Follow-The-Filings

Featured 13F manager

Starboard Value LP

New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $4.5B
  • 20 Positions
  • 2026 Q2
  • −1.1% QoQ
  • Top 5 54.2%

Portfolio

2026 Q2 · filed 8/14/2026 · 20 long · top 12 shown

top 5 54.2% · top 10 84.2%

AUM over time

2026 Q2 $4.5B −1.1% QoQ
2021 Q3 · $5.5B 2021 Q3 · $5.5B
Q3 2021
2021 Q4 · $7.2B · +32.1% QoQ 2021 Q4 · $7.2B · +32.1% QoQ
Q4
2022 Q1 · $7.5B · +4.5% QoQ 2022 Q1 · $7.5B · +4.5% QoQ
Q1 2022
2022 Q2 · $5.5B · −27.0% QoQ 2022 Q2 · $5.5B · −27.0% QoQ
Q2
2022 Q3 · $4.5B · −17.3% QoQ 2022 Q3 · $4.5B · −17.3% QoQ
Q3
2022 Q4 · $5.2B · +14.7% QoQ 2022 Q4 · $5.2B · +14.7% QoQ
Q4
2023 Q1 · $5B · −4.9% QoQ 2023 Q1 · $5B · −4.9% QoQ
Q1 2023
2023 Q2 · $4.6B · −6.7% QoQ 2023 Q2 · $4.6B · −6.7% QoQ
Q2
2023 Q3 · $3.9B · −15.7% QoQ 2023 Q3 · $3.9B · −15.7% QoQ
Q3
2023 Q4 · $4.8B · +23.2% QoQ 2023 Q4 · $4.8B · +23.2% QoQ
Q4
2024 Q1 · $4.8B · +0.7% QoQ 2024 Q1 · $4.8B · +0.7% QoQ
Q1 2024
2024 Q2 · $4.3B · −11.3% QoQ 2024 Q2 · $4.3B · −11.3% QoQ
Q2
2024 Q3 · $4.7B · +9.5% QoQ 2024 Q3 · $4.7B · +9.5% QoQ
Q3
2024 Q4 · $5.5B · +17.5% QoQ 2024 Q4 · $5.5B · +17.5% QoQ
Q4
2025 Q1 · $5.5B · −0.5% QoQ 2025 Q1 · $5.5B · −0.5% QoQ
Q1 2025
2025 Q2 · $5.8B · +4.9% QoQ 2025 Q2 · $5.8B · +4.9% QoQ
Q2
2025 Q3 · $5.3B · −7.9% QoQ 2025 Q3 · $5.3B · −7.9% QoQ
Q3
2025 Q4 · $5.3B · −0.7% QoQ 2025 Q4 · $5.3B · −0.7% QoQ
Q4
2026 Q1 · $4.6B · −13.4% QoQ 2026 Q1 · $4.6B · −13.4% QoQ
Q1 2026
2026 Q2 · $4.5B · −1.1% QoQ 2026 Q2 · $4.5B · −1.1% QoQ
Q2

Book

2022 Q1 2021 Q4 · filed 13 May · long equity

GDDY - Godaddy · CL A 9.15% Add +21.5% 8,250,420 $83.70 $691M +1,459,021 +$114M
HUN - Huntsman 8.21% Reduce −8.4% 16,517,818 $37.51 $620M −1,508,418 −$9M
ACM - Aecom 7.23% Reduce −1.9% 7,096,629 $76.81 $545M −140,000 −$15M
WTW - Willis Towers Watson 6.70% Add +1.9% 2,140,868 $236.22 $506M +39,974 +$7M
GEN - Nortonlifelock 5.87% Hold 16,704,454 $26.52 $443M
HUM - Humana 5.59% New 968,200 $435.17 $421M +968,200 +$421M
ON - On Semiconductor 5.49% Reduce −12.6% 6,617,681 $62.61 $414M −950,000 −$100M
CTVA - Corteva 4.57% Reduce −32.6% 5,996,329 $57.48 $345M −2,904,179 −$76M
Papa Johns Intl 3.85% Hold 2,759,360 $105.28 $291M
IWM - Ishares Tr 3.58% Reduce −5.1% 1,314,380 $205.27 $270M −70,000 −$38M
CVLT - Commvault Sys 3.37% Reduce −10.6% 3,836,525 $66.35 $255M −452,850 −$41M
Cyxtera Technologies · CL A 3.36% Add +25.7% 20,767,571 $12.22 $254M +4,241,256 +$45M
MRCY - Mercury Sys 3.06% New 3,583,749 $64.45 $231M +3,583,749 +$231M
Cerner 2.80% Reduce −34.1% 2,257,406 $93.56 $211M −1,169,851 −$107M
Gcp Applied Technologies 2.72% Hold 6,540,000 $31.42 $205M
Kohls 2.67% New 3,331,145 $60.46 $201M +3,331,145 +$201M
ACIW - Aci Worldwide 2.61% Reduce −30.5% 6,242,281 $31.49 $197M −2,745,205 −$115M
ELAN - Elanco Animal Health 2.39% Reduce −10.2% 6,900,555 $26.09 $180M −785,000 −$38M
ENOV - Colfax 2.17% New 4,108,326 $39.79 $163M +4,108,326 +$163M
Liveperson 2.07% New 6,405,000 $24.42 $156M +6,405,000 +$156M
GDOT - Green Dot · CL A 1.93% Hold 5,294,110 $27.48 $145M
Mednax 1.84% Hold 5,915,000 $23.48 $139M
MMSI - Merit Med Sys 0.77% Reduce −33.4% 867,638 $66.52 $58M −434,514 −$23M
EHTH - Ehealth 0.37% Add +9.5% 2,243,117 $12.41 $28M +195,000 −$24M
E Merge Tecnology Acquisiti · CL A 0.19% New 1,446,500 $9.90 $14M +1,446,500 +$14M
Integrated Rail And Res Acq · CL A 0.12% New 937,845 $9.95 $9M +937,845 +$9M
Holding 0.10% New 750,000 $10.04 $8M +750,000 +$8M
Kimbell Tiger Acquisition · CL A 0.10% New 750,000 $10.03 $8M +750,000 +$8M
Hcm Acquisition · CLASS A 0.10% New 750,000 $9.97 $7M +750,000 +$7M
Holding · CL A 0.10% New 750,000 $9.93 $7M +750,000 +$7M
Knightswan Acquisition · CL A 0.10% New 750,000 $9.93 $7M +750,000 +$7M
Papaya Grwt Opportunity · CLASS A 0.10% New 750,000 $9.93 $7M +750,000 +$7M
Atlantic Coastal Aqstn · CLASS A 0.10% New 750,000 $9.92 $7M +750,000 +$7M
Onyx Acquisition I · CL A 0.09% Reduce −12.6% 672,800 $9.98 $7M −96,800 −$912K
Holding · CL A 0.09% Reduce −16.2% 676,820 $9.82 $7M −130,452 −$1M
Burtech Acquisition · CLASS A 0.09% New 661,307 $9.89 $7M +661,307 +$7M
Mclaren Technology Acq · CLASS A 0.08% Reduce −12.3% 640,936 $9.97 $6M −90,064 −$862K
Avalon Acquisition · CLASS A 0.08% Reduce −12.4% 640,549 $9.96 $6M −90,451 −$842K
Mount Rainier Acquisition 0.08% New 637,964 $9.98 $6M +637,964 +$6M
Holding · CL A 0.08% Reduce −12.4% 636,861 $9.96 $6M −90,339 −$602K
Holding · CLASS A 0.08% New 639,252 $9.76 $6M +639,252 +$6M
Holding 0.08% New 617,219 $10.00 $6M +617,219 +$6M
Bioplus Acquisition · CLASS A 0.08% New 617,220 $9.88 $6M +617,220 +$6M
Holding · CLASS A 0.08% New 617,219 $9.87 $6M +617,219 +$6M
Industrial Human Capital 0.08% Reduce −12.4% 594,636 $10.02 $6M −84,423 −$778K
Sizzle Acquisition 0.08% New 596,848 $9.95 $6M +596,848 +$6M
Rose Hill Acquisition · CLASS A 0.08% Reduce −12.6% 588,318 $10.01 $6M −85,083 −$791K
Latamgrowth Spac · CLASS A 0.07% New 550,000 $9.97 $5M +550,000 +$5M
Cartica Acquisition · CLASS A 0.07% New 539,252 $10.00 $5M +539,252 +$5M
Newcourt Acquisition · CLASS A 0.07% Reduce −12.3% 516,222 $10.01 $5M −72,378 −$666K

Showing top 50 of 169 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2021 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Magellan Health 3.12% Exit 0 $94.99 $225M −2,369,100 −$225M
Colfax 2.50% Exit 0 $45.97 $180M −3,919,116 −$180M
Integrated Rail And Res Acq 0.15% Exit 0 $10.05 $11M −1,065,897 −$11M
Burtech Acquisition 0.10% Exit 0 $10.01 $8M −750,000 −$8M
Mount Rainier Acquisition 0.10% Exit 0 $10.17 $7M −725,421 −$7M
Holding 0.10% Exit 0 $10.24 $7M −700,000 −$7M
Holding 0.10% Exit 0 $10.01 $7M −700,000 −$7M
Bioplus Acquisition 0.10% Exit 0 $10.00 $7M −700,000 −$7M
Sizzle Acquisition 0.10% Exit 0 $10.16 $7M −681,000 −$7M
Trebia Acquisition · CL A 0.09% Exit 0 $9.96 $7M −680,100 −$7M
Holding 0.08% Exit 0 $10.03 $6M −584,800 −$6M
Holding 0.08% Exit 0 $10.07 $6M −580,103 −$6M
Liberty Res Acquisition 0.08% Exit 0 $10.28 $6M −565,251 −$6M
Energem 0.08% Exit 0 $10.15 $6M −570,258 −$6M
Mountain & I Acquisitn 0.07% Exit 0 $10.22 $5M −498,100 −$5M
Holding 0.07% Exit 0 $10.09 $5M −500,000 −$5M
Genesis Grwt Tech Acqustn 0.07% Exit 0 $10.05 $5M −500,000 −$5M
Healthcare Ai Acquisition 0.07% Exit 0 $10.01 $5M −500,000 −$5M
Holding 0.07% Exit 0 $10.01 $5M −500,000 −$5M
Holding 0.07% Exit 0 $10.01 $5M −500,000 −$5M
Sculptor Acquisition I 0.07% Exit 0 $10.01 $5M −500,000 −$5M
Holding 0.07% Exit 0 $10.00 $5M −500,000 −$5M
Holding 0.07% Exit 0 $10.00 $5M −500,000 −$5M
Southport Acquisition 0.07% Exit 0 $10.00 $5M −500,000 −$5M
Holding 0.07% Exit 0 $10.07 $5M −481,000 −$5M
Omnilit Acquisition 0.07% Exit 0 $10.04 $5M −481,000 −$5M
Holding 0.07% Exit 0 $10.07 $5M −474,921 −$5M
Holding · CL A 0.07% Exit 0 $9.87 $5M −482,501 −$5M
Talon 1 Acquisition 0.07% Exit 0 $10.09 $5M −466,608 −$5M
Integrated Wellness Acq 0.06% Exit 0 $10.08 $5M −450,000 −$5M
Aetherium Acquisition 0.06% Exit 0 $10.00 $4M −450,000 −$4M
Infint Acquisition 0.06% Exit 0 $10.03 $4M −441,174 −$4M
Holding 0.06% Exit 0 $10.10 $4M −413,707 −$4M
Apx Acquisition I 0.06% Exit 0 $10.07 $4M −400,000 −$4M
Atlantic Coastal Acquistn · CLASS A 0.05% Exit 0 $9.76 $4M −381,011 −$4M
Alsp Orchid Acquisition 0.05% Exit 0 $10.10 $4M −366,189 −$4M
Innovative Intl Acqusitin 0.05% Exit 0 $10.06 $4M −356,579 −$4M
Apeiron Capital Invest 0.05% Exit 0 $10.09 $3M −333,848 −$3M
Ahren Acquisition 0.05% Exit 0 $10.02 $3M −335,500 −$3M
Motive Capital · CL A 0.04% Exit 0 $9.84 $3M −300,000 −$3M
Cf Acquisition Vii 0.04% Exit 0 $10.15 $3M −250,000 −$3M
Green Visor Fin Tec Acq 0.03% Exit 0 $10.22 $2M −240,500 −$2M
Holding 0.03% Exit 0 $10.15 $2M −240,500 −$2M
Hunt Companies Acquisitio 0.03% Exit 0 $10.15 $2M −240,500 −$2M
Ftac Zeus Acquisition Cor 0.03% Exit 0 $10.00 $2M −240,500 −$2M
Holding 0.03% Exit 0 $10.10 $2M −225,876 −$2M
Holding 0.03% Exit 0 $10.15 $2M −206,800 −$2M
Ap Acquisition 0.03% Exit 0 $10.13 $2M −200,000 −$2M
Holding 0.03% Exit 0 $10.15 $2M −192,400 −$2M
Infinite Acquisition 0.03% Exit 0 $10.07 $2M −192,400 −$2M
Lf Capital Acquisition 0.02% Exit 0 $10.02 $2M −159,557 −$2M
Rcf Acquisition 0.02% Exit 0 $10.10 $1M −144,300 −$1M
Beard Energy Transition Acq 0.02% Exit 0 $10.16 $1M −120,250 −$1M
Holding 0.01% Exit 0 $10.11 $973K −96,200 −$973K
Lamf Global Ventures I 0.01% Exit 0 $10.04 $966K −96,200 −$966K
Growth Cap Acquisition · CL A Exit 0 $9.93 $339K −34,148 −$339K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2021 Q4. Click column headers to sort · click New / Add / Reduce to promote that move type to the top. Exit opens the last-held block below. Among managers we track.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 22 $4.5B −1.1% 13F-HR 8/14/2026 000092189526002172
2026 Q1 26 $4.6B −13.4% 13F-HR 5/15/2026 000092189526001402
2025 Q4 22 $5.3B −0.7% 13F-HR 2/17/2026 000092189526000450
2025 Q3 20 $5.3B −7.9% 13F-HR 11/14/2025 000092189525003099
2025 Q2 25 $5.8B +4.9% 13F-HR 8/14/2025 000092189525002289
2025 Q1 22 $5.5B −0.5% 13F-HR 5/15/2025 000092189525001532
2024 Q4 22 $5.5B +17.5% 13F-HR 2/14/2025 000092189525000464
2024 Q3 20 $4.7B +9.5% 13F-HR 11/14/2024 000092189524002729
2024 Q2 20 $4.3B −11.3% 13F-HR 8/14/2024 000092189524001819
2024 Q1 23 $4.8B +0.7% 13F-HR 5/15/2024 000092189524001233
2023 Q4 28 $4.8B +23.2% 13F-HR 2/14/2024 000092189524000478
2023 Q3 25 $3.9B −15.7% 13F-HR 11/14/2023 000092189523002633
2023 Q2 48 $4.6B −6.7% 13F-HR 8/11/2023 000092189523001905
2023 Q1 2 $24.6B NEW HOLDINGS 5/17/2023 000092189523001251
2023 Q1 104 $5B −4.9% 13F-HR 5/12/2023 000092189523001167
2022 Q4 148 $5.2B +14.7% 13F-HR 2/14/2023 000092189523000550
2022 Q3 177 $4.5B −17.3% 13F-HR 11/14/2022 000092189522003031
2022 Q2 183 $5.5B −27.0% 13F-HR 8/12/2022 000092189522002420
2022 Q1 170 $7.5B +4.5% 13F-HR 5/13/2022 000092189522001631
2021 Q4 136 $7.2B +32.1% 13F-HR 2/14/2022 000119380522000313
2021 Q3 66 $5.5B 13F-HR 11/12/2021 000092189521002606

About

Starboard Value LP

21 processed 13Fs on this site · 2021 Q3–2026 Q2

SEC filing name
Starboard Value LP
Location
New York, NY
All SEC filings
View on sec.gov