Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 22
- −4 vs. Q4 2023
- Portfolio value
- $4.84B
- +$42.1M (+0.9%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Liveperson Inc538146AD3 | NOTE 12/1 | – | $526.5K | <0.1% | – | – | – |
| Wix.com Ltd.92940WAD1 | NOTE 8/1 | – | $6.94M | 0.1% | – | – | – |
| Q2 Hldgs Inc74736LAD1 | NOTE 0.750% 6/0 | – | $18.9M | 0.4% | – | – | – |
| RBARB Global Inc. | COM | 251,163 | $19.1M | 0.4% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 525,000 | $44.1M | 0.9% | −50,000−8.7% | Reduced | – |
| GDOTGreen Dot Corp | CL A | 5,018,381 | $46.8M | 1.0% | −275,729−5.2% | Reduced | History |
| MRCYMercury Systems Inc | COM | 2,664,000 | $78.6M | 1.6% | +519,000+24.2% | Added | History |
| ACMAecom | COM | 859,000 | $84.3M | 1.7% | −950,000−52.5% | Reduced | History |
| ROGRogers Corp | COM | 804,000 | $95.4M | 2.0% | +350,000+77.1% | Added | History |
| NWSANews Corp | CL A | 5,957,000 | $156.0M | 3.2% | +4,257,000+250.4% | Added | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 5,302,000 | $212.8M | 4.4% | −2,293,000−30.2% | Reduced | History |
| NWSNews Corp | CL B | 8,732,000 | $236.3M | 4.9% | 00.0% | Unchanged | History |
| BLMNBloomin' Brands, Inc. | COM | 8,441,000 | $242.1M | 5.0% | 00.0% | Unchanged | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,705,000 | $270.8M | 5.6% | −100,000−5.5% | Reduced | – |
| ACTGAcacia Research Corp | ACACIA TCH COM | 61,123,595 | $325.8M | 6.7% | 00.0% | Unchanged | History |
| WIXWix.com Ltd. | SHS | 2,432,000 | $334.4M | 6.9% | −911,000−27.3% | Reduced | History |
| HUMHumana Inc | Stock | 976,000 | $338.4M | 7.0% | −18,146−1.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 1,208,475 | $364.0M | 7.5% | −327,978−21.3% | Reduced | History |
| ALITAlight, Inc. / Delaware | COM CL A | 39,807,000 | $392.1M | 8.1% | +39,807,000 | New | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 62,141,000 | $392.7M | 8.1% | +150,000+0.2% | Added | History |
| GENGen Digital Inc. | Stock | 18,608,904 | $416.8M | 8.6% | 00.0% | Unchanged | History |
| GDDYGoDaddy Inc. | CL A | 6,421,462 | $762.1M | 15.7% | −1,091,309−14.5% | Reduced | History |
Options (1)
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 |
|---|---|---|---|
| HUMHumana Inc | Stock | $1.33M | – |
Sold out since Q4 2023 (5)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| VRTVertiv Holdings Co | COM CL A | 2,609,588 | $125.3M | 2.6% | History |
| Liveperson Inc538146AB7 | NOTE 0.750% 3/0 | – | $15.2M | 0.3% | – |
| SVIISpring Valley Acquisition Corp. II | CLASS A ORD | 850,000 | $9.19M | 0.2% | History |
| ALCYFAlchemy Investments Acquisition Corp 1 | SHS CL A | 350,000 | $3.65M | 0.1% | History |
| KVACFKeen Vision Acquisition Corp. | SHS | 300,000 | $3.10M | 0.1% | History |