Investor
Starboard Value LP
CIK 0001517137 · filed 2026-05-15 · SEC filing
13F book
$4.57B
Positions
23
4 new · 3 sold
Largest name
12.7%
Qorvo, Inc. · QRVO
Est. mark
−$231.7M
Price effect on 19 names still held. Flow −$479.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Qorvo, Inc. | QRVO | 7.51M | $581.3M | 12.7% | −$53.4M | Held |
| Kenvue Inc. | KVUE | 27.3M | $470.8M | 10.3% | −$273.1K | Held |
| Ishares Tr | — | 5.83M | $393.7M | 8.6% | $8.03M | Added$47.2M |
| Algonquin Pwr Utils Corp | — | 57.2M | $351.1M | 7.7% | −$571.9K | Cut−$39.3M |
| Match Group Inc New | — | 11.4M | $350M | 7.6% | −$18M | Held |
| Acacia Resh Corp | — | 61.1M | $294M | 6.4% | $65.4M | Held |
| BILL Holdings, Inc. | BILL | 7.02M | $269.1M | 5.9% | −$114.1M | Held |
| Lamb Weston Hldgs Inc | — | 6.11M | $258.4M | 5.6% | — | New |
| Carmax Inc | KMX | 6.2M | $257.9M | 5.6% | — | New |
| Riot Platforms, Inc. | RIOT | 15.5M | $192.1M | 4.2% | −$3.95M | Added$30.7M |
| Gen Digital Inc | — | 7.81M | $147M | 3.2% | −$65.3M | Cut−$140.8M |
| News Corp New | — | 5.61M | $139.7M | 3.1% | −$6.67M | Cut−$14.3M |
| Fluor Corp New | FLR | 2.89M | $134.6M | 2.9% | $20.3M | Cut−$71.1M |
| Clearwater Analytics Hldgs I | — | 5.46M | $129.1M | 2.8% | −$2.57M | Cut−$111.1M |
| Healthcare Rlty Tr | — | 6.82M | $115.9M | 2.5% | $272.9K | Cut−$97.7M |
| TripAdvisor, Inc. | TRIP | 10.8M | $114.9M | 2.5% | −$37.6M | Added−$25.6M |
| Becton Dickinson & Co | BDX | 636.5K | $100.1M | 2.2% | −$23.4M | Cut−$80.4M |
| Composecure Inc | GPGI | 5.03M | $86M | 1.9% | — | New |
| News Corp New | — | 2.59M | $73.8M | 1.6% | −$2.9M | Cut−$57.7M |
| Rogers Corp | ROG | 584.3K | $62.7M | 1.4% | $9.21M | Cut−$47.5M |
| Bloomin' Brands, Inc. | BLMN | 7.98M | $43.1M | 0.9% | −$6.15M | Held |
| Bitcoin Infrastructure Acqui | — | 300K | $2.98M | 0.1% | −$12K | Held |
| Bitcoin Infrastructure Acqui | — | 150K | $44.5K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.