Starboard Value as of Dec. 31, 2017
Portfolio Holdings for Starboard Value
Starboard Value holds 19 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Perrigo Company (PRGO) | 20.6 | $840M | 9.6M | 87.16 | |
Altaba | 17.9 | $734M | 11M | 69.85 | |
Marvell Technology Group | 17.7 | $724M | 34M | 21.47 | |
Mellanox Technologies | 7.9 | $324M | 5.0M | 64.70 | |
Advance Auto Parts (AAP) | 7.7 | $317M | 3.2M | 99.69 | |
Fortinet (FTNT) | 3.8 | $154M | 3.5M | 43.69 | |
Cars (CARS) | 3.2 | $132M | 4.6M | 28.84 | |
Forest City Realty Trust Inc Class A | 3.1 | $129M | 5.3M | 24.10 | |
Bemis Company | 2.5 | $102M | 2.1M | 47.79 | |
Stewart Information Services Corporation (STC) | 2.4 | $98M | 2.3M | 42.30 | |
Envision Healthcare | 2.2 | $89M | 2.6M | 34.56 | |
Monotype Imaging Holdings | 2.0 | $82M | 3.4M | 24.10 | |
Baxter International (BAX) | 1.9 | $77M | 1.2M | 64.64 | |
Cognizant Technology Solutions (CTSH) | 1.7 | $71M | 1.0M | 71.02 | |
Brink's Company (BCO) | 1.6 | $67M | 855k | 78.70 | |
iShares Russell 2000 Value Index (IWN) | 1.6 | $66M | 526k | 125.75 | |
Macerich Company (MAC) | 1.0 | $39M | 600k | 65.68 | |
DepoMed | 0.9 | $38M | 4.7M | 8.05 | |
iShares Russell 2000 Index (IWM) | 0.2 | $6.8M | 3.0M | 2.28 |