SVStarboard Value LP
Institutional investor · Portfolio as of Q3 2022
Top Holdings177 positions
GODADDY INC | 8.3M | $585.5M | 12.9% | $84.43 | -16.05% | 4 qtrssince 2021-Q4 | Decreased 0 |
AECOM | 7M | $476.8M | 10.5% | $37.08 | +76.07% | 13 qtrssince 2019-Q3 | Decreased 0 |
HUMANA INC | 953,000 | $462.4M | 10.2% | $416.04 | +11.86% | 3 qtrssince 2022-Q1 | Decreased 0 |
WILLIS TOWERS WATSON | 2.2M | $448.5M | 9.9% | $221.18 | -13.76% | 4 qtrssince 2021-Q4 | Decreased 0 |
GEN DIGITAL INC | 19.2M | $386.8M | 8.5% | $15.75 | +17.58% | 12 qtrssince 2019-Q4 | Unchanged 0 |
WIX COM LTD | 2.6M | $200.9M | 4.4% | — | — | 1 qtr | New 85 |
Commvault Systems, Inc. | 3.7M | $193.9M | 4.3% | $42.37 | +25.19% | 11 qtrssince 2020-Q1 | Decreased 0 |
PAPA JOHNS INTL INC | 2.8M | $193.2M | 4.2% | $89.76 | -31.79% | 6 qtrssince 2021-Q2 | Unchanged 0 |
MERCURY SYS INC | 3.8M | $153.2M | 3.4% | $64.44 | -36.99% | 3 qtrssince 2022-Q1 | Decreased 0 |
ON Semiconductor Corporation | 2.4M | $152.5M | 3.4% | $32.80 | +90.00% | 8 qtrssince 2020-Q4 | Decreased 0 |
HUNTSMAN CORP | 5.1M | $125.9M | 2.8% | $25.68 | -9.89% | 5 qtrssince 2021-Q3 | Decreased 0 |
GREEN DOT CORPCLASS A | 5.3M | $100.5M | 2.2% | $28.80 | -34.11% | 11 qtrssince 2020-Q1 | Unchanged 0 |
PEDIATRIX MEDICAL GROUP INC | 5.9M | $97.7M | 2.1% | $19.42 | -14.97% | 12 qtrssince 2019-Q4 | Unchanged 0 |
CYXTERA TECHNOLOGIES INC | 20.8M | $84.7M | 1.9% | — | — | 5 qtrssince 2021-Q3 | Unchanged 0 |
ISHARES TR | 600,000 | $77.4M | 1.7% | $119.53 | 0.00% | 1 qtr | New 68 |
LIVEPERSON INC | 7M | $66M | 1.5% | — | — | 3 qtrssince 2022-Q1 | Unchanged 0 |
iShares Russell 2000 ETF | 319,380 | $52.7M | 1.2% | $187.14 | -16.09% | 10 qtrssince 2020-Q2 | Increased 47 |
ENOVIS CORP | 578,000 | $26.6M | 0.6% | — | — | 3 qtrssince 2022-Q1 | Decreased 0 |
ACI WORLDWIDE INC | 1.2M | $25.4M | 0.6% | $31.95 | -28.01% | 11 qtrssince 2020-Q1 | Decreased 0 |
INTEGRATED RAIL AND RES ACQ | 937,845 | $9.4M | 0.2% | — | — | 3 qtrssince 2022-Q1 | Unchanged 0 |
Starboard Value LP manages $4.5B across 177 positions as of Q3 2022. Top holdings: GDDY (12.9%), ACM (10.5%), HUM (10.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Added WIX, IWN, BOAS and 2 more; exited GCP, ELAN, CTVA and 8 more; increased 3, led by IWM (+5,000 shares); trimmed 10, led by ON (−3.2M shares). Top move: WIX (NEW, conviction 85). Portfolio: $4.5B across 177 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR