0001521536-12-000425.txt : 20120515 0001521536-12-000425.hdr.sgml : 20120515 20120515171320 ACCESSION NUMBER: 0001521536-12-000425 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20120515 DATE AS OF CHANGE: 20120515 EFFECTIVENESS DATE: 20120515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Starboard Value LP CENTRAL INDEX KEY: 0001517137 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14564 FILM NUMBER: 12845944 BUSINESS ADDRESS: STREET 1: 830 THIRD AVENUE, 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: (212) 845-7977 MAIL ADDRESS: STREET 1: 830 THIRD AVENUE, 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 q1100524_13fhr-starboardvlp.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2012 Check here if Amendment |_|; Amendment Number: _______ This Amendment (Check only one): |_| is a restatement. |_| adds new holdings entries. Institutional Investment Manager Filing this Report: Name: STARBOARD VALUE LP Address: 830 Third Avenue, 3rd Floor New York, New York 10022 Form 13F File Number: 28-14564 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Jeffrey C. Smith Title: Managing Member, CEO and CIO Phone: (212) 845-7977 Signature, Place, and Date of Signing: /s/ Jeffrey C. Smith, New York, NY, May 15, 2012 Report Type (Check only one): |X| 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) |_| 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) |_| 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 6 Form 13F Information Table Entry Total: 19 Form 13F Information Table Value Total: $564,044 (thousands) Information with respect to which the Institutional Investment Managers are requesting confidential treatment has been omitted and filed separately with the Securities and Exchange Commission. List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name 1 28-14565 Starboard Value GP LLC 2 28-14566 Starboard Principal Co LP 3 28-14567 Starboard Principal Co GP LLC 4 28-14568 Jeffrey C. Smith 5 28-14570 Mark R. Mitchell 6 28-14569 Peter A. Feld
FORM 13F COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------------- -------- -------- -------- --------------------- ---------- -------- --------------------- TYPE VOTING AUTHORITY OF VALUE SHARES OR SH/ CALL/ INVESTMENT OTHER --------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN PUT DISCRETION MANAGERS SOLE SHARED NONE ------------------------------------------------------------------------------------------------------------------------------------ ANALOGIC CORP COM 032657207 1,689 25,000 SH DEFINED 6 25,000 AOL INC COM 00184X105 93,257 4,916,000 SH DEFINED 6 4,916,000 AVIAT NETWORKS INC COM 05366Y102 2,778 985,081 SH DEFINED 6 985,081 AVID TECHNOLOGY INC COM 05367P100 6,699 609,021 SH DEFINED 6 609,021 CHECKPOINT SYS INC COM 162825103 10,189 903,273 SH DEFINED 6 903,273 DSP GROUP INC COM 23332B106 14,799 2,222,079 SH DEFINED 6 2,222,079 EXAR CORP COM 300645108 8,838 1,052,103 SH DEFINED 6 1,052,103 EXTREME NETWORKS INC COM 30226D106 35,102 9,165,000 SH DEFINED 6 9,165,000 INTEGRATED DEVICE TECHNOLOGY COM 458118106 50,408 7,050,000 SH DEFINED 6 7,050,000 ISHARES TR RUSL 2000 VALU 464287630 59,471 815,000 SH DEFINED 6 815,000 JAKKS PAC INC COM 47012E106 3,232 185,215 SH DEFINED 6 185,215 MIPS TECHNOLOGIES INC COM 604567107 26,792 4,925,000 SH DEFINED 6 4,925,000 OPENWAVE SYS INC COM NEW 683718308 19,325 8,513,000 SH DEFINED 6 8,513,000 PROGRESS SOFTWARE CORP COM 743312100 76,411 3,235,000 SH DEFINED 6 3,235,000 REGIS CORP MINN COM 758932107 46,720 2,535,000 SH DEFINED 6 2,535,000 REGIS CORP MINN NOTE 5.000% 7/1 758932AA5 12,021 8,929,000 PRN DEFINED 6 8,929,000 SEACHANGE INTL INC COM 811699107 20,534 2,639,342 SH DEFINED 6 2,639,342 SURMODICS INC COM 868873100 32,104 2,088,760 SH DEFINED 6 2,088,760 WAUSAU PAPER CORP COM 943315101 43,675 4,656,200 SH DEFINED 6 4,656,200