Filing analysis
Starboard Value
13F-HR · period Q3 2024 · filed Nov 14, 2024
$4.70BReported 13F value
20Positions
5Other managers included
+2New
2Increased
3Reduced
−3Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| ADSK Autodesk, Inc. | $510.19M | 10.9% |
| MTCH Match Group, Inc. | $361.60M | 7.7% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| GDDY GoDaddy Inc. | ▼ Trim | -32.0% | $491.36M |
| HUM Humana Inc. | ▼ Trim | -62.3% | $60.50M |
| CRM Salesforce, Inc. | ▼ Trim | -14.3% | $394.65M |
| IWN iShares Russell 2000 Value ETF | ▲ Add | +5.9% | $226.04M |
| FTRE Fortrea Holdings Inc. | ▲ Add | +5.0% | $168.00M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.