Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 22
- 0 vs. Q4 2024
- Portfolio value
- $5.50B
- −$29.9M (−0.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Wix.com Ltd.92940WAD1 | NOTE 8/1 | – | $7.37M | 0.1% | – | – | – |
| RBARB Global Inc. | COM | 251,163 | $25.2M | 0.5% | 00.0% | Unchanged | History |
| GDOTGreen Dot Corp | CL A | 4,604,381 | $38.9M | 0.7% | 00.0% | Unchanged | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 5,268,000 | $39.8M | 0.7% | −2,210,000−29.6% | Reduced | History |
| ROGRogers Corp | COM | 804,000 | $54.3M | 1.0% | 00.0% | Unchanged | History |
| BLMNBloomin' Brands, Inc. | COM | 8,441,000 | $60.5M | 1.1% | 00.0% | Unchanged | History |
| RIOTRiot Platforms, Inc. | COM | 12,700,000 | $90.4M | 1.6% | −4,0350.0% | Reduced | History |
| ACTGAcacia Research Corp | ACACIA TCH COM | 61,123,595 | $195.6M | 3.6% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 7,731,000 | $195.9M | 3.6% | −7,637,658−49.7% | Reduced | History |
| NWSANews Corp | CL A | 7,201,393 | $196.0M | 3.6% | 00.0% | Unchanged | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,564,875 | $208.0M | 3.8% | −400,393−10.1% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 849,679 | $228.0M | 4.1% | +290,415+51.9% | Added | History |
| NWSNews Corp | CL B | 7,814,831 | $237.3M | 4.3% | −667,169−7.9% | Reduced | History |
| ALITAlight, Inc. / Delaware | COM CL A | 47,924,000 | $284.2M | 5.2% | +696,000+1.5% | Added | History |
| HRHealthcare Realty Trust Inc | CL A COM | 20,072,000 | $339.2M | 6.2% | −111,460−0.6% | Reduced | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 66,433,000 | $341.5M | 6.2% | +1,117,000+1.7% | Added | History |
| BDXBecton Dickinson & Co | Stock | 1,749,000 | $400.6M | 7.3% | +1,749,000 | New | History |
| MTCHMatch Group, Inc. | COM | 14,085,901 | $439.5M | 8.0% | −571,069−3.9% | Reduced | History |
| GENGen Digital Inc. | Stock | 17,516,604 | $464.9M | 8.5% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 2,000,000 | $523.6M | 9.5% | +962,000+92.7% | Added | History |
| KVUEKenvue Inc. | Stock | 22,054,000 | $528.9M | 9.6% | +140,000+0.6% | Added | History |
| QRVOQorvo, Inc. | Stock | 8,270,000 | $598.8M | 10.9% | +8,270,000 | New | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.