Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New VRT ACTG CRM positions; Exits HUN EHTH
Highlights from Q4 2022 filing as compared to Q3 2022:
- New positions in: VRT (~16.9 mln shares), ACTG (~5 mln), CRM (~3.03 mln), SPLK (~1.87 mln)
- Increased positions in: GDDY (to ~10.23 mln shares from ~8.26 mln shares), IWN (to ~0.9 mln from ~0.6 mln), IWM (to ~0.52 mln from ~0.32 mln)
- Maintained positions in: LPSN (~7.01 mln shares), ACM (~6.97 mln shares), GDOT (~5.29 mln shares), MRCY (~3.77 mln shares), PZZA (~2.76 mln shares), GEN (~18.91 mln shares, previously 19.2 mln)
- Closed positions in: HUN (from ~5.13 mln shares), EHTH (from ~2.2 mln), ACIW (from ~1.2 mln), RNER (from ~0.6 mln)
- Decreased positions in: CVLT (to ~1.55 mln shares from ~3.66 mln shares), ON (to ~0.95 mln from ~2.45 mln), MD (to ~5.47 mln from ~5.92 mln), WTW (to ~1.9 mln from ~2.2 mln), WIX (to ~2.3 mln from ~2.57 mln), ENOV (to ~0.35 mln from ~0.58 mln), HUM (to ~0.78 mln from ~0.95 mln)