13F-HR filed by Starboard Value LP
Starboard Value LP filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-14, with 148 holding rows worth $5,219,055,057.
- Accession
- 0000921895-23-000550
- Filer
- CIK 1517137
- Filed
- 2023-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 148 entries on the cover page, a total value of $5,219,055,057 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,219,055,062 with VALUE read as dollars as filed, 13F file number 028-14564. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerStarboard Value GP LLC028-14565
- included managerStarboard Principal Co LP028-14566
- included managerStarboard Principal Co GP LLC028-14567
- included managerSmith Jeffrey C028-14568
- included managerFeld Peter A028-14569
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| GODADDY INC CL A | 380237107 | Stock | 10,233,055 | $765,637,175 | dollars as filed | |
| AECOM COM | 00766T100 | Stock | 6,974,316 | $592,328,658 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 1,925,491 | $470,936,589 | dollars as filed | |
| GEN DIGITAL INC COM | 668771108 | Stock | 18,914,794 | $405,344,035 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 3,025,982 | $401,214,953 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 775,000 | $396,947,250 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 16,901,901 | $230,879,968 | dollars as filed | |
| PAPA JOHNS INTL INC | 698813102 | COM | 2,759,360 | $227,122,922 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 2,322,076 | $178,405,099 | dollars as filed | |
| MERCURY SYS INC COM | 589378108 | Stock | 3,772,291 | $168,772,299 | dollars as filed | |
| SPLUNK INC | 848637104 | COM | 1,866,880 | $160,719,699 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 900,000 | $124,803,000 | dollars as filed | |
| COMMVAULT SYS INC COM | 204166102 | Stock | 1,546,000 | $97,150,640 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 519,380 | $90,559,097 | dollars as filed | |
| GREEN DOT CORP CLASS A | 39304D102 | CL A | 5,294,110 | $83,752,820 | dollars as filed | |
| PEDIATRIX MEDICAL GROUP INC | 58502B106 | COM | 5,473,971 | $81,343,209 | dollars as filed | |
| LIVEPERSON, INC. | 538146101 | COM | 7,005,000 | $71,030,700 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 950,000 | $59,251,500 | dollars as filed | |
| CYXTERA TECHNOLOGIES INC | 23284C102 | COMMON STOCK | 20,767,571 | $39,873,736 | dollars as filed | |
| ACACIA RESEARCH CORP | 003881307 | COMMON STOCK | 5,000,000 | $21,050,000 | dollars as filed | |
| ENOVIS CORPORATION | 194014502 | COM | 353,165 | $18,901,391 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 150,000 | $10,117,500 | dollars as filed | |
| INTEGRATED RAIL AND RES ACQ | 45827R106 | COM | 937,845 | $9,659,804 | dollars as filed | |
| EAGLE NUCLEAR ENERGY CORP COM | G83752108 | Stock | 850,000 | $8,610,500 | dollars as filed | |
| INVESTCORP AI ACQUISITION CO | G49219101 | CLASS A ORD SHS | 750,000 | $7,755,000 | dollars as filed | |
| KIMBELL TIGER ACQUISITION CO | 49436K106 | COM CL A | 750,000 | $7,725,000 | dollars as filed | |
| HCM ACQUISITION CO | G4365A101 | COM | 750,000 | $7,695,000 | dollars as filed | |
| A SPAC II ACQUISITION CORP | G0543H109 | ORD SHS CL A | 750,000 | $7,672,500 | dollars as filed | |
| PAPAYA GRWT OPPORTUNITY CORP | 69882P102 | COM | 750,000 | $7,661,250 | dollars as filed | |
| PINSTRIPES HOLDINGS INC CL A COM | 06690B107 | Stock | 750,000 | $7,657,500 | dollars as filed | |
| ATLANTIC COASTAL AQSTN CORP | 04845A108 | COM | 750,000 | $7,642,500 | dollars as filed | |
| KNIGHTSWAN ACQUISITION CORP | 499103109 | COM | 750,000 | $7,635,000 | dollars as filed | |
| CLEAN EARTH ACQUISITIONS COR | 184493104 | CLASS A COM | 750,000 | $7,575,000 | dollars as filed | |
| FAST ACQUISITION CORP II | 311874101 | CL A | 750,000 | $7,507,500 | dollars as filed | |
| ONYX ACQUISITION CO I | G6755Q109 | SHS CL A | 672,800 | $6,943,296 | dollars as filed | |
| WARBURG PINCUS CAPTAL CORP I | G9460M108 | COM | 676,820 | $6,829,114 | dollars as filed | |
| BURTECH ACQUISITION CORP | 123013104 | COM | 661,307 | $6,718,879 | dollars as filed | |
| AVALON ACQUISITION INC | 05338E101 | COM | 640,549 | $6,565,627 | dollars as filed | |
| MCLAREN TECHNOLOGY ACQ CORP | 58176U109 | COM | 640,936 | $6,543,957 | dollars as filed | |
| CSLM ACQUISITION CORP | G2365L101 | CLASS A ORD SHS | 639,252 | $6,469,230 | dollars as filed | |
| BULLPEN PARLAY ACQUISITION C | G1792A100 | CLASS A ORD SHS | 617,219 | $6,320,323 | dollars as filed | |
| BIOPLUS ACQUISITION CORP | G11217117 | CLASS A ORD SHS | 617,220 | $6,307,988 | dollars as filed | |
| ATLANTIC COASTAL ACQUISTN CO | 048453104 | CLASS A COM | 622,243 | $6,231,764 | dollars as filed | |
| FOLD HLDGS INC | 29103K100 | COM CL A | 620,000 | $6,212,400 | dollars as filed | |
| METAL SKY STAR ACQUISITION C | G6053N105 | COM | 600,000 | $6,108,000 | dollars as filed | |
| SIZZLE ACQUISITION CORP | 83014E109 | COMMON STOCK | 596,848 | $6,099,787 | dollars as filed | |
| GLOBAL BLOCKCHAIN ACQUI CORP | 37961B104 | COMMON STOCK | 600,000 | $6,054,000 | dollars as filed | |
| CHENGHE ACQUISITION I CO | G5380L105 | Equity | 550,000 | $5,654,000 | dollars as filed | |
| CARTICA ACQUISITION CORP | G1995D109 | Equity | 539,252 | $5,592,043 | dollars as filed | |
| LEGATO MERGER CORP II | 52473Y104 | COM | 525,057 | $5,366,083 | dollars as filed | |
| CRESCERA CAP ACQUISITION COR | G26507106 | CLASS A ORD SHS | 512,748 | $5,240,285 | dollars as filed | |
| VAHANNA TECH EDGE ACQSTN I C | G9320Z109 | COM | 509,330 | $5,215,539 | dollars as filed | |
| CURRENC GROUP INC | G47862100 | CL A ORD SHS | 500,000 | $5,180,000 | dollars as filed | |
| VALUENCE MERGER CORP I | G9R16L100 | COM | 500,000 | $5,165,000 | dollars as filed | |
| SOUND POINT ACQUISITION CORP | G8274F101 | CLASS A ORD SHS | 500,000 | $5,155,000 | dollars as filed | |
| Invest Acquisition Corp | G4923T105 | Equity | 500,000 | $5,150,000 | dollars as filed | |
| DIRECT SELLING ACQUISITIN CO | 25460L103 | COM | 499,200 | $5,136,768 | dollars as filed | |
| JAGUAR GLOBAL GROWTH CORP I | G5S11A106 | CLASS A ORD SHS | 500,000 | $5,110,000 | dollars as filed | |
| ARTEMIS STRATEGIC INVT CORP | 04303A103 | COM CL A | 500,000 | $5,105,000 | dollars as filed | |
| LIBERTY RES ACQUISITION CORP | 53118A105 | CLASS A COM | 498,406 | $5,088,725 | dollars as filed | |
| DRAGONEER GROWTH OPT CORP II | G28315102 | CL A SHS | 516,010 | $5,087,859 | dollars as filed | |
| HEARTLAND MEDIA ACQUISITION | 42237V108 | CL A COM | 500,000 | $5,085,000 | dollars as filed | |
| NUBIA BRAND INTERNATIONAL CO | 67022R103 | COM | 500,000 | $5,075,000 | dollars as filed | |
| GOGREEN INVESTMENTS CORP | G9461B101 | COM | 480,069 | $4,983,116 | dollars as filed | |
| NULL | G3312W109 | NULL | 475,000 | $4,883,000 | dollars as filed | |
| SLAM CORP | G8210L105 | COM | 480,199 | $4,854,812 | dollars as filed | |
| LEAD EDGE GROWTH OPRTUNTS LT | G54085108 | COM | 480,650 | $4,840,146 | dollars as filed | |
| AETHERIUM ACQUISITION CORP | 00809J101 | COM | 462,651 | $4,709,787 | dollars as filed | |
| TECHNOLOGY & TEL EQUITY | G87119106 | COM | 456,220 | $4,696,785 | dollars as filed | |
| SHUAA PARTNERS ACQUISTN CORP | G81173109 | CLASS A ORD SHS | 450,000 | $4,657,500 | dollars as filed | |
| FUTURETECH II ACQUISITION CO | 36119D103 | CLASS A COM | 450,000 | $4,612,500 | dollars as filed | |
| GENESIS GRWT TECH ACQUSTN CO | G3R23D102 | COM | 440,871 | $4,567,424 | dollars as filed | |
| MOUNTAIN & CO I ACQUISITN CO | G6301J104 | COM | 438,834 | $4,555,097 | dollars as filed | |
| INDUSTRIAL TECH ACQSTNS II I | 45635R108 | COM | 447,311 | $4,553,626 | dollars as filed | |
| THRIVE ACQUISITION CORPORATI | G7158C101 | COM | 441,544 | $4,547,903 | dollars as filed | |
| EVE MOBILITY ACQUISITION COR | G3218G109 | CL A ORD SHS | 440,971 | $4,542,001 | dollars as filed | |
| ANDRETTI ACQUISITION CORP | G26735103 | COM | 439,252 | $4,535,277 | dollars as filed | |
| BATTERY FUTURE ACQUISITION C | G0888J108 | CL A ORD SHS | 440,871 | $4,527,745 | dollars as filed | |
| HEALTHCARE AI ACQUISITION CO | G4373K109 | COM | 440,871 | $4,523,336 | dollars as filed | |
| SCULPTOR ACQUISITION CORP I | G7T983103 | CL A COM | 440,871 | $4,523,336 | dollars as filed | |
| PEARL HOLDINGS ACQUISITN COR | G44525106 | COM | 440,871 | $4,510,110 | dollars as filed | |
| C5 ACQUISITION CORPORATION | 12530D105 | COM | 439,252 | $4,489,155 | dollars as filed | |
| SOUTHPORT ACQUISITION CORP | 84465L105 | CL A COM | 440,871 | $4,488,067 | dollars as filed | |
| VISION SENSING ACQUISITION C | 92838J103 | COM | 435,612 | $4,482,447 | dollars as filed | |
| FORTUNE RISE ACQUISITION COR | 34969G102 | CL A | 433,688 | $4,479,997 | dollars as filed | |
| SEMPER PARATUS ACQUISITION C | G8028L107 | COM | 420,500 | $4,343,765 | dollars as filed | |
| INTEGRATED WELLNESS ACQ CORP | G4828B100 | COM | 421,946 | $4,337,605 | dollars as filed | |
| CAPITALWORKS EMNG MKTS ACQST | G1889L100 | COM | 418,758 | $4,325,770 | dollars as filed | |
| JUNIPER II CORP | 48203N103 | COM | 420,700 | $4,278,519 | dollars as filed | |
| TALON 1 ACQUISITION CORP | G86656108 | COM | 409,054 | $4,241,890 | dollars as filed | |
| LIV CAPITAL ACQUISITN CORP I | G5510R105 | CLASS A ORD SHS | 400,000 | $4,104,000 | dollars as filed | |
| EON RESOURCES INC | 40472A102 | COM CL A | 400,000 | $4,092,000 | dollars as filed | |
| FOREST ROAD ACQUISITION COR | 34619V103 | COM | 399,500 | $4,008,983 | dollars as filed | |
| KHOSLA VENTURES ACQUT CO III | 482506102 | COM CL A | 401,600 | $3,997,928 | dollars as filed | |
| DUET ACQUISITION CORP | 26431Q106 | COM | 400,000 | $3,996,000 | dollars as filed | |
| MONTEREY CAP ACQUISITION COR | 61244M109 | CLASS A COM | 375,000 | $3,761,250 | dollars as filed | |
| SHOULDERUP TECHNOLOGY ACQUIS | 82537G104 | CL A COM | 362,793 | $3,700,489 | dollars as filed | |
| ROSS ACQUISITION CORP II | G7641C106 | SHS CL A | 361,650 | $3,659,898 | dollars as filed | |
| BARCLAYS BK PLC | G0440J109 | FUND | 352,697 | $3,623,962 | dollars as filed | |
| Aura FAT Projects Acquisition Corp | G06362100 | COM | 350,000 | $3,589,250 | dollars as filed | |
| ESGEN ACQUISITION CORP | G3R95N103 | COM | 341,339 | $3,529,445 | dollars as filed | |
| ALSP ORCHID ACQUISITION CORP | G0231L107 | COM | 322,884 | $3,303,103 | dollars as filed | |
| GENESIS UNICORN CAPITAL CORP | 37187C100 | CLASS A COM | 325,000 | $3,302,000 | dollars as filed | |
| PLUM ACQUISITION CORP I | G7134L126 | CLASS A ORD SHS | 321,518 | $3,240,901 | dollars as filed | |
| INNOVATIVE INTL ACQUSITIN CO | G4809M109 | COM | 313,025 | $3,224,158 | dollars as filed | |
| DENALI CAPITAL ACQUISITN COR | G6256B106 | CLASS A ORD | 300,000 | $3,087,000 | dollars as filed | |
| COUNTER PRESS ACQUISITION CO | G2542B117 | CLASS A ORD SHS | 300,000 | $3,078,000 | dollars as filed | |
| ACRI CAPITAL ACQUISITION COR | 00501A101 | COM CL A | 300,000 | $3,066,000 | dollars as filed | |
| FEUTUNE LIGHT ACQUISITION CO | 31561T201 | UNIT 06/01/2029 | 300,000 | $3,051,000 | dollars as filed | |
| AHREN ACQUISITION CORP | G01322109 | COM | 295,825 | $3,027,769 | dollars as filed | |
| AIMFINITY INVESTMENT CORP I | G0135E142 | UNIT 04/21/2027 | 300,000 | $3,012,000 | dollars as filed | |
| SCHMID GROUP N.V. EURO SHS CL A | G69768102 | Stock | 251,700 | $2,587,476 | dollars as filed | |
| A SPAC I ACQUISITION CORP | G0542S106 | CLASS A ORD SHS | 250,000 | $2,550,000 | dollars as filed | |
| FTAC HERA ACQUISITION CORP | G3728Y103 | COM | 250,000 | $2,527,500 | dollars as filed | |
| BLACK MOUNTAIN ACQ CORP | 09216A108 | COM | 231,829 | $2,364,656 | dollars as filed | |
| CACTUS ACQUISITION CORP 1 LT | G1745A108 | CLASS A ORD | 225,876 | $2,317,488 | dollars as filed | |
| CF ACQUISITION CORP VII | 12521H107 | COM | 220,436 | $2,248,447 | dollars as filed | |
| LIONHEART III CORP | 536262108 | CLASS A COM | 220,436 | $2,246,243 | dollars as filed | |
| GREEN VISOR FIN TEC ACQ CORP | G4166K100 | COM | 210,250 | $2,180,293 | dollars as filed | |
| MAXPRO CAPITAL ACQUISITN COR | 57778T106 | CLASS A COM | 210,028 | $2,175,890 | dollars as filed | |
| NABORS ENERGY TRANSITION COR | 629567108 | COM | 210,250 | $2,159,268 | dollars as filed | |
| GCT SEMICONDUCTOR HLDG INC COMMON STOCK | 20607V106 | Stock | 210,250 | $2,142,448 | dollars as filed | |
| LAMF GLOBAL VENTURES CORP I | G5338L108 | CLASS A ORD | 207,548 | $2,127,367 | dollars as filed | |
| M3 BRIGADE ACQUISITION III | 55407R103 | COM | 209,750 | $2,126,865 | dollars as filed | |
| FTAC ZEUS ACQUISITION COR | 30320F106 | CLASS A COM | 210,250 | $2,117,218 | dollars as filed | |
| CATALYST PARTNRS ACQUISITN C | G19550105 | CLASS A ORD SHS | 203,250 | $2,047,744 | dollars as filed | |
| ISHARES TR | 464287955 | PUT | 1,100,000 | $2,046,000 | dollars as filed | put |
| EG ACQUISITION CORP | 26846A100 | COM | 203,250 | $2,026,403 | dollars as filed | |
| HH&L ACQUISITION CO | G39714103 | COM | 200,000 | $2,022,000 | dollars as filed | |
| ARES ACQUISITION CORPORATION | G33032106 | COM CL A | 200,000 | $2,014,000 | dollars as filed | |
| ASCENDANT DIGITAL ACQ CORP I | G05157105 | CL A COM | 181,259 | $1,870,593 | dollars as filed | |
| AP ACQUISITION CORP | G04058106 | CL A ORD SHS | 176,348 | $1,819,911 | dollars as filed | |
| PYROPHYTE ACQUISITION CORP | G7308P101 | CL A ORD SHS | 167,800 | $1,733,374 | dollars as filed | |
| INFINITE ACQUISITION CORP | G48028107 | CL A ORD SHS | 168,200 | $1,724,050 | dollars as filed | |
| VMG CONSUMER ACQUISITION COR | 91842V102 | CLASS A COM | 168,200 | $1,707,230 | dollars as filed | |
| AESTHER HEALTHCARE ACQSTN CO | 00809L106 | CLASS A COM | 144,169 | $1,499,358 | dollars as filed | |
| LF CAPITAL ACQUISITION CORP | 50202D102 | COM | 140,326 | $1,439,745 | dollars as filed | |
| Tcv Acquisition Corp | G8704C124 | COM | 136,910 | $1,369,785 | dollars as filed | |
| RCF ACQUISITION CORP | G7330C102 | CL A COM | 127,050 | $1,303,533 | dollars as filed | |
| ANTHEMIS DIGITAL ACQUISITION | G03959106 | CLASS A ORD | 125,850 | $1,291,221 | dollars as filed | |
| FOCUS IMPACT ACQUISITION COR | 34417L109 | COM | 125,850 | $1,281,153 | dollars as filed | |
| INTELLIGENT MEDI ACQSITN COR | 45828D106 | CLASS A COM | 106,893 | $1,098,860 | dollars as filed | |
| BEARD ENERGY TRANSITION ACQ | 07402Q101 | CL A COM | 105,125 | $1,071,224 | dollars as filed | |
| CIIG CAPITAL PARTNERS II INC | 12561U109 | COM | 88,551 | $902,335 | dollars as filed | |
| BLOCKCHAIN COINVSTRS ACQ CRP | G11765107 | CLASS A ORD | 84,100 | $861,184 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 82,300 | $816,416 | dollars as filed | |
| CHENGHE ACQUISITION CO | G2086M107 | CLASS A ORD | 50,000 | $515,000 | dollars as filed | |
| LAVA MEDTECH ACQUISITION COR | 519345102 | COM | 41,950 | $427,471 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000921895-23-000550 | this filing | 2023-02-14 | acceptance time not in the bulk data set |