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PZZA - Starboard Value exits Spire Global boost eHealth adds Huntsman: 13F
Papa John's International Inc.
Jeffrey Smith's Starboard Value LP exits Spire Global (NYSE:SPIR), and boosts its eHealth (NASDAQ:EHTH) stake as well as a crop of SPACs, according to its 13F filing. Initiates position in Huntsman (NYSE:HUN) and Cyxtera Technologies (NASDAQ:CYXT). Cuts position in Papa John (NASDAQ:PZZA) and Mednax (NYSE:MD). Starboard took position in Colfax post Q2 arguing that the stock is undervalued and can see its multiple expand after a planned spin-off.