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
top 5 54.2% · top 10 84.2%
- IJH - Ishares Tr 15.1%
- QRVO - Qorvo 11.6%
- KVUE - Kenvue 11.5%
- DT - Dynatrace 8.6%
- AQN - Algonquin Power & Utilities 7.4%
- MTCH - Match Group 6.5%
- ACTG - Acacia Resh 6.3%
- RIOT - Riot Platforms 6.1%
- BILL 5.6%
- LW - Lamb Weston 5.5%
- KMX - Carmax 3.8%
- FLS - Flowserve 2.4%
- Other 9.6%
AUM over time
Book
| GDDY - Godaddy · CL A | 16.59% | Reduce −24.6% | 7,512,771 | $106.16 | $798M | −2,449,516 | +$56M |
| HUM - Humana | 9.47% | Add +18.2% | 994,146 | $457.81 | $455M | +153,146 | +$46M |
| GEN - Gen Digital | 8.83% | Hold | 18,608,904 | $22.82 | $425M | — | — |
| WIX | 8.55% | Reduce −10.0% | 3,343,000 | $123.02 | $411M | −373,000 | +$70M |
| CRM - Salesforce | 8.41% | Reduce −11.2% | 1,536,453 | $263.14 | $404M | −193,998 | +$53M |
| AQN - Algonquin Pwr Utils | 8.15% | Add +6.1% | 61,991,000 | $6.32 | $392M | +3,591,000 | +$46M |
| IWN - Ishares Tr | 5.83% | Add +16.5% | 1,805,000 | $155.33 | $280M | +255,000 | +$70M |
| FTRE - Fortrea | 5.51% | New | 7,595,000 | $34.90 | $265M | +7,595,000 | +$265M |
| ACTG - Acacia Resh | 4.98% | Hold | 61,123,595 | $3.92 | $240M | — | — |
| BLMN - Bloomin Brands | 4.94% | Add +1.2% | 8,441,000 | $28.15 | $238M | +100,000 | +$33M |
| NWSA - NEWS · CL B | 4.67% | New | 8,732,000 | $25.72 | $225M | +8,732,000 | +$225M |
| ACM - Aecom | 3.48% | Reduce −37.4% | 1,809,000 | $92.43 | $167M | −1,080,000 | −$73M |
| VRT - Vertiv · CL A | 2.61% | Reduce −36.7% | 2,609,588 | $48.03 | $125M | −1,511,011 | −$28M |
| MRCY - Mercury Sys | 1.63% | Reduce −7.1% | 2,145,000 | $36.57 | $78M | −163,800 | −$7M |
| ROG - Rogers | 1.25% | Reduce −16.8% | 454,000 | $132.07 | $60M | −91,519 | −$12M |
| GDOT - Green Dot · CL A | 1.09% | Hold | 5,294,110 | $9.90 | $52M | — | — |
| IWR - Ishares Tr | 0.93% | Add +35.3% | 575,000 | $77.73 | $45M | +150,000 | +$15M |
| NWSA - NEWS · CL A | 0.87% | New | 1,700,000 | $24.55 | $42M | +1,700,000 | +$42M |
| RBA - Rb Global | 0.35% | Hold | 251,163 | $66.89 | $17M | — | — |
| Spring Valley Acquistn · CLASS A | 0.19% | Hold | 850,000 | $10.81 | $9M | — | — |
| Alchemy Invts Acquisitn · CL A | 0.08% | Hold | 350,000 | $10.43 | $4M | — | — |
| Keen Vision Acquisition | 0.06% | Hold | 300,000 | $10.33 | $3M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Israel Acquisitions · CLASS A | 0.14% | Exit | 0 | $10.56 | $5M | −500,000 | −$5M |
| Holding · CLASS A | 0.10% | Exit | 0 | $10.63 | $4M | −375,000 | −$4M |
| Holding · CLASS A | 0.08% | Exit | 0 | $10.95 | $3M | −300,000 | −$3M |
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