WTW - Starboard Value adds ROG RBA exits IWM Pediatrix Medical

2023-05-16 11:24:12 ET

• Starboard Value took new positions in Rogers Corporation ( NYSE: ROG ) (1.03M shares), Ritchie Bros. Auctioneers ( NYSE: RBA ) (251K shares), and Israel Acquisitions ( NASDAQ: ISRL ) (500K shares) during the first quarter of 2023, according to the investment firm's latest 13F filing.
• The hedge fund, meanwhile, dumped its stakes in iShares Russell 2000 ETF ( NYSEARCA: IWM ), Pediatrix Medical Group, Inc. ( NYSE: MD ), Fast Acquisition Corp. II ( NYSE: FZT ), Onyx Acquisition Co. I ( NASDAQ: ONYX ) and Atlantic Coastal Acquisition Corp. ( NASDAQ: ACAH ).
• It boosted its holdings in Acacia Research ( NASDAQ: ACTG ) to 20M shares from 5M, Commvault Systems, Inc. ( NASDAQ: CVLT ) to 1.59M shares from 1.55M, and Humana Inc. ( NYSE: HUM ) to 800K shares from 775K.
• Reduced stakes in Papa John's International, Inc. ( NASDAQ: PZZA ) to 582K shares from 2.76M, ON Semiconductor ( NASDAQ: ON ) to 200K shares from 950K, and Willis Towers Watson ( NASDAQ: WTW ) to 1.82M shares from 1.93M, the filing showed .
• Seth Klarman's Baupost Fund established a new position in Willis Towers Watson during Q1 .

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