Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: Affirms NWL position; Closes FTNT, TYPE, STC, CTSH
Highlights from 2018 Q1 filing as compared to 2017 Q4 filing:
- New positions in: NWL (~18.58 mln shares)
- Increased positions in: FCE.A (to ~15.27 mln shares from ~5.34 mln shares), CARS (to ~6.75 mln from ~4.58 mln), MAC (to ~2.42 mln from ~0.6 mln), EVHC (to ~3.91 mln from ~2.57 mln)
- Maintained positions in: MRVL (~33.72 mln shares), PRGO (~9.64 mln shares), AABA (~9.61 mln shares), MLNX (~5.47 mln shares), AAP (~3.18 mln shares)
- Closed positions in: FTNT (from ~3.52 mln shares), TYPE (from ~3.4 mln), STC (from ~2.32 mln), CTSH (from ~1 mln)
- Decreased positions in: BCO (to ~0.59 mln shares from ~0.86 mln shares), BAX (to ~1.05 mln from ~1.19 mln)
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