Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 22
- +2 vs. Q3 2025
- Portfolio value
- $5.28B
- −$35.1M (−0.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QRVOQorvo, Inc. | Stock | 7,510,871 | $634.7M | 12.0% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 27,307,632 | $471.1M | 8.9% | +6,377,694+30.5% | Added | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 63,489,420 | $390.5M | 7.4% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 7,024,848 | $383.1M | 7.3% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 11,395,379 | $368.0M | 7.0% | +325,000+2.9% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,250,656 | $346.5M | 6.6% | 00.0% | Unchanged | – |
| ADSKAutodesk, Inc. | COM | 1,001,733 | $296.5M | 5.6% | −311,267−23.7% | Reduced | History |
| GENGen Digital Inc. | Stock | 10,585,592 | $287.8M | 5.5% | −1,585,408−13.0% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 940,325 | $249.1M | 4.7% | −301,825−24.3% | Reduced | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 9,959,031 | $240.2M | 4.5% | +9,959,031 | New | History |
| ACTGAcacia Research Corp | ACACIA TCH COM | 61,123,595 | $228.6M | 4.3% | 00.0% | Unchanged | History |
| HRHealthcare Realty Trust Inc | CL A COM | 12,600,000 | $213.6M | 4.0% | −1,890,036−13.0% | Reduced | History |
| FLRFluor Corp | Stock | 5,191,327 | $205.7M | 3.9% | +5,191,327 | New | History |
| BDXBecton Dickinson & Co | Stock | 929,917 | $180.5M | 3.4% | −278,081−23.0% | Reduced | History |
| RIOTRiot Platforms, Inc. | COM | 12,744,576 | $161.5M | 3.1% | +3,926,576+44.5% | Added | History |
| NWSANews Corp | CL A | 5,895,487 | $154.0M | 2.9% | −486,229−7.6% | Reduced | History |
| TRIPTripAdvisor, Inc. | COM | 9,644,996 | $140.4M | 2.7% | +134,512+1.4% | Added | History |
| NWSNews Corp | CL B | 4,439,081 | $131.5M | 2.5% | −1,577,919−26.2% | Reduced | History |
| ROGRogers Corp | COM | 1,203,457 | $110.2M | 2.1% | −473,045−28.2% | Reduced | History |
| BLMNBloomin' Brands, Inc. | COM | 7,980,992 | $49.2M | 0.9% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 137,000 | $33.7M | 0.6% | 00.0% | Unchanged | – |
| BIXIBitcoin Infrastructure Acquisition Corp Ltd | USD CL A ORD SHS | 300,000 | $2.99M | 0.1% | +300,000 | New | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.