Starboard Value (Jeffrey Smith) disclosed updated portfolio positions in 13F filing: Increased NLOK LPSN holdings
Highlights from 2022 Q2 filing as compared to Q1 2022:
- Increased positions in: NLOK (to ~19.2 mln shares from ~16.7 mln shares), LPSN (to ~7.01 mln from ~6.41 mln), MRCY (to ~3.94 mln from ~3.58 mln), WTW (to ~2.25 mln from ~2.14 mln), GDDY (to ~8.38 mln from ~8.25 mln)
- Mostly maintained positions in: CYXT (~20.77 mln shares, ACM (~7.02 mln shares, slightly lower than prior 7.09 mln shares), GCP (~6.54 mln shares), MD (~5.92 mln shares), GDOT (~5.29 mln shares), CVLT (~3.80 mln shares, slightly lower than prior 3.836 mln), PZZA (~2.76 mln shares), HUM (960K shares, slightly lower than prior 968.2K shares)
- Decreased positions in: HUN (to ~8.31 mln shares from ~16.52 mln shares), CTVA (to ~1.02 mln from ~6 mln), KSS (to ~0.54 mln from ~3.33 mln), ELAN (to ~5.73 mln from ~6.9 mln), ACIW (to ~5.2 mln from ~6.24 mln), IWM (to ~0.31 mln from ~1.31 mln), ON (to ~5.62 mln from ~6.62 mln)