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 Q2 2022 Q1 · filed 12 Aug · long equity

GDDY - Godaddy · CL A 10.59% Add +1.5% 8,376,808 $69.56 $583M +126,388 −$108M
ACM - Aecom 8.33% Reduce −1.0% 7,024,945 $65.22 $458M −71,684 −$87M
HUM - Humana 8.17% Reduce −0.8% 960,000 $468.07 $449M −8,200 +$28M
WTW - Willis Towers Watson 8.05% Add +4.9% 2,245,511 $197.39 $443M +104,643 −$62M
GEN - Nortonlifelock 7.66% Add +15.0% 19,204,454 $21.96 $422M +2,500,000 −$21M
ON - On Semiconductor 5.14% Reduce −15.1% 5,617,681 $50.31 $283M −1,000,000 −$132M
MRCY - Mercury Sys 4.61% Add +10.0% 3,943,060 $64.33 $254M +359,311 +$23M
CVLT - Commvault Sys 4.35% Reduce −0.9% 3,802,375 $62.90 $239M −34,150 −$15M
HUN - Huntsman 4.28% Reduce −49.7% 8,309,696 $28.35 $236M −8,208,122 −$384M
Cyxtera Technologies · CL A 4.28% Hold 20,767,571 $11.34 $236M
Papa Johns Intl 4.19% Hold 2,759,360 $83.52 $230M
Gcp Applied Technologies 3.72% Hold 6,540,000 $31.28 $205M
ACIW - Aci Worldwide 2.45% Reduce −16.7% 5,201,153 $25.89 $135M −1,041,128 −$62M
GDOT - Green Dot · CL A 2.42% Hold 5,294,110 $25.11 $133M
Mednax 2.26% Hold 5,915,000 $21.01 $124M
ELAN - Elanco Animal Health 2.04% Reduce −16.9% 5,731,575 $19.63 $113M −1,168,980 −$68M
Liveperson 1.80% Add +9.4% 7,005,000 $14.14 $99M +600,000 −$57M
CTVA - Corteva 1.00% Reduce −83.0% 1,017,794 $54.14 $55M −4,978,535 −$290M
IWM - Ishares Tr 0.97% Reduce −76.1% 314,380 $169.36 $53M −1,000,000 −$217M
ENOV - Enovis 0.91% Reduce −77.9% 908,748 $55.00 $50M −3,199,578 −$113M
MMSI - Merit Med Sys 0.57% Reduce −33.2% 579,658 $54.27 $31M −287,980 −$26M
EHTH - Ehealth 0.37% Reduce −2.0% 2,198,117 $9.33 $21M −45,000 −$7M
Kohls 0.35% Reduce −83.9% 535,029 $35.69 $19M −2,796,116 −$182M
Integrated Rail And Res Acq · CL A 0.17% Hold 937,845 $9.97 $9M
Hcm Acquisition · CLASS A 0.14% Hold 750,000 $10.04 $8M
Kimbell Tiger Acquisition · CL A 0.14% Hold 750,000 $10.02 $8M
Knightswan Acquisition · CL A 0.14% Hold 750,000 $10.02 $8M
Papaya Grwt Opportunity · CLASS A 0.14% Hold 750,000 $9.99 $7M
Atlantic Coastal Aqstn · CLASS A 0.14% Hold 750,000 $9.98 $7M
Holding · CL A 0.14% Hold 750,000 $9.96 $7M
Investcorp India Acquistn · CLASS A 0.14% New 750,000 $9.95 $7M +750,000 +$7M
Holding · CLASS A 0.13% New 750,000 $9.88 $7M +750,000 +$7M
A Spac Ii Acquisition · CL A 0.13% New 750,000 $9.84 $7M +750,000 +$7M
Fast Acquisition Ii · CL A 0.13% New 750,000 $9.76 $7M +750,000 +$7M
Holding 0.12% Add +9.4% 675,000 $10.03 $7M +57,781 +$598K
Onyx Acquisition I · CL A 0.12% Hold 672,800 $10.00 $7M
Holding · CL A 0.12% Hold 676,820 $9.80 $7M
Burtech Acquisition · CLASS A 0.12% Hold 661,307 $9.91 $7M
Mount Rainier Acquisition 0.12% Hold 637,964 $10.06 $6M
Mclaren Technology Acq · CLASS A 0.12% Hold 640,936 $10.01 $6M
Avalon Acquisition · CLASS A 0.12% Hold 640,549 $9.99 $6M
Holding · CL A 0.12% Hold 636,861 $10.00 $6M
Holding · CLASS A 0.11% Hold 639,252 $9.78 $6M
Bioplus Acquisition · CLASS A 0.11% Hold 617,220 $9.94 $6M
Holding · CLASS A 0.11% Hold 617,219 $9.91 $6M
Holding · CLASS A 0.11% New 620,000 $9.78 $6M +620,000 +$6M
Industrial Human Capital 0.11% Hold 594,636 $10.03 $6M
Sizzle Acquisition 0.11% Hold 596,848 $9.99 $6M
Holding 0.11% New 600,000 $9.89 $6M +600,000 +$6M
Rose Hill Acquisition · CLASS A 0.11% Hold 588,318 $10.04 $6M

Showing top 50 of 181 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Cerner 2.80% Exit 0 $93.56 $211M −2,257,406 −$211M
E Merge Tecnology Acquisiti · CL A 0.19% Exit 0 $9.90 $14M −1,446,500 −$14M
Holding 0.10% Exit 0 $10.04 $8M −750,000 −$8M
Sound Point Acquisition 0.07% Exit 0 $10.06 $5M −500,000 −$5M
Jaguar Global Growth I 0.07% Exit 0 $10.05 $5M −500,000 −$5M
Valuence Merger I 0.07% Exit 0 $10.03 $5M −500,000 −$5M
Nubia Brand International 0.06% Exit 0 $9.99 $5M −489,178 −$5M
Evergreen 0.06% Exit 0 $10.00 $5M −475,000 −$5M
Shuaa Partners Acquistn 0.06% Exit 0 $10.02 $5M −450,000 −$5M
Futuretech Ii Acquisition 0.06% Exit 0 $10.02 $5M −450,000 −$5M
L&F Acquisition · CL A 0.05% Exit 0 $10.12 $4M −405,336 −$4M
Hnr Acquisition 0.05% Exit 0 $10.05 $4M −400,000 −$4M
Genesis Unicorn Capital 0.04% Exit 0 $10.00 $3M −325,000 −$3M
Counter Press Acquisition 0.04% Exit 0 $10.08 $3M −300,000 −$3M

* 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 2022 Q1. 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