Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New CTVA position, confirms increased ACIW holding
Highlights from 2020 Q3 filing as compared to Q2 2020:
- New positions in: CTVA (~11.71 mln shares)
- Increased positions in: ACIW (confirms increased holding of ~4.9 mln shares from ~2.07 mln shares), ACM (to ~7.73 mln from ~5.98 mln), IWN (to ~0.98 mln from ~0.34 mln), BOX (to ~9.29 mln from ~9.04 mln), MMSI (to ~4.46 mln from ~4.32 mln)
- Maintained positions in: MD (~8.45 mln shares), GCP (~6.54 mln shares), GDOT (~4.43 mln shares), CVLT (~4.31 mln shares), MGLN (~2.37 mln shares)
- Closed positions in: EBAY (from ~2.09 mln shares)
- Decreased positions in: NLOK (confirms lowered holding to ~12.49 mln shares from ~24.08 mln shares), AAP (to ~1.6 mln from ~2.57 mln) CERN (to ~2.38 mln from ~2.64 mln)