13F-HR filed by Starboard Value LP
Starboard Value LP filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-12, with 104 holding rows worth $4,963,848,025.
- Accession
- 0000921895-23-001167
- Filer
- CIK 1517137
- Filed
- 2023-05-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 104 entries on the cover page, a total value of $4,963,848,025 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,963,848,027 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 | 10,059,453 | $781,820,687 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,530,983 | $505,639,784 | dollars as filed | |
| AECOM COM | 00766T100 | Stock | 5,386,000 | $454,147,520 | dollars as filed | |
| SPLUNK INC | 848637104 | COM | 4,583,000 | $439,418,040 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 1,819,397 | $422,791,475 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 800,000 | $388,368,000 | dollars as filed | |
| GEN DIGITAL INC COM | 668771108 | Stock | 18,914,794 | $324,577,865 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 16,818,581 | $240,673,894 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 1,972,076 | $196,813,185 | dollars as filed | |
| MERCURY SYS INC COM | 589378108 | Stock | 3,772,291 | $192,839,516 | dollars as filed | |
| ROGERS CORP COM | 775133101 | Stock | 1,028,200 | $168,038,726 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 900,000 | $123,318,000 | dollars as filed | |
| GREEN DOT CORP CLASS A | 39304D102 | CL A | 5,294,110 | $90,952,810 | dollars as filed | |
| COMMVAULT SYS INC COM | 204166102 | Stock | 1,588,554 | $90,134,554 | dollars as filed | |
| ACACIA RESEARCH CORP | 003881307 | COMMON STOCK | 20,000,000 | $77,200,000 | dollars as filed | |
| PAPA JOHNS INTL INC | 698813102 | COM | 582,432 | $43,641,630 | dollars as filed | |
| ENOVIS CORPORATION | 194014502 | COM | 353,165 | $18,890,796 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 200,000 | $16,464,000 | dollars as filed | |
| RITCHIE BROS AUCTIONEERS | 767744105 | COM | 251,163 | $14,137,965 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 150,000 | $10,488,000 | dollars as filed | |
| LIVEPERSON, INC. | 538146101 | COM | 2,360,000 | $10,407,600 | dollars as filed | |
| EAGLE NUCLEAR ENERGY CORP COM | G83752108 | Stock | 850,000 | $8,789,000 | dollars as filed | |
| KIMBELL TIGER ACQUISITION CO | 49436K106 | COM CL A | 750,000 | $7,897,500 | dollars as filed | |
| INVESTCORP AI ACQUISITION CO | G49219101 | CLASS A ORD SHS | 750,000 | $7,890,000 | dollars as filed | |
| HCM ACQUISITION CO | G4365A101 | COM | 750,000 | $7,830,000 | dollars as filed | |
| KNIGHTSWAN ACQUISITION CORP | 499103109 | COM | 750,000 | $7,807,500 | dollars as filed | |
| PINSTRIPES HOLDINGS INC CL A COM | 06690B107 | Stock | 750,000 | $7,800,000 | dollars as filed | |
| PAPAYA GRWT OPPORTUNITY CORP | 69882P102 | COM | 750,000 | $7,800,000 | dollars as filed | |
| A SPAC II ACQUISITION CORP | G0543H109 | ORD SHS CL A | 750,000 | $7,792,500 | dollars as filed | |
| ATLANTIC COASTAL AQSTN CORP | 04845A108 | COM | 750,000 | $7,785,000 | dollars as filed | |
| CLEAN EARTH ACQUISITIONS COR | 184493104 | CLASS A COM | 750,000 | $7,695,000 | dollars as filed | |
| AVALON ACQUISITION INC | 05338E101 | COM | 640,549 | $6,680,926 | dollars as filed | |
| CSLM ACQUISITION CORP | G2365L101 | CLASS A ORD SHS | 639,252 | $6,619,454 | dollars as filed | |
| BIOPLUS ACQUISITION CORP | G11217117 | CLASS A ORD SHS | 617,220 | $6,443,777 | dollars as filed | |
| BULLPEN PARLAY ACQUISITION C | G1792A100 | CLASS A ORD SHS | 617,219 | $6,431,422 | dollars as filed | |
| CYXTERA TECHNOLOGIES INC | 23284C102 | COMMON STOCK | 20,767,571 | $6,342,416 | dollars as filed | |
| FOLD HLDGS INC | 29103K100 | COM CL A | 620,000 | $6,336,400 | dollars as filed | |
| GLOBAL BLOCKCHAIN ACQUI CORP | 37961B104 | COMMON STOCK | 600,000 | $6,168,000 | dollars as filed | |
| CHENGHE ACQUISITION I CO | G5380L105 | Equity | 550,000 | $5,758,500 | dollars as filed | |
| CARTICA ACQUISITION CORP | G1995D109 | Equity | 539,252 | $5,672,931 | dollars as filed | |
| CRESCERA CAP ACQUISITION COR | G26507106 | CLASS A ORD SHS | 512,748 | $5,363,344 | dollars as filed | |
| VAHANNA TECH EDGE ACQSTN I C | G9320Z109 | COM | 509,330 | $5,322,499 | dollars as filed | |
| NUBIA BRAND INTERNATIONAL CO | 67022R103 | COM | 500,000 | $5,275,000 | dollars as filed | |
| SOUND POINT ACQUISITION CORP | G8274F101 | CLASS A ORD SHS | 500,000 | $5,270,000 | dollars as filed | |
| VALUENCE MERGER CORP I | G9R16L100 | COM | 500,000 | $5,265,000 | dollars as filed | |
| LIBERTY RES ACQUISITION CORP | 53118A105 | CLASS A COM | 498,406 | $5,235,755 | dollars as filed | |
| HEARTLAND MEDIA ACQUISITION | 42237V108 | CL A COM | 500,000 | $5,205,000 | dollars as filed | |
| JAGUAR GLOBAL GROWTH CORP I | G5S11A106 | CLASS A ORD SHS | 500,000 | $5,195,000 | dollars as filed | |
| ARTEMIS STRATEGIC INVT CORP | 04303A103 | COM CL A | 500,000 | $5,169,950 | dollars as filed | |
| ISRAEL ACQUISITIONS CORP | G49667101 | CLASS A ORD | 500,000 | $5,115,000 | dollars as filed | |
| GOGREEN INVESTMENTS CORP | G9461B101 | COM | 480,069 | $5,064,728 | dollars as filed | |
| NULL | G3312W109 | NULL | 475,000 | $4,973,250 | dollars as filed | |
| SHUAA PARTNERS ACQUISTN CORP | G81173109 | CLASS A ORD SHS | 450,000 | $4,720,500 | dollars as filed | |
| FUTURETECH II ACQUISITION CO | 36119D103 | CLASS A COM | 450,000 | $4,711,500 | dollars as filed | |
| INDUSTRIAL TECH ACQSTNS II I | 45635R108 | COM | 447,311 | $4,647,561 | dollars as filed | |
| FORTUNE RISE ACQUISITION COR | 34969G102 | CL A | 433,688 | $4,623,114 | dollars as filed | |
| ANDRETTI ACQUISITION CORP | G26735103 | COM | 439,252 | $4,616,539 | dollars as filed | |
| PEARL HOLDINGS ACQUISITN COR | G44525106 | COM | 440,871 | $4,602,693 | dollars as filed | |
| BATTERY FUTURE ACQUISITION C | G0888J108 | CL A ORD SHS | 440,871 | $4,602,693 | dollars as filed | |
| SCULPTOR ACQUISITION CORP I | G7T983103 | CL A COM | 440,871 | $4,602,693 | dollars as filed | |
| EVE MOBILITY ACQUISITION COR | G3218G109 | CL A ORD SHS | 440,971 | $4,601,532 | dollars as filed | |
| HEALTHCARE AI ACQUISITION CO | G4373K109 | COM | 440,871 | $4,598,285 | dollars as filed | |
| C5 ACQUISITION CORPORATION | 12530D105 | COM | 439,252 | $4,585,791 | dollars as filed | |
| SOUTHPORT ACQUISITION CORP | 84465L105 | CL A COM | 440,871 | $4,585,058 | dollars as filed | |
| VISION SENSING ACQUISITION C | 92838J103 | COM | 435,612 | $4,573,926 | dollars as filed | |
| INTEGRATED WELLNESS ACQ CORP | G4828B100 | COM | 421,946 | $4,430,433 | dollars as filed | |
| CAPITALWORKS EMNG MKTS ACQST | G1889L100 | COM | 418,758 | $4,396,959 | dollars as filed | |
| JUNIPER II CORP | 48203N103 | COM | 420,700 | $4,366,866 | dollars as filed | |
| LIV CAPITAL ACQUISITN CORP I | G5510R105 | CLASS A ORD SHS | 400,000 | $4,180,000 | dollars as filed | |
| EON RESOURCES INC | 40472A102 | COM CL A | 400,000 | $4,176,000 | dollars as filed | |
| DUET ACQUISITION CORP | 26431Q106 | COM | 400,000 | $4,139,960 | dollars as filed | |
| KHOSLA VENTURES ACQUT CO III | 482506102 | COM CL A | 401,600 | $4,076,240 | dollars as filed | |
| MONTEREY CAP ACQUISITION COR | 61244M109 | CLASS A COM | 375,000 | $3,847,500 | dollars as filed | |
| SHOULDERUP TECHNOLOGY ACQUIS | 82537G104 | CL A COM | 362,793 | $3,773,047 | dollars as filed | |
| Aura FAT Projects Acquisition Corp | G06362100 | COM | 350,000 | $3,654,000 | dollars as filed | |
| DENALI CAPITAL ACQUISITN COR | G6256B106 | CLASS A ORD | 300,000 | $3,141,000 | dollars as filed | |
| Thunder Power Holdings Inc | 31561T102 | Equity | 300,000 | $3,126,000 | dollars as filed | |
| AIMFINITY INVESTMENT CORP I | G0135E142 | UNIT 04/21/2027 | 300,000 | $3,104,730 | dollars as filed | |
| AHREN ACQUISITION CORP | G01322109 | COM | 295,825 | $3,079,538 | dollars as filed | |
| SCHMID GROUP N.V. EURO SHS CL A | G69768102 | Stock | 251,700 | $2,627,748 | dollars as filed | |
| BLACK MOUNTAIN ACQ CORP | 09216A108 | COM | 231,829 | $2,408,703 | dollars as filed | |
| CACTUS ACQUISITION CORP 1 LT | G1745A108 | CLASS A ORD | 225,876 | $2,358,145 | dollars as filed | |
| CF ACQUISITION CORP VII | 12521H107 | COM | 220,436 | $2,279,308 | dollars as filed | |
| GREEN VISOR FIN TEC ACQ CORP | G4166K100 | COM | 210,250 | $2,213,933 | dollars as filed | |
| NABORS ENERGY TRANSITION COR | 629567108 | COM | 210,250 | $2,207,625 | dollars as filed | |
| GCT SEMICONDUCTOR HLDG INC COMMON STOCK | 20607V106 | Stock | 210,250 | $2,180,293 | dollars as filed | |
| LAMF GLOBAL VENTURES CORP I | G5338L108 | CLASS A ORD | 207,548 | $2,168,877 | dollars as filed | |
| M3 BRIGADE ACQUISITION III | 55407R103 | COM | 209,750 | $2,166,718 | dollars as filed | |
| FTAC ZEUS ACQUISITION COR | 30320F106 | CLASS A COM | 210,250 | $2,159,268 | dollars as filed | |
| EG ACQUISITION CORP | 26846A100 | COM | 203,250 | $2,069,085 | dollars as filed | |
| AP ACQUISITION CORP | G04058106 | CL A ORD SHS | 176,348 | $1,860,471 | dollars as filed | |
| PYROPHYTE ACQUISITION CORP | G7308P101 | CL A ORD SHS | 167,800 | $1,762,739 | dollars as filed | |
| INFINITE ACQUISITION CORP | G48028107 | CL A ORD SHS | 168,200 | $1,751,803 | dollars as filed | |
| VMG CONSUMER ACQUISITION COR | 91842V102 | CLASS A COM | 168,200 | $1,737,506 | dollars as filed | |
| Tcv Acquisition Corp | G8704C124 | COM | 136,910 | $1,401,958 | dollars as filed | |
| RCF ACQUISITION CORP | G7330C102 | CL A COM | 127,050 | $1,325,132 | dollars as filed | |
| ANTHEMIS DIGITAL ACQUISITION | G03959106 | CLASS A ORD | 125,850 | $1,315,133 | dollars as filed | |
| FOCUS IMPACT ACQUISITION COR | 34417L109 | COM | 125,850 | $1,308,840 | dollars as filed | |
| BEARD ENERGY TRANSITION ACQ | 07402Q101 | CL A COM | 105,125 | $1,089,621 | dollars as filed | |
| CIIG CAPITAL PARTNERS II INC | 12561U109 | COM | 88,551 | $920,930 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 82,300 | $835,345 | dollars as filed | |
| CHENGHE ACQUISITION CO | G2086M107 | CLASS A ORD | 50,000 | $525,500 | dollars as filed | |
| LAVA MEDTECH ACQUISITION COR | 519345102 | COM | 41,950 | $437,539 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 650,000 | $412,750 | dollars as filed | put |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000921895-23-001167 | this filing | 2023-05-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000921895-23-001251 | added | 2023-05-17 | acceptance time not in the bulk data set |