Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: Confirms new HUN position, Increases EHTH
Highlights from 2021 Q3 filing as compared to Q2 2021:
- New positions in: CYXT (~16.53 mln shares), HUN (~11.6 mln), ENFA (~0.45 mln), TREB (~0.45 mln), VPCC (~0.45 mln), HCIC (~0.3 mln), CPAR (~0.25 mln), EGGF (~0.25 mln)
- Increased positions in: AUS (to ~0.5 mln shares from ~0.25 mln shares), MTAC (to ~0.38 mln from ~0.15 mln), LNFA (to ~0.5 mln from ~0.31 mln), FVT (to ~0.35 mln from ~0.19 mln), EHTH (to ~2.05 mln from ~1.9 mln) TWND (to ~0.4 mln from ~0.3 mln), PLMI (to ~0.4 mln from ~0.34 mln) PRPB (to ~0.42 mln from ~0.38 mln), ACAH (to ~0.4 mln from ~0.39 mln)
- Maintained positions in: NLOK (~16.7 mln shares), ACIW (~8.99 mln shares), ACM (~7.33 mln shares), GCP (~6.54 mln shares), GDOT (~5.29 mln shares), CVLT (~4.08 mln shares), MMSI (~3.54 mln shares), CERN (~3.25 mln shares), MGLN (~2.37 mln shares),
- Closed positions in: KVSC (from ~0.5 mln shares)
- Decreased positions in: MD (to ~5.92 mln shares from ~8.45 mln shares), BOX (to ~12.21 mln from ~13.01 mln), PZZA (to ~2.76 mln from ~3.46 mln), IWR (to ~0.03 mln from ~0.49 mln), CTVA (to ~9.19 mln from ~9.58 mln), ON (to ~8.34 mln from ~8.69 mln), ELAN (to ~7.31 mln from ~7.61 mln