Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 24
- +2 vs. Q1 2025
- Portfolio value
- $5.77B
- +$270.5M (+4.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Wix.com Ltd.92940WAD1 | NOTE 8/1 | 7,095,000 | $7.08M | 0.1% | – | – | – |
| FTREFortrea Holdings Inc. | COMMON STOCK | 2,495,558 | $12.3M | 0.2% | −2,772,442−52.6% | Reduced | History |
| GDOTGreen Dot Corp | CL A | 1,733,298 | $18.7M | 0.3% | −2,871,083−62.4% | Reduced | History |
| RBARB Global Inc. | COM | 251,163 | $26.7M | 0.5% | 00.0% | Unchanged | History |
| RIOTRiot Platforms, Inc. | COM | 4,676,900 | $52.8M | 0.9% | −8,023,100−63.2% | Reduced | History |
| ROGRogers Corp | COM | 899,502 | $61.6M | 1.1% | +95,502+11.9% | Added | History |
| BLMNBloomin' Brands, Inc. | COM | 7,980,992 | $68.7M | 1.2% | −460,008−5.4% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 340,000 | $73.4M | 1.3% | +340,000 | New | – |
| TRIPTripAdvisor, Inc. | COM | 8,499,054 | $110.9M | 1.9% | +8,499,054 | New | History |
| NWSANews Corp | CL A | 6,798,936 | $202.1M | 3.5% | −402,457−5.6% | Reduced | History |
| PFEPfizer Inc | Stock | 8,542,149 | $207.1M | 3.6% | +811,149+10.5% | Added | History |
| ACTGAcacia Research Corp | ACACIA TCH COM | 61,123,595 | $218.8M | 3.8% | 00.0% | Unchanged | History |
| NWSNews Corp | CL B | 6,862,525 | $235.5M | 4.1% | −952,306−12.2% | Reduced | History |
| ALITAlight, Inc. / Delaware | COM CL A | 45,865,899 | $259.6M | 4.5% | −2,058,101−4.3% | Reduced | History |
| HRHealthcare Realty Trust Inc | CL A COM | 19,290,672 | $306.0M | 5.3% | −781,328−3.9% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,250,656 | $325.6M | 5.6% | +1,685,781+47.3% | Added | – |
| CRMSalesforce, Inc. | Stock | 1,252,247 | $341.5M | 5.9% | +402,568+47.4% | Added | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 63,489,420 | $363.8M | 6.3% | −2,943,580−4.4% | Reduced | History |
| GENGen Digital Inc. | Stock | 13,330,505 | $391.9M | 6.8% | −4,186,099−23.9% | Reduced | History |
| KVUEKenvue Inc. | Stock | 20,929,938 | $438.1M | 7.6% | −1,124,062−5.1% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 2,619,490 | $451.2M | 7.8% | +870,490+49.8% | Added | History |
| ADSKAutodesk, Inc. | COM | 1,467,348 | $454.2M | 7.9% | −532,652−26.6% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 15,311,916 | $473.0M | 8.2% | +1,226,015+8.7% | Added | History |
| QRVOQorvo, Inc. | Stock | 7,872,867 | $668.5M | 11.6% | −397,133−4.8% | 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 |
|---|---|---|---|
| RIOTRiot Platforms, Inc. | COM | $101.3K | – |