Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New ON position, Increased NLOK ACIW holdings
Highlights from 2020 Q4 filing as compared to Q3 2020:
- New position in: ON (~9.04 mln shares)
- Increased positions in: NLOK (to ~20.83 mln shares from ~12.49 mln shares), ACIW (to ~9.67 mln from ~4.9 mln), CTVA (to ~14.43 mln from ~11.71 mln), BOX (to ~10.98 mln from ~9.29 mln) CVLT (to ~4.47 mln from ~4.31 mln), IWR (to ~0.55 mln from ~0.45 mln)
- Maintained positions in: MD (~8.45 mln shares), ACM (~7.77 mln shares), GCP (~6.54 mln shares), GDOT (~4.41 mln shares), MGLN (~2.37 mln shares)
- Decreased positions in: SCOR (to ~1.34 mln shares from ~2.98 mln shares), AAP (to ~0.29 mln from ~1.6 mln), IWN (to ~0.34 mln from ~0.98 mln), MMSI (to ~3.98 mln from ~4.46 mln), CERN (to ~2.29 mln from ~2.38 mln)