Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Starboard Value LP (CIK 1517137) reported $4.57B across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QRVO ($581.3M, 12.71%), KVUE ($470.8M, 10.29%), IJH ($393.7M, 8.61%), AQN ($351.1M, 7.68%), MTCH ($350.0M, 7.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QRVO | QORVO INC | $581.3M | 12.71% | 7.5M | Hold |
| 2 | KVUE | KENVUE INC | $470.8M | 10.29% | 27.3M | Hold |
| 3 | IJH | ISHARES TR | $393.7M | 8.61% | 5.8M | Added |
| 4 | AQN | ALGONQUIN PWR UTILS CORP | $351.1M | 7.68% | 57.2M | Trimmed |
| 5 | MTCH | MATCH GROUP INC NEW | $350.0M | 7.65% | 11.4M | Hold |
| 6 | ACTG | ACACIA RESH CORP | $294.0M | 6.43% | 61.1M | Hold |
| 7 | BILL | BILL HOLDINGS INC | $269.1M | 5.88% | 7.0M | Hold |
| 8 | LW | LAMB WESTON HLDGS INC | $258.4M | 5.65% | 6.1M | New |
| 9 | KMX | CARMAX INC | $257.9M | 5.64% | 6.2M | New |
| 10 | RIOT | RIOT PLATFORMS INC | $192.8M | 4.22% | 16.3M | Added |
| 11 | GEN | GEN DIGITAL INC | $147.0M | 3.21% | 7.8M | Trimmed |
| 12 | NWSA | NEWS CORP NEW | $139.7M | 3.05% | 5.6M | Trimmed |
| 13 | FLR | FLUOR CORP | $134.6M | 2.94% | 2.9M | Trimmed |
| 14 | CWAN | CLEARWATER ANALYTICS HLDGS I | $129.1M | 2.82% | 5.5M | Trimmed |
| 15 | HR | HEALTHCARE RLTY TR | $115.9M | 2.53% | 6.8M | Trimmed |
| 16 | TRIP | TRIPADVISOR INC | $114.9M | 2.51% | 10.8M | Added |
| 17 | BDX | BECTON DICKINSON & CO | $100.1M | 2.19% | 636,494 | Trimmed |
| 18 | CMPO | GPGI INC | $86.0M | 1.88% | 5.0M | New |
| 19 | NWS | NEWS CORP NEW | $73.8M | 1.61% | 2.6M | Trimmed |
| 20 | ROG | ROGERS CORP | $62.7M | 1.37% | 584,328 | Trimmed |
| 21 | BLMN | BLOOMIN BRANDS INC | $43.1M | 0.94% | 8.0M | Hold |
| 22 | HYG | ISHARES TR | $3.0M | 0.07% | 3.0M | New |
| 23 | BITCOIN INFRASTRUCTURE ACQUI | $3.0M | 0.07% | 300,000 | Hold | |
| 24 | IWM | ISHARES TR | $2.7M | 0.06% | 683,100 | Added |
| 25 | ADSK | AUTODESK INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31