Starboard Value discloses updated portfolio positions in 13F filing: New position in AOL, YHOO; increased position in DRI, MCRL; closed position in RGS, TIBX
Highlights from 2014 Q3 filing as compared to 2014 Q2 filing:
* New positions in: AOL (~1.9 mln shares), AAN (~0.8 mln), YHOO (~7.7 mln), KRA (~1.3 mln) * Increased positions in: DRI (to ~11.6 mln shares from ~8.2 mln shares), MCRL (to ~6.8 mln from ~2.3 mln), RLD (to ~5 mln from ~3.6 mln) * Decreased positions in: ENTR (to ~0.8 mln shares from ~2.8 mln shares) * Closed positions in: RGS (from ~49.7 mln shares), TIBX (from ~4.3 mln), TQNT (from ~3.9 mln), CPWR (from ~4.5 mln)