | <0.1% | 00.0% | 不變 | – |
| M3-Brigade Acquisition III Corp.55407R103 | CL A COM | 209,750 | $212.7 萬 | <0.1% | 00.0% | 不變 | – |
| LGVCLAMF Global Ventures Corp. I | CLASS A ORD | 207,548 | $212.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GCT Semiconductor Holding, Inc.20607V106 | COM CL A | 210,250 | $214.2 萬 | <0.1% | 00.0% | 不變 | – |
| Nabors Energy Transition Cor629567108 | CL A COM | 210,250 | $215.9 萬 | <0.1% | 00.0% | 不變 | – |
| JMACMaxpro Capital Acquisition Corp. | CLASS A COM | 210,028 | $217.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Green Visor Fin Tec Acq CorpG4166K100 | CLASS A ORD | 210,250 | $218.0 萬 | <0.1% | 00.0% | 不變 | – |
| Lionheart III Corp536262108 | CLASS A COM | 220,436 | $224.6 萬 | <0.1% | 00.0% | 不變 | – |
| CFFSCF Acquisition Corp. VII | CLASS A COM | 220,436 | $224.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Cactus Acquisition Corp. 1 LtdG1745A108 | CLASS A ORD | 225,876 | $231.7 萬 | <0.1% | 00.0% | 不變 | – |
| BMACBlack Mountain Acquisition Corp. | CL A COM | 231,829 | $236.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HERAFTAC Hera Acquisition Corp. | CLASS A ORD SHS | 250,000 | $252.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ASPAC I Acquisition Corp.G0542S106 | CLASS A ORD SHS | 250,000 | $255.0 萬 | <0.1% | 00.0% | 不變 | – |
| PGSSPegasus Digital Mobility Acquisition Corp. | CL A ORD SHS | 251,700 | $258.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Aimfinity Investment Corp. IG0135E142 | UNIT 04/21/2027 | 300,000 | $301.2 萬 | 0.1% | 00.0% | 不變 | – |
| Ahren Acquisition Corp.G01322109 | CLASS A ORD SHS | 295,825 | $302.8 萬 | 0.1% | 00.0% | 不變 | – |
| Feutune Light Acquisition Co31561T201 | UNIT 06/01/2029 | 300,000 | $305.1 萬 | 0.1% | 00.0% | 不變 | – |
| ACACAcri Capital Acquisition Corp | COM CL A | 300,000 | $306.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Counter Press Acquisition CorpG2542B117 | CLASS A ORD SHS | 300,000 | $307.8 萬 | 0.1% | 00.0% | 不變 | – |
| Semnur Pharmaceuticals, Inc.G6256B106 | CLASS A ORD | 300,000 | $308.7 萬 | 0.1% | 00.0% | 不變 | – |
| Innovative Intl Acqusitin CoG4809M109 | CLASS A ORD | 313,025 | $322.4 萬 | 0.1% | 00.0% | 不變 | – |
| Veea Inc.G7134L126 | CLASS A ORD SHS | 321,518 | $324.1 萬 | 0.1% | 00.0% | 不變 | – |
| Genesis Unicorn Capital Corp.37187C100 | CLASS A COM | 325,000 | $330.2 萬 | 0.1% | 00.0% | 不變 | – |
| ALORALSP Orchid Acquisition Corp I | CLASS A ORD | 322,884 | $330.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Zeo Energy Corp.G3R95N103 | SHS CL A | 341,339 | $352.9 萬 | 0.1% | 00.0% | 不變 | – |
| Aura Fat Projs Acquisition CG06362100 | CLASS A ORD | 350,000 | $358.9 萬 | 0.1% | 00.0% | 不變 | – |
| APXIAPx Acquisition Corp. I | CLASS A ORD SHS | 352,697 | $362.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ROSSBPGC Acquisition Corp. | SHS CL A | 361,650 | $366.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SUACShoulderUP Technology Acquisition Corp. | CL A COM | 362,793 | $370.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Monterey Cap Acquisition Cor61244M109 | CLASS A COM | 375,000 | $376.1 萬 | 0.1% | 00.0% | 不變 | – |
| DUETDUET Acquisition Corp. | CLASS A COM | 400,000 | $399.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Khosla Ventures Acqut Co III482506102 | COM CL A | 401,600 | $399.8 萬 | 0.1% | 00.0% | 不變 | – |
| Forest Road Acquisition Cor34619V103 | CL A | 399,500 | $400.9 萬 | 0.1% | 00.0% | 不變 | – |
| EONREON Resources Inc. | COM CL A | 400,000 | $409.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LIVBLIV Capital Acquisition Corp. II | CLASS A ORD SHS | 400,000 | $410.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Talon 1 Acquisition CorpG86656108 | CLASS A ORD | 409,054 | $424.2 萬 | 0.1% | 00.0% | 不變 | – |
| Juniper II Corp48203N103 | CL A COM | 420,700 | $427.9 萬 | 0.1% | 00.0% | 不變 | – |
| CMCAFPiermont Valley Acquisition Corp | CLASS A ORD SHS | 418,758 | $432.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WELIntegrated Wellness Acquisition Corp | ORD SHS CL A | 421,946 | $433.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Tevogen Inc.G8028L107 | CLASS A ORD | 420,500 | $434.4 萬 | 0.1% | 00.0% | 不變 | – |
| FRLAFortune Rise Acquisition Corp | CL A | 433,688 | $448.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vision Sensing Acquisition C92838J103 | CLASS A COM | 435,612 | $448.2 萬 | 0.1% | 00.0% | 不變 | – |
| Southport Acquisition Corp84465L105 | CL A COM | 440,871 | $448.8 萬 | 0.1% | 00.0% | 不變 | – |
| C5 Acquisition Corporation12530D105 | CL A COM | 439,252 | $448.9 萬 | 0.1% | 00.0% | 不變 | – |
| PRLHPearl Holdings Acquisition Corp | CLASS A ORD SHS | 440,871 | $451.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HAIAHealthcare AI Acquisition Corp. | CLASS A ORD SHS | 440,871 | $452.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Sculptor Acquisition Corp IG7T983103 | CL A COM | 440,871 | $452.3 萬 | 0.1% | 00.0% | 不變 | – |
| BFACBattery Future Acquisition Corp. | CL A ORD SHS | 440,871 | $452.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Andretti Acquisition CorpG26735103 | CL A ORD SHS | 439,252 | $453.5 萬 | 0.1% | 00.0% | 不變 | – |
| EVEEVe Mobility Acquisition Corp | CL A ORD SHS | 440,971 | $454.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Thrive Acquisition CorporatiG7158C101 | CLASS A ORD | 441,544 | $454.8 萬 | 0.1% | 00.0% | 不變 | – |
| Industrial Tech Acqstns II I45635R108 | CLASS A COM | 447,311 | $455.4 萬 | 0.1% | 00.0% | 不變 | – |
| Mountain & Co I Acquisitn CoG6301J104 | CLASS A ORD | 438,834 | $455.5 萬 | 0.1% | 00.0% | 不變 | – |
| Genesis GRWT Tech Acqustn CoG3R23D102 | CLASS A ORD SHS | 440,871 | $456.7 萬 | 0.1% | 00.0% | 不變 | – |
| FTIIFutureTech II Acquisition Corp. | CLASS A COM | 450,000 | $461.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHUASHUAA Partners Acquisition Corp I | CLASS A ORD SHS | 450,000 | $465.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TETEFTechnology & Telecommunication Acquisition Corp | CLASS A ORD SHS | 456,220 | $469.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GMFIAetherium Acquisition Corp | CLASS A COM | 462,651 | $471.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Lead Edge Growth Oprtunts LTG54085108 | COM | 480,650 | $484.0 萬 | 0.1% | 00.0% | 不變 | – |
| SLAMSlam Corp. | CL A SHS | 480,199 | $485.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Evergreen CorpG3312W109 | CLASS A ORD SHS | 475,000 | $488.3 萬 | 0.1% | 00.0% | 不變 | – |
| GoGreen Investments CorpG9461B101 | ORD SHS CL A | 480,069 | $498.3 萬 | 0.1% | 00.0% | 不變 | – |
| Nubia Brand International Co67022R103 | CLASS A COM | 500,000 | $507.5 萬 | 0.1% | 00.0% | 不變 | – |
| Heartland Media Acquisition Corp.42237V108 | CL A COM | 500,000 | $508.5 萬 | 0.1% | 00.0% | 不變 | – |
| DGNUDragoneer Growth Opportunities Corp. III | CL A SHS | 516,010 | $508.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LIBYLiberty Resources Acquisition Corp. | CLASS A COM | 498,406 | $508.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Artemis Strategic Invt Corp04303A103 | COM CL A | 500,000 | $510.5 萬 | 0.1% | 00.0% | 不變 | – |
| Jaguar Global Growth Corp IG5S11A106 | CLASS A ORD SHS | 500,000 | $511.0 萬 | 0.1% | 00.0% | 不變 | – |
| Direct Selling Acquisitin Co25460L103 | CL A COM | 499,200 | $513.7 萬 | 0.1% | 00.0% | 不變 | – |
| IVCBInvest Acquisition Corp | CLASS A ORD SHS | 500,000 | $515.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Sound Point Acquisition CorpG8274F101 | CLASS A ORD SHS | 500,000 | $515.5 萬 | 0.1% | 00.0% | 不變 | – |
| VMCAFValuence Merger Corp. I | CLASS A ORD SHS | 500,000 | $516.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CURRCurrenc Group Inc. | CL A ORD SHS | 500,000 | $518.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Roadzen Inc.G9320Z109 | CLASS A ORD | 509,330 | $521.6 萬 | 0.1% | 00.0% | 不變 | – |
| CRECCrescera Capital Acquisition Corp. | CLASS A ORD SHS | 512,748 | $524.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Southland Holdings, Inc.52473Y104 | COM | 525,057 | $536.6 萬 | 0.1% | 00.0% | 不變 | – |
| CITECartica Acquisition Corp | CLASS A ORD SHS | 539,252 | $559.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LATGChenghe Acquisition I Co. | CLASS A ORD SHS | 550,000 | $565.4 萬 | 0.1% | 00.0% | 不變 | 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 | $204.6 萬 | – |
2022 年第 3 季之後清倉（35 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HUNHuntsman CORP | COM | 5,129,000 | $1.26 億 | 2.8% | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 1,213,000 | $2,535 萬 | 0.6% | 歷史 |
| EHTHeHealth, Inc. | COM | 2,198,117 | $859.5 萬 | 0.2% | 歷史 |
| Digital Health Acquisition C253893101 | COMMON STOCK | 675,000 | $683.8 萬 | 0.2% | – |
| Mount Rainier Acquisition Corp.623006103 | COM | 637,964 | $644.3 萬 | 0.1% | – |
| Spindletop Health Acquisitio84854Q103 | COM CL A | 636,861 | $641.3 萬 | 0.1% | – |
| Industrial Human Capital, Inc.45617P104 | COM | 594,636 | $603.6 萬 | 0.1% | – |
| ROSERose Hill Acquisition Corp | CLASS A ORD | 588,318 | $597.1 萬 | 0.1% | 歷史 |
| Joff Fintech Acquisition Cor46592C100 | COM CL A | 552,000 | $543.7 萬 | 0.1% | – |
| NCACNewcourt Acquisition Corp | CLASS A ORD SHS | 516,222 | $523.4 萬 | 0.1% | 歷史 |
| GTIGraphjet Technology | CLASS A ORD SHS | 501,954 | $509.2 萬 | 0.1% | 歷史 |
| Athena Consumer Acq Corp04684M106 | CL A | 505,276 | $508.3 萬 | 0.1% | – |
| Altimeter Growth Corp 2G0371B109 | COM CL A | 500,000 | $495.5 萬 | 0.1% | – |
| Orion Acquisition Corp68626A108 | COM CL A | 500,000 | $492.3 萬 | 0.1% | – |
| LGVLongview Acquisition Corp. II | COM CL A | 500,000 | $491.0 萬 | 0.1% | 歷史 |
| KKR Acquisition Holding I Co48253T109 | COM CLASS A | 475,245 | $467.6 萬 | 0.1% | – |
| VCXB10X Capital Venture Acquisition Corp. III | CL A ORD SHS | 439,252 | $443.6 萬 | 0.1% | 歷史 |
| Boa Acquisition Corp05601A109 | COM CL A | 434,267 | $431.7 萬 | 0.1% | – |
| Syntec Optics Holdings, Inc.68218C108 | CLASS A COM | 420,500 | $423.0 萬 | 0.1% | – |
| Verde Clean Fuels, Inc.15130M102 | CLASS A ORD SHS | 417,243 | $421.0 萬 | 0.1% | – |
| AVHIAchari Ventures Holdings Corp. I | COM | 419,500 | $420.3 萬 | 0.1% | 歷史 |
| Austerlitz Acquisition CorpG0633D109 | SHS CL A | 424,358 | $416.3 萬 | 0.1% | – |
| Parsec Capital Acquisition70184A108 | CL A | 358,497 | $362.8 萬 | 0.1% | – |
| Mission Advancement Corp60501L101 | CL A | 320,400 | $314.6 萬 | 0.1% | – |
| TriSalus Life Sciences, Inc.58507N105 | COM CL A | 298,368 | $296.3 萬 | 0.1% | – |
| OneMedNet Corp237699103 | CLASS A COM | 285,747 | $296.0 萬 | 0.1% | – |
| Apeiron Capital Invest Corp03752A101 | CL A COM | 294,444 | $295.0 萬 | 0.1% | – |
| FVTFortress Value Acquisition Corp. III | COM CL A | 285,134 | $282.3 萬 | 0.1% | 歷史 |
| Carney Technology Acqu Corp143636108 | CL A COMMON STK | 275,000 | $273.9 萬 | 0.1% | – |
| Sanaby Health Acquisition Co79956P102 | CL A COM | 251,700 | $254.8 萬 | 0.1% | – |
| Hunt Companies AcquisitioG46482108 | CL ACOM | 210,250 | $213.4 萬 | <0.1% | – |
| Soar Technology Acquisn CorpG82472112 | CL A COM | 161,990 | $166.8 萬 | <0.1% | – |
| Parabellum Acquisition Corp.69901P109 | COM CL A | 125,200 | $123.8 萬 | <0.1% | – |
| CEROCero Therapeutics Holdings, Inc. | CLASS A COM | 21,275 | $21.5 萬 | <0.1% | 歷史 |
| Arbor Rapha Cap Biohlds Corp03881F104 | CLASS A COM | 20,975 | $21.2 萬 | <0.1% | – |