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Funds / Starboard Value LP
Institutional Fund

Starboard Value LP

New York, NYCIK 15171375 filings on record

Portfolio Value
$4.57B
Q1 2026
Holdings
23
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-13.5%
from $5.28B

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Qorvo Inc12.7%
  • Kenvue Inc10.3%
  • Ishares Tr8.6%
  • Algonquin Pwr Utils Corp7.7%
  • Match Group Inc New7.7%
  • Acacia Resh Corp6.4%
  • Other46.6%

Portfolio Holdings

23 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Qorvo Inc7.51M$581.34M12.7%0Held
2Kenvue Inc27.31M$470.78M10.3%0Held
3Ishares Tr5.83M$393.74M8.6%+580.0KAdded
4Algonquin Pwr Utils Corp57.19M$351.14M7.7%6.30MReduced
5Match Group Inc New11.40M$349.95M7.7%0Held
6Acacia Resh Corp61.12M$294.00M6.4%0Held
7Bill Holdings Inc7.02M$269.05M5.9%0Held
8Lamb Weston Hldgs Inc6.11M$258.42M5.7%+6.11MNew
9Carmax Inc6.20M$257.85M5.6%+6.20MNew
10Riot Platforms Inc15.54M$192.13M4.2%+2.80MAdded

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