Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New MD SPY positions, Increased EBAY SCOR ACM BOX CERN holdings
Highlights from 2019 Q4 filing as compared to Q3 2019:
- New positions in: MD (~3.88 mln shares), SPY (~2.56 mln)
- Increased positions in: EBAY (to ~7.45 mln shares from ~3.67 mln shares), SCOR (to ~2.98 mln from ~0.02 mln), ACM (to ~5.98 mln from ~5.48 mln), BOX (to ~7.27 mln from ~6.97 mln), CERN (to ~3.53 mln from ~3.33 mln)
- Maintained positions in: GCP (~5.32 mln shares), AAP (~2.57 mln shares), MGLN (~2.37 mln shares)
- Closed positions in: PRGO (from ~4.1 mln shares), RPM (from ~0.32 mln)
- Decreased positions in: NLOK (to ~26.67 mln shares from ~43.33 mln shares), MGM (to ~0.3 mln from ~2.75 mln), IWN (to ~0.98 mln from ~1.78 mln), IWR (to ~1.03 mln from ~1.12 mln)