Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New MLNX and CARS positions
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: MLNX (~5.01 mln shares), CARS (~4.58 mln)
- Increased positions in: FCE.A (to ~5.34 mln shares from ~3.37 mln shares), TYPE (to ~3.4 mln from ~2 mln), BMS (to ~2.13 mln from ~1.5 mln), MAC (to ~0.6 mln from ~0.5 mln)
- Maintained positions in: MRVL (~33.72 mln shares), PRGO (~9.64 mln shares), AAP (~3.18 mln shares)
- Closed positions in: ETSY (from ~4.24 mln shares), HPE (from ~2.7 mln), MBI (from ~1.2 mln), QTM (from ~0.94 mln), ILG (from ~0.63 mln), JACK (from ~0.18 mln)
- Decreased positions in: AABA (to ~10.5 mln shares from ~12.3 mln shares), DEPO (to ~4.7 mln from ~5.3 mln), BCO (to ~0.86 mln from ~1.29 mln), FTNT (to ~3.52 mln from ~3.92 mln), BAX (to ~1.19 mln from ~1.36 mln), CTSH (to ~1 mln from ~1.15 mln), IWN (to ~0.53 mln from ~0.66 mln)