Manager
Starboard Value LP
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Exit | AUTODESK INC | -1,001,733 | -5.62 pp |
| New | LAMB WESTON HLDGS INC | +6,114,982 | +5.65 pp |
| New | CARMAX INC | +6,201,362 | +5.64 pp |
| Exit | SALESFORCE INC | -940,325 | -4.72 pp |
| Reduce | GEN DIGITAL INC | -2,778,670 | -2.24 pp |
| Reduce | CLEARWATER ANALYTICS HLDGS I | -4,500,000 | -1.73 pp |
| Reduce | HEALTHCARE RLTY TR | -5,778,733 | -1.51 pp |
| New | GPGI INC | +5,027,028 | +1.88 pp |
| Reduce | BECTON DICKINSON & CO | -293,423 | -1.23 pp |
| Reduce | FLUOR CORP | -2,305,000 | -0.95 pp |
| Reduce | NEWS CORP NEW | -1,850,000 | -0.88 pp |
| Reduce | ROGERS CORP | -619,129 | -0.72 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000092189526001402 | Q1 2026 | 26 | 4,574,765,019 | 13F-HR | 5/15/2026 | Starboard Value LP |
| 000092189526000450 | Q4 2025 | 22 | 5,279,507,876 | 13F-HR | 2/17/2026 | Starboard Value LP |
| 000092189525003099 | Q3 2025 | 20 | 5,314,627,248 | 13F-HR | 11/14/2025 | Starboard Value LP |
| 000092189525002289 | Q2 2025 | 25 | 5,769,079,897 | 13F-HR | 8/14/2025 | Starboard Value LP |
| 000092189525001532 | Q1 2025 | 22 | 5,498,476,636 | 13F-HR | 5/15/2025 | Starboard Value LP |
| 000092189525000464 | Q4 2024 | 22 | 5,528,405,940 | 13F-HR | 2/14/2025 | Starboard Value LP |
| 000092189524002729 | Q3 2024 | 20 | 4,704,254,441 | 13F-HR | 11/14/2024 | Starboard Value LP |