Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 20
- −4 vs. Q2 2025
- Portfolio value
- $5.31B
- −$454.4M (−7.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QRVOQorvo, Inc. | Stock | 7,510,871 | $684.1M | 12.9% | −361,996−4.6% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 1,313,000 | $417.1M | 7.8% | −154,348−10.5% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 11,070,379 | $391.0M | 7.4% | −4,241,537−27.7% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 7,024,848 | $372.1M | 7.0% | +7,024,848 | New | History |
| GENGen Digital Inc. | Stock | 12,171,000 | $345.5M | 6.5% | −1,159,505−8.7% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,250,656 | $342.7M | 6.4% | 00.0% | Unchanged | – |
| AQNAlgonquin Power & Utilities Corp. | COM | 63,489,420 | $340.9M | 6.4% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 20,929,938 | $339.7M | 6.4% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,242,150 | $294.4M | 5.5% | −10,097−0.8% | Reduced | History |
| HRHealthcare Realty Trust Inc | CL A COM | 14,490,036 | $261.3M | 4.9% | −4,800,636−24.9% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 1,207,998 | $226.1M | 4.3% | −1,411,492−53.9% | Reduced | History |
| NWSNews Corp | CL B | 6,017,000 | $207.9M | 3.9% | −845,525−12.3% | Reduced | History |
| ACTGAcacia Research Corp | ACACIA TCH COM | 61,123,595 | $198.7M | 3.7% | 00.0% | Unchanged | History |
| NWSANews Corp | CL A | 6,381,716 | $196.0M | 3.7% | −417,220−6.1% | Reduced | History |
| RIOTRiot Platforms, Inc. | COM | 8,818,000 | $167.8M | 3.2% | +4,141,100+88.5% | Added | History |
| TRIPTripAdvisor, Inc. | COM | 9,510,484 | $154.6M | 2.9% | +1,011,430+11.9% | Added | History |
| ALITAlight, Inc. / Delaware | COM CL A | 45,865,899 | $149.5M | 2.8% | 00.0% | Unchanged | History |
| ROGRogers Corp | COM | 1,676,502 | $134.9M | 2.5% | +777,000+86.4% | Added | History |
| BLMNBloomin' Brands, Inc. | COM | 7,980,992 | $57.2M | 1.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 137,000 | $33.1M | 0.6% | −203,000−59.7% | Reduced | – |
Sold out since Q2 2025 (5)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 8,542,149 | $207.1M | 3.6% | History |
| RBARB Global Inc. | COM | 251,163 | $26.7M | 0.5% | History |
| GDOTGreen Dot Corp | CL A | 1,733,298 | $18.7M | 0.3% | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 2,495,558 | $12.3M | 0.2% | History |
| Wix.com Ltd.92940WAD1 | NOTE 8/1 | 7,095,000 | $7.08M | 0.1% | – |