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 Q2 2023 Q1 · filed 11 Aug · long equity

GDDY - Godaddy · CL A 16.30% Reduce −0.2% 10,040,437 $75.13 $754M −19,016 −$27M
Splunk 9.32% Reduce −11.2% 4,068,000 $106.09 $432M −515,000 −$8M
CRM - Salesforce 9.16% Reduce −20.7% 2,008,076 $211.26 $424M −522,907 −$81M
HUM - Humana 8.55% Add +10.6% 885,000 $447.13 $396M +85,000 +$7M
VRT - Vertiv · CL A 8.53% Reduce −5.2% 15,944,889 $24.77 $395M −873,692 +$154M
GEN - Gen Digital 7.58% Hold 18,914,794 $18.55 $351M
ACM - Aecom 6.92% Reduce −29.8% 3,781,000 $84.69 $320M −1,605,000 −$134M
WIX 6.40% Add +91.9% 3,785,000 $78.24 $296M +1,812,924 +$99M
AQN - Algonquin Pwr Utils 6.09% New 34,138,650 $8.26 $282M +34,138,650 +$282M
IWN - Ishares Tr 2.74% Hold 900,000 $140.80 $127M
ROG - Rogers 2.71% Reduce −24.7% 774,000 $161.93 $125M −254,200 −$43M
WTW - Willis Towers Watson 2.59% Reduce −72.0% 508,880 $235.50 $120M −1,310,517 −$303M
Abcam 2.43% New 4,593,000 $24.47 $112M +4,593,000 +$112M
GDOT - Green Dot · CL A 2.14% Hold 5,294,110 $18.74 $99M
MRCY - Mercury Sys 2.12% Reduce −24.8% 2,836,000 $34.59 $98M −936,291 −$95M
ACTG - Acacia Resh 1.80% Hold 20,000,000 $4.16 $83M
RBA - Rb Global 0.33% New 251,163 $60.00 $15M +251,163 +$15M
Papa Johns Intl 0.29% Reduce −68.8% 182,000 $73.83 $13M −400,432 −$30M
IWR - Ishares Tr 0.24% Hold 150,000 $73.03 $11M
Liveperson 0.23% Hold 2,360,000 $4.52 $11M
Spring Valley Acquistn · CLASS A 0.19% Hold 850,000 $10.55 $9M
CVLT - Commvault Sys 0.19% Reduce −92.3% 122,000 $72.62 $9M −1,466,554 −$81M
Investcorp India Acquistn · CLASS A 0.17% Hold 750,000 $10.70 $8M
Knightswan Acquisition · CL A 0.17% Hold 750,000 $10.57 $8M
A Spac Ii Acquisition · CL A 0.17% Hold 750,000 $10.54 $8M
Holding · CLASS A 0.14% Hold 639,252 $10.49 $7M
Holding · CLASS A 0.14% Hold 620,000 $10.35 $6M
Global Blockchain Acqui 0.14% Hold 600,000 $10.44 $6M
Holding · CLASS A 0.12% Hold 509,330 $10.63 $5M
Jaguar Global Growth I · CLASS A 0.11% Hold 500,000 $10.58 $5M
Heartland Media Acquisition · CL A 0.11% Hold 500,000 $10.54 $5M
Israel Acquisitions · CLASS A 0.11% Hold 500,000 $10.42 $5M
Futuretech Ii Acquisition · CLASS A 0.10% Hold 450,000 $10.69 $5M
Andretti Acquisition · CL A 0.10% Hold 439,252 $10.64 $5M
Holding · CLASS A 0.08% Hold 375,000 $10.45 $4M
Holding · CLASS A 0.08% Hold 350,000 $10.58 $4M
Alchemy Invts Acquisitn · CL A 0.08% New 350,000 $10.25 $4M +350,000 +$4M
Holding · CLASS A 0.07% Hold 300,000 $10.71 $3M
Aimfinity Investment I 0.07% Hold 300,000 $10.47 $3M
M3 Brigade Acquisition Iii · CL A 0.05% Hold 209,750 $10.45 $2M
Ftac Zeus Acquisition Cor · CLASS A 0.05% Hold 210,250 $10.42 $2M
Ap Acquisition · CL A 0.04% Hold 176,348 $10.76 $2M
Infinite Acquisition · CL A 0.04% Hold 168,200 $10.57 $2M
OKLO - Altc Acquisition · CL A 0.02% Hold 82,300 $10.43 $858K
Chenghe Acquisition · CLASS A 0.01% Hold 50,000 $10.70 $535K

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
ENOV - Enovis 0.38% Exit 0 $53.49 $19M −353,165 −$19M
ON - On Semiconductor 0.33% Exit 0 $82.32 $16M −200,000 −$16M
Ritchie Bros Auctioneers 0.28% Exit 0 $56.29 $14M −251,163 −$14M
Kimbell Tiger Acquisition · CL A 0.16% Exit 0 $10.53 $8M −750,000 −$8M
Hcm Acquisition · CLASS A 0.16% Exit 0 $10.44 $8M −750,000 −$8M
Holding · CL A 0.16% Exit 0 $10.40 $8M −750,000 −$8M
Papaya Grwt Opportunity · CLASS A 0.16% Exit 0 $10.40 $8M −750,000 −$8M
Atlantic Coastal Aqstn · CLASS A 0.16% Exit 0 $10.38 $8M −750,000 −$8M
Holding · CLASS A 0.16% Exit 0 $10.26 $8M −750,000 −$8M
Avalon Acquisition · CLASS A 0.13% Exit 0 $10.43 $7M −640,549 −$7M
Bioplus Acquisition · CLASS A 0.13% Exit 0 $10.44 $6M −617,220 −$6M
Holding · CLASS A 0.13% Exit 0 $10.42 $6M −617,219 −$6M
Cyxtera Technologies · CL A 0.13% Exit 0 $0.3054 $6M −20,767,571 −$6M
Latamgrowth Spac · CLASS A 0.12% Exit 0 $10.47 $6M −550,000 −$6M
Cartica Acquisition · CLASS A 0.11% Exit 0 $10.52 $6M −539,252 −$6M
Holding · CLASS A 0.11% Exit 0 $10.46 $5M −512,748 −$5M
Nubia Brand International · CLASS A 0.11% Exit 0 $10.55 $5M −500,000 −$5M
Sound Point Acquisition · CLASS A 0.11% Exit 0 $10.54 $5M −500,000 −$5M
Valuence Merger I · CLASS A 0.11% Exit 0 $10.53 $5M −500,000 −$5M
Liberty Res Acquisition · CLASS A 0.11% Exit 0 $10.51 $5M −498,406 −$5M
Artemis Strategic Invt · CL A 0.10% Exit 0 $10.34 $5M −500,000 −$5M
Gogreen Investments · CL A 0.10% Exit 0 $10.55 $5M −480,069 −$5M
Evergreen · CLASS A 0.10% Exit 0 $10.47 $5M −475,000 −$5M
Shuaa Partners Acquistn · CLASS A 0.10% Exit 0 $10.49 $5M −450,000 −$5M
Holding · CLASS A 0.09% Exit 0 $10.39 $5M −447,311 −$5M
Holding · CL A 0.09% Exit 0 $10.66 $5M −433,688 −$5M
Holding · CL A 0.09% Exit 0 $10.44 $5M −440,871 −$5M
Holding · CLASS A 0.09% Exit 0 $10.44 $5M −440,871 −$5M
Sculptor Acquisition I · CL A 0.09% Exit 0 $10.44 $5M −440,871 −$5M
Holding · CL A 0.09% Exit 0 $10.44 $5M −440,971 −$5M
Healthcare Ai Acquisition · CLASS A 0.09% Exit 0 $10.43 $5M −440,871 −$5M
C5 Acquisition · CL A 0.09% Exit 0 $10.44 $5M −439,252 −$5M
Southport Acquisition · CL A 0.09% Exit 0 $10.40 $5M −440,871 −$5M
Holding · CLASS A 0.09% Exit 0 $10.50 $5M −435,612 −$5M
Integrated Wellness Acq · CL A 0.09% Exit 0 $10.50 $4M −421,946 −$4M
Holding · CLASS A 0.09% Exit 0 $10.50 $4M −418,758 −$4M
Juniper Ii · CL A 0.09% Exit 0 $10.38 $4M −420,700 −$4M
Holding · CLASS A 0.08% Exit 0 $10.45 $4M −400,000 −$4M
Hnr Acquisition 0.08% Exit 0 $10.44 $4M −400,000 −$4M
Duet Acquisition · CLASS A 0.08% Exit 0 $10.35 $4M −400,000 −$4M
Holding · CL A 0.08% Exit 0 $10.15 $4M −401,600 −$4M
Holding · CL A 0.08% Exit 0 $10.40 $4M −362,793 −$4M
Feutune Light Acquisition · CL A 0.06% Exit 0 $10.42 $3M −300,000 −$3M
Ahren Acquisition · CLASS A 0.06% Exit 0 $10.41 $3M −295,825 −$3M
Holding · CL A 0.05% Exit 0 $10.44 $3M −251,700 −$3M
Black Mountain Acq · CL A 0.05% Exit 0 $10.39 $2M −231,829 −$2M
Holding · CLASS A 0.05% Exit 0 $10.44 $2M −225,876 −$2M
Cf Acquisition Vii · CLASS A 0.05% Exit 0 $10.34 $2M −220,436 −$2M
Green Visor Fin Tec Acq · CLASS A 0.04% Exit 0 $10.53 $2M −210,250 −$2M
Holding · CL A 0.04% Exit 0 $10.50 $2M −210,250 −$2M
Holding · CL A 0.04% Exit 0 $10.37 $2M −210,250 −$2M
Lamf Global Ventures I · CLASS A 0.04% Exit 0 $10.45 $2M −207,548 −$2M
Eg Acquisition · CL A 0.04% Exit 0 $10.18 $2M −203,250 −$2M
Pyrophyte Acquisition · CL A 0.04% Exit 0 $10.51 $2M −167,800 −$2M
Holding · CLASS A 0.04% Exit 0 $10.33 $2M −168,200 −$2M
Tcv Acquisition · CL A 0.03% Exit 0 $10.24 $1M −136,910 −$1M
Rcf Acquisition · CL A 0.03% Exit 0 $10.43 $1M −127,050 −$1M
ELV - Elevance · CLASS A 0.03% Exit 0 $10.45 $1M −125,850 −$1M
Holding · CLASS A 0.03% Exit 0 $10.40 $1M −125,850 −$1M
Beard Energy Transition Acq · CL A 0.02% Exit 0 $10.37 $1M −105,125 −$1M
Ciig Capital Partners Ii · CL A 0.02% Exit 0 $10.40 $921K −88,551 −$921K
Holding · CLASS A 0.01% Exit 0 $10.44 $438K −41,950 −$438K

* 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 2023 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