Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 26
- +1 vs. Q3 2023
- Portfolio value
- $4.80B
- +$893.3M (+22.9%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KVACFKeen Vision Acquisition Corp. | SHS | 300,000 | $3.10M | 0.1% | 00.0% | Unchanged | History |
| ALCYFAlchemy Investments Acquisition Corp 1 | SHS CL A | 350,000 | $3.65M | 0.1% | 00.0% | Unchanged | History |
| Wix.com Ltd.92940WAD1 | NOTE 8/1 | – | $6.83M | 0.1% | – | – | – |
| SVIISpring Valley Acquisition Corp. II | CLASS A ORD | 850,000 | $9.19M | 0.2% | 00.0% | Unchanged | History |
| Liveperson Inc538146AB7 | NOTE 0.750% 3/0 | – | $15.2M | 0.3% | – | New | – |
| RBARB Global Inc. | COM | 251,163 | $16.8M | 0.4% | 00.0% | Unchanged | History |
| Q2 Hldgs Inc74736LAD1 | NOTE 0.750% 6/0 | – | $18.2M | 0.4% | – | – | – |
| Liveperson Inc538146AD3 | NOTE 12/1 | – | $22.2M | 0.5% | – | – | – |
| NWSANews Corp | CL A | 1,700,000 | $41.7M | 0.9% | +1,700,000 | New | History |
| iShares Russell Midcap ETF464287499 | ETF | 575,000 | $44.7M | 0.9% | +150,000+35.3% | Added | – |
| GDOTGreen Dot Corp | CL A | 5,294,110 | $52.4M | 1.1% | 00.0% | Unchanged | History |
| ROGRogers Corp | COM | 454,000 | $60.0M | 1.2% | −91,519−16.8% | Reduced | History |
| MRCYMercury Systems Inc | COM | 2,145,000 | $78.4M | 1.6% | −163,800−7.1% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 2,609,588 | $125.3M | 2.6% | −1,511,011−36.7% | Reduced | History |
| ACMAecom | COM | 1,809,000 | $167.2M | 3.5% | −1,080,000−37.4% | Reduced | History |
| NWSNews Corp | CL B | 8,732,000 | $224.6M | 4.7% | +8,732,000 | New | History |
| BLMNBloomin' Brands, Inc. | COM | 8,441,000 | $237.6M | 5.0% | +100,000+1.2% | Added | History |
| ACTGAcacia Research Corp | ACACIA TCH COM | 61,123,595 | $239.6M | 5.0% | 00.0% | Unchanged | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 7,595,000 | $265.1M | 5.5% | +7,595,000 | New | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,805,000 | $280.4M | 5.8% | +255,000+16.5% | Added | – |
| AQNAlgonquin Power & Utilities Corp. | COM | 61,991,000 | $391.8M | 8.2% | +3,591,000+6.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 1,536,453 | $404.3M | 8.4% | −193,998−11.2% | Reduced | History |
| WIXWix.com Ltd. | SHS | 3,343,000 | $411.3M | 8.6% | −373,000−10.0% | Reduced | History |
| GENGen Digital Inc. | Stock | 18,608,904 | $424.7M | 8.9% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 994,146 | $455.1M | 9.5% | +153,146+18.2% | Added | History |
| GDDYGoDaddy Inc. | CL A | 7,512,771 | $797.6M | 16.6% | −2,449,516−24.6% | Reduced | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | $11.0M | – |
| VRTVertiv Holdings Co | COM CL A | $347.6K | – |
Sold out since Q3 2023 (3)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| ISRLFIsrael Acquisitions Corp | CLASS A ORD | 500,000 | $5.28M | 0.1% | History |
| Monterey Cap Acquisition Cor61244M109 | CLASS A COM | 375,000 | $3.99M | 0.1% | – |
| Semnur Pharmaceuticals, Inc.G6256B106 | CLASS A ORD | 300,000 | $3.29M | 0.1% | – |