Starboard Value LP
CIK 1517137 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- GDDY15.75%
- GEN8.61%
- AQN8.12%
- ALIT8.10%
- CRM7.52%
- HUM6.99%
- WIX6.91%
- ACTG6.73%
- IWN5.60%
- BLMN5.00%
Share classes counted separately79.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- HUMWeight decreased · -2.50 pp9.49% → 6.99%Shares -18.15K (-1.83%)
- NWSAWeight increased · +2.35 pp0.87% → 3.22%Shares +4.26M (+250.41%)
- ACMWeight decreased · -1.75 pp3.49% → 1.74%Shares -950.00K (-52.52%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 22
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GDDYGODADDY INC - CLASS ACL A View history and evidence | $762.10M | 15.75% | 6.42M shares | 16.63% → 15.75%-0.88 pp -1.09M (-14.53%) | Reduced | ↗▾ |
| 02 | GENGEN DIGITAL INC View history and evidence | $416.84M | 8.61% | 18.61M shares | 8.85% → 8.61%-0.24 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | AQNALGONQUIN POWER & UTILITIES View history and evidence | $392.73M | 8.12% | 62.14M shares | 8.17% → 8.12%-0.05 pp +150.00K (+0.24%) | Added | ↗▾ |
| 04 | ALITALIGHT INC - CLASS ACOM CL A View history and evidence | $392.10M | 8.10% | 39.81M shares | Prior unavailable +39.81M | New | ↗▾ |
| 05 | CRMSALESFORCE INC View history and evidence | $363.97M | 7.52% | 1.21M shares | 8.43% → 7.52%-0.91 pp -327.98K (-21.35%) | Reduced | ↗▾ |
| 06 | HUMHUMANA INC View history and evidence | $338.40M | 6.99% | 976.00K shares | 9.49% → 6.99%-2.50 pp -18.15K (-1.83%) | Reduced | ↗▾ |
| 07 | WIXWIX.COM LTDSHS View history and evidence | $334.35M | 6.91% | 2.43M shares | 8.57% → 6.91%-1.66 pp -911.00K (-27.25%) | Reduced | ↗▾ |
| 08 | ACTGACACIA RESEARCH CORPACACIA TCH COM View history and evidence | $325.79M | 6.73% | 61.12M shares | 5.00% → 6.73%+1.73 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | IWNISHARES RUSSELL 2000 VALUE ERUS 2000 VAL ETF View history and evidence | $270.77M | 5.60% | 1.71M shares | 5.84% → 5.60%-0.24 pp -100.00K (-5.54%) | Reduced | ↗▾ |
| 10 | BLMNBLOOMIN' BRANDS INC View history and evidence | $242.09M | 5.00% | 8.44M shares | 4.95% → 5.00%+0.05 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 1
$1.33M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
HUMHUMANA INC View history and evidence | Put | 170.00K | $1.33M | +170.00K | ▾ |
1 / 1 options · preview only
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VRT VERTIV HOLDINGS CO-A | Non-derivative | -2,609,588 | -$125.34M | SEC filing ↗ | SEC filing ↗ |
| 538146AB7 LIVEPERSON INC | Non-derivative | -15,500,000 | -$15.25M | SEC filing ↗ | SEC filing ↗ |
| IWM ISHARES RUSSELL 2000 ETF | Put | -4,900,000 | -$11.01M | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1517137 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4840291173
}Take these holdings further.
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