Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New GDOT MMSI CVLT positions
Highlights from 2020 Q1 filing as compared to Q4 2019:
- New positions in: GDOT (~4.96 mln shares), MMSI (~4.84 mln), CVLT (~4.62 mln), REZI (~2.62 mln), ACIW (~1.44 mln)
- Increased positions in: BOX (to ~11.67 mln shares from ~7.27 mln shares), MD (to ~7.89 mln from ~3.88 mln), GCP (to ~6.54 mln from ~5.32 mln), EBAY (to ~7.92 mln from ~7.45 mln)
- Maintained positions in: NLOK (~26.67 mln shares), ACM (~5.98 mln shares), CERN (~3.48 mln shares), AAP (~2.57 mln shares), MGLN (~2.37 mln shares)
- Closed positions in: SPY (from ~2.56 mln shares), MGM (from ~0.3 mln)