Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: Confirms new BLMN position, Exited ABCM SPLK
Highlights from Q3 2023 filing as compared to Q2 2023:
- New positions in: BLMN (~8.34 mln shares)
- Increased positions in: ACTG (to ~61.12 mln shares from ~20 mln shares), AQN (to ~58.4 mln from ~34.14 mln)
- Maintained positions in: GEN (~18.61 mln shares), GDDY (~9.96 mln)
- Closed positions in: ABCM (from ~4.59 mln shares), SPLK (from ~4.07 mln), CVLT (from ~0.12 mln), WTW (from ~0.51 mln), PZZA (from ~0.18 mln)
- Decreased positions in: VRT (to ~4.12 mln shares from ~15.94 mln shares), ACM (to ~2.89 mln from ~3.78 mln), MRCY (to ~2.31 mln from ~2.84 mln), CRM (to ~1.73 mln from ~2.01 mln), ROG (to ~0.55 mln from ~0.77 mln), HUM (to ~0.84 mln from ~0.89 mln)