Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 22
- +3 vs. Q3 2024
- Portfolio value
- $5.53B
- +$824.8M (+17.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Wix.com Ltd.92940WAD1 | NOTE 8/1 | – | $7.25M | 0.1% | – | – | – |
| RBARB Global Inc. | COM | 251,163 | $22.7M | 0.4% | 00.0% | Unchanged | History |
| GDOTGreen Dot Corp | CL A | 4,604,381 | $49.0M | 0.9% | −414,000−8.2% | Reduced | History |
| ROGRogers Corp | COM | 804,000 | $81.7M | 1.5% | 00.0% | Unchanged | History |
| BLMNBloomin' Brands, Inc. | COM | 8,441,000 | $103.1M | 1.9% | 00.0% | Unchanged | History |
| RIOTRiot Platforms, Inc. | COM | 12,704,035 | $129.7M | 2.3% | +12,704,035 | New | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 7,478,000 | $139.5M | 2.5% | −922,000−11.0% | Reduced | History |
| WIXWix.com Ltd. | SHS | 840,000 | $180.2M | 3.3% | −1,037,000−55.2% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 559,264 | $187.0M | 3.4% | −882,584−61.2% | Reduced | History |
| NWSANews Corp | CL A | 7,201,393 | $198.3M | 3.6% | 00.0% | Unchanged | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,965,268 | $247.1M | 4.5% | +3,965,268 | New | – |
| NWSNews Corp | CL B | 8,482,000 | $258.1M | 4.7% | −250,000−2.9% | Reduced | History |
| ACTGAcacia Research Corp | ACACIA TCH COM | 61,123,595 | $265.3M | 4.8% | 00.0% | Unchanged | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 65,316,000 | $290.7M | 5.3% | +3,175,000+5.1% | Added | History |
| ADSKAutodesk, Inc. | COM | 1,038,000 | $306.8M | 5.5% | −814,000−44.0% | Reduced | History |
| ALITAlight, Inc. / Delaware | COM CL A | 47,228,000 | $326.8M | 5.9% | +3,833,000+8.8% | Added | History |
| HRHealthcare Realty Trust Inc | CL A COM | 20,183,460 | $342.1M | 6.2% | +20,183,460 | New | History |
| PFEPfizer Inc | Stock | 15,368,658 | $407.7M | 7.4% | +15,368,658 | New | History |
| KVUEKenvue Inc. | Stock | 21,914,000 | $467.9M | 8.5% | +21,914,000 | New | History |
| MTCHMatch Group, Inc. | COM | 14,656,970 | $479.4M | 8.7% | +5,100,824+53.4% | Added | History |
| GENGen Digital Inc. | Stock | 17,516,604 | $479.6M | 8.7% | 00.0% | Unchanged | History |
| GDDYGoDaddy Inc. | CL A | 2,830,100 | $558.6M | 10.1% | −303,993−9.7% | Reduced | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.