Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 19
- −1 vs. Q2 2024
- Portfolio value
- $4.70B
- +$408.2M (+9.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADSKAutodesk, Inc. | COM | 1,852,000 | $510.2M | 10.8% | +1,852,000 | New | History |
| GDDYGoDaddy Inc. | CL A | 3,134,093 | $491.4M | 10.4% | −1,478,276−32.1% | Reduced | History |
| GENGen Digital Inc. | Stock | 17,516,604 | $480.5M | 10.2% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,441,848 | $394.6M | 8.4% | −240,022−14.3% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 9,556,146 | $361.6M | 7.7% | +9,556,146 | New | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 62,141,000 | $338.7M | 7.2% | 00.0% | Unchanged | History |
| ALITAlight, Inc. / Delaware | COM CL A | 43,395,000 | $321.1M | 6.8% | 00.0% | Unchanged | History |
| WIXWix.com Ltd. | SHS | 1,877,000 | $313.8M | 6.7% | 00.0% | Unchanged | History |
| ACTGAcacia Research Corp | ACACIA TCH COM | 61,123,595 | $284.8M | 6.1% | 00.0% | Unchanged | History |
| NWSNews Corp | CL B | 8,732,000 | $244.1M | 5.2% | 00.0% | Unchanged | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,355,000 | $226.0M | 4.8% | +75,000+5.9% | Added | – |
| NWSANews Corp | CL A | 7,201,393 | $191.8M | 4.1% | 00.0% | Unchanged | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 8,400,000 | $168.0M | 3.6% | +400,000+5.0% | Added | History |
| BLMNBloomin' Brands, Inc. | COM | 8,441,000 | $139.5M | 3.0% | 00.0% | Unchanged | History |
| ROGRogers Corp | COM | 804,000 | $90.9M | 1.9% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 191,000 | $60.5M | 1.3% | −316,000−62.3% | Reduced | History |
| GDOTGreen Dot Corp | CL A | 5,018,381 | $58.8M | 1.2% | 00.0% | Unchanged | History |
| RBARB Global Inc. | COM | 251,163 | $20.2M | 0.4% | 00.0% | Unchanged | History |
| Wix.com Ltd.92940WAD1 | NOTE 8/1 | – | $7.16M | 0.2% | – | – | – |
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 | $666.0K | – |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.