Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New PZZA position, Increased CERN holding
Highlights from 2021 Q2 filing as compared to Q1 2021:
- New positions in: PZZA (~3.46 mln shares), WPCB (~0.85 mln), SLAM (~0.6 mln), LEGA (~0.6 mln)
- Increased positions in: CERN (to ~3.18 mln shares from ~2.26 mln shares), KVSC (to ~0.5 mln from ~0.35 mln), TWCT (to ~0.45 mln from ~0.31 mln), DGNU (to ~0.34 mln from ~0.24 mln), PRPB (to ~0.38 mln from ~0.32 mln) BOX (to ~13.01 mln from ~12.75 mln)
- Maintained positions in: ACIW (~8.99 mln shares), ON (~8.69 mln shares), MD (~8.45 mln shares), GCP (~6.54 mln shares), GDOT (~5.29 mln shares), MGLN (~2.37 mln shares), EHTH (~1.9 mln shares)
- Decreased positions in: NLOK (to ~16.7 mln shares from ~21.1 mln shares), CTVA (to ~9.58 mln from ~12.43 mln), SCOR (to ~2.42 mln from ~2.87 mln), ACM (to ~7.43 mln from ~7.81 mln), CVLT (to ~4.08 mln from ~4.35 mln)