Starboard Value
Famous investors & activistsFiles as Starboard Value LP(SEC CIK 1517137). Portfolio from its latest quarterly 13F-HR filing.
- $3.84B
- Tracked value
- 18
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | QRVOQorvo, Inc. | 13.6% | ▼ 25.3% | 5,611,526 | $523.39M |
| 2 | KVUEKenvue Inc. | 13.6% | unch. | 27,307,632 | $521.85M |
| 3 | DTDynatrace, Inc. | 10.1% | NEW | 8,866,692 | $389.34M |
| 4 | AQNALGONQUIN POWER & UTILITIES CORP. | 8.7% | unch. | 57,189,420 | $335.13M |
| 5 | MTCHMatch Group, Inc. | 7.7% | ▼ 31.8% | 7,775,125 | $295.84M |
| 6 | ACTGACACIA RESEARCH CORP | 7.4% | unch. | 61,123,595 | $284.84M |
| 7 | RIOTRiot Platforms, Inc. | 7.3% | ▼ 23.3% | 12,537,976 | $278.86M |
| 8 | BILLBILL Holdings, Inc. | 6.6% | ▲ 0.0% | 7,025,748 | $254.05M |
| 9 | LWLamb Weston Holdings, Inc. | 6.5% | ▼ 6.2% | 5,733,982 | $247.59M |
| 10 | KMXCARMAX INC | 4.4% | ▼ 48.3% | 3,206,438 | $169.59M |
| 11 | FLSFLOWSERVE CORP | 2.8% | NEW | 1,441,600 | $106.91M |
| 12 | FLRFLUOR CORP | 2.2% | ▼ 45.0% | 1,586,327 | $83.11M |
| 13 | GPGIGPGI, Inc. | 2.1% | unch. | 5,027,028 | $79.68M |
| 14 | TRIPTripAdvisor, Inc. | 1.8% | ▼ 52.7% | 5,096,996 | $69.88M |
| 15 | NWSNEWS CORP | 1.8% | ▼ 6.1% | 2,431,081 | $68.22M |
| 16 | NWSANEWS CORP | 1.3% | ▼ 63.6% | 2,040,100 | $50.66M |
| 17 | HRHealthcare Realty Trust Inc | 1.0% | ▼ 71.6% | 1,936,267 | $39.05M |
| 18 | BLMNBloomin' Brands, Inc. | 1.0% | ▼ 47.6% | 4,180,992 | $38.21M |
Positions in companies tracked by Scrutar, from the manager's latest quarterly 13F-HR filing.
13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since.
Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.