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Starboard Value LP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001517137

$4.52B

disclosed book value

21

positions

15.1%

largest position share

Positions, as of 2026-06-30

top 22 of 21 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IJHISHARES TR8.9M$684.6M15.1%
2QRVOQORVO INC5.6M$523.4M11.6%
3KVUEKENVUE INC27.3M$521.8M11.5%
4DTDYNATRACE INC8.9M$389.3M8.6%
5AQNALGONQUIN POWER & UTILITIES57.2M$335.1M7.4%
6MTCHMATCH GROUP INC NEW7.8M$295.8M6.5%
7ACTGACACIA RESH CORP61.1M$284.8M6.3%
8RIOTRIOT PLATFORMS INC10.1M$276.9M6.1%
9BILLBILL HOLDINGS INC7.0M$254.1M5.6%
10LWLAMB WESTON HLDGS INC5.7M$247.6M5.5%
11KMXCARMAX INC3.2M$169.6M3.7%
12FLSFLOWSERVE CORP1.4M$106.9M2.4%
13FLRFLUOR CORP1.6M$83.1M1.8%
14GPGIGPGI INC5.0M$79.7M1.8%
15TRIPTRIPADVISOR INC5.1M$69.9M1.5%
16NWSNEWS CORP NEW2.4M$68.2M1.5%
17NWSANEWS CORP NEW2.0M$50.7M1.1%
18HRHEALTHCARE RLTY TR1.9M$39.1M0.9%
19BLMNBLOOMIN BRANDS INC4.2M$38.2M0.8%
20BITCOIN INFRASTRUCTURE ACQUI300,000$3.0M0.1%
21RIOTRIOT PLATFORMS INCPUT2.4M$1.9M0%
22BITCOIN INFRASTRUCTURE ACQUI149,999$47,4600%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.