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 | 11.59% | Reduce −4.8% | 7,872,867 | $84.91 | $668M | −397,133 | +$70M |
| MTCH - Match Group | 8.20% | Add +8.7% | 15,311,916 | $30.89 | $473M | +1,226,015 | +$34M |
| ADSK - Autodesk | 7.87% | Reduce −26.6% | 1,467,348 | $309.57 | $454M | −532,652 | −$69M |
| BDX - Becton Dickinson & | 7.82% | Add +49.8% | 2,619,490 | $172.25 | $451M | +870,490 | +$51M |
| KVUE - Kenvue | 7.59% | Reduce −5.1% | 20,929,938 | $20.93 | $438M | −1,124,062 | −$91M |
| GEN - Gen Digital | 6.79% | Reduce −23.9% | 13,330,505 | $29.40 | $392M | −4,186,099 | −$73M |
| AQN - Algonquin Pwr Utils | 6.31% | Reduce −4.4% | 63,489,420 | $5.73 | $364M | −2,943,580 | +$22M |
| CRM - Salesforce | 5.92% | Add +47.4% | 1,252,247 | $272.69 | $341M | +402,568 | +$113M |
| IJH - Ishares Tr | 5.64% | Add +47.3% | 5,250,656 | $62.02 | $326M | +1,685,781 | +$118M |
| HR - Healthcare Rlty Tr · CL A | 5.30% | Reduce −3.9% | 19,290,672 | $15.86 | $306M | −781,328 | −$33M |
| ALITEUR - Alight · CL A | 4.50% | Reduce −4.3% | 45,865,899 | $5.66 | $260M | −2,058,101 | −$25M |
| NWSA - NEWS · CL B | 4.08% | Reduce −12.2% | 6,862,525 | $34.31 | $235M | −952,306 | −$2M |
| ACTG - Acacia Resh | 3.79% | Hold | 61,123,595 | $3.58 | $219M | — | — |
| PFE - Pfizer | 3.59% | Add +10.5% | 8,542,149 | $24.24 | $207M | +811,149 | +$11M |
| NWSA - NEWS · CL A | 3.50% | Reduce −5.6% | 6,798,936 | $29.72 | $202M | −402,457 | +$6M |
| TCOM - Tripadvisor | 1.92% | New | 8,499,054 | $13.05 | $111M | +8,499,054 | +$111M |
| IWM - Ishares Tr | 1.27% | New | 340,000 | $215.79 | $73M | +340,000 | +$73M |
| BLMN - Bloomin Brands | 1.19% | Reduce −5.4% | 7,980,992 | $8.61 | $69M | −460,008 | +$8M |
| ROG - Rogers | 1.07% | Add +11.9% | 899,502 | $68.48 | $62M | +95,502 | +$7M |
| RIOT - Riot Platforms | 0.92% | Reduce −63.2% | 4,676,900 | $11.30 | $53M | −8,023,100 | −$38M |
| RBA - Rb Global | 0.46% | Hold | 251,163 | $106.19 | $27M | — | — |
| GDOT - Green Dot · CL A | 0.32% | Reduce −62.4% | 1,733,298 | $10.78 | $19M | −2,871,083 | −$20M |
| FTRE - Fortrea | 0.21% | Reduce −52.6% | 2,495,558 | $4.94 | $12M | −2,772,442 | −$27M |
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