Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New LPSN MRCY KSS positions
Highlights from 2022 Q1 filing as compared to Q4 2021:
- New positions in: LPSN (~6.41 mln shares), MRCY (~3.58 mln), KSS (~3.33 mln) HUM (~0.97 mln)
- Increased positions in: CYXT (to ~20.77 mln shares from ~16.53 mln shares), GDDY (to ~8.25 mln from ~6.79 mln), ARTE (to ~0.5 mln from ~0.29 mln), EHTH (to ~2.24 mln from ~2.05 mln), ENOV (to ~4.11 mln from ~3.92 mln) ACAQ (to ~0.51 mln from ~0.38 mln), IQMD (to ~0.11 mln from ~0.1 mln)
- Maintained positions in: NLOK (~16.7 mln shares), ACM (~7.1 mln shares), GCP (~6.54 mln shares), MD (~5.92 mln shares), GDOT (~5.29 mln shares), PZZA (~2.76 mln shares), WTW (~2.14 mln shares)
- Decreased positions in: CTVA (to ~6 mln shares from ~8.9 mln shares), ACIW (to ~6.24 mln from ~8.99 mln), HUN (to ~16.52 mln from ~18.03 mln), CERN (to ~2.26 mln from ~3.43 mln), ON (to ~6.62 mln from ~7.57 mln), ELAN (to ~6.9 mln from ~7.69 mln), CVLT (to ~3.84 mln from ~4.29 mln), MMSI (to ~0.87 mln from ~1.3 mln)