Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New FCE.A SRC ILG WBMD PHG positions
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: FCE.A (~4.45 mln shares), SRC (~2 mln), ILG (~0.63 mln), WBMD (~0.43 mln), PHG (~0.05 mln)
- Increased positions in: HPE (to ~10.5 mln shares from ~5.31 mln shares), AAP (to ~3.18 mln from ~2.83 mln), IWN (to ~0.49 mln from ~0.44 mln)
- Maintained positions in: MRVL (~33.72 mln shares), AABA (~12.3 mln shares), PRGO (~9.64 mln shares), FTNT (~4.47 mln shares), STC (~2.32 mln shares)
- Closed positions in: TRCO (from ~1.99 mln shares), MYCC (from ~0.67 mln), PNK (from ~0.5 mln), CL (from ~0.17 mln)
- Decreased positions in: QTM (to ~0.94 mln shares from ~7.5 mln shares), BCO (to ~1.71 mln from ~3 mln), CTSH (to ~1.43 mln from ~2 mln)