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 | 15.00% | Reduce −28.2% | 4,612,369 | $139.71 | $644M | −1,809,093 | −$118M |
| GEN - Gen Digital | 10.19% | Reduce −5.9% | 17,516,604 | $24.98 | $438M | −1,092,300 | +$21M |
| CRM - Salesforce | 10.07% | Add +39.2% | 1,681,870 | $257.10 | $432M | +473,395 | +$68M |
| AQN - Algonquin Pwr Utils | 8.48% | Hold | 62,141,000 | $5.86 | $364M | — | — |
| ALITEUR - Alight · CL A | 7.46% | Add +9.0% | 43,395,000 | $7.38 | $320M | +3,588,000 | −$72M |
| ACTG - Acacia Resh | 7.13% | Hold | 61,123,595 | $5.01 | $306M | — | — |
| WIX | 6.95% | Reduce −22.8% | 1,877,000 | $159.07 | $299M | −555,000 | −$36M |
| NWSA - NEWS · CL B | 5.77% | Hold | 8,732,000 | $28.39 | $248M | — | — |
| NWSA - NEWS · CL A | 4.62% | Add +20.9% | 7,201,393 | $27.57 | $199M | +1,244,393 | +$43M |
| IWN - Ishares Tr | 4.54% | Reduce −24.9% | 1,280,000 | $152.30 | $195M | −425,000 | −$76M |
| HUM - Humana | 4.41% | Reduce −48.1% | 507,000 | $373.65 | $189M | −469,000 | −$149M |
| FTRE - Fortrea | 4.35% | Add +50.9% | 8,000,000 | $23.34 | $187M | +2,698,000 | −$26M |
| BLMN - Bloomin Brands | 3.78% | Hold | 8,441,000 | $19.23 | $162M | — | — |
| ROG - Rogers | 2.26% | Hold | 804,000 | $120.61 | $97M | — | — |
| MRCY - Mercury Sys | 1.44% | Reduce −13.9% | 2,294,000 | $26.99 | $62M | −370,000 | −$17M |
| ACM - Aecom | 1.28% | Reduce −27.2% | 625,438 | $88.14 | $55M | −233,562 | −$29M |
| GDOT - Green Dot · CL A | 1.10% | Hold | 5,018,381 | $9.45 | $47M | — | — |
| IWR - Ishares Tr | 0.57% | Reduce −42.9% | 300,000 | $81.08 | $24M | −225,000 | −$20M |
| RBA - Rb Global | 0.45% | Hold | 251,163 | $76.36 | $19M | — | — |
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