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

2023 Q1 2022 Q4 · filed 12 May · long equity

GDDY - Godaddy · CL A 15.75% Reduce −1.7% 10,059,453 $77.72 $782M −173,602 +$16M
CRM - Salesforce 10.19% Reduce −16.4% 2,530,983 $199.78 $506M −494,999 +$104M
ACM - Aecom 9.15% Reduce −22.8% 5,386,000 $84.32 $454M −1,588,316 −$138M
Splunk 8.85% Add +145.5% 4,583,000 $95.88 $439M +2,716,120 +$279M
WTW - Willis Towers Watson 8.52% Reduce −5.5% 1,819,397 $232.38 $423M −106,094 −$48M
HUM - Humana 7.82% Add +3.2% 800,000 $485.46 $388M +25,000 −$9M
GEN - Gen Digital 6.54% Hold 18,914,794 $17.16 $325M
VRT - Vertiv · CL A 4.85% Reduce −0.5% 16,818,581 $14.31 $241M −83,320 +$10M
WIX 3.96% Reduce −15.1% 1,972,076 $99.80 $197M −350,000 +$18M
MRCY - Mercury Sys 3.88% Hold 3,772,291 $51.12 $193M
ROG - Rogers 3.39% New 1,028,200 $163.43 $168M +1,028,200 +$168M
IWN - Ishares Tr 2.48% Hold 900,000 $137.02 $123M
GDOT - Green Dot · CL A 1.83% Hold 5,294,110 $17.18 $91M
CVLT - Commvault Sys 1.82% Add +2.8% 1,588,554 $56.74 $90M +42,554 −$7M
ACTG - Acacia Resh 1.56% Add +300.0% 20,000,000 $3.86 $77M +15,000,000 +$56M
Papa Johns Intl 0.88% Reduce −78.9% 582,432 $74.93 $44M −2,176,928 −$183M
ENOV - Enovis 0.38% Hold 353,165 $53.49 $19M
ON - On Semiconductor 0.33% Reduce −78.9% 200,000 $82.32 $16M −750,000 −$43M
Ritchie Bros Auctioneers 0.28% New 251,163 $56.29 $14M +251,163 +$14M
IWR - Ishares Tr 0.21% Hold 150,000 $69.92 $10M
Liveperson 0.21% Reduce −66.3% 2,360,000 $4.41 $10M −4,645,000 −$61M
Spring Valley Acquistn · CLASS A 0.18% Hold 850,000 $10.34 $9M
Kimbell Tiger Acquisition · CL A 0.16% Hold 750,000 $10.53 $8M
Investcorp India Acquistn · CLASS A 0.16% Hold 750,000 $10.52 $8M
Hcm Acquisition · CLASS A 0.16% Hold 750,000 $10.44 $8M
Knightswan Acquisition · CL A 0.16% Hold 750,000 $10.41 $8M
Holding · CL A 0.16% Hold 750,000 $10.40 $8M
Papaya Grwt Opportunity · CLASS A 0.16% Hold 750,000 $10.40 $8M
A Spac Ii Acquisition · CL A 0.16% Hold 750,000 $10.39 $8M
Atlantic Coastal Aqstn · CLASS A 0.16% Hold 750,000 $10.38 $8M
Holding · CLASS A 0.16% Hold 750,000 $10.26 $8M
Avalon Acquisition · CLASS A 0.13% Hold 640,549 $10.43 $7M
Holding · CLASS A 0.13% Hold 639,252 $10.35 $7M
Bioplus Acquisition · CLASS A 0.13% Hold 617,220 $10.44 $6M
Holding · CLASS A 0.13% Hold 617,219 $10.42 $6M
Cyxtera Technologies · CL A 0.13% Hold 20,767,571 $0.3054 $6M
Holding · CLASS A 0.13% Hold 620,000 $10.22 $6M
Global Blockchain Acqui 0.12% Hold 600,000 $10.28 $6M
Latamgrowth Spac · CLASS A 0.12% Hold 550,000 $10.47 $6M
Cartica Acquisition · CLASS A 0.11% Hold 539,252 $10.52 $6M
Holding · CLASS A 0.11% Hold 512,748 $10.46 $5M
Holding · CLASS A 0.11% Hold 509,330 $10.45 $5M
Nubia Brand International · CLASS A 0.11% Hold 500,000 $10.55 $5M
Sound Point Acquisition · CLASS A 0.11% Hold 500,000 $10.54 $5M
Valuence Merger I · CLASS A 0.11% Hold 500,000 $10.53 $5M
Liberty Res Acquisition · CLASS A 0.11% Hold 498,406 $10.50 $5M
Heartland Media Acquisition · CL A 0.10% Hold 500,000 $10.41 $5M
Jaguar Global Growth I · CLASS A 0.10% Hold 500,000 $10.39 $5M
Artemis Strategic Invt · CL A 0.10% Hold 500,000 $10.34 $5M
Israel Acquisitions · CLASS A 0.10% New 500,000 $10.23 $5M +500,000 +$5M

Showing top 50 of 103 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
IWM - Ishares Tr 1.74% Exit 0 $174.36 $91M −519,380 −$91M
Pediatrix Medical Group 1.56% Exit 0 $14.86 $81M −5,473,971 −$81M
Integrated Rail And Res Acq · CL A 0.19% Exit 0 $10.30 $10M −937,845 −$10M
Fast Acquisition Ii · CL A 0.14% Exit 0 $10.01 $8M −750,000 −$8M
Onyx Acquisition I · CL A 0.13% Exit 0 $10.32 $7M −672,800 −$7M
Holding · CL A 0.13% Exit 0 $10.09 $7M −676,820 −$7M
Burtech Acquisition · CLASS A 0.13% Exit 0 $10.16 $7M −661,307 −$7M
Mclaren Technology Acq · CLASS A 0.13% Exit 0 $10.21 $7M −640,936 −$7M
Atlantic Coastal Acquistn · CLASS A 0.12% Exit 0 $10.02 $6M −622,243 −$6M
Holding 0.12% Exit 0 $10.18 $6M −600,000 −$6M
Sizzle Acquisition 0.12% Exit 0 $10.22 $6M −596,848 −$6M
Legato Merger Ii 0.10% Exit 0 $10.22 $5M −525,057 −$5M
Infint Acquisition · CL A 0.10% Exit 0 $10.36 $5M −500,000 −$5M
Holding · CLASS A 0.10% Exit 0 $10.30 $5M −500,000 −$5M
Direct Selling Acquisitin · CL A 0.10% Exit 0 $10.29 $5M −499,200 −$5M
Holding · CL A 0.10% Exit 0 $9.86 $5M −516,010 −$5M
SLAM · CL A 0.09% Exit 0 $10.11 $5M −480,199 −$5M
Holding 0.09% Exit 0 $10.07 $5M −480,650 −$5M
Aetherium Acquisition · CLASS A 0.09% Exit 0 $10.18 $5M −462,651 −$5M
Holding · CLASS A 0.09% Exit 0 $10.30 $5M −456,220 −$5M
Genesis Grwt Tech Acqustn · CLASS A 0.09% Exit 0 $10.36 $5M −440,871 −$5M
Mountain & I Acquisitn · CLASS A 0.09% Exit 0 $10.38 $5M −438,834 −$5M
Holding · CLASS A 0.09% Exit 0 $10.30 $5M −441,544 −$5M
Holding · CLASS A 0.08% Exit 0 $10.33 $4M −420,500 −$4M
Talon 1 Acquisition · CLASS A 0.08% Exit 0 $10.37 $4M −409,054 −$4M
Forest Road Acquisition Cor · CL A 0.08% Exit 0 $10.04 $4M −399,500 −$4M
Ross Acquisition Ii · CL A 0.07% Exit 0 $10.12 $4M −361,650 −$4M
Apx Acquisition I · CLASS A 0.07% Exit 0 $10.28 $4M −352,697 −$4M
Esgen Acquisition · CL A 0.07% Exit 0 $10.34 $4M −341,339 −$4M
Alsp Orchid Acquisition · CLASS A 0.06% Exit 0 $10.23 $3M −322,884 −$3M
Genesis Unicorn Capital · CLASS A 0.06% Exit 0 $10.16 $3M −325,000 −$3M
Plum Acquisition I · CLASS A 0.06% Exit 0 $10.08 $3M −321,518 −$3M
Innovative Intl Acqusitin · CLASS A 0.06% Exit 0 $10.30 $3M −313,025 −$3M
Counter Press Acquisition · CLASS A 0.06% Exit 0 $10.26 $3M −300,000 −$3M
Holding · CL A 0.06% Exit 0 $10.22 $3M −300,000 −$3M
Feutune Light Acquisition 0.06% Exit 0 $10.17 $3M −300,000 −$3M
A Spac I Acquisition · CLASS A 0.05% Exit 0 $10.20 $3M −250,000 −$3M
Ftac Hera Acquisition · CLASS A 0.05% Exit 0 $10.11 $3M −250,000 −$3M
Lionheart Iii · CLASS A 0.04% Exit 0 $10.19 $2M −220,436 −$2M
Holding · CLASS A 0.04% Exit 0 $10.36 $2M −210,028 −$2M
Holding · CLASS A 0.04% Exit 0 $10.08 $2M −203,250 −$2M
HH&L Acquisition · CL A 0.04% Exit 0 $10.11 $2M −200,000 −$2M
Ares Acquisition · CL A 0.04% Exit 0 $10.07 $2M −200,000 −$2M
Holding · CL A 0.04% Exit 0 $10.32 $2M −181,259 −$2M
Aesther Healthcare Acqstn · CLASS A 0.03% Exit 0 $10.40 $1M −144,169 −$1M
Lf Capital Acquisition · CLASS A 0.03% Exit 0 $10.26 $1M −140,326 −$1M
INTC - Intel · CLASS A 0.02% Exit 0 $10.28 $1M −106,893 −$1M
Holding · CLASS A 0.02% Exit 0 $10.24 $861K −84,100 −$861K

* 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 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