Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: Confirms new AQN ABCM positions, Increased WIX, Exited ENOV ON LZM
Highlights from Q2 2023 filing as compared to Q1 2023:
- New positions in: AQN (~34.1 mln shares), ABCM (~4.59 mln)
- Increased positions in: WIX (to ~3.79 mln shares from ~1.97 mln shares), HUM (to 885K from 800K)
- Maintained positions in: GEN (~18.9 mln shares), GDDY (~10.0 mln), LPSN (2.36 mln)
- Closed positions in: ENOV (from ~0.35 mln shares), ON (from ~0.2 mln), LZM (from ~0.48 mln)
- Decreased positions in: ACM (to ~3.8 mln shares from ~5.4 mln shares), CVLT (to ~0.12 mln from ~1.6 mln), WTW (to ~0.5 mln from ~1.8 mln), MRCY (to ~2.8 mln from ~3.8 mln), VRT (to ~15.9 mln from ~16.8 mln), CRM (to ~2 mln from ~2.5 mln), SPLK (to ~4.1 mln from ~4.6 mln), PZZA (to ~0.2 mln from ~0.6 mln), ROG (to ~0.77 mln from ~1 mln)
