Funds › Starboard Value LP
Starboard Value LP
13F for Q2 2026, filed Aug 14, 2026. 21 positions worth $4.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Core S&P Mcp Etf | 8.88M | $684.6M | 15.1% | +52.3% | 13F ↗ |
| 2 | Qorvo Inc | 5.61M | $523.4M | 11.6% | -25.3% | 13F ↗ |
| 3 | KVUE Kenvue Inc | 27.31M | $521.8M | 11.5% | Unchanged | 13F ↗ |
| 4 | DT Dynatrace, Inc. | 8.87M | $389.3M | 8.6% | New | 13F ↗ |
| 5 | AQN Algonquin Power & Utilities Corp. | 57.19M | $335.1M | 7.4% | Unchanged | 13F ↗ |
| 6 | MTCH Match Group, Inc. | 7.78M | $295.8M | 6.5% | -31.8% | 13F ↗ |
| 7 | ACTG Acacia Research Corporation · Acacia Tch Com | 61.12M | $284.8M | 6.3% | Unchanged | 13F ↗ |
| 8 | RIOT Riot Platforms, Inc. | 10.11M | $276.9M | 6.1% | -34.9% | 13F ↗ |
| 9 | BILL BILL Holdings, Inc. | 7.03M | $254.1M | 5.6% | Unchanged | 13F ↗ |
| 10 | LW Lamb Weston Holdings, Inc. | 5.73M | $247.6M | 5.5% | -6.2% | 13F ↗ |
| 11 | KMX CarMax Inc | 3.21M | $169.6M | 3.7% | -48.3% | 13F ↗ |
| 12 | FLS Flowserve Corporation | 1.44M | $106.9M | 2.4% | New | 13F ↗ |
| 13 | FLR Fluor Corporation | 1.59M | $83.1M | 1.8% | -45.0% | 13F ↗ |
| 14 | GPGI GPGI, Inc. | 5.03M | $79.7M | 1.8% | Unchanged | 13F ↗ |
| 15 | TRIP TripAdvisor, Inc. | 5.10M | $69.9M | 1.5% | -52.7% | 13F ↗ |
| 16 | NWS News Corporation Class B | 2.43M | $68.2M | 1.5% | -6.1% | 13F ↗ |
| 17 | NWSA News Corporation Class A | 2.04M | $50.7M | 1.1% | -63.6% | 13F ↗ |
| 18 | HR Healthcare Realty Trust Incorporated | 1.94M | $39.1M | 0.9% | -71.6% | 13F ↗ |
| 19 | BLMN Bloomin' Brands, Inc. | 4.18M | $38.2M | 0.8% | -47.6% | 13F ↗ |
| 20 | BIXI Bitcoin Infrastructure Acquisition Corp Ltd. | 300,000 | $3.0M | 0.1% | Unchanged | 13F ↗ |
| 21 | BIXIW Bitcoin Infrastructure Acquisition Corp Ltd. · *W Exp 11/06/203 | 149,999 | $47.5K | <0.1% | Unchanged | 13F ↗ |
Changes since Q1 2026
2 new, 2 added to, 11 trimmed, 4 exited, 6 unchanged. By estimated dollars.
New positions (2)
Added to (2)
| iShares Tr Core S&P Mcp Etf | 8.88M | +52.3% | $235.0M |
| BILL BILL Holdings, Inc. | 7.03M | Unchanged | $32.5K |
Trimmed (11)
| Qorvo Inc | 5.61M | -25.3% | -$177.2M |
| KMX CarMax Inc | 3.21M | -48.3% | -$158.4M |
| RIOT Riot Platforms, Inc. | 10.11M | -34.9% | -$148.7M |
| MTCH Match Group, Inc. | 7.78M | -31.8% | -$137.8M |
| HR Healthcare Realty Trust Incorporated | 1.94M | -71.6% | -$98.5M |
| NWSA News Corporation Class A | 2.04M | -63.6% | -$88.5M |
| TRIP TripAdvisor, Inc. | 5.10M | -52.7% | -$77.8M |
| FLR Fluor Corporation | 1.59M | -45.0% | -$68.1M |
| BLMN Bloomin' Brands, Inc. | 4.18M | -47.6% | -$34.7M |
| LW Lamb Weston Holdings, Inc. | 5.73M | -6.2% | -$16.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer