Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: Increased ACIW MD holdings, lowered EBAY BOX holdings
Highlights from 2020 Q2 filing as compared to Q1 2020:
- Increased positions in: ACIW (to ~2.07 mln shares from ~1.44 mln shares), MD (to ~8.45 mln from ~7.89 mln)
- Maintained positions in: GCP (~6.54 mln shares), ACM (~5.98 mln shares), AAP (~2.57 mln shares), MGLN (~2.37 mln shares)
- Closed positions in: REZI (from ~2.62 mln shares)
- Decreased positions in: EBAY (to ~2.09 mln shares from ~7.92 mln shares), BOX (to ~9.04 mln from ~11.67 mln), NLOK (to ~24.08 mln from ~26.67 mln), CERN (to ~2.64 mln from ~3.48 mln), IWN (to ~0.34 mln from ~0.98 mln), GDOT (to ~4.43 mln from ~4.96 mln), MMSI (to ~4.32 mln from ~4.84 mln), CVLT (to ~4.37 mln from ~4.62 mln)