Starboard Value Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.57B
Q ending 2026-03-31
Prior quarter
$5.28B
Q ending 2025-12-31
Change
-13.3% QoQ · -16.8% YoY
Positions
26
reported holdings
Largest positions
All 26 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Qorvo Inc | QRVO | Shares | $581.3M | 7.5M |
| Kenvue Inc | KVUE | Shares | $470.8M | 27.3M |
| Ishares Tr | IJH | Shares | $393.7M | 5.8M |
| Algonquin Pwr Utils Corp | AQN | Shares | $351.1M | 57.2M |
| Match Group Inc New | MTCH | Shares | $350.0M | 11.4M |
| Acacia Resh Corp | ACTG | Shares | $294.0M | 61.1M |
| Bill Holdings Inc | BILL | Shares | $269.1M | 7.0M |
| Lamb Weston Hldgs Inc | LW | Shares | $258.4M | 6.1M |
| Carmax Inc | KMX | Shares | $257.9M | 6.2M |
| Riot Platforms Inc | RIOT | Shares | $192.1M | 15.5M |
| Gen Digital Inc | GEN | Shares | $147.0M | 7.8M |
| News Corp New | NWSA | Shares | $139.7M | 5.6M |
| Fluor Corp | FLR | Shares | $134.6M | 2.9M |
| Clearwater Analytics Hldgs I | Shares | $129.1M | 5.5M | |
| Healthcare Rlty Tr | HR | Shares | $115.9M | 6.8M |
| Tripadvisor Inc | TRIP | Shares | $114.9M | 10.8M |
| Becton Dickinson & Co | BDX | Shares | $100.1M | 636K |
| Gpgi Inc | GPGI | Shares | $86.0M | 5.0M |
| News Corp New | NWS | Shares | $73.8M | 2.6M |
| Rogers Corp | ROG | Shares | $62.7M | 584K |
| Bloomin Brands Inc | BLMN | Shares | $43.1M | 8.0M |
| Ishares Tr | HYG | Put | $3.0M | 3.0M |
| Bitcoin Infrastructure Acqui | Shares | $3.0M | 300K | |
| Ishares Tr | IWM | Put | $2.7M | 683K |
| Riot Platforms Inc | RIOT | Put | $705K | 793K |
| Bitcoin Infrastructure Acqui | Shares | $45K | 150K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.