SVStarboard Value LP
Institutional investor · Portfolio as of Q4 2021
Top Holdings136 positions
HUNTSMAN CORP | 18M | $628.8M | 8.7% | $25.68 | +11.21% | 2 qtrssince 2021-Q3 | Increased 87 |
GODADDY INC | 6.8M | $576.3M | 8.0% | $84.86 | 0.00% | 1 qtr | New 97 |
AECOM | 7.2M | $559.8M | 7.8% | $37.08 | +97.96% | 10 qtrssince 2019-Q3 | Decreased 0 |
ON SEMICONDUCTOR CORP | 7.6M | $514M | 7.1% | $32.80 | +107.05% | 5 qtrssince 2020-Q4 | Decreased 0 |
WILLIS TOWERS WATSON PLC LTD | 2.1M | $498.9M | 6.9% | $222.88 | 0.00% | 1 qtr | New 97 |
GEN DIGITAL INC | 16.7M | $434M | 6.0% | $15.10 | +55.88% | 9 qtrssince 2019-Q4 | Unchanged 0 |
CORTEVA INC | 8.9M | $420.8M | 5.8% | $4.31 | +56.35% | 6 qtrssince 2020-Q3 | Decreased 0 |
PAPA JOHNS INTL INC | 2.8M | $368.3M | 5.1% | $89.76 | +28.49% | 3 qtrssince 2021-Q2 | Unchanged 0 |
CERNER CORP | 3.4M | $318.3M | 4.4% | — | — | 10 qtrssince 2019-Q3 | Increased 60 |
ACI WORLDWIDE INC | 9M | $311.9M | 4.3% | $31.95 | +8.60% | 8 qtrssince 2020-Q1 | Unchanged 0 |
ISHARES TR | 1.4M | $308M | 4.3% | $187.62 | +11.80% | 7 qtrssince 2020-Q2 | Decreased 0 |
COMMVAULT SYS INC | 4.3M | $295.6M | 4.1% | $42.37 | +62.67% | 8 qtrssince 2020-Q1 | Increased 60 |
MAGELLAN HEALTH INC | 2.4M | $225M | 3.1% | — | — | 10 qtrssince 2019-Q3 | Unchanged 0 |
ELANCO ANIMAL HEALTH INC | 7.7M | $218.1M | 3.0% | $29.40 | -3.46% | 4 qtrssince 2021-Q1 | Increased 59 |
CYXTERA TECHNOLOGIES INC | 16.5M | $208.4M | 2.9% | — | — | 2 qtrssince 2021-Q3 | Unchanged 0 |
GCP APPLIED TECHNOLOGIES | 6.5M | $207.1M | 2.9% | — | — | 10 qtrssince 2019-Q3 | Unchanged 0 |
GREEN DOT CORP | 5.3M | $191.9M | 2.7% | $28.80 | +25.81% | 8 qtrssince 2020-Q1 | Unchanged 0 |
| 3.9M | $180.2M | 2.5% | — | — | 1 qtr | New 79 | |
PEDIATRIX MEDICAL GROUP INC | 5.9M | $160.9M | 2.2% | $19.42 | +40.13% | 9 qtrssince 2019-Q4 | Unchanged 0 |
MERIT MED SYS INC | 1.3M | $81.1M | 1.1% | $31.64 | +96.88% | 8 qtrssince 2020-Q1 | Decreased 0 |
Starboard Value LP manages $7.2B across 136 positions as of Q4 2021. Top holdings: HUN (8.7%), GDDY (8.0%), ACM (7.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 96 new positions, 19 exits, 6 increased. Top move: GDDY (NEW, conviction 97). Portfolio: $7.2B across 136 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