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 | 12.02% | Hold | 7,510,871 | $84.51 | $635M | — | — |
| KVUE - Kenvue | 8.92% | Add +30.5% | 27,307,632 | $17.25 | $471M | +6,377,694 | +$131M |
| AQN - Algonquin Pwr Utils | 7.40% | Hold | 63,489,420 | $6.15 | $390M | — | — |
| BILL | 7.26% | Hold | 7,024,848 | $54.54 | $383M | — | — |
| MTCH - Match Group | 6.97% | Add +2.9% | 11,395,379 | $32.29 | $368M | +325,000 | −$23M |
| IJH - Ishares Tr | 6.56% | Hold | 5,250,656 | $66.00 | $347M | — | — |
| ADSK - Autodesk | 5.62% | Reduce −23.7% | 1,001,733 | $296.01 | $297M | −311,267 | −$121M |
| GEN - Gen Digital | 5.45% | Reduce −13.0% | 10,585,592 | $27.19 | $288M | −1,585,408 | −$58M |
| CRM - Salesforce | 4.72% | Reduce −24.3% | 940,325 | $264.91 | $249M | −301,825 | −$45M |
| CWAN · CL A | 4.55% | New | 9,959,031 | $24.12 | $240M | +9,959,031 | +$240M |
| ACTG - Acacia Resh | 4.33% | Hold | 61,123,595 | $3.74 | $229M | — | — |
| HR - Healthcare Rlty Tr · CL A | 4.05% | Reduce −13.0% | 12,600,000 | $16.95 | $214M | −1,890,036 | −$48M |
| FLR - Fluor | 3.90% | New | 5,191,327 | $39.63 | $206M | +5,191,327 | +$206M |
| BDX - Becton Dickinson & | 3.42% | Reduce −23.0% | 929,917 | $194.07 | $180M | −278,081 | −$46M |
| RIOT - Riot Platforms | 3.06% | Add +44.5% | 12,744,576 | $12.67 | $161M | +3,926,576 | −$6M |
| NWSA - NEWS · CL A | 2.92% | Reduce −7.6% | 5,895,487 | $26.12 | $154M | −486,229 | −$42M |
| TCOM - Tripadvisor | 2.66% | Add +1.4% | 9,644,996 | $14.56 | $140M | +134,512 | −$14M |
| NWSA - NEWS · CL B | 2.49% | Reduce −26.2% | 4,439,081 | $29.63 | $132M | −1,577,919 | −$76M |
| ROG - Rogers | 2.09% | Reduce −28.2% | 1,203,457 | $91.57 | $110M | −473,045 | −$25M |
| BLMN - Bloomin Brands | 0.93% | Hold | 7,980,992 | $6.17 | $49M | — | — |
| IWM - Ishares Tr | 0.64% | Hold | 137,000 | $246.16 | $34M | — | — |
| GBTC - Grayscale Bitcoin Trust · CL A | 0.06% | New | 300,000 | $9.96 | $3M | +300,000 | +$3M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ALITEUR - Alight · CL A | 2.81% | Exit | 0 | $3.26 | $150M | −45,865,899 | −$150M |
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