Manager activity

Starboard Value LP

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

New 2

Add 2

Reduce 11

Exit 4

19 shown

ticker	action	Δ port	detail	period
DT	New	+8.61 pp	opened 8.6%	Q1→Q2
FLS	New	+2.36 pp	opened 2.4%	Q1→Q2
GEN	Exit	−3.21 pp	was 3.2%	Q1→Q2
CWAN	Exit	−2.82 pp	was 2.8%	Q1→Q2
BDX	Exit	−2.19 pp	was 2.2%	Q1→Q2
ROG	Exit	−1.37 pp	was 1.4%	Q1→Q2
IJH	Add	+6.53 pp	+52.3% sh	Q1→Q2
BILL	Add	−0.27 pp	0.0% sh	Q1→Q2
NWSA	Reduce	−1.93 pp	−63.6% sh	Q1→Q2
RIOT	Reduce	+1.92 pp	−34.9% sh	Q1→Q2
KMX	Reduce	−1.89 pp	−48.3% sh	Q1→Q2
HR	Reduce	−1.67 pp	−71.6% sh	Q1→Q2
QRVO	Reduce	−1.14 pp	−25.3% sh	Q1→Q2
FLR	Reduce	−1.11 pp	−45.0% sh	Q1→Q2
MTCH	Reduce	−1.11 pp	−31.8% sh	Q1→Q2
TCOM	Reduce	−0.97 pp	−52.7% sh	Q1→Q2
LW	Reduce	−0.18 pp	−6.2% sh	Q1→Q2
NWSA	Reduce	−0.11 pp	−6.1% sh	Q1→Q2
BLMN	Reduce	−0.10 pp	−47.6% sh	Q1→Q2