Filing analysis
Starboard Value
13F-HR · period Q3 2025 · filed Nov 14, 2025
$5.31BReported 13F value
20Positions
5Other managers included
+1New
3Increased
10Reduced
−5Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| BILL Bill.com Holdings, Inc. | $372.11M | 7.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| BDX Becton, Dickinson and Company | ▼ Trim | -53.9% | $226.10M |
| RIOT Riot Platforms, Inc. | ▲ Add | +88.5% | $167.81M |
| MTCH Match Group, Inc. | ▼ Trim | -27.7% | $391.01M |
| ROG Rogers Corporation | ▲ Add | +86.4% | $134.89M |
| CRM Salesforce, Inc. | ▼ Trim | -0.8% | $294.39M |
| GEN Gen Digital Inc. | ▼ Trim | -8.7% | $345.53M |
| HR Healthcare Realty Trust… | ▼ Trim | -24.9% | $261.26M |
| TRIP Tripadvisor, Inc. | ▲ Add | +11.9% | $154.64M |
| IWM iShares Russell 2000 ETF | ▼ Trim | -59.7% | $33.15M |
| ADSK Autodesk, Inc. | ▼ Trim | -10.5% | $417.10M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.