Filing analysis
Starboard Value
13F-HR · period Q2 2026 · filed Aug 14, 2026
$4.52BReported 13F value
22Positions
5Other managers included
+2New
2Increased
11Reduced
−4Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| DT Dynatrace, Inc. | $389.34M | 8.6% |
| FLS Flowserve Corporation | $106.91M | 2.4% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| IJH iShares Core S&P Mid-Cap ETF | ▲ Add | +52.3% | $684.57M |
| NWSA News Corporation | ▼ Trim | -63.6% | $50.66M |
| KMX CarMax, Inc. | ▼ Trim | -48.3% | $169.59M |
| RIOT Riot Platforms, Inc. | ▼ Trim | -34.9% | $276.94M |
| HR Healthcare Realty Trust… | ▼ Trim | -71.6% | $39.05M |
| QRVO Qorvo, Inc. | ▼ Trim | -25.3% | $523.39M |
| MTCH Match Group, Inc. | ▼ Trim | -31.8% | $295.84M |
| FLR Fluor Corporation | ▼ Trim | -45.0% | $83.11M |
| TRIP Tripadvisor, Inc. | ▼ Trim | -52.7% | $69.88M |
| BILL Bill.com Holdings, Inc. | ▲ Add | 0.0% | $254.05M |
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.