Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New ACM SCOR positions, exited AABAHighlights from 2019 Q2 filing as compared to Q1 2019:
- New positions in: ACM (~4.4 mln shares), SCOR (~0.25 mln)
- Increased positions in: GCP (to ~5.32 mln shares from ~3.18 mln shares), SYMC (to ~38 mln from ~36 mln)
- Maintained positions in: PRGO (~10.04 mln shares), CARS (~6.38 mln shares), AAP (~3.18 mln shares), MGLN (~2.37 mln shares)
- Closed positions in: ZAYO (from ~4.1 mln shares), AABA (from ~1.64 mln)
- Decreased positions in: MRVL (to ~0.79 mln shares from ~19.83 mln shares) EBAY (to ~4.07 mln from ~6.29 mln), DLTR (to ~0.56 mln from ~1.76 mln), NTUS (to ~0.56 mln from ~1.13 mln), IWN (to ~1.78 mln from ~2.13 mln), MGM (to ~2.75 mln from ~2.9 mln), RPM (to ~0.9 mln from ~1 mln), CERN (to ~3 mln from ~3.1 mln)