Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 20
- −2 vs. Q1 2024
- Portfolio value
- $4.30B
- −$543.6M (−11.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Wix.com Ltd.92940WAD1 | NOTE 8/1 | – | $7.01M | 0.2% | – | – | – |
| RBARB Global Inc. | COM | 251,163 | $19.2M | 0.4% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 300,000 | $24.3M | 0.6% | −225,000−42.9% | Reduced | – |
| GDOTGreen Dot Corp | CL A | 5,018,381 | $47.4M | 1.1% | 00.0% | Unchanged | History |
| ACMAecom | COM | 625,438 | $55.1M | 1.3% | −233,562−27.2% | Reduced | History |
| MRCYMercury Systems Inc | COM | 2,294,000 | $61.9M | 1.4% | −370,000−13.9% | Reduced | History |
| ROGRogers Corp | COM | 804,000 | $97.0M | 2.3% | 00.0% | Unchanged | History |
| BLMNBloomin' Brands, Inc. | COM | 8,441,000 | $162.3M | 3.8% | 00.0% | Unchanged | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 8,000,000 | $186.7M | 4.3% | +2,698,000+50.9% | Added | History |
| HUMHumana Inc | Stock | 507,000 | $189.4M | 4.4% | −469,000−48.1% | Reduced | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,280,000 | $194.9M | 4.5% | −425,000−24.9% | Reduced | – |
| NWSANews Corp | CL A | 7,201,393 | $198.5M | 4.6% | +1,244,393+20.9% | Added | History |
| NWSNews Corp | CL B | 8,732,000 | $247.9M | 5.8% | 00.0% | Unchanged | History |
| WIXWix.com Ltd. | SHS | 1,877,000 | $298.6M | 7.0% | −555,000−22.8% | Reduced | History |
| ACTGAcacia Research Corp | ACACIA TCH COM | 61,123,595 | $306.2M | 7.1% | 00.0% | Unchanged | History |
| ALITAlight, Inc. / Delaware | COM CL A | 43,395,000 | $320.3M | 7.5% | +3,588,000+9.0% | Added | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 62,141,000 | $364.1M | 8.5% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,681,870 | $432.4M | 10.1% | +473,395+39.2% | Added | History |
| GENGen Digital Inc. | Stock | 17,516,604 | $437.6M | 10.2% | −1,092,300−5.9% | Reduced | History |
| GDDYGoDaddy Inc. | CL A | 4,612,369 | $644.4M | 15.0% | −1,809,093−28.2% | Reduced | History |
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| Q2 Hldgs Inc74736LAD1 | NOTE 0.750% 6/0 | – | $18.9M | 0.4% | – |
| Liveperson Inc538146AD3 | NOTE 12/1 | – | $526.5K | <0.1% | – |