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Hot Stocks
Starboard takes stake in Humana, exits System1 » 17:24
05/13/22
05/13
17:24
05/13/22
17:24
HUM

Humana

$439.02 /

+10.31 (+2.40%)

, MRCY

Mercury Systems

$59.18 /

+4.18 (+7.60%)

, KSS

Kohl's

$48.48 /

+0.945 (+1.99%)

, LPSN

LivePerson

$17.62 /

+1.46 (+9.03%)

, ETAC

E.Merge Technology

$9.93 /

+0.005 (+0.05%)

, SST

System1

$11.80 /

+1.115 (+10.44%)

, GDDY

GoDaddy

$71.91 /

+2.865 (+4.15%)

, CYXT

Cyxtera Technologies

$12.63 /

+1.09 (+9.45%)

, WTW

Willis Towers Watson

$205.70 /

+4.8 (+2.39%)

, ARTE

Artemis Strategic Investment

$9.99 /

+ (+0.00%)

, ACAQ

Athena Consumer Acquisition

$10.01 /

+ (+0.00%)

, ACIW

ACI Worldwide

$25.75 /

+0.45 (+1.78%)

, CERN

Cerner

$94.19 /

-0.03 (-0.03%)

, ON

ON Semiconductor

$56.24 /

+3.31 (+6.25%)

, CTVA

Corteva

$55.48 /

+1.445 (+2.67%)

, CVLT

Commvault

$58.80 /

+1.745 (+3.06%)

, HUN

Huntsman

$34.86 /

+0.625 (+1.83%)

, ACM

Aecom

$66.49 /

+1.48 (+2.28%)

, NLOK

NortonLifeLock

$23.95 /

+0.25 (+1.05%)

Jeffrey Smith's…

Jeffrey Smith's Starboard Value disclosed in an SEC filing its holdings as of March 31, 2022. Starboard's 88 new buys during the first quarter included, by size of position, Humana (HUM), Mercury Systems (MRCY), Kohl's (KSS), LivePerson (LPSN), and E.Merge Technology (ETAC). Starboard exited 54 positions during the quarter, including System1 (SST). Starboard increased its stake in eight holdings, including by size of previous position, GoDaddyy (GDDY), Cyxtera (CYXT), Willis Towers Watson (WTW), Artemis Strategic Investment (ARTE), and Athena Consumer Acquisition (ACAQ). Starboard reduced its stake in 67 holdings, including by size of previous position, ACI Worldwide (ACIW), Cerner (CERN), On Semiconductor (ON), Corteva (CTVA), and CommVault (CVLT). Starboard's top holdings as of March 31, in order of size, were GoDaddy, Huntsman (HUN), Aecom (ACM), Willis Towers Watson, and NortonLifeLock (NLOK).

ShowHide Related Items >><<
WTW Willis Towers Watson
$205.70 /

+4.8 (+2.39%)

SST System1
$11.80 /

+1.115 (+10.44%)

ON ON Semiconductor
$56.24 /

+3.31 (+6.25%)

NLOK NortonLifeLock
$23.95 /

+0.25 (+1.05%)

MRCY Mercury Systems
$59.18 /

+4.18 (+7.60%)

LPSN LivePerson
$17.62 /

+1.46 (+9.03%)

KSS Kohl's
$48.48 /

+0.945 (+1.99%)

HUN Huntsman
$34.86 /

+0.625 (+1.83%)

HUM Humana
$439.02 /

+10.31 (+2.40%)

GDDY GoDaddy
$71.91 /

+2.865 (+4.15%)

CYXT Cyxtera Technologies
$12.63 /

+1.09 (+9.45%)

CVLT Commvault
$58.80 /

+1.745 (+3.06%)

CTVA Corteva
$55.48 /

+1.445 (+2.67%)

CERN Cerner
$94.19 /

-0.03 (-0.03%)

ARTE Artemis Strategic Investment
$9.99 /

+ (+0.00%)

ACM Aecom
$66.49 /

+1.48 (+2.28%)

ACIW ACI Worldwide
$25.75 /

+0.45 (+1.78%)

HUM Humana
$439.02 /

+10.31 (+2.40%)

04/28/22 Wells Fargo
Humana price target raised to $512 from $491 at Wells Fargo
04/13/22 UBS
Humana upgraded to Buy from Neutral at UBS
04/07/22 Truist
Humana price target raised to $490 from $460 at Truist
02/03/22 Deutsche Bank
Humana price target raised to $435 from $418 at Deutsche Bank
MRCY Mercury Systems
$59.18 /

+4.18 (+7.60%)

05/13/22 Truist
Truist upgrades Mercury Systems to Buy after relative underperfomance
05/13/22 Truist
Mercury Systems upgraded to Buy from Hold at Truist
04/08/22 Jefferies
Jefferies downgrades Mercury Systems to Hold, sees FY22 guidance cut as likely
04/08/22 Jefferies
Mercury Systems downgraded to Hold from Buy at Jefferies
KSS Kohl's
$48.48 /

+0.945 (+1.99%)

05/11/22 OTR Global
Kohl's view downgraded to Mixed from Positive at OTR Global
04/26/22 Morgan Stanley
Kohl's price target lowered to $42 from $50 at Morgan Stanley
03/08/22 Credit Suisse
Kohl's price target lowered to $60 from $70 at Credit Suisse
03/08/22 Citi
Kohl's investors wanted to hear more about sale, says Citi
LPSN LivePerson
$17.62 /

+1.46 (+9.03%)

05/10/22 B. Riley
LivePerson price target lowered to $19 from $23 at B. Riley
05/10/22 Mizuho
LivePerson price target lowered to $18 from $20 at Mizuho
05/10/22 Roth Capital
LivePerson upgraded to Buy from Neutral at Roth Capital
04/08/22 Loop Capital
LivePerson price target raised to $30 from $23 at Loop Capital
ETAC E.Merge Technology
$9.93 /

+0.005 (+0.05%)

SST System1
$11.80 /

+1.115 (+10.44%)

04/26/22 Evercore ISI
System1 initiated with an In Line at Evercore ISI
04/06/22 DA Davidson
System1 price target raised to $26 from $23 at DA Davidson
04/06/22 Benchmark
System1 'more than a meme,' but trading likely to stay volatile, says Benchmark
11/29/21 DA Davidson
Trebia Acquisition initiated with a Buy at DA Davidson
GDDY GoDaddy
$71.91 /

+2.865 (+4.15%)

05/05/22 Benchmark
GoDaddy price target raised to $106 from $102 at Benchmark
04/25/22 Piper Sandler
GoDaddy upgraded to Overweight from Neutral at Piper Sandler
04/13/22 Benchmark
GoDaddy initiated with Buy, $102 target at Benchmark
04/13/22 Benchmark
GoDaddy initiated with a Buy at Benchmark
CYXT Cyxtera Technologies
$12.63 /

+1.09 (+9.45%)

04/07/22 Cowen
Cyxtera Technologies lack of asset ownership limits valuation, says Cowen
04/07/22 Credit Suisse
Cyxtera Technologies initiated with an Outperform at Credit Suisse
01/28/22 William Blair
Cyxtera Technologies initiated with an Outperform at William Blair
01/06/22 Cowen
Cyxtera Technologies initiated with an Outperform at Cowen
WTW Willis Towers Watson
$205.70 /

+4.8 (+2.39%)

04/11/22 BofA
Willis Towers Watson reinstated with an Underperform at BofA
02/09/22 Wells Fargo
Wells Fargo downgrades Willis Towers Watson to Equal Weight, cuts target to $240
02/09/22 Wells Fargo
Willis Towers Watson downgraded to Equal Weight from Overweight at Wells Fargo
01/24/22 Piper Sandler
Willis Towers Watson price target lowered to $250 from $270 at Piper Sandler
ARTE Artemis Strategic Investment
$9.99 /

+ (+0.00%)

ACAQ Athena Consumer Acquisition
$10.01 /

+ (+0.00%)

ACIW ACI Worldwide
$25.75 /

+0.45 (+1.78%)

04/25/22 DA Davidson
ACI Worldwide price target lowered to $36 from $42 at DA Davidson
10/12/21 DA Davidson
ACI Worldwide Q3 results should modest exceed guidance, says DA Davidson
CERN Cerner
$94.19 /

-0.03 (-0.03%)

04/11/22 Argus
Cerner downgraded to Hold from Buy at Argus
04/11/22 Argus
Cerner downgraded to Hold from Buy at Argus
01/06/22 Monness Crespi
Oracle selloff creates 'attractive buying opportunity,' says Monness Crespi
12/21/21 KeyBanc
Cerner downgraded to Sector Weight from Overweight at KeyBanc
ON ON Semiconductor
$56.24 /

+3.31 (+6.25%)

05/11/22 Wells Fargo
ON Semiconductor upgraded to Overweight from Equal Weight at Wells Fargo
05/03/22 Mizuho
ON Semiconductor price target raised to $68 from $65 at Mizuho
05/02/22 Piper Sandler
ON Semiconductor reported 'fantastic' results, says Piper Sandler
04/20/22 Mizuho
ON Semiconductor price target lowered to $65 from $68 at Mizuho
CTVA Corteva
$55.48 /

+1.445 (+2.67%)

05/10/22 Deutsche Bank
Corteva price target raised to $64 from $56 at Deutsche Bank
05/06/22 JPMorgan
Corteva downgraded to Neutral on valuation at JPMorgan
05/06/22 JPMorgan
Corteva downgraded to Neutral from Overweight at JPMorgan
04/29/22 Mizuho
Corteva price target raised to $67 from $60 at Mizuho
CVLT Commvault
$58.80 /

+1.745 (+3.06%)

01/26/22 RBC Capital
Commvault price target raised to $75 from $66 at RBC Capital
01/26/22 Lake Street
Commvault price target raised to $68 from $64 at Lake Street
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
HUN Huntsman
$34.86 /

+0.625 (+1.83%)

05/02/22 Deutsche Bank
Huntsman price target lowered to $40 from $46 at Deutsche Bank
03/31/22 BofA
Huntsman resumed with a Buy at BofA
03/31/22 BofA
Huntsman resumed with a Buy at BofA
03/28/22 Stifel
Huntsman selloff Friday 'strong buying opportunity,' says Stifel
ACM Aecom
$66.49 /

+1.48 (+2.28%)

05/10/22 Baird
Aecom price target lowered to $81 from $88 at Baird
04/27/22 RBC Capital
Aecom initiated with an Outperform at RBC Capital
02/15/22 Argus
Aecom price target raised to $82 from $80 at Argus
01/10/22 Baird
Baird more selective on E&C sector, downgrades APi and NV5
NLOK NortonLifeLock
$23.95 /

+0.25 (+1.05%)

05/09/22 Baird
NortonLifeLock price target lowered to $28 from $31 at Baird
03/29/22 Morgan Stanley
NortonLifeLock downgraded to Equal Weight from Overweight at Morgan Stanley
08/11/21 HSBC
Avast downgraded to Hold from Buy at HSBC
07/20/21 Goldman Sachs
Avast downgraded to Neutral from Buy at Goldman Sachs
WTW Willis Towers Watson
$205.70 /

+4.8 (+2.39%)

SST System1
$11.80 /

+1.115 (+10.44%)

ON ON Semiconductor
$56.24 /

+3.31 (+6.25%)

NLOK NortonLifeLock
$23.95 /

+0.25 (+1.05%)

MRCY Mercury Systems
$59.18 /

+4.18 (+7.60%)

LPSN LivePerson
$17.62 /

+1.46 (+9.03%)

KSS Kohl's
$48.48 /

+0.945 (+1.99%)

HUN Huntsman
$34.86 /

+0.625 (+1.83%)

HUM Humana
$439.02 /

+10.31 (+2.40%)

GDDY GoDaddy
$71.91 /

+2.865 (+4.15%)

CYXT Cyxtera Technologies
$12.63 /

+1.09 (+9.45%)

CVLT Commvault
$58.80 /

+1.745 (+3.06%)

CTVA Corteva
$55.48 /

+1.445 (+2.67%)

CERN Cerner
$94.19 /

-0.03 (-0.03%)

ACM Aecom
$66.49 /

+1.48 (+2.28%)

ACIW ACI Worldwide
$25.75 /

+0.45 (+1.78%)

NLOK NortonLifeLock
$23.95 /

+0.25 (+1.05%)

MRCY Mercury Systems
$59.18 /

+4.18 (+7.60%)

KSS Kohl's
$48.48 /

+0.945 (+1.99%)

HUN Huntsman
$34.86 /

+0.625 (+1.83%)

HUM Humana
$439.02 /

+10.31 (+2.40%)

GDDY GoDaddy
$71.91 /

+2.865 (+4.15%)

CYXT Cyxtera Technologies
$12.63 /

+1.09 (+9.45%)

CERN Cerner
$94.19 /

-0.03 (-0.03%)

WTW Willis Towers Watson
$205.70 /

+4.8 (+2.39%)

SST System1
$11.80 /

+1.115 (+10.44%)

ON ON Semiconductor
$56.24 /

+3.31 (+6.25%)

NLOK NortonLifeLock
$23.95 /

+0.25 (+1.05%)

MRCY Mercury Systems
$59.18 /

+4.18 (+7.60%)

LPSN LivePerson
$17.62 /

+1.46 (+9.03%)

KSS Kohl's
$48.48 /

+0.945 (+1.99%)

HUN Huntsman
$34.86 /

+0.625 (+1.83%)

HUM Humana
$439.02 /

+10.31 (+2.40%)

GDDY GoDaddy
$71.91 /

+2.865 (+4.15%)

CYXT Cyxtera Technologies
$12.63 /

+1.09 (+9.45%)

CVLT Commvault
$58.80 /

+1.745 (+3.06%)

CTVA Corteva
$55.48 /

+1.445 (+2.67%)

CERN Cerner
$94.19 /

-0.03 (-0.03%)

ACM Aecom
$66.49 /

+1.48 (+2.28%)

WTW Willis Towers Watson
$205.70 /

+4.8 (+2.39%)

SST System1
$11.80 /

+1.115 (+10.44%)

ON ON Semiconductor
$56.24 /

+3.31 (+6.25%)

NLOK NortonLifeLock
$23.95 /

+0.25 (+1.05%)

KSS Kohl's
$48.48 /

+0.945 (+1.99%)

HUM Humana
$439.02 /

+10.31 (+2.40%)

CERN Cerner
$94.19 /

-0.03 (-0.03%)

Hot Stocks
Commvault sees FY23 non-GAAP EBIT margins in the low 20% range  08:47
05/03/22
05/03
08:47
05/03/22
08:47
CVLT

Commvault

$60.75 /

-0.26 (-0.43%)

 
ShowHide Related Items >><<
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

01/26/22 RBC Capital
Commvault price target raised to $75 from $66 at RBC Capital
01/26/22 Lake Street
Commvault price target raised to $68 from $64 at Lake Street
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

Hot Stocks
Commvault sees Q1 non-GAAP EBIT margins 20%  08:46
05/03/22
05/03
08:46
05/03/22
08:46
CVLT

Commvault

$60.75 /

-0.26 (-0.43%)

 
ShowHide Related Items >><<
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

01/26/22 RBC Capital
Commvault price target raised to $75 from $66 at RBC Capital
01/26/22 Lake Street
Commvault price target raised to $68 from $64 at Lake Street
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

Hot Stocks
Commvault sees Q1 total expenses up 8% y/y  08:45
05/03/22
05/03
08:45
05/03/22
08:45
CVLT

Commvault

$60.75 /

-0.26 (-0.43%)

 
ShowHide Related Items >><<
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

01/26/22 RBC Capital
Commvault price target raised to $75 from $66 at RBC Capital
01/26/22 Lake Street
Commvault price target raised to $68 from $64 at Lake Street
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

Earnings
Commvault sees Q1 revenue $195M, consensus $193.69M » 08:45
05/03/22
05/03
08:45
05/03/22
08:45
CVLT

Commvault

$60.75 /

-0.26 (-0.43%)

Sees Q1 software revenue…

Sees Q1 software revenue $89M.

ShowHide Related Items >><<
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

01/26/22 RBC Capital
Commvault price target raised to $75 from $66 at RBC Capital
01/26/22 Lake Street
Commvault price target raised to $68 from $64 at Lake Street
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

Hot Stocks
Commvault CEO: Apointment of Merrill as CFO reflects 'deep bench of talent' » 08:40
05/03/22
05/03
08:40
05/03/22
08:40
CVLT

Commvault

$60.75 /

-0.26 (-0.43%)

Comments taken from Q4…

Comments taken from Q4 earnings conference call.

ShowHide Related Items >><<
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

01/26/22 RBC Capital
Commvault price target raised to $75 from $66 at RBC Capital
01/26/22 Lake Street
Commvault price target raised to $68 from $64 at Lake Street
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

Hot Stocks
Commvault CFO Brian Carolan to resign, Gary Merrill to succeed » 08:03
05/03/22
05/03
08:03
05/03/22
08:03
CVLT

Commvault

$60.75 /

-0.26 (-0.43%)

Commvault announced that…

Commvault announced that Brian Carolan has decided to resign from his position as CFO, effective July 1. He will be succeeded by Gary Merrill, current Chief of Business Operations. Carolan and Merrill, who are longtime colleagues, will work closely together to ensure a seamless transition.

ShowHide Related Items >><<
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

01/26/22 RBC Capital
Commvault price target raised to $75 from $66 at RBC Capital
01/26/22 Lake Street
Commvault price target raised to $68 from $64 at Lake Street
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

Earnings
Commvault reports Q4 non-GAAP EPS 75c, consensus 63c » 07:49
05/03/22
05/03
07:49
05/03/22
07:49
CVLT

Commvault

$60.75 /

-0.26 (-0.43%)

Reports Q4 revenue…

Reports Q4 revenue $205.9M, consensus $202.02M. "We are pleased to have delivered another record quarter to cap off the best year in our history," said Sanjay Mirchandani, President and CEO. "Demand is strong for our differentiated portfolio, our team is executing, and we are taking market share. We are excited about our growth prospects in the new fiscal year."

ShowHide Related Items >><<
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

01/26/22 RBC Capital
Commvault price target raised to $75 from $66 at RBC Capital
01/26/22 Lake Street
Commvault price target raised to $68 from $64 at Lake Street
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
CVLT Commvault
$60.75 /

-0.26 (-0.43%)

CVLT Commvault
$60.75 /

-0.26 (-0.43%)

Over a month ago
Hot Stocks
Commvault CRO Di Blasio sells 15,079 common shares » 17:17
03/04/22
03/04
17:17
03/04/22
17:17
CVLT

Commvault

$64.08 /

-0.85 (-1.31%)

In a regulatory filing,…

In a regulatory filing, Commvault Systems chief revenue officer Riccardo Di Blasio disclosed the sale of 15,079 common shares of the company on March 2 at a price of $64.57 per share.

ShowHide Related Items >><<
CVLT Commvault
$64.08 /

-0.85 (-1.31%)

CVLT Commvault
$64.08 /

-0.85 (-1.31%)

01/26/22 RBC Capital
Commvault price target raised to $75 from $66 at RBC Capital
01/26/22 Lake Street
Commvault price target raised to $68 from $64 at Lake Street
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
CVLT Commvault
$64.08 /

-0.85 (-1.31%)

CVLT Commvault
$64.08 /

-0.85 (-1.31%)

Over a quarter ago
Hot Stocks
Starboard Value adds GoDaddy, boosts Huntsman in Q4 » 17:16
02/14/22
02/14
17:16
02/14/22
17:16
GDDY

GoDaddy

$80.37 /

-0.24 (-0.30%)

, WLTW

Willis Towers Watson

/

+

, CFX

Colfax

$41.11 /

+0.44 (+1.08%)

, ONYX

Onyx Acquisition Co. I

$9.96 /

+0.03 (+0.30%)

, MLAI

McLaren Technology Acquisition

$9.90 /

+ (+0.00%)

, BOX

Box

$26.54 /

-0.005 (-0.02%)

, SCOR

Comscore

$2.77 /

-0.075 (-2.64%)

, KIND

Nextdoor

$7.09 /

+0.22 (+3.20%)

, FATH

Fathom Digital

$8.34 /

+0.415 (+5.24%)

, BRDS

Bird Global

$3.21 /

+0.075 (+2.39%)

, HUN

Huntsman

$36.65 /

-0.175 (-0.48%)

, CERN

Cerner

$91.65 /

-0.315 (-0.34%)

, SST

System1

$11.64 /

+0.765 (+7.03%)

, DKDCA

Data Knights Acquisition

$10.13 /

+ (+0.00%)

, CVLT

Commvault

$65.45 /

-0.67 (-1.01%)

, MMSI

Merit Medical

$57.69 /

+0.475 (+0.83%)

, IWM

iShares Trust Russell 2000 Index Fund

$200.69 /

-0.58 (-0.29%)

, MTAC

MedTech Acquisition

$9.95 /

+0.05 (+0.51%)

, WPCB

Warburg Pincus Capital Corporation I-B

$9.80 /

+0.07 (+0.72%)

, LEGA

Lead Edge Growth Opportunities

$9.72 /

+ (+0.00%)

, ACM

Aecom

$71.69 /

-0.805 (-1.11%)

, ON

ON Semiconductor

$58.67 /

-0.29 (-0.49%)

Jeffrey Smith's…

Jeffrey Smith's Starboard Value disclosed in an SEC filing its holdings as of December 31, 2021. The fund's 95 new buys during the fourth quarter included, by size of position, GoDaddy (GDDY), Willis Towers Watson (WLTW), Colfax (CFX), Onyx Acquisition I (ONYX), and McLaren Technology (MLAI). Starboard exited 25 holdings during the quarter, including by size of previous position Box (BOX), comScore (SCOR), Nextdoor (KIND), Fathom Digital Manufacturing (FATH), and Bird Global (BRDS). The fund increased its stake in six holdings, including by size of previous position Huntsman (HUN), Cerner (CERN), System1 (SST), Data Knights Acquisition Corp. Class A (DKDCA), and CommVault (CVLT). Starboard reduced its stake in 25 holdings, including by size of previous position Merit Medical (MMSI), iShares Russell 2000 ETF (IWM), MedTech Acquisition Corp. Class A (MTAC), Warburg Pincus Capital I B (WPCB), and Lead Edge Growth Opportunities Class A (LEGA). The fund's top holdings as of December 31, in order of size, were Huntsman, GoDaddy, Aecom (ACM), ON Semiconductor (ON), and Willis Towers Watson.

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WLTW Willis Towers Watson
/

+

SST System1
$11.64 /

+0.765 (+7.03%)

SCOR Comscore
$2.77 /

-0.075 (-2.64%)

ON ON Semiconductor
$58.67 /

-0.29 (-0.49%)

MMSI Merit Medical
$57.69 /

+0.475 (+0.83%)

KIND Nextdoor
$7.09 /

+0.22 (+3.20%)

HUN Huntsman
$36.65 /

-0.175 (-0.48%)

GDDY GoDaddy
$80.37 /

-0.24 (-0.30%)

FATH Fathom Digital
$8.34 /

+0.415 (+5.24%)

CVLT Commvault
$65.45 /

-0.67 (-1.01%)

CFX Colfax
$41.11 /

+0.44 (+1.08%)

CERN Cerner
$91.65 /

-0.315 (-0.34%)

BRDS Bird Global
$3.21 /

+0.075 (+2.39%)

BOX Box
$26.54 /

-0.005 (-0.02%)

ACM Aecom
$71.69 /

-0.805 (-1.11%)

GDDY GoDaddy
$80.37 /

-0.24 (-0.30%)

02/11/22 Raymond James
GoDaddy price target raised to $107 from $100 at Raymond James
12/28/21 Truist
GoDaddy activist involvement a positive, says Truist
12/28/21 Wolfe Research
GoDaddy valuation still 'compelling' after Starboard stake, says Wolfe Research
11/04/21 JPMorgan
GoDaddy results positive for Wix.com, Squarespace, says JPMorgan
WLTW Willis Towers Watson
/

+

12/16/21 Evercore ISI
Evercore starts Willis Towers Watson at In Line with $240 price target
12/16/21 Evercore ISI
Willis Towers Watson initiated with an In Line at Evercore ISI
11/18/21 Jefferies
Willis Towers Watson initiated with Hold, $258 target at Jefferies
11/18/21 Jefferies
Willis Towers Watson initiated with a Hold at Jefferies
CFX Colfax
$41.11 /

+0.44 (+1.08%)

02/08/22 Seaport Global
Colfax downgraded to Neutral from Buy at Seaport Global
01/05/22 Loop Capital
Colfax initiated with a Hold at Loop Capital
12/10/21 Deutsche Bank
Colfax price target lowered to $54 from $55 at Deutsche Bank
11/05/21 Deutsche Bank
Colfax price target raised to $55 from $48 at Deutsche Bank
ONYX Onyx Acquisition Co. I
$9.96 /

+0.03 (+0.30%)

MLAI McLaren Technology Acquisition
$9.90 /

+ (+0.00%)

BOX Box
$26.54 /

-0.005 (-0.02%)

01/07/22 RBC Capital
RBC upgrades Box to Sector Perform on improving execution, balanced risk-reward
01/07/22 RBC Capital
Box upgraded to Sector Perform from Underperform at RBC Capital
12/02/21 Berenberg
Box price target raised to $34 from $30 at Berenberg
12/01/21 Craig-Hallum
Box price target raised to $38 from $31 at Craig-Hallum
SCOR Comscore
$2.77 /

-0.075 (-2.64%)

08/25/21 Craig-Hallum
Comscore accreditation audit process accelerated, says Craig-Hallum
06/28/21
Fly Intel: Top five analyst initiations
06/28/21 Craig-Hallum
Craig-Hallum bullish on Comscore, initiates with a Buy
06/28/21 Craig-Hallum
Comscore initiated with a Buy at Craig-Hallum
KIND Nextdoor
$7.09 /

+0.22 (+3.20%)

01/06/22 Goldman Sachs
Nextdoor initiated with a Neutral at Goldman Sachs
11/23/21 Evercore ISI
Evercore starts Nextdoor at Outperform with $16 price target
11/23/21 Evercore ISI
Nextdoor initiated with an Outperform at Evercore ISI
FATH Fathom Digital
$8.34 /

+0.415 (+5.24%)

01/24/22 Needham
Fathom initiated with a Buy at Needham
01/24/22 Needham
Fathom initiated with a Buy at Needham
01/19/22 Craig-Hallum
Craig-Hallum bullish on Fathom, initiates with a Buy
01/19/22 Craig-Hallum
Fathom initiated with a Buy at Craig-Hallum
BRDS Bird Global
$3.21 /

+0.075 (+2.39%)

01/06/22 Goldman Sachs
Bird Global initiated with a Neutral at Goldman Sachs
11/19/21 DA Davidson
Bird Global selloff brings attractive opportunity, says DA Davidson
HUN Huntsman
$36.65 /

-0.175 (-0.48%)

01/20/22 Deutsche Bank
Huntsman named short-term buy idea amid proxy fight at Deutsche Bank
01/14/22 Wells Fargo
Huntsman price target raised to $45 from $42 at Wells Fargo
12/23/21 Deutsche Bank
Hertz, Nio among stocks added to Deutsche Bank's 'Fresh Money List'
12/15/21 Goldman Sachs
Huntsman upgraded to Buy from Neutral at Goldman Sachs
CERN Cerner
$91.65 /

-0.315 (-0.34%)

01/06/22 Monness Crespi
Oracle selloff creates 'attractive buying opportunity,' says Monness Crespi
12/21/21 KeyBanc
Cerner downgraded to Sector Weight from Overweight at KeyBanc
12/21/21 Deutsche Bank
Oracle investors will come to appreciate Cerner deal, says Deutsche Bank
12/21/21 KeyBanc
KeyBanc downgrades Oracle, calls Cerner deal non-strategic
SST System1
$11.64 /

+0.765 (+7.03%)

11/29/21 DA Davidson
Trebia Acquisition initiated with a Buy at DA Davidson
11/18/21 Benchmark
Trebia Acquisition Corp. initiated with a Buy at Benchmark
DKDCA Data Knights Acquisition
$10.13 /

+ (+0.00%)

CVLT Commvault
$65.45 /

-0.67 (-1.01%)

01/26/22 RBC Capital
Commvault price target raised to $75 from $66 at RBC Capital
01/26/22 Lake Street
Commvault price target raised to $68 from $64 at Lake Street
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
01/18/22 KeyBanc
Commvault downgraded to Sector Weight from Overweight at KeyBanc
MMSI Merit Medical
$57.69 /

+0.475 (+0.83%)

09/14/21 Piper Sandler
CMS full repeal proposal of MCIT negative for med tech, says Piper Sandler
07/30/21 Barrington
Merit Medical price target raised to $79 from $71 at Barrington
07/30/21 Needham
Merit Medical price target raised to $83 from $73 at Needham
07/30/21 Piper Sandler
Merit Medical price target raised to $79 from $73 at Piper Sandler
IWM iShares Trust Russell 2000 Index Fund
$200.69 /

-0.58 (-0.29%)

03/15/21 Morgan Stanley
Morgan Stanley equity strategist downgrades small cap stocks
MTAC MedTech Acquisition
$9.95 /

+0.05 (+0.51%)

WPCB Warburg Pincus Capital Corporation I-B
$9.80 /

+0.07 (+0.72%)

LEGA Lead Edge Growth Opportunities
$9.72 /

+ (+0.00%)

ACM Aecom
$71.69 /

-0.805 (-1.11%)

01/10/22 Baird
Baird more selective on E&C sector, downgrades APi and NV5
12/30/21 Argus
Aecom price target raised to $88 from $80 at Argus
12/17/21 Barclays
Aecom price target raised to $85 from $82 at Barclays
12/14/21 Baird
Aecom price target raised to $88 from $78 at Baird
ON ON Semiconductor
$58.67 /

-0.29 (-0.49%)

02/09/22 Citi
ON Semiconductor price target raised to $73 from $64 at Citi
02/08/22 Craig-Hallum
ON Semiconductor price target raised to $72 from $64 at Craig-Hallum
02/08/22 B. Riley
ON Semiconductor price target raised to $77 from $66 at B. Riley
02/08/22 Needham
ON Semiconductor price target raised to $80 from $75 at Needham
WLTW Willis Towers Watson
/

+

SCOR Comscore
$2.77 /

-0.075 (-2.64%)

ON ON Semiconductor
$58.67 /

-0.29 (-0.49%)

MMSI Merit Medical
$57.69 /

+0.475 (+0.83%)

HUN Huntsman
$36.65 /

-0.175 (-0.48%)

GDDY GoDaddy
$80.37 /

-0.24 (-0.30%)

CVLT Commvault
$65.45 /

-0.67 (-1.01%)

CFX Colfax
$41.11 /

+0.44 (+1.08%)

CERN Cerner
$91.65 /

-0.315 (-0.34%)

BOX Box
$26.54 /

-0.005 (-0.02%)

ACM Aecom
$71.69 /

-0.805 (-1.11%)

  • 29
    Jul
  • 17
    Mar
WPCB Warburg Pincus Capital Corporation I-B
$9.80 /

+0.07 (+0.72%)

WLTW Willis Towers Watson
/

+

HUN Huntsman
$36.65 /

-0.175 (-0.48%)

GDDY GoDaddy
$80.37 /

-0.24 (-0.30%)

CFX Colfax
$41.11 /

+0.44 (+1.08%)

CERN Cerner
$91.65 /

-0.315 (-0.34%)

BOX Box
$26.54 /

-0.005 (-0.02%)

ACM Aecom
$71.69 /

-0.805 (-1.11%)

SST System1
$11.64 /

+0.765 (+7.03%)

ONYX Onyx Acquisition Co. I
$9.96 /

+0.03 (+0.30%)

ON ON Semiconductor
$58.67 /

-0.29 (-0.49%)

KIND Nextdoor
$7.09 /

+0.22 (+3.20%)

HUN Huntsman
$36.65 /

-0.175 (-0.48%)

GDDY GoDaddy
$80.37 /

-0.24 (-0.30%)

FATH Fathom Digital
$8.34 /

+0.415 (+5.24%)

CVLT Commvault
$65.45 /

-0.67 (-1.01%)

CFX Colfax
$41.11 /

+0.44 (+1.08%)

CERN Cerner
$91.65 /

-0.315 (-0.34%)

BOX Box
$26.54 /

-0.005 (-0.02%)

WLTW Willis Towers Watson
/

+

SST System1
$11.64 /

+0.765 (+7.03%)

ON ON Semiconductor
$58.67 /

-0.29 (-0.49%)

KIND Nextdoor
$7.09 /

+0.22 (+3.20%)

IWM iShares Trust Russell 2000 Index Fund
$200.69 /

-0.58 (-0.29%)

FATH Fathom Digital
$8.34 /

+0.415 (+5.24%)

CERN Cerner
$91.65 /

-0.315 (-0.34%)

BRDS Bird Global
$3.21 /

+0.075 (+2.39%)

BOX Box
$26.54 /

-0.005 (-0.02%)

IWM iShares Trust Russell 2000 Index Fund
$200.69 /

-0.58 (-0.29%)

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