Starboard Value
SuperinvestorStarboard Value LP
- SEC CIK
- 0001517137
- Manager
- Jeff Smith
- Style
- Activist
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 21
- −2 vs. Q1 2026
- Portfolio value
- $4.52B
- −$46.5M (−1.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BIXIWBitcoin Infrastructure Acquisition Corp Ltd | *W EXP 11/06/203 | 149,999 | $47.5K | <0.1% | 00.0% | Unchanged | History |
| BIXIBitcoin Infrastructure Acquisition Corp Ltd | USD CL A ORD SHS | 300,000 | $3.00M | 0.1% | 00.0% | Unchanged | History |
| BLMNBloomin' Brands, Inc. | COM | 4,180,992 | $38.2M | 0.8% | −3,800,000−47.6% | Reduced | History |
| HRHealthcare Realty Trust Inc | CL A COM | 1,936,267 | $39.1M | 0.9% | −4,885,000−71.6% | Reduced | History |
| NWSANews Corp | CL A | 2,040,100 | $50.7M | 1.1% | −3,565,026−63.6% | Reduced | History |
| NWSNews Corp | CL B | 2,431,081 | $68.2M | 1.5% | −158,000−6.1% | Reduced | History |
| TRIPTripAdvisor, Inc. | COM | 5,096,996 | $69.9M | 1.5% | −5,678,000−52.7% | Reduced | History |
| GPGIGPGI, Inc. | COM CL A | 5,027,028 | $79.7M | 1.8% | 00.0% | Unchanged | History |
| FLRFluor Corp | Stock | 1,586,327 | $83.1M | 1.8% | −1,300,000−45.0% | Reduced | History |
| FLSFlowserve Corp | COM | 1,441,600 | $106.9M | 2.4% | +1,441,600 | New | History |
| KMXCarMax Inc | COM | 3,206,438 | $169.6M | 3.8% | −2,994,924−48.3% | Reduced | History |
| LWLamb Weston Holdings, Inc. | Stock | 5,733,982 | $247.6M | 5.5% | −381,000−6.2% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 7,025,748 | $254.1M | 5.6% | +9000.0% | Added | History |
| RIOTRiot Platforms, Inc. | COM | 10,114,576 | $276.9M | 6.1% | −5,430,000−34.9% | Reduced | History |
| ACTGAcacia Research Corp | ACACIA TCH COM | 61,123,595 | $284.8M | 6.3% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 7,775,125 | $295.8M | 6.5% | −3,620,254−31.8% | Reduced | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 57,189,420 | $335.1M | 7.4% | 00.0% | Unchanged | History |
| DTDynatrace, Inc. | Stock | 8,866,692 | $389.3M | 8.6% | +8,866,692 | New | History |
| KVUEKenvue Inc. | Stock | 27,307,632 | $521.8M | 11.5% | 00.0% | Unchanged | History |
| QRVOQorvo, Inc. | Stock | 5,611,526 | $523.4M | 11.6% | −1,899,345−25.3% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,877,781 | $684.6M | 15.1% | +3,047,125+52.3% | Added | – |
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 | $1.92M | – |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| GENGen Digital Inc. | Stock | 7,806,922 | $147.0M | 3.2% | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 5,459,031 | $129.1M | 2.8% | History |
| BDXBecton Dickinson & Co | Stock | 636,494 | $100.1M | 2.2% | History |
| ROGRogers Corp | COM | 584,328 | $62.7M | 1.4% | History |