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
| QRVO - Qorvo | 10.89% | New | 8,270,000 | $72.41 | $599M | +8,270,000 | +$599M |
| KVUE - Kenvue | 9.62% | Add +0.6% | 22,054,000 | $23.98 | $529M | +140,000 | +$61M |
| ADSK - Autodesk | 9.52% | Add +92.7% | 2,000,000 | $261.80 | $524M | +962,000 | +$217M |
| GEN - Gen Digital | 8.45% | Hold | 17,516,604 | $26.54 | $465M | — | — |
| MTCH - Match Group | 7.99% | Reduce −3.9% | 14,085,901 | $31.20 | $439M | −571,069 | −$40M |
| BDX - Becton Dickinson & | 7.29% | New | 1,749,000 | $229.06 | $401M | +1,749,000 | +$401M |
| AQN - Algonquin Pwr Utils | 6.21% | Add +1.7% | 66,433,000 | $5.14 | $341M | +1,117,000 | +$51M |
| HR - Healthcare Rlty Tr · CL A | 6.17% | Reduce −0.6% | 20,072,000 | $16.90 | $339M | −111,460 | −$3M |
| ALITEUR - Alight · CL A | 5.17% | Add +1.5% | 47,924,000 | $5.93 | $284M | +696,000 | −$43M |
| NWSA - NEWS · CL B | 4.32% | Reduce −7.9% | 7,814,831 | $30.37 | $237M | −667,169 | −$21M |
| CRM - Salesforce | 4.15% | Add +51.9% | 849,679 | $268.36 | $228M | +290,415 | +$41M |
| IJH - Ishares Tr | 3.78% | Reduce −10.1% | 3,564,875 | $58.35 | $208M | −400,393 | −$39M |
| NWSA - NEWS · CL A | 3.57% | Hold | 7,201,393 | $27.22 | $196M | — | — |
| PFE - Pfizer | 3.56% | Reduce −49.7% | 7,731,000 | $25.34 | $196M | −7,637,658 | −$212M |
| ACTG - Acacia Resh | 3.56% | Hold | 61,123,595 | $3.20 | $196M | — | — |
| RIOT - Riot Platforms | 1.64% | Reduce 0.0% | 12,700,000 | $7.12 | $90M | −4,035 | −$39M |
| BLMN - Bloomin Brands | 1.10% | Hold | 8,441,000 | $7.17 | $61M | — | — |
| ROG - Rogers | 0.99% | Hold | 804,000 | $67.53 | $54M | — | — |
| FTRE - Fortrea | 0.72% | Reduce −29.6% | 5,268,000 | $7.55 | $40M | −2,210,000 | −$100M |
| GDOT - Green Dot · CL A | 0.71% | Hold | 4,604,381 | $8.44 | $39M | — | — |
| RBA - Rb Global | 0.46% | Hold | 251,163 | $100.30 | $25M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GDDY - Godaddy · CL A | 10.10% | Exit | 0 | $197.37 | $559M | −2,830,100 | −$559M |
| WIX | 3.26% | Exit | 0 | $214.55 | $180M | −840,000 | −$180M |
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