EdgeMarket › What Starboard Value Lp reported owning
What Starboard Value Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.6BPositions
26Quarter
2026-03-31Shown below
23largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| QRVO Qorvo, Inc. | 581.3M | 12.7% | 7.5M | 95.56 | +7.3% |
| KVUE Kenvue Inc. | 470.8M | 10.3% | 27.3M | 19.06 | -11.9% |
| IJH iShares Core S&P Mid-Cap ETF | 393.7M | 8.6% | 5.8M | 76.77 | +20.8% |
| AQN ALGONQUIN POWER & UTILITIES CORP. | 351.1M | 7.7% | 57.2M | 5.70 | -2.1% |
| MTCH Match Group, Inc. | 350.0M | 7.6% | 11.4M | 40.87 | +10.4% |
| ACTG ACACIA RESEARCH CORP | 294.0M | 6.4% | 61.1M | 4.51 | +39.2% |
| BILL BILL Holdings, Inc. | 269.1M | 5.9% | 7.0M | 47.82 | +14.8% |
| LW Lamb Weston Holdings, Inc. | 258.4M | 5.6% | 6.1M | 53.68 | -2.7% |
| KMX CARMAX INC | 257.9M | 5.6% | 6.2M | 62.13 | +7.5% |
| RIOT Riot Platforms, Inc. | 192.1M | 4.2% | 15.5M | 19.83 | +58.4% |
| GEN Gen Digital Inc. | 147.0M | 3.2% | 7.8M | 28.93 | -8.0% |
| NWSA NEWS CORP | 139.7M | 3.1% | 5.6M | 30.38 | +2.6% |
| FLR FLUOR CORP | 134.6M | 2.9% | 2.9M | 52.42 | +28.2% |
| unmapped CUSIP 185123106 | 129.1M | 2.8% | 5.5M | — | — |
| HR Healthcare Realty Trust Inc | 115.9M | 2.5% | 6.8M | 19.39 | +16.9% |
| TRIP TripAdvisor, Inc. | 114.9M | 2.5% | 10.8M | 10.00 | -41.7% |
| BDX BECTON DICKINSON & CO | 100.1M | 2.2% | 636.5K | 192.00 | -3.6% |
| GPGI GPGI, Inc. | 86.0M | 1.9% | 5.0M | 12.79 | -32.8% |
| NWS NEWS CORP | 73.8M | 1.6% | 2.6M | 34.55 | +1.0% |
| ROG ROGERS CORP | 62.7M | 1.4% | 584.3K | 126.55 | +71.0% |
| BLMN Bloomin' Brands, Inc. | 43.1M | 0.9% | 8.0M | 11.63 | +62.0% |
| BIXI Bitcoin Infrastructure Acquisition Corp Ltd | 3.0M | 0.1% | 300.0K | 10.10 | — |
| BIXIW Bitcoin Infrastructure Acquisition Corp Ltd | 44.5K | 0.0% | 150.0K | 0.40 | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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