Institutions / Starboard Value LP
Starboard Value LP
CIK 1517137 · Institution · as of Dec 31, 2025
Portfolio value
$5.28B
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Qorvo, Inc. | $634.74M | 12.0% |
| Kenvue Inc. | $471.06M | 8.9% |
| Algonquin Power & Utilities Corp. | $390.46M | 7.4% |
| BILL Holdings Inc | $383.14M | 7.3% |
| Match Group, Inc. | $367.96M | 7.0% |
| iShares Tr | $346.54M | 6.6% |
| Autodesk, Inc. | $296.52M | 5.6% |
| Gen Digital Inc. | $287.82M | 5.5% |
| Salesforce Inc | $249.10M | 4.7% |
| Clearwater Analytics Holdings, Inc. | $240.21M | 4.5% |
| Acacia Research CorpACTG | $228.60M | 4.3% |
| Healthcare Realty Trust Inc | $213.57M | 4.0% |
| Fluor Corp | $205.73M | 3.9% |
| Becton Dickinson & Co | $180.47M | 3.4% |
| Riot Platforms, Inc. | $161.47M | 3.1% |
| News Corp | $153.99M | 2.9% |
| TripAdvisor, Inc. | $140.43M | 2.7% |
| News Corp | $131.53M | 2.5% |
| Rogers Corp | $110.20M | 2.1% |
| Bloomin' Brands, Inc. | $49.24M | 0.9% |
| iShares Tr | $33.72M | 0.6% |
| Bitcoin Infrastructure Acquisition Corp Ltd | $2.99M | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.