Starboard Value LP activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
2
Add
2
Reduce
11
Exit
4
19 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| DT | New | 0% to 8.6% | $389M | Q1→Q2 |
| FLS | New | 0% to 2.4% | $107M | Q1→Q2 |
| GEN | Exit | 3.2% to 0% | $147M | Q1→Q2 |
| CWAN | Exit | 2.8% to 0% | $129M | Q1→Q2 |
| BDX | Exit | 2.2% to 0% | $100M | Q1→Q2 |
| ROG | Exit | 1.4% to 0% | $63M | Q1→Q2 |
| IJH | Add | 8.6% to 15.1% | +52.3% sh | Q1→Q2 |
| BILL | Add | 5.9% to 5.6% | 0.0% sh | Q1→Q2 |
| NWSA | Reduce | 3.1% to 1.1% | −63.6% sh | Q1→Q2 |
| RIOT | Reduce | 4.2% to 6.1% | −34.9% sh | Q1→Q2 |
| KMX | Reduce | 5.6% to 3.8% | −48.3% sh | Q1→Q2 |
| HR | Reduce | 2.5% to 0.86% | −71.6% sh | Q1→Q2 |
| QRVO | Reduce | 12.7% to 11.6% | −25.3% sh | Q1→Q2 |
| FLR | Reduce | 2.9% to 1.8% | −45.0% sh | Q1→Q2 |
| MTCH | Reduce | 7.7% to 6.5% | −31.8% sh | Q1→Q2 |
| TCOM | Reduce | 2.5% to 1.5% | −52.7% sh | Q1→Q2 |
| LW | Reduce | 5.7% to 5.5% | −6.2% sh | Q1→Q2 |
| NWSA | Reduce | 1.6% to 1.5% | −6.1% sh | Q1→Q2 |
| BLMN | Reduce | 0.94% to 0.84% | −47.6% sh | Q1→Q2 |