Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New positions include EVHC, MAC, JACK; Closed out ARC, ABCO, NSP
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: ETSY (~4.24 mln shares), EVHC (~2.64 mln), TYPE (~2 mln), BMS (~1.5 mln), MBI (~1.2 mln), MAC (~0.5 mln), JACK (~0.18 mln)
- Increased positions in: IWN (to ~0.66 mln shares from ~0.49 mln shares)
- Maintained positions in: MRVL (~33.72 mln shares), AABA (~12.3 mln shares), PRGO (~9.64 mln shares), AAP (~3.18 mln shares)
- Closed positions in: SRC (from ~2 mln shares), ABCO (from ~0.35 mln), NSP (from ~0.09 mln), PHG (from ~0.05 mln)
- Decreased positions in: HPE (to ~2.7 mln shares from ~10.5 mln shares), FCE.A (to ~3.37 mln from ~4.45 mln), FTNT (to ~3.92 mln from ~4.47 mln), BCO (to ~1.29 mln from ~1.71 mln), CTSH (to ~1.15 mln from ~1.43 mln), BAX (to ~1.36 mln from ~1.56 mln)
