Investor
Starboard Value LP
CIK 0001517137 · filed 2026-02-17 · SEC filing
13F book
$5.28B
Positions
22
Largest name
12.0%
Qorvo, Inc. · QRVO
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Qorvo, Inc. | QRVO | 7.51M | $634.7M | 12.0% | — | Held |
| Kenvue Inc. | KVUE | 27.3M | $471.1M | 8.9% | — | Held |
| Algonquin Pwr Utils Corp | — | 63.5M | $390.5M | 7.4% | — | Held |
| BILL Holdings, Inc. | BILL | 7.02M | $383.1M | 7.3% | — | Held |
| Match Group Inc New | — | 11.4M | $368M | 7.0% | — | Held |
| Ishares Tr | — | 5.25M | $346.5M | 6.6% | — | Held |
| Autodesk, Inc. | ADSK | 1M | $296.5M | 5.6% | — | Held |
| Gen Digital Inc | — | 10.6M | $287.8M | 5.5% | — | Held |
| Salesforce, Inc. | CRM | 940.3K | $249.1M | 4.7% | — | Held |
| Clearwater Analytics Hldgs I | — | 9.96M | $240.2M | 4.5% | — | Held |
| Acacia Resh Corp | — | 61.1M | $228.6M | 4.3% | — | Held |
| Healthcare Rlty Tr | — | 12.6M | $213.6M | 4.0% | — | Held |
| Fluor Corp New | FLR | 5.19M | $205.7M | 3.9% | — | Held |
| Becton Dickinson & Co | BDX | 929.9K | $180.5M | 3.4% | — | Held |
| Riot Platforms, Inc. | RIOT | 12.7M | $161.5M | 3.1% | — | Held |
| News Corp New | — | 5.9M | $154M | 2.9% | — | Held |
| TripAdvisor, Inc. | TRIP | 9.64M | $140.4M | 2.7% | — | Held |
| News Corp New | — | 4.44M | $131.5M | 2.5% | — | Held |
| Rogers Corp | ROG | 1.2M | $110.2M | 2.1% | — | Held |
| Bloomin' Brands, Inc. | BLMN | 7.98M | $49.2M | 0.9% | — | Held |
| Ishares Tr | — | 137K | $33.7M | 0.6% | — | Held |
| Bitcoin Infrastructure Acqui | — | 300K | $2.99M | 0.1% | — | Held |
Positions as of Q4 2025. 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.