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 Q3 2022 Q2 · filed 14 Nov · long equity

GDDY - Godaddy · CL A 12.87% Reduce −1.4% 8,259,937 $70.88 $585M −116,871 +$3M
ACM - Aecom 10.48% Reduce −0.7% 6,974,316 $68.37 $477M −50,629 +$19M
HUM - Humana 10.17% Reduce −0.7% 953,000 $485.19 $462M −7,000 +$13M
WTW - Willis Towers Watson 9.86% Reduce −0.6% 2,232,209 $200.94 $449M −13,302 +$5M
GEN - Nortonlifelock 8.50% Hold 19,204,454 $20.14 $387M
WIX 4.42% New 2,567,966 $78.23 $201M +2,567,966 +$201M
CVLT - Commvault Sys 4.26% Reduce −3.9% 3,655,000 $53.04 $194M −147,375 −$45M
Papa Johns Intl 4.25% Hold 2,759,360 $70.01 $193M
MRCY - Mercury Sys 3.37% Reduce −4.3% 3,772,291 $40.60 $153M −170,769 −$101M
ON - On Semiconductor 3.35% Reduce −56.4% 2,447,000 $62.33 $153M −3,170,681 −$130M
HUN - Huntsman 2.77% Reduce −38.3% 5,129,000 $24.54 $126M −3,180,696 −$110M
GDOT - Green Dot · CL A 2.21% Hold 5,294,110 $18.98 $100M
Pediatrix Medical Group 2.15% Hold 5,915,000 $16.51 $98M
Cyxtera Technologies · CL A 1.86% Hold 20,767,571 $4.08 $85M
IWN - Ishares Tr 1.70% New 600,000 $128.93 $77M +600,000 +$77M
Liveperson 1.45% Hold 7,005,000 $9.42 $66M
IWM - Ishares Tr 1.16% Add +1.6% 319,380 $164.92 $53M +5,000 −$571K
ENOV - Enovis 0.59% Reduce −36.4% 578,000 $46.07 $27M −330,748 −$23M
ACIW - Aci Worldwide 0.56% Reduce −76.7% 1,213,000 $20.90 $25M −3,988,153 −$109M
Integrated Rail And Res Acq · CL A 0.21% Hold 937,845 $10.06 $9M
EHTH - Ehealth 0.19% Hold 2,198,117 $3.91 $9M
Kimbell Tiger Acquisition · CL A 0.17% Hold 750,000 $10.13 $8M
Hcm Acquisition · CLASS A 0.17% Hold 750,000 $10.10 $8M
Investcorp India Acquistn · CLASS A 0.17% Hold 750,000 $10.08 $8M
Knightswan Acquisition · CL A 0.17% Hold 750,000 $10.03 $8M
Papaya Grwt Opportunity · CLASS A 0.17% Hold 750,000 $10.03 $8M
Atlantic Coastal Aqstn · CLASS A 0.17% Hold 750,000 $10.02 $8M
Holding · CL A 0.16% Hold 750,000 $9.99 $7M
A Spac Ii Acquisition · CL A 0.16% Hold 750,000 $9.95 $7M
Holding · CLASS A 0.16% Hold 750,000 $9.88 $7M
Fast Acquisition Ii · CL A 0.16% Hold 750,000 $9.81 $7M
Holding 0.15% Hold 675,000 $10.13 $7M
Onyx Acquisition I · CL A 0.15% Hold 672,800 $10.12 $7M
Holding · CL A 0.15% Hold 676,820 $9.92 $7M
Burtech Acquisition · CLASS A 0.15% Hold 661,307 $10.01 $7M
Mount Rainier Acquisition 0.14% Hold 637,964 $10.10 $6M
Avalon Acquisition · CLASS A 0.14% Hold 640,549 $10.05 $6M
Mclaren Technology Acq · CLASS A 0.14% Hold 640,936 $10.02 $6M
Holding · CL A 0.14% Hold 636,861 $10.07 $6M
Holding · CLASS A 0.14% Hold 639,252 $9.90 $6M
Holding · CLASS A 0.14% Hold 617,219 $10.08 $6M
Bioplus Acquisition · CLASS A 0.14% Hold 617,220 $10.05 $6M
Atlantic Coastal Acquistn · CLASS A 0.13% Add +93.1% 622,243 $9.82 $6M +300,000 +$3M
Holding · CLASS A 0.13% Hold 620,000 $9.81 $6M
Industrial Human Capital 0.13% Hold 594,636 $10.15 $6M
Sizzle Acquisition 0.13% Hold 596,848 $10.06 $6M
Rose Hill Acquisition · CLASS A 0.13% Hold 588,318 $10.15 $6M
Holding 0.13% Hold 600,000 $9.95 $6M
Global Blockchain Acqui 0.13% Hold 600,000 $9.87 $6M
Latamgrowth Spac · CLASS A 0.12% Hold 550,000 $10.09 $6M

Showing top 50 of 176 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Gcp Applied Technologies 3.72% Exit 0 $31.28 $205M −6,540,000 −$205M
ELAN - Elanco Animal Health 2.04% Exit 0 $19.63 $113M −5,731,575 −$113M
CTVA - Corteva 1.00% Exit 0 $54.14 $55M −1,017,794 −$55M
MMSI - Merit Med Sys 0.57% Exit 0 $54.27 $31M −579,658 −$31M
Kohls 0.35% Exit 0 $35.69 $19M −535,029 −$19M
Gigcapital 5 0.08% Exit 0 $10.03 $5M −457,600 −$5M
Holding 0.07% Exit 0 $9.96 $4M −375,000 −$4M
Cc Neuberger Prin Ii · CL A 0.06% Exit 0 $9.99 $3M −339,324 −$3M
Tailwind Acquisition · CL A 0.06% Exit 0 $9.95 $3M −327,201 −$3M
Holding 0.05% Exit 0 $10.00 $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 Q2. 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