Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New ROG position, Increased ACTG SPLK holdings
Highlights from Q1 2023 filing as compared to Q4 2022:
- New positions in: ROG (~1.03 mln shares), ISRL (~0.5 mln), FLFV (~0.3 mln), RBA (~0.25 mln)
- Increased positions in: ACTG (to ~20 mln shares from ~5 mln shares), SPLK (to ~4.58 mln from ~1.87 mln), CVLT (to ~1.59 mln from ~1.55 mln), HUM (to ~0.8 mln from ~0.78 mln)
- Maintained positions in: GEN (~18.91 mln shares), VRT (~16.82 mln shares), GDDY (~10.06 mln shares), GDOT (~5.29 mln shares), MRCY (~3.77 mln shares)
- Closed positions in: MD (from ~5.47 mln shares)
- Decreased positions in: LPSN (to ~2.36 mln shares from ~7.01 mln shares), PZZA (to ~0.58 mln from ~2.76 mln), ACM (to ~5.39 mln from ~6.97 mln), ON (to ~0.2 mln from ~0.95 mln), CRM (to ~2.53 mln from ~3.03 mln), WIX (to ~1.97 mln from ~2.32 mln), WTW (to ~1.82 mln from ~1.93 mln)