Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New SYMC position, Increases CARS RPM BAX holdings
Highlights from 2018 Q3 filing as compared to 2018 Q2 filing:
- New positions in: SYMC (~24.5 mln shares)
- Increased positions in: CARS (to ~6.29 mln shares from ~5.72 mln shares), RPM (to ~1.2 mln from ~0.63 mln), BAX (to ~0.73 mln from ~0.56 mln), MRVL (to ~34.29 mln from ~33.72 mln)
- Maintained positions in: FCEA (~15.27 mln shares), PRGO (~10.04 mln shares), AAP (~3.18 mln shares)
- Closed positions in: ASRT (from ~1.6 mln shares), MAC (from ~1.15 mln)
- Decreased positions in: NWL (to ~0.79 mln shares from ~8.77 mln shares), AABA (to ~2.24 mln from ~5.64 mln), MLNX (to ~4.44 mln from ~5.47 mln), BMS (to ~1.97 mln from ~2.96 mln)
