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%
AUM over time
Book
| GDDY, Godaddy | Reduce −1.7% | 10,059,453 | $77.72 | $782M | −173,602 | +$16M | |
| CRM, Salesforce | Reduce −16.4% | 2,530,983 | $199.78 | $506M | −494,999 | +$104M | |
| ACM, AECOM | Reduce −22.8% | 5,386,000 | $84.32 | $454M | −1,588,316 | −$138M | |
| Splunk | Add +145.5% | 4,583,000 | $95.88 | $439M | +2,716,120 | +$279M | |
| WTW, Willis Towers Watson | Reduce −5.5% | 1,819,397 | $232.38 | $423M | −106,094 | −$48M | |
| HUM, Humana | Add +3.2% | 800,000 | $485.46 | $388M | +25,000 | −$8.6M | |
| GEN, Gen Digital | Hold | 18,914,794 | $17.16 | $325M | — | — | |
| VRT, Vertiv | Reduce −0.5% | 16,818,581 | $14.31 | $241M | −83,320 | +$9.8M | |
| WIX, Wix.com | Reduce −15.1% | 1,972,076 | $99.80 | $197M | −350,000 | +$18M | |
| MRCY, Mercury Systems | Hold | 3,772,291 | $51.12 | $193M | — | — | |
| ROG, Rogers | New | 1,028,200 | $163.43 | $168M | +1,028,200 | +$168M | |
| IWN, iShares Trust | Hold | 900,000 | $137.02 | $123M | — | — | |
| GDOT, Green Dot | Hold | 5,294,110 | $17.18 | $91M | — | — | |
| CVLT, Commvault Systems | Add +2.8% | 1,588,554 | $56.74 | $90M | +42,554 | −$7M | |
| ACTG, Acacia Resh | Add +300.0% | 20,000,000 | $3.86 | $77M | +15,000,000 | +$56M | |
| Papa Johns International | Reduce −78.9% | 582,432 | $74.93 | $44M | −2,176,928 | −$183M | |
| ENOV, Enovis | Hold | 353,165 | $53.49 | $19M | — | — | |
| ON, ON Semiconductor | Reduce −78.9% | 200,000 | $82.32 | $16M | −750,000 | −$43M | |
| Ritchie Bros Auctioneers | New | 251,163 | $56.29 | $14M | +251,163 | +$14M | |
| IWR, iShares Trust | Hold | 150,000 | $69.92 | $10M | — | — | |
| Liveperson | Reduce −66.3% | 2,360,000 | $4.41 | $10M | −4,645,000 | −$61M | |
| Spring Valley Acquistn | Hold | 850,000 | $10.34 | $8.8M | — | — | |
| Kimbell Tiger Acquisition | Hold | 750,000 | $10.53 | $7.9M | — | — | |
| Investcorp India Acquistn | Hold | 750,000 | $10.52 | $7.9M | — | — | |
| HCM Acquisition | Hold | 750,000 | $10.44 | $7.8M | — | — | |
| Knightswan Acquisition | Hold | 750,000 | $10.41 | $7.8M | — | — | |
| Holding | Hold | 750,000 | $10.40 | $7.8M | — | — | |
| Papaya Grwt Opportunity | Hold | 750,000 | $10.40 | $7.8M | — | — | |
| A Spac II Acquisition | Hold | 750,000 | $10.39 | $7.8M | — | — | |
| Atlantic Coastal Aqstn | Hold | 750,000 | $10.38 | $7.8M | — | — | |
| Holding | Hold | 750,000 | $10.26 | $7.7M | — | — | |
| Avalon Acquisition | Hold | 640,549 | $10.43 | $6.7M | — | — | |
| Holding | Hold | 639,252 | $10.35 | $6.6M | — | — | |
| Bioplus Acquisition | Hold | 617,220 | $10.44 | $6.4M | — | — | |
| Holding | Hold | 617,219 | $10.42 | $6.4M | — | — | |
| Cyxtera Technologies | Hold | 20,767,571 | $0.3054 | $6.3M | — | — | |
| Holding | Hold | 620,000 | $10.22 | $6.3M | — | — | |
| Global Blockchain Acqui | Hold | 600,000 | $10.28 | $6.2M | — | — | |
| Latamgrowth Spac | Hold | 550,000 | $10.47 | $5.8M | — | — | |
| Cartica Acquisition | Hold | 539,252 | $10.52 | $5.7M | — | — | |
| Holding | Hold | 512,748 | $10.46 | $5.4M | — | — | |
| Holding | Hold | 509,330 | $10.45 | $5.3M | — | — | |
| Nubia Brand International | Hold | 500,000 | $10.55 | $5.3M | — | — | |
| Sound Point Acquisition | Hold | 500,000 | $10.54 | $5.3M | — | — | |
| Valuence Merger | Hold | 500,000 | $10.53 | $5.3M | — | — | |
| Liberty Resources Acquisition | Hold | 498,406 | $10.50 | $5.2M | — | — | |
| Heartland Media Acquisition | Hold | 500,000 | $10.41 | $5.2M | — | — | |
| Jaguar Global Growth | Hold | 500,000 | $10.39 | $5.2M | — | — | |
| Artemis Strategic Investment | Hold | 500,000 | $10.34 | $5.2M | — | — | |
| Israel Acquisitions | New | 500,000 | $10.23 | $5.1M | +500,000 | +$5.1M | |
| Gogreen Investments | Hold | 480,069 | $10.55 | $5.1M | — | — | |
| Evergreen | Hold | 475,000 | $10.47 | $5M | — | — | |
| Shuaa Partners Acquistn | Hold | 450,000 | $10.49 | $4.7M | — | — | |
| Futuretech II Acquisition | Hold | 450,000 | $10.47 | $4.7M | — | — | |
| Holding | Hold | 447,311 | $10.39 | $4.6M | — | — | |
| Holding | Hold | 433,688 | $10.66 | $4.6M | — | — | |
| Andretti Acquisition | Hold | 439,252 | $10.51 | $4.6M | — | — | |
| Holding | Hold | 440,871 | $10.44 | $4.6M | — | — | |
| Holding | Hold | 440,871 | $10.44 | $4.6M | — | — | |
| Sculptor Acquisition | Hold | 440,871 | $10.44 | $4.6M | — | — | |
| Holding | Hold | 440,971 | $10.43 | $4.6M | — | — | |
| Healthcare AI Acquisition | Hold | 440,871 | $10.43 | $4.6M | — | — | |
| C5 Acquisition | Hold | 439,252 | $10.44 | $4.6M | — | — | |
| Southport Acquisition | Hold | 440,871 | $10.40 | $4.6M | — | — | |
| Holding | Hold | 435,612 | $10.50 | $4.6M | — | — | |
| Integrated Wellness Acq | Hold | 421,946 | $10.50 | $4.4M | — | — | |
| Holding | Hold | 418,758 | $10.50 | $4.4M | — | — | |
| Juniper II | Hold | 420,700 | $10.38 | $4.4M | — | — | |
| Holding | Hold | 400,000 | $10.45 | $4.2M | — | — | |
| HNR Acquisition | Hold | 400,000 | $10.44 | $4.2M | — | — | |
| Duet Acquisition | Hold | 400,000 | $10.35 | $4.1M | — | — | |
| Holding | Hold | 401,600 | $10.15 | $4.1M | — | — | |
| Holding | Hold | 375,000 | $10.26 | $3.8M | — | — | |
| Holding | Hold | 362,793 | $10.40 | $3.8M | — | — | |
| Holding | Hold | 350,000 | $10.44 | $3.7M | — | — | |
| Holding | Hold | 300,000 | $10.47 | $3.1M | — | — | |
| Feutune Light Acquisition | New | 300,000 | $10.42 | $3.1M | +300,000 | +$3.1M | |
| Aimfinity Investment | Hold | 300,000 | $10.35 | $3.1M | — | — | |
| Ahren Acquisition | Hold | 295,825 | $10.41 | $3.1M | — | — | |
| Holding | Hold | 251,700 | $10.44 | $2.6M | — | — | |
| Black Mountain Acq | Hold | 231,829 | $10.39 | $2.4M | — | — | |
| Holding | Hold | 225,876 | $10.44 | $2.4M | — | — | |
| CF Acquisition Corporation VII | Hold | 220,436 | $10.34 | $2.3M | — | — | |
| Green Visor Fin Tec Acq | Hold | 210,250 | $10.53 | $2.2M | — | — | |
| Holding | Hold | 210,250 | $10.50 | $2.2M | — | — | |
| Holding | Hold | 210,250 | $10.37 | $2.2M | — | — | |
| Lamf Global Ventures | Hold | 207,548 | $10.45 | $2.2M | — | — | |
| M3 Brigade Acquisition III | Hold | 209,750 | $10.33 | $2.2M | — | — | |
| Ftac Zeus Acquisition Cor | Hold | 210,250 | $10.27 | $2.2M | — | — | |
| Eg Acquisition | Hold | 203,250 | $10.18 | $2.1M | — | — | |
| Ap Acquisition | Hold | 176,348 | $10.55 | $1.9M | — | — | |
| Pyrophyte Acquisition | Hold | 167,800 | $10.50 | $1.8M | — | — | |
| Infinite Acquisition | Hold | 168,200 | $10.42 | $1.8M | — | — | |
| Holding | Hold | 168,200 | $10.33 | $1.7M | — | — | |
| TCV Acquisition | Hold | 136,910 | $10.24 | $1.4M | — | — | |
| RCF Acquisition | Hold | 127,050 | $10.43 | $1.3M | — | — | |
| ELV, Elevance | Hold | 125,850 | $10.45 | $1.3M | — | — | |
| Holding | Hold | 125,850 | $10.40 | $1.3M | — | — | |
| Beard Energy Transition Acq | Hold | 105,125 | $10.37 | $1.1M | — | — | |
| Ciig Capital Partners II | Hold | 88,551 | $10.40 | $921K | — | — | |
| OKLO, Altc Acquisition | Hold | 82,300 | $10.15 | $835K | — | — | |
| Chenghe Acquisition | Hold | 50,000 | $10.51 | $526K | — | — | |
| Holding | Hold | 41,950 | $10.43 | $438K | — | — |
Showing top 50 of 103 by value
Exits / last held
Gone since 2022 Q4, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IWM, iShares Russell 2000 ETF | Exit | 0 | $174.36 | $91M | −519,380 | −$91M | |
| Pediatrix Medical Group | Exit | 0 | $14.86 | $81M | −5,473,971 | −$81M | |
| Integrated Rail And Resources Acq | Exit | 0 | $10.30 | $9.7M | −937,845 | −$9.7M | |
| Fast Acquisition Corporation II | Exit | 0 | $10.01 | $7.5M | −750,000 | −$7.5M | |
| Onyx Acquisition | Exit | 0 | $10.32 | $6.9M | −672,800 | −$6.9M | |
| Holding | Exit | 0 | $10.09 | $6.8M | −676,820 | −$6.8M | |
| Burtech Acquisition | Exit | 0 | $10.16 | $6.7M | −661,307 | −$6.7M | |
| Mclaren Technology Acq | Exit | 0 | $10.21 | $6.5M | −640,936 | −$6.5M | |
| Atlantic Coastal Acquistn | Exit | 0 | $10.02 | $6.2M | −622,243 | −$6.2M | |
| Holding | Exit | 0 | $10.18 | $6.1M | −600,000 | −$6.1M | |
| Sizzle Acquisition | Exit | 0 | $10.22 | $6.1M | −596,848 | −$6.1M | |
| Legato Merger Corporation II | Exit | 0 | $10.22 | $5.4M | −525,057 | −$5.4M | |
| Infint Acquisition | Exit | 0 | $10.36 | $5.2M | −500,000 | −$5.2M | |
| Holding | Exit | 0 | $10.30 | $5.2M | −500,000 | −$5.2M | |
| Direct Selling Acquisitin | Exit | 0 | $10.29 | $5.1M | −499,200 | −$5.1M | |
| Holding | Exit | 0 | $9.86 | $5.1M | −516,010 | −$5.1M | |
| Slam | Exit | 0 | $10.11 | $4.9M | −480,199 | −$4.9M | |
| Holding | Exit | 0 | $10.07 | $4.8M | −480,650 | −$4.8M | |
| Aetherium Acquisition | Exit | 0 | $10.18 | $4.7M | −462,651 | −$4.7M | |
| Holding | Exit | 0 | $10.30 | $4.7M | −456,220 | −$4.7M | |
| Genesis Grwt Tech Acqustn | Exit | 0 | $10.36 | $4.6M | −440,871 | −$4.6M | |
| Mountain & Co. I Acquisitn | Exit | 0 | $10.38 | $4.6M | −438,834 | −$4.6M | |
| Holding | Exit | 0 | $10.30 | $4.5M | −441,544 | −$4.5M | |
| Holding | Exit | 0 | $10.33 | $4.3M | −420,500 | −$4.3M | |
| Talon 1 Acquisition | Exit | 0 | $10.37 | $4.2M | −409,054 | −$4.2M | |
| Forest Road Acquisition Cor | Exit | 0 | $10.04 | $4M | −399,500 | −$4M | |
| Ross Acquisition Corporation II | Exit | 0 | $10.12 | $3.7M | −361,650 | −$3.7M | |
| Apx Acquisition | Exit | 0 | $10.28 | $3.6M | −352,697 | −$3.6M | |
| Esgen Acquisition | Exit | 0 | $10.34 | $3.5M | −341,339 | −$3.5M | |
| Alsp Orchid Acquisition | Exit | 0 | $10.23 | $3.3M | −322,884 | −$3.3M | |
| Genesis Unicorn Capital | Exit | 0 | $10.16 | $3.3M | −325,000 | −$3.3M | |
| Plum Acquisition | Exit | 0 | $10.08 | $3.2M | −321,518 | −$3.2M | |
| Innovative International Acqusitin | Exit | 0 | $10.30 | $3.2M | −313,025 | −$3.2M | |
| Counter Press Acquisition | Exit | 0 | $10.26 | $3.1M | −300,000 | −$3.1M | |
| Holding | Exit | 0 | $10.22 | $3.1M | −300,000 | −$3.1M | |
| Feutune Light Acquisition | Exit | 0 | $10.17 | $3.1M | −300,000 | −$3.1M | |
| A Spac I Acquisition | Exit | 0 | $10.20 | $2.6M | −250,000 | −$2.6M | |
| Ftac Hera Acquisition | Exit | 0 | $10.11 | $2.5M | −250,000 | −$2.5M | |
| Lionheart III | Exit | 0 | $10.19 | $2.2M | −220,436 | −$2.2M | |
| Holding | Exit | 0 | $10.36 | $2.2M | −210,028 | −$2.2M | |
| Holding | Exit | 0 | $10.08 | $2M | −203,250 | −$2M | |
| HH&L Acquisition | Exit | 0 | $10.11 | $2M | −200,000 | −$2M | |
| Ares Acquisition | Exit | 0 | $10.07 | $2M | −200,000 | −$2M | |
| Holding | Exit | 0 | $10.32 | $1.9M | −181,259 | −$1.9M | |
| Aesther Healthcare Acqstn | Exit | 0 | $10.40 | $1.5M | −144,169 | −$1.5M | |
| LF Capital Acquisition | Exit | 0 | $10.26 | $1.4M | −140,326 | −$1.4M | |
| INTC, Intel | Exit | 0 | $10.28 | $1.1M | −106,893 | −$1.1M | |
| Holding | Exit | 0 | $10.24 | $861K | −84,100 | −$861K |
Filings history
20 periods, with AUM normalized
| 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