Indieningsanalyse
Starboard Value
13F-HR · periode Q4 2025 · ingediend Feb 17, 2026
$5.28BGerapporteerde 13F-waarde
22Posities
5Andere managers inbegrepen
+3Nieuw
4Verhoogd
8Verminderd
−0Verlaten
Grootste nieuwe posities
| Effect | Waarde | Gewicht |
|---|---|---|
| CWAN Clearwater Analytics… | $240.21M | 4.5% |
| FLR Fluor Corporation | $205.73M | 3.9% |
| BIXI | $2.99M | 0.1% |
Grootste herschikkingen
| Effect | Δ aandelen | Huidige waarde | |
|---|---|---|---|
| KVUE Kenvue Inc. | ▲ Add | +30.5% | $471.06M |
| ADSK Autodesk, Inc. | ▼ Trim | -23.7% | $296.52M |
| NWS News Corporation | ▼ Trim | -26.2% | $131.53M |
| GEN Gen Digital Inc. | ▼ Trim | -13.0% | $287.82M |
| HR Healthcare Realty Trust… | ▼ Trim | -13.0% | $213.57M |
| BDX Becton, Dickinson and Company | ▼ Trim | -23.0% | $180.47M |
| CRM Salesforce, Inc. | ▼ Trim | -24.3% | $249.10M |
| NWSA News Corporation | ▼ Trim | -7.6% | $153.99M |
| ROG Rogers Corporation | ▼ Trim | -28.2% | $110.20M |
| MTCH Match Group, Inc. | ▲ Add | +2.9% | $367.96M |
Herkomst: Metadata afkomstig uit de EDGAR-formularienindex; analyse op basis van de geparseerde informatietabel (meest recent geaccepteerde versie van dit kwartaal). Geen redactioneel commentaar — uitsluitend berekende velden.