Starboard Value LP

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

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

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 20 holdings

Top 5 54.2%, top 10 84.2%

AUM over time

2026 Q2 $4.5B −1.1% QoQ

Q3 2021

Q1 2022

Q1 2023

Q1 2024

Q1 2025

Q1 2026

Book

2022 Q4 2022 Q3, filed 14 Feb, long equity only

Download CSV Download Excel All activity


GDDY, Godaddy	14.67%, was 12.87%	Add +23.9%	10,233,055	$74.82	$766M	+1,973,118	+$180M
ACM, AECOM	11.35%	Hold	6,974,316	$84.93	$592M	—	—
WTW, Willis Towers Watson	9.02%, was 9.86%	Reduce −13.7%	1,925,491	$244.58	$471M	−306,718	+$22M
GEN, Gen Digital	7.77%, was 8.50%	Reduce −1.5%	18,914,794	$21.43	$405M	−289,660	+$19M
CRM, Salesforce	7.69%	New	3,025,982	$132.59	$401M	+3,025,982	+$401M
HUM, Humana	7.61%, was 10.17%	Reduce −18.7%	775,000	$512.19	$397M	−178,000	−$65M
VRT, Vertiv	4.42%	New	16,901,901	$13.66	$231M	+16,901,901	+$231M
Papa Johns International	4.35%	Hold	2,759,360	$82.31	$227M	—	—
WIX, Wix.com	3.42%, was 4.42%	Reduce −9.6%	2,322,076	$76.83	$178M	−245,890	−$22M
MRCY, Mercury Systems	3.23%	Hold	3,772,291	$44.74	$169M	—	—
Splunk	3.08%	New	1,866,880	$86.09	$161M	+1,866,880	+$161M
IWN, iShares Trust	2.39%, was 1.70%	Add +50.0%	900,000	$138.67	$125M	+300,000	+$47M
CVLT, Commvault Systems	1.86%, was 4.26%	Reduce −57.7%	1,546,000	$62.84	$97M	−2,109,000	−$97M
IWM, iShares Russell 2000 ETF	1.74%, was 1.16%	Add +62.6%	519,380	$174.36	$91M	+200,000	+$38M
GDOT, Green Dot	1.60%	Hold	5,294,110	$15.82	$84M	—	—
Pediatrix Medical Group	1.56%, was 2.15%	Reduce −7.5%	5,473,971	$14.86	$81M	−441,029	−$16M
Liveperson	1.36%	Hold	7,005,000	$10.14	$71M	—	—
ON, ON Semiconductor	1.14%, was 3.35%	Reduce −61.2%	950,000	$62.37	$59M	−1,497,000	−$93M
Cyxtera Technologies	0.76%	Hold	20,767,571	$1.92	$40M	—	—
ACTG, Acacia Resh	0.40%	New	5,000,000	$4.21	$21M	+5,000,000	+$21M
ENOV, Enovis	0.36%, was 0.59%	Reduce −38.9%	353,165	$53.52	$19M	−224,835	−$7.7M
IWR, iShares Trust	0.19%	New	150,000	$67.45	$10M	+150,000	+$10M
Integrated Rail And Resources Acq	0.19%	Hold	937,845	$10.30	$9.7M	—	—
Spring Valley Acquistn	0.16%	New	850,000	$10.13	$8.6M	+850,000	+$8.6M
Investcorp India Acquistn	0.15%	Hold	750,000	$10.34	$7.8M	—	—
Kimbell Tiger Acquisition	0.15%	Hold	750,000	$10.30	$7.7M	—	—
HCM Acquisition	0.15%	Hold	750,000	$10.26	$7.7M	—	—
A Spac II Acquisition	0.15%	Hold	750,000	$10.23	$7.7M	—	—
Papaya Grwt Opportunity	0.15%	Hold	750,000	$10.22	$7.7M	—	—
Holding	0.15%	Hold	750,000	$10.21	$7.7M	—	—
Atlantic Coastal Aqstn	0.15%	Hold	750,000	$10.19	$7.6M	—	—
Knightswan Acquisition	0.15%	Hold	750,000	$10.18	$7.6M	—	—
Holding	0.15%	Hold	750,000	$10.10	$7.6M	—	—
Fast Acquisition Corporation II	0.14%	Hold	750,000	$10.01	$7.5M	—	—
Onyx Acquisition	0.13%	Hold	672,800	$10.32	$6.9M	—	—
Holding	0.13%	Hold	676,820	$10.09	$6.8M	—	—
Burtech Acquisition	0.13%	Hold	661,307	$10.16	$6.7M	—	—
Avalon Acquisition	0.13%	Hold	640,549	$10.25	$6.6M	—	—
Mclaren Technology Acq	0.13%	Hold	640,936	$10.21	$6.5M	—	—
Holding	0.12%	Hold	639,252	$10.12	$6.5M	—	—
Holding	0.12%	Hold	617,219	$10.24	$6.3M	—	—
Bioplus Acquisition	0.12%	Hold	617,220	$10.22	$6.3M	—	—
Atlantic Coastal Acquistn	0.12%	Hold	622,243	$10.02	$6.2M	—	—
Holding	0.12%	Hold	620,000	$10.02	$6.2M	—	—
Holding	0.12%	Hold	600,000	$10.18	$6.1M	—	—
Sizzle Acquisition	0.12%	Hold	596,848	$10.22	$6.1M	—	—
Global Blockchain Acqui	0.12%	Hold	600,000	$10.09	$6.1M	—	—
Latamgrowth Spac	0.11%	Hold	550,000	$10.28	$5.7M	—	—
Cartica Acquisition	0.11%	Hold	539,252	$10.37	$5.6M	—	—
Legato Merger Corporation II	0.10%	Hold	525,057	$10.22	$5.4M	—	—
Holding	0.10%	Hold	512,748	$10.22	$5.2M	—	—
Holding	0.10%	Hold	509,330	$10.24	$5.2M	—	—
Infint Acquisition	0.10%	Hold	500,000	$10.36	$5.2M	—	—
Valuence Merger	0.10%	Hold	500,000	$10.33	$5.2M	—	—
Sound Point Acquisition	0.10%	Hold	500,000	$10.31	$5.2M	—	—
Holding	0.10%	Hold	500,000	$10.30	$5.2M	—	—
Direct Selling Acquisitin	0.10%	Hold	499,200	$10.29	$5.1M	—	—
Jaguar Global Growth	0.10%	Hold	500,000	$10.22	$5.1M	—	—
Artemis Strategic Investment	0.10%	Hold	500,000	$10.21	$5.1M	—	—
Liberty Resources Acquisition	0.10%	Hold	498,406	$10.21	$5.1M	—	—
Holding	0.10%	Hold	516,010	$9.86	$5.1M	—	—
Heartland Media Acquisition	0.10%	Hold	500,000	$10.17	$5.1M	—	—
Nubia Brand International	0.10%	Hold	500,000	$10.15	$5.1M	—	—
Gogreen Investments	0.10%	Hold	480,069	$10.38	$5M	—	—
Evergreen	0.09%	Hold	475,000	$10.28	$4.9M	—	—
Slam	0.09%	Hold	480,199	$10.11	$4.9M	—	—
Holding	0.09%	Hold	480,650	$10.07	$4.8M	—	—
Aetherium Acquisition	0.09%	Hold	462,651	$10.18	$4.7M	—	—
Holding	0.09%	Hold	456,220	$10.30	$4.7M	—	—
Shuaa Partners Acquistn	0.09%	Hold	450,000	$10.35	$4.7M	—	—
Futuretech II Acquisition	0.09%	Hold	450,000	$10.25	$4.6M	—	—
Genesis Grwt Tech Acqustn	0.09%	Hold	440,871	$10.36	$4.6M	—	—
Mountain & Co. I Acquisitn	0.09%	Hold	438,834	$10.38	$4.6M	—	—
Holding	0.09%	Hold	447,311	$10.18	$4.6M	—	—
Holding	0.09%	Hold	441,544	$10.30	$4.5M	—	—
Holding	0.09%	Hold	440,971	$10.30	$4.5M	—	—
Andretti Acquisition	0.09%	Hold	439,252	$10.33	$4.5M	—	—
Holding	0.09%	Hold	440,871	$10.27	$4.5M	—	—
Healthcare AI Acquisition	0.09%	Hold	440,871	$10.26	$4.5M	—	—
Sculptor Acquisition	0.09%	Hold	440,871	$10.26	$4.5M	—	—
Holding	0.09%	Hold	440,871	$10.23	$4.5M	—	—
C5 Acquisition	0.09%	Hold	439,252	$10.22	$4.5M	—	—
Southport Acquisition	0.09%	Hold	440,871	$10.18	$4.5M	—	—
Holding	0.09%	Hold	435,612	$10.29	$4.5M	—	—
Holding	0.09%	Hold	433,688	$10.33	$4.5M	—	—
Holding	0.08%	Hold	420,500	$10.33	$4.3M	—	—
Integrated Wellness Acq	0.08%	Hold	421,946	$10.28	$4.3M	—	—
Holding	0.08%	Hold	418,758	$10.33	$4.3M	—	—
Juniper II	0.08%	Hold	420,700	$10.17	$4.3M	—	—
Talon 1 Acquisition	0.08%	Hold	409,054	$10.37	$4.2M	—	—
Holding	0.08%	Hold	400,000	$10.26	$4.1M	—	—
HNR Acquisition	0.08%	Hold	400,000	$10.23	$4.1M	—	—
Forest Road Acquisition Cor	0.08%	Hold	399,500	$10.04	$4M	—	—
Holding	0.08%	Hold	401,600	$9.96	$4M	—	—
Duet Acquisition	0.08%	Hold	400,000	$9.99	$4M	—	—
Holding	0.07%	Hold	375,000	$10.03	$3.8M	—	—
Holding	0.07%	Hold	362,793	$10.20	$3.7M	—	—
Ross Acquisition Corporation II	0.07%	Hold	361,650	$10.12	$3.7M	—	—
Apx Acquisition	0.07%	Hold	352,697	$10.28	$3.6M	—	—
Holding	0.07%	Hold	350,000	$10.26	$3.6M	—	—
Esgen Acquisition	0.07%	Hold	341,339	$10.34	$3.5M	—	—
Alsp Orchid Acquisition	0.06%	Hold	322,884	$10.23	$3.3M	—	—
Genesis Unicorn Capital	0.06%	Hold	325,000	$10.16	$3.3M	—	—
Plum Acquisition	0.06%	Hold	321,518	$10.08	$3.2M	—	—
Innovative International Acqusitin	0.06%	Hold	313,025	$10.30	$3.2M	—	—
Holding	0.06%	Hold	300,000	$10.29	$3.1M	—	—
Counter Press Acquisition	0.06%	Hold	300,000	$10.26	$3.1M	—	—
Holding	0.06%	Hold	300,000	$10.22	$3.1M	—	—
Feutune Light Acquisition	0.06%	Hold	300,000	$10.17	$3.1M	—	—
Ahren Acquisition	0.06%	Hold	295,825	$10.24	$3M	—	—
Aimfinity Investment	0.06%	Hold	300,000	$10.04	$3M	—	—
Holding	0.05%	Hold	251,700	$10.28	$2.6M	—	—
A Spac I Acquisition	0.05%	Hold	250,000	$10.20	$2.6M	—	—
Ftac Hera Acquisition	0.05%	Hold	250,000	$10.11	$2.5M	—	—
Black Mountain Acq	0.05%	Hold	231,829	$10.20	$2.4M	—	—
Holding	0.04%	Hold	225,876	$10.26	$2.3M	—	—
CF Acquisition Corporation VII	0.04%	Hold	220,436	$10.20	$2.2M	—	—
Lionheart III	0.04%	Hold	220,436	$10.19	$2.2M	—	—
Green Visor Fin Tec Acq	0.04%	Hold	210,250	$10.37	$2.2M	—	—
Holding	0.04%	Hold	210,028	$10.36	$2.2M	—	—
Holding	0.04%	Hold	210,250	$10.27	$2.2M	—	—
Holding	0.04%	Hold	210,250	$10.19	$2.1M	—	—
Lamf Global Ventures	0.04%	Hold	207,548	$10.25	$2.1M	—	—
M3 Brigade Acquisition III	0.04%	Hold	209,750	$10.14	$2.1M	—	—
Ftac Zeus Acquisition Cor	0.04%	Hold	210,250	$10.07	$2.1M	—	—
Holding	0.04%	Hold	203,250	$10.08	$2M	—	—
Eg Acquisition	0.04%	Hold	203,250	$9.97	$2M	—	—
HH&L Acquisition	0.04%	Hold	200,000	$10.11	$2M	—	—
Ares Acquisition	0.04%	Hold	200,000	$10.07	$2M	—	—
Holding	0.04%	Hold	181,259	$10.32	$1.9M	—	—
Ap Acquisition	0.03%	Hold	176,348	$10.32	$1.8M	—	—
Pyrophyte Acquisition	0.03%	Hold	167,800	$10.33	$1.7M	—	—
Infinite Acquisition	0.03%	Hold	168,200	$10.25	$1.7M	—	—
Holding	0.03%	Hold	168,200	$10.15	$1.7M	—	—
Aesther Healthcare Acqstn	0.03%	Hold	144,169	$10.40	$1.5M	—	—
LF Capital Acquisition	0.03%	Hold	140,326	$10.26	$1.4M	—	—
TCV Acquisition	0.03%	Hold	136,910	$10.01	$1.4M	—	—
RCF Acquisition	0.02%	Hold	127,050	$10.26	$1.3M	—	—
ELV, Elevance	0.02%	Hold	125,850	$10.26	$1.3M	—	—
Holding	0.02%	Hold	125,850	$10.18	$1.3M	—	—
INTC, Intel	0.02%	Hold	106,893	$10.28	$1.1M	—	—
Beard Energy Transition Acq	0.02%	Hold	105,125	$10.19	$1.1M	—	—
Ciig Capital Partners II	0.02%	Hold	88,551	$10.19	$902K	—	—
Holding	0.02%	Hold	84,100	$10.24	$861K	—	—
OKLO, Altc Acquisition	0.02%	Hold	82,300	$9.92	$816K	—	—
Chenghe Acquisition	0.01%	Hold	50,000	$10.30	$515K	—	—
Holding	0.01%	Hold	41,950	$10.19	$427K	—	—

Showing top 50 of 147 by value

Exits / last held

Gone since 2022 Q3, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
HUN, Huntsman	2.77%	Exit	$24.54	$126M	−5,129,000	−$126M
ACIW, Aci Worldwide	0.56%	Exit	$20.90	$25M	−1,213,000	−$25M
EHTH, Ehealth	0.19%	Exit	$3.91	$8.6M	−2,198,117	−$8.6M
Holding	0.15%	Exit	$10.13	$6.8M	−675,000	−$6.8M
Mount Rainier Acquisition	0.14%	Exit	$10.10	$6.4M	−637,964	−$6.4M
Holding	0.14%	Exit	$10.07	$6.4M	−636,861	−$6.4M
Industrial Human Capital	0.13%	Exit	$10.15	$6M	−594,636	−$6M
Rose Hill Acquisition	0.13%	Exit	$10.15	$6M	−588,318	−$6M
Holding	0.12%	Exit	$9.85	$5.4M	−552,000	−$5.4M
Newcourt Acquisition	0.12%	Exit	$10.14	$5.2M	−516,222	−$5.2M
Energem	0.11%	Exit	$10.14	$5.1M	−501,954	−$5.1M
Athena Consumer Acq	0.11%	Exit	$10.06	$5.1M	−505,276	−$5.1M
Altimeter Growth Corporation 2	0.11%	Exit	$9.91	$5M	−500,000	−$5M
Orion Acquisition	0.11%	Exit	$9.85	$4.9M	−500,000	−$4.9M
Holding	0.11%	Exit	$9.82	$4.9M	−500,000	−$4.9M
KKR	0.10%	Exit	$9.84	$4.7M	−475,245	−$4.7M
10X Capital Venture Acq III	0.10%	Exit	$10.10	$4.4M	−439,252	−$4.4M
Boa Acquisition	0.09%	Exit	$9.94	$4.3M	−434,267	−$4.3M
Omnilit Acquisition	0.09%	Exit	$10.06	$4.2M	−420,500	−$4.2M
Cenaq Energy	0.09%	Exit	$10.09	$4.2M	−417,243	−$4.2M
Holding	0.09%	Exit	$10.02	$4.2M	−419,500	−$4.2M
Austerlitz Acquisition	0.09%	Exit	$9.81	$4.2M	−424,358	−$4.2M
Parsec Capital Acquisition	0.08%	Exit	$10.12	$3.6M	−358,497	−$3.6M
Mission Advancement	0.07%	Exit	$9.82	$3.1M	−320,400	−$3.1M
Medtech Acquisition	0.07%	Exit	$9.93	$3M	−298,368	−$3M
Holding	0.07%	Exit	$10.36	$3M	−285,747	−$3M
Holding	0.06%	Exit	$10.02	$3M	−294,444	−$3M
Holding	0.06%	Exit	$9.90	$2.8M	−285,134	−$2.8M
Carney Technology Acqu	0.06%	Exit	$9.96	$2.7M	−275,000	−$2.7M
Sanaby Health Acquisition	0.06%	Exit	$10.12	$2.5M	−251,700	−$2.5M
Hunt Companies Acquisitio	0.05%	Exit	$10.15	$2.1M	−210,250	−$2.1M
Soar Technology Acquisn	0.04%	Exit	$10.30	$1.7M	−161,990	−$1.7M
Parabellum Acquisition	0.03%	Exit	$9.89	$1.2M	−125,200	−$1.2M
Phoenix Biotech Acquisition	—	Exit	$10.11	$215K	−21,275	−$215K
Arbor Rapha Cap Biohlds	—	Exit	$10.11	$212K	−20,975	−$212K

Filings history

20 periods, with AUM normalized

Newest 13Fs

Period	Holds	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 holds	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 to 2026 Q2

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