Manager activity
Starboard Value LP
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 7
Add · 3
Reduce · 9
Exit · 3
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Exit | AUTODESK INC | -1,001,733 | Exit | -5.62 pp | 5/15/2026 |
| New | LAMB WESTON HLDGS INC | +6,114,982 | New | +5.65 pp | 5/15/2026 |
| New | CARMAX INC | +6,201,362 | New | +5.64 pp | 5/15/2026 |
| Exit | SALESFORCE INC | -940,325 | Exit | -4.72 pp | 5/15/2026 |
| Reduce | GEN DIGITAL INC | -2,778,670 | -26.2% | -2.24 pp | 5/15/2026 |
| Reduce | CLEARWATER ANALYTICS HLDGS I | -4,500,000 | -45.2% | -1.73 pp | 5/15/2026 |
| Reduce | HEALTHCARE RLTY TR | -5,778,733 | -45.9% | -1.51 pp | 5/15/2026 |
| New | GPGI INC | +5,027,028 | New | +1.88 pp | 5/15/2026 |
| Reduce | BECTON DICKINSON & CO | -293,423 | -31.6% | -1.23 pp | 5/15/2026 |
| Reduce | FLUOR CORP | -2,305,000 | -44.4% | -0.95 pp | 5/15/2026 |
| Reduce | NEWS CORP NEW | -1,850,000 | -41.7% | -0.88 pp | 5/15/2026 |
| Reduce | ROGERS CORP | -619,129 | -51.4% | -0.72 pp | 5/15/2026 |
| Add | ISHARES TR | +580,000 | +11.0% | +2.04 pp | 5/15/2026 |
| Reduce | ALGONQUIN PWR UTILS CORP | -6,300,000 | -9.9% | +0.28 pp | 5/15/2026 |
| Exit | ISHARES TR | -137,000 | Exit | -0.64 pp | 5/15/2026 |
| Add | RIOT PLATFORMS INC | +2,800,000 | +22.0% | +1.14 pp | 5/15/2026 |
| Add | TRIPADVISOR INC | +1,130,000 | +11.7% | -0.15 pp | 5/15/2026 |
| Reduce | NEWS CORP NEW | -290,361 | -4.9% | +0.14 pp | 5/15/2026 |
| New | ISHARES TR put | +3,000,000 | New | +0.07 pp | 5/15/2026 |
| New | ISHARES TR put | +683,100 | New | +0.06 pp | 5/15/2026 |
| New | RIOT PLATFORMS INC put | +792,500 | New | +0.02 pp | 5/15/2026 |
| New | BITCOIN INFRASTRUCTURE ACQUI | +149,999 | New | 0.00 pp | 5/15/2026 |