Starboard Value’s POLYCOM INC PLCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-500,000
Closed -$6.27M 35
2014
Q2
$6.27M Sell
500,000
-1,750,000
-78% -$21.9M 0.25% 25
2014
Q1
$30.9M Sell
2,250,000
-4,400,000
-66% -$60.4M 1.69% 16
2013
Q4
$74.7M Buy
6,650,000
+3,800,000
+133% +$42.7M 3.7% 10
2013
Q3
$31.1M Buy
+2,850,000
New +$31.1M 2.5% 13