STARBOARD VALUE LP Information

777 THIRD AVENUE, 18TH FLOOR, NEW YORK, New York, 10017, (212) 845-7977

Report Date: 12/31/2014

Position Statistics

Total Positions 31
New Positions 4
Increased Positions 10
Decreased Positions 14
Positions with Activity 24
Sold Out Positions 5
Total Mkt Value (in $ millions) 3,385

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 21.61%
Capital Goods
Conglomerates
Consumer Cyclical 2.02%
Consumer/Non-Cyclical 7.62%
Energy
Financial 0%
Healthcare
Services 51.47%
Technology 16.29%
Transportation
Utilities

31 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DARDEN RESTAURANTS INC COM 806,771 New 11,635,000
MEADWESTVACO CORP COM 503,380 37,095 7.96 10,093,836
OFFICE DEPOT INC COM 406,753 -19,427 (4.56) 44,212,311
YAHOO INC COM 343,235 New 7,724,420
STAPLES INC COM 257,899 257,899 New 15,836,574
TESSERA TECHNOLOGIES INC COM 151,050 -40,280 (21.05) 3,750,000
BABCOCK & WILCOX CO NEW COM 125,151 20,056 19.08 3,900,000
MICREL INC COM 102,273 New 6,782,000
CLEAN HARBORS INC COM 76,653 76,653 New 1,350,000
WAUSAU PAPER CORP COM 71,475 New 7,500,000
LSB INDS INC COM 71,294 40,297 130 1,725,000
REALD INC COM 63,311 New 4,950,000
INSPERITY INC COM 59,349 59,349 New 1,135,000
FAMILY DLR STORES INC COM 47,544 23,772 100 600,000
CURTISS WRIGHT CORP COM 44,734 -3,327 (6.92) 605,000
INTEGRATED SILICON SOLUTION COM 42,921 27,714 182.25 2,399,150
QUANTUM CORP COM DSSG 41,112 New 25,695,000
CALGON CARBON CORP COM 40,665 -12,537 (23.56) 1,930,000
INTEGRATED DEVICE TECHNOLOGY COM 38,038 -59,059 (60.83) 1,900,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 33,296 33,296 New 400,000


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