Starboard Value LP
Net seller this quarter
$4.52B
20
-$1.03B
72.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QRVO | $523M | 11.57% | 6.36% | -25.3% | Q1 2025 |
 KVUE | $522M | 11.54% | 1.42% | Not reported | Q4 2024 |
 DT | $389M | 8.61% | 3.05% | New | Q2 2026 |
 AQN | $335M | 7.41% | 7.44% | Not reported | Q2 2023 |
 MTCH | $296M | 6.54% | 3.38% | -31.8% | Q3 2024 |
 ACTG | $285M | 6.30% | 62.64% | Not reported | Q4 2022 |
 RIOT | $277M | 6.12% | 2.68% | -34.9% | Q4 2024 |
 BILL | $254M | 5.62% | 7.63% | 0.0% | Q3 2025 |
 LW | $248M | 5.47% | 4.15% | -6.2% | Q1 2026 |
 KMX | $170M | 3.75% | 2.26% | -48.3% | Q1 2026 |
 FLS | $107M | 2.36% | 1.13% | New | Q2 2026 |
 FLR | $83.1M | 1.84% | 1.17% | -45.0% | Q4 2025 |
 GPGI | $79.7M | 1.76% | 1.73% | Not reported | Q1 2026 |
 TRIP | $69.9M | 1.54% | 4.35% | -52.7% | Q2 2025 |
 NWS | $68.2M | 1.51% | Not reported | -6.1% | Q4 2023 |
| NWSA | $50.7M | 1.12% | 0.35% | -63.6% | Q4 2023 |
 HR | $39.1M | 0.86% | 0.57% | -71.6% | Q4 2024 |
 BLMN | $38.2M | 0.84% | 4.88% | -47.6% | Q3 2023 |
| BIXI | $3M | 0.07% | Not reported | Not reported | Q4 2025 |
| BIXIW | $47.5K | 0.00% | Not reported | Not reported | Q1 2026 |
| Q1 2026 | |||||
| QRVO | $581M | 12.71% | 8.56% | Not reported | Q1 2025 |
| KVUE | $471M | 10.29% | 1.42% | Not reported | Q4 2024 |
| AQN | $351M | 7.68% | 7.44% | -9.9% | Q2 2023 |
| MTCH | $350M | 7.65% | 4.87% | Not reported | Q3 2024 |
| ACTG | $294M | 6.43% | 63.28% | Not reported | Q4 2022 |
| BILL | $269M | 5.88% | 7.10% | Not reported | Q3 2025 |
| LW | $258M | 5.65% | 4.43% | New | Q1 2026 |
| KMX | $258M | 5.64% | 4.37% | New | Q1 2026 |
| RIOT | $192M | 4.20% | 4.10% | +22.0% | Q4 2024 |
 GEN | $147M | 3.21% | 1.29% | -26.3% | Q4 2019 |
| NWSA | $140M | 3.05% | 0.97% | -4.9% | Q4 2023 |
| FLR | $135M | 2.94% | 2.04% | -44.4% | Q4 2025 |
| CWAN | $129M | 2.82% | Not reported | -45.2% | Q4 2025 |
| HR | $116M | 2.53% | 1.97% | -45.9% | Q4 2024 |
| TRIP | $115M | 2.51% | 9.27% | +11.7% | Q2 2025 |
 BDX | $100M | 2.19% | 0.23% | -31.6% | Q1 2025 |
| GPGI | $86M | 1.88% | 1.74% | New | Q1 2026 |
| NWS | $73.8M | 1.61% | Not reported | -41.7% | Q4 2023 |
 ROG | $62.7M | 1.37% | 3.28% | -51.5% | Q1 2023 |
| BLMN | $43.1M | 0.94% | 9.34% | Not reported | Q3 2023 |
| BIXI | $2.98M | 0.07% | Not reported | Not reported | Q4 2025 |
| BIXIW | $44.6K | 0.00% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| QRVO | $635M | 12.02% | 8.11% | Not reported | Q1 2025 |
| KVUE | $471M | 8.92% | 1.43% | +30.5% | Q4 2024 |
| AQN | $390M | 7.40% | 8.26% | Not reported | Q2 2023 |
| BILL | $383M | 7.26% | 7.01% | Not reported | Q3 2025 |
| MTCH | $368M | 6.97% | 4.90% | +2.9% | Q3 2024 |
 ADSK | $297M | 5.62% | 0.47% | -23.7% | Q3 2024 |
| GEN | $288M | 5.45% | 1.72% | -13.0% | Q4 2019 |
 CRM | $249M | 4.72% | 0.10% | -24.3% | Q4 2022 |
| CWAN | $240M | 4.55% | Not reported | New | Q4 2025 |
| ACTG | $229M | 4.33% | 63.36% | Not reported | Q4 2022 |
| HR | $214M | 4.05% | 3.58% | -13.0% | Q4 2024 |
| FLR | $206M | 3.90% | 3.41% | New | Q4 2025 |
| BDX | $180M | 3.42% | 0.33% | -23.0% | Q1 2025 |
| RIOT | $161M | 3.06% | 3.43% | +44.5% | Q4 2024 |
| NWSA | $154M | 2.92% | 1.02% | -7.6% | Q4 2023 |
| TRIP | $140M | 2.66% | 8.43% | +1.4% | Q2 2025 |
| NWS | $132M | 2.49% | Not reported | -26.2% | Q4 2023 |
| ROG | $110M | 2.09% | 6.76% | -28.2% | Q1 2023 |
| BLMN | $49.2M | 0.93% | 9.37% | Not reported | Q3 2023 |
| BIXI | $2.99M | 0.06% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| QRVO | $684M | 12.87% | 8.11% | -4.6% | Q1 2025 |
| ADSK | $417M | 7.85% | 0.62% | -10.5% | Q3 2024 |
| MTCH | $391M | 7.36% | 4.63% | -27.7% | Q3 2024 |
| BILL | $372M | 7.00% | 6.91% | New | Q3 2025 |
| GEN | $346M | 6.50% | 1.98% | -8.7% | Q4 2019 |
| AQN | $341M | 6.42% | 8.27% | Not reported | Q2 2023 |
| KVUE | $340M | 6.39% | 1.09% | Not reported | Q4 2024 |
| CRM | $294M | 5.54% | 0.13% | -0.8% | Q4 2022 |
| HR | $261M | 4.92% | 4.12% | -24.9% | Q4 2024 |
| BDX | $226M | 4.25% | 0.42% | -53.9% | Q1 2025 |
| NWS | $208M | 3.91% | Not reported | -12.3% | Q4 2023 |
| ACTG | $199M | 3.74% | 63.37% | Not reported | Q4 2022 |
| NWSA | $196M | 3.69% | 1.10% | -6.1% | Q4 2023 |
| RIOT | $168M | 3.16% | 2.38% | +88.5% | Q4 2024 |
| TRIP | $155M | 2.91% | 8.14% | +11.9% | Q2 2025 |
 ALIT | $150M | 2.81% | 10.27% | Not reported | Q1 2024 |
| ROG | $135M | 2.54% | 9.37% | +86.4% | Q1 2023 |
| BLMN | $57.2M | 1.08% | 9.37% | Not reported | Q3 2023 |