Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: Confirms new ELAN EHTH positions, Exited AAP
Highlights from 2021 Q1 filing as compared to Q4 2020:
- New positions in: ELAN (~7.83 mln shares), EHTH (~1.9 mln), MAAC (~0.54 mln), CCX (~0.5 mln), PRPB (~0.32 mln), TWCT (~0.31 mln), KVSB (~0.3 mln)
- Increased positions in: BOX (to ~12.75 mln shares from ~10.98 mln shares), SCOR (to ~2.87 mln from ~1.34 mln), GDOT (to ~5.29 mln from ~4.41 mln), NLOK (to ~21.1 mln from ~20.83 mln), ACM (to ~7.81 mln from ~7.77 mln)
- Maintained positions in: MD (~8.45 mln shares GCP (~6.54 mln shares), MGLN (~2.37 mln shares), CERN (~2.26 mln shares), IWM (~0.54 mln shares), IWN (~0.34 mln shares)
- Closed position in: AAP (from ~0.29 mln)
- Decreased positions in: CTVA (to ~12.43 mln shares from ~14.43 mln shares), ON (to ~8.57 mln from ~9.04 mln), MMSI (to ~3.74 mln from ~3.98 mln), CVLT (to ~4.35 mln from ~4.47 mln), IWR (to ~0.45 mln from ~0.55 mln)