13F filings
Starboard Value
Where the disclosed book sits
by disclosed valueLargest holdings
20 of 22 positions| Holding | Type | Value | Shares | Share of book |
|---|---|---|---|---|
| IJHIshares Tr | Shares | $684.6M | 8,877,781 | 15.1% |
| QRVOQorvo Inc | Shares | $523.4M | 5,611,526 | 11.6% |
| KVUEKenvue Inc | Shares | $521.8M | 27,307,632 | 11.5% |
| DTDynatrace Inc | Shares | $389.3M | 8,866,692 | 8.6% |
| AQNAlgonquin Power & Utilities | Shares | $335.1M | 57,189,420 | 7.4% |
| MTCHMatch Group Inc New | Shares | $295.8M | 7,775,125 | 6.5% |
| ACTGAcacia Resh Corp | Shares | $284.8M | 61,123,595 | 6.3% |
| RIOTRIOT Platforms Inc | Shares | $276.9M | 10,114,576 | 6.1% |
| BILLBILL Holdings Inc | Shares | $254.1M | 7,025,748 | 5.6% |
| LWLAMB Weston Hldgs Inc | Shares | $247.6M | 5,733,982 | 5.5% |
| KMXCarmax Inc | Shares | $169.6M | 3,206,438 | 3.7% |
| FLSFlowserve Corp | Shares | $106.9M | 1,441,600 | 2.4% |
| FLRFluor Corp | Shares | $83.1M | 1,586,327 | 1.8% |
| GPGI IncGPGI Inc | Shares | $79.7M | 5,027,028 | 1.8% |
| TRIPTripadvisor Inc | Shares | $69.9M | 5,096,996 | 1.5% |
| NWSNEWS Corp New | Shares | $68.2M | 2,431,081 | 1.5% |
| NWSANEWS Corp New | Shares | $50.7M | 2,040,100 | 1.1% |
| HRHealthcare Rlty Tr | Shares | $39.1M | 1,936,267 | 0.9% |
| BLMNBloomin Brands Inc | Shares | $38.2M | 4,180,992 | 0.8% |
| Bitcoin Infrastructure AcquiBitcoin Infrastructure Acqui | Shares | $3.0M | 300,000 | 0.1% |
Share of book is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed.
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What changed last quarter
15 largest moves| Holding | Move | Share change | Value change | Value after |
|---|---|---|---|---|
| DTDYNATRACE INC | New | n/a | $389.3M | $389.3M |
| IJHISHARES TR | Added | +52.3% | $235.0M | $684.6M |
| QRVOQORVO INC | Trimmed | -25.3% | -$177.2M | $523.4M |
| KMXCARMAX INC | Trimmed | -48.3% | -$158.4M | $169.6M |
| RIOTRIOT PLATFORMS INC | Trimmed | -34.9% | -$148.7M | $276.9M |
| GENGEN DIGITAL INC | Exited | n/a | -$147.0M | $0 |
| MTCHMATCH GROUP INC NEW | Trimmed | -31.8% | -$137.8M | $295.8M |
| CWANCLEARWATER ANALYTICS HLDGS I | Exited | n/a | -$129.1M | $0 |
| FLSFLOWSERVE CORP | New | n/a | $106.9M | $106.9M |
| BDXBECTON DICKINSON & CO | Exited | n/a | -$100.1M | $0 |
| HRHEALTHCARE RLTY TR | Trimmed | -71.6% | -$98.5M | $39.1M |
| NWSANEWS CORP NEW | Trimmed | -63.6% | -$88.5M | $50.7M |
| TRIPTRIPADVISOR INC | Trimmed | -52.7% | -$77.8M | $69.9M |
| FLRFLUOR CORP | Trimmed | -45.0% | -$68.1M | $83.1M |
| ROGROGERS CORP | Exited | n/a | -$62.7M | $0 |
A change is this filing measured against the one before it. A 13F does not disclose trades, so the price paid and the day it happened are not in the record.
Questions
What does Starboard Value hold?
Starboard Value disclosed 22 positions worth $4.5B in the Q2 2026 13F filing. The largest is IJH at 15.1% of the disclosed book. A 13F lists long US equity positions only.
What did Starboard Value buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were New DT, Added IJH, Trimmed QRVO, Trimmed KMX. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page.
Data as of Sep 10, 2026.