Starboard Value LP
25 holdingsFiling period: 2026-03-31Current AUM: $5.35Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QRVO | QORVO INC | 7.51M | $581.3M | $680.3M | 12.72% | -- | 2026-03-31 |
| 2 | KVUE | KENVUE INC | 27.31M | $470.8M | $525.4M | 9.82% | -- | 2026-03-31 |
| 3 | IJH | ISHARES TR | 5.83M | $393.7M | $438.9M | 8.21% | +580.0K | 2026-03-31 |
| 4 | AQN | ALGONQUIN PWR UTILS CORP | 57.19M | $351.1M | $334.0M | 6.24% | -6,300,000 | 2026-03-31 |
| 5 | MTCH | MATCH GROUP INC NEW | 11.40M | $350.0M | $449.1M | 8.40% | -- | 2026-03-31 |
| 6 | ACTG | ACACIA RESH CORP | 61.12M | $294.0M | $270.8M | 5.06% | -- | 2026-03-31 |
| 7 | BILL | BILL HOLDINGS INC | 7.02M | $269.1M | $317.0M | 5.93% | -- | 2026-03-31 |
| 8 | LW | LAMB WESTON HLDGS INC | 6.11M | $258.4M | $321.3M | 6.01% | -- | 2026-03-31 |
| 9 | KMX | CARMAX INC | 6.20M | $257.9M | $355.1M | 6.64% | -- | 2026-03-31 |
| 10 | RIOT | RIOT PLATFORMS INC | 16.34M | $192.8M | $314.7M | 5.88% | +3.59M | 2026-03-31 |
| 11 | GEN | GEN DIGITAL INC | 7.81M | $147.0M | $214.3M | 4.01% | -2,778,670 | 2026-03-31 |
| 12 | NWSA | NEWS CORP NEW | 5.61M | $139.7M | $154.5M | 2.89% | -290,361 | 2026-03-31 |
| 13 | FLR | FLUOR CORP | 2.89M | $134.6M | $144.8M | 2.71% | -2,305,000 | 2026-03-31 |
| 14 | CWAN | CLEARWATER ANALYTICS HLDGS I | 5.46M | $129.1M | $129.1M | 2.41% | -4,500,000 | 2026-03-31 |
| 15 | HR | HEALTHCARE RLTY TR | 6.82M | $115.9M | $143.3M | 2.68% | -5,778,733 | 2026-03-31 |
| 16 | TRIP | TRIPADVISOR INC | 10.77M | $114.9M | $152.6M | 2.85% | +1.13M | 2026-03-31 |
| 17 | BDX | BECTON DICKINSON & CO | 636.5K | $100.1M | $105.4M | 1.97% | -293,423 | 2026-03-31 |
| 18 | GPGI | GPGI INC | 5.03M | $86.0M | $66.4M | 1.24% | -- | 2026-03-31 |
| 19 | NWS | NEWS CORP NEW | 2.59M | $73.8M | $81.0M | 1.51% | -1,850,000 | 2026-03-31 |
| 20 | ROG | ROGERS CORP | 584.3K | $62.7M | $72.1M | 1.35% | -619,129 | 2026-03-31 |
| 21 | BLMN | BLOOMIN BRANDS INC | 7.98M | $43.1M | $69.1M | 1.29% | -- | 2026-03-31 |
| 22 | HYG | ISHARES TR | 3.00M | $3.0M | $3.0M | 0.06% | -- | 2026-03-31 |
| 23 | — | BITCOIN INFRASTRUCTURE ACQUI | 300.0K | $3.0M | $3.0M | 0.06% | -- | 2026-03-31 |
| 24 | IWM | ISHARES TR | 683.1K | $2.7M | $3.2M | 0.06% | +546.1K | 2026-03-31 |
| 25 | — | BITCOIN INFRASTRUCTURE ACQUI | 150.0K | $44K | $44K | 0.00% | -- | 2026-03-31 |
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