Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: Confirms new WIX position, Lowers ACIW HUN ON holdings
Highlights from 2022 Q3 filing as compared to Q3 2022:
- New positions in: WIX (~2.57 mln shares), IWN (~0.6 mln)
- Increased positions in: LGTO (to ~0.53 mln shares from ~0.35 mln shares)
- Maintained positions in: CYXT (~20.77 mln shares), GEN (~19.2 mln shares), GDDY (~8.26 mln shares), LPSN (~7.01 mln shares), ACM (~6.97 mln shares), MD (~5.92 mln shares), GDOT (~5.29 mln shares), PZZA (~2.76 mln shares), WTW (~2.23 mln shares)
- Closed positions in: ELAN (from ~5.73 mln shares), CTVA (from ~1.02 mln), MMSI (from ~0.58 mln), KSS (from ~0.54 mln)
- Decreased positions in: ACIW (to ~1.21 mln shares from ~5.2 mln shares), HUN (to ~5.13 mln from ~8.31 mln), ON (to ~2.45 mln from ~5.62 mln), ENOV (to ~0.58 mln from ~0.91 mln), MRCY (to ~3.77 mln from ~3.94 mln), CVLT (to ~3.66 mln from ~3.8 mln)