Starboard Value LP reported 22 holdings worth US$4.52B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Starboard Value LP reported 22 holdings worth US$4.52B as of Jun 30, 2026. Largest: Qorvo, Inc., Kenvue Inc. and Dynatrace, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 22
- Value as reported
- US$4.52B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Qorvo, Inc. | 5.61M | US$523M | 11.6% |
| Kenvue Inc. | 27.3M | US$522M | 11.5% |
| Dynatrace, Inc. | 8.87M | US$389M | 8.6% |
| Algonquin Power & Utilities Corp. | 57.2M | US$335M | 7.4% |
| Match Group, Inc. | 7.78M | US$296M | 6.5% |
| Acacia Research Corporation | 61.1M | US$285M | 6.3% |
| Riot Platforms, Inc. | 10.1M | US$277M | 6.1% |
| Bill Holdings, Inc. | 7.03M | US$254M | 5.6% |
| Lamb Weston Holdings, Inc. | 5.73M | US$248M | 5.5% |
| Carmax Inc | 3.21M | US$170M | 3.7% |
| News Corporation | 4.79M | US$119M | 2.6% |
| Flowserve Corporation | 1.44M | US$107M | 2.4% |
| Fluor Corporation | 1.59M | US$83.1M | 1.8% |
| Gpgi, Inc. | 5.03M | US$79.7M | 1.8% |
| Tripadvisor, Inc. | 5.1M | US$69.9M | 1.5% |
| Healthcare Realty Trust Incorporated | 1.94M | US$39.1M | 0.86% |
| Bloomin' Brands, Inc. | 4.18M | US$38.2M | 0.84% |
| Bitcoin Infrastructure Acquisition Corp Ltd. | 300K | US$3M | 0.07% |
| Becton, Dickinson And Company | 0 | US$0 | 0.00% |
| Clearwater Analytics Holdings, Inc. | 0 | US$0 | 0.00% |
| Gen Digital Inc. | 0 | US$0 | 0.00% |
| Rogers Corporation | 0 | US$0 | 0.00% |