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 | 12.87% | Reduce −4.6% | 7,510,871 | $91.08 | $684M | −361,996 | +$16M |
| ADSK - Autodesk | 7.85% | Reduce −10.5% | 1,313,000 | $317.67 | $417M | −154,348 | −$37M |
| MTCH - Match Group | 7.36% | Reduce −27.7% | 11,070,379 | $35.32 | $391M | −4,241,537 | −$82M |
| BILL | 7.00% | New | 7,024,848 | $52.97 | $372M | +7,024,848 | +$372M |
| GEN - Gen Digital | 6.50% | Reduce −8.7% | 12,171,000 | $28.39 | $346M | −1,159,505 | −$46M |
| IJH - Ishares Tr | 6.45% | Hold | 5,250,656 | $65.26 | $343M | — | — |
| AQN - Algonquin Pwr Utils | 6.42% | Hold | 63,489,420 | $5.37 | $341M | — | — |
| KVUE - Kenvue | 6.39% | Hold | 20,929,938 | $16.23 | $340M | — | — |
| CRM - Salesforce | 5.54% | Reduce −0.8% | 1,242,150 | $237.00 | $294M | −10,097 | −$47M |
| HR - Healthcare Rlty Tr · CL A | 4.92% | Reduce −24.9% | 14,490,036 | $18.03 | $261M | −4,800,636 | −$45M |
| BDX - Becton Dickinson & | 4.25% | Reduce −53.9% | 1,207,998 | $187.17 | $226M | −1,411,492 | −$225M |
| NWSA - NEWS · CL B | 3.91% | Reduce −12.3% | 6,017,000 | $34.55 | $208M | −845,525 | −$28M |
| ACTG - Acacia Resh | 3.74% | Hold | 61,123,595 | $3.25 | $199M | — | — |
| NWSA - NEWS · CL A | 3.69% | Reduce −6.1% | 6,381,716 | $30.71 | $196M | −417,220 | −$6M |
| RIOT - Riot Platforms | 3.16% | Add +88.5% | 8,818,000 | $19.03 | $168M | +4,141,100 | +$115M |
| TCOM - Tripadvisor | 2.91% | Add +11.9% | 9,510,484 | $16.26 | $155M | +1,011,430 | +$44M |
| ALITEUR - Alight · CL A | 2.81% | Hold | 45,865,899 | $3.26 | $150M | — | — |
| ROG - Rogers | 2.54% | Add +86.4% | 1,676,502 | $80.46 | $135M | +777,000 | +$73M |
| BLMN - Bloomin Brands | 1.08% | Hold | 7,980,992 | $7.17 | $57M | — | — |
| IWM - Ishares Tr | 0.62% | Reduce −59.7% | 137,000 | $241.96 | $33M | −203,000 | −$40M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PFE - Pfizer | 3.59% | Exit | 0 | $24.24 | $207M | −8,542,149 | −$207M |
| RBA - Rb Global | 0.46% | Exit | 0 | $106.19 | $27M | −251,163 | −$27M |
| GDOT - Green Dot · CL A | 0.32% | Exit | 0 | $10.78 | $19M | −1,733,298 | −$19M |
| FTRE - Fortrea | 0.21% | Exit | 0 | $4.94 | $12M | −2,495,558 | −$12M |
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