Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing:
2/14/2017, 4:43:04 PM ET
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: VIAV (~3.5 mln shares), TRCO (~2 mln), CTSH (~1.48 mln), COL (~1.1 mln), CSOD (~0.3 mln), TTWO (~0.15 mln)
- Increased positions in: PRGO (to ~9.51 mln shares from ~5.9 mln shares), BAX (to ~2.45 mln from ~1.88 mln)
- Maintained positions in: MRVL (~33.72 mln shares), YHOO (~12.3 mln shares), BCO (~4.58 mln shares), M(~3.01 mln shares), AAP (~2.83 mln shares), STC (~2.32 mln shares)
- Closed positions in: TRNC (from ~0.95 mln shares), FRGI (from ~0.59 mln), CAB (from ~0.3 mln), CW (from ~0.17 mln), IMPV (from ~0.16 mln)
- Decreased positions in: QTM (to ~7.52 mln shares from ~18.97 mln shares), WRK (to ~0.7 mln from ~3 mln), HPE (to ~4.15 mln from ~5.48 mln), DEPO (to ~5.27 mln from ~6.02 mln), NSP (to ~0.76 mln from ~1.5 mln), IWN (to ~0.05 mln from ~0.56 mln)