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 −9.7% | 2,830,100 | $197.37 | $559M | −303,993 | +$67M | |
| GEN, Gen Digital | Hold | 17,516,604 | $27.38 | $480M | — | — | |
| MTCH, Match Group | Add +53.4% | 14,656,970 | $32.71 | $479M | +5,100,824 | +$118M | |
| KVUE, Kenvue | New | 21,914,000 | $21.35 | $468M | +21,914,000 | +$468M | |
| PFE, Pfizer | New | 15,368,658 | $26.53 | $408M | +15,368,658 | +$408M | |
| HR, Healthcare Realty Trust | New | 20,183,460 | $16.95 | $342M | +20,183,460 | +$342M | |
| ALIT, Alight | Add +8.8% | 47,228,000 | $6.92 | $327M | +3,833,000 | +$5.7M | |
| ADSK, Autodesk | Reduce −44.0% | 1,038,000 | $295.57 | $307M | −814,000 | −$203M | |
| AQN, Algonquin Power Utils | Add +5.1% | 65,316,000 | $4.45 | $291M | +3,175,000 | −$48M | |
| ACTG, Acacia Resh | Hold | 61,123,595 | $4.34 | $265M | — | — | |
| NWSA, News Corp Class B | Reduce −2.9% | 8,482,000 | $30.43 | $258M | −250,000 | +$14M | |
| IJH, iShares Trust | New | 3,965,268 | $62.31 | $247M | +3,965,268 | +$247M | |
| NWSA, News Corp Class A | Hold | 7,201,393 | $27.54 | $198M | — | — | |
| CRM, Salesforce | Reduce −61.2% | 559,264 | $334.33 | $187M | −882,584 | −$208M | |
| WIX, Wix.com | Reduce −55.2% | 840,000 | $214.55 | $180M | −1,037,000 | −$134M | |
| FTRE, Fortrea | Reduce −11.0% | 7,478,000 | $18.65 | $139M | −922,000 | −$29M | |
| RIOT, Riot Platforms | New | 12,704,035 | $10.21 | $130M | +12,704,035 | +$130M | |
| BLMN, Bloomin Brands | Hold | 8,441,000 | $12.21 | $103M | — | — | |
| ROG, Rogers | Hold | 804,000 | $101.61 | $82M | — | — | |
| GDOT, Green Dot | Reduce −8.2% | 4,604,381 | $10.64 | $49M | −414,000 | −$9.8M | |
| RBA, RB Global | Hold | 251,163 | $90.21 | $23M | — | — |
Exits / last held
Gone since 2024 Q3, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IWN, iShares Trust | Exit | 0 | $166.82 | $226M | −1,355,000 | −$226M | |
| HUM, Humana | Exit | 0 | $316.74 | $60M | −191,000 | −$60M |
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