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Manager record · ✦ curated · archived quarter

Starboard Value

Jeff Smith (CEO) · New York, NY · CIK 1517137 · EDGAR filings ↗

Activist campaigns in mid-cap companies.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Diff ⇄
$4.57BReported 13F value
26Positions
74.8%Top-10 weight
14.70Effective holdings
15.1%Est. turnover
+3New
−3Exits

Reported 13F portfolio value covers U.S. reportable long positions only — not cash, bonds, shorts or non-U.S. holdings. It is not assets under management.

Reported value by quarter Q2 2024 → Q2 2026
Sector exposure
Technology 26.0% (-15.7pp)
Consumer Defensive 16.0% (+7.1pp)
Financial Services 12.8% (+2.5pp)
Communication Services 12.3% (-0.1pp)
Industrials 11.3% (+3.1pp)
Consumer Cyclical 9.1% (+5.5pp)
Utilities 7.7% (+0.3pp)
Real Estate 2.5% (-1.5pp)
Healthcare 2.2% (-1.2pp)

Share of reported common-equity value; (±pp) vs prior quarter.

The portfolio · Q1 2026
#SecurityWeightValueSharesΔ sharesHeld
1 QRVO Qorvo, Inc. 12.7% $581.34M 7.51M 0.0% Held 5
2 KVUE Kenvue Inc. 10.3% $470.78M 27.31M 0.0% Held 6
3 IJH iShares Core S&P Mid-Cap ETF 8.6% $393.74M 5.83M +11.1% ▲ Add 6
4 AQN Algonquin Power & Utilities… 7.7% $351.14M 57.19M -9.9% ▼ Trim 8
5 MTCH Match Group, Inc. 7.7% $349.95M 11.40M 0.0% Held 7
6 ACTG Acacia Research Corporation 6.4% $294.00M 61.12M 0.0% Held 8
7 BILL Bill.com Holdings, Inc. 5.9% $269.05M 7.02M 0.0% Held 3
8 LW Lamb Weston Holdings, Inc. 5.7% $258.42M 6.11M New New 1
9 KMX CarMax, Inc. 5.6% $257.85M 6.20M New New 1
10 RIOT Riot Platforms, Inc. 4.2% $192.13M 15.54M +22.0% ▲ Add 6
11 GEN Gen Digital Inc. 3.2% $147.00M 7.81M -26.2% ▼ Trim 8
12 NWSA News Corporation 3.1% $139.74M 5.61M -4.9% ▼ Trim 8
13 FLR Fluor Corporation 2.9% $134.65M 2.89M -44.4% ▼ Trim 2
14 CWAN Clearwater Analytics… 2.8% $129.11M 5.46M -45.2% ▼ Trim 2
15 HR Healthcare Realty Trust… 2.5% $115.89M 6.82M -45.9% ▼ Trim 6
16 TRIP Tripadvisor, Inc. 2.5% $114.86M 10.77M +11.7% ▲ Add 4
17 BDX Becton, Dickinson and… 2.2% $100.08M 636.49K -46.2% ▼ Trim 5
18 GPGI GPGI, Inc. 1.9% $85.96M 5.03M New New 1
19 NWS News Corporation 1.6% $73.81M 2.59M -41.7% ▼ Trim 8
20 ROG Rogers Corporation 1.4% $62.72M 584.33K -51.5% ▼ Trim 8
21 BLMN Bloomin' Brands, Inc. 0.9% $43.10M 7.98M 0.0% Held 8
22 BIXI BITCOIN INFRASTRUCTURE ACQUI 0.1% $2.98M 300.00K +50.0% ▲ Add 2
23 BIXI BITCOIN INFRASTRUCTURE ACQUI 0.1% $44,550 150.00K +50.0% ▲ Add 2

Common-stock (SH) positions only; option lines are in the Options tab and are never netted. ✂ = change computed against split-adjusted prior shares. “Held N+” = held every quarter in our window, possibly longer.

Position age
30–1 quarters
52–4 quarters
145–8 quarters

Consecutive quarters each current position has been reported, within our data window.

Similar managers
ManagerCommon positionsName overlapWeighted similarity
Northwestern Mutual Wealth Management Co 16 0.4% 0.1518 Compare ⇄
Mariner, LLC 15 0.4% 0.0613 Compare ⇄
Balyasny Asset Management L.P. 8 0.4% 0.0503 Compare ⇄
Truist Financial Corp 9 0.3% 0.0494 Compare ⇄
Fifth Third Bancorp 17 0.4% 0.0485 Compare ⇄
Raymond James Financial Inc 17 0.4% 0.0482 Compare ⇄
Wells Fargo & Company/Mn 19 0.3% 0.048 Compare ⇄
Tudor Investment Corp Et Al 8 0.5% 0.0417 Compare ⇄

Similarity of reported longs only — hedges and non-13F assets are invisible. Methodology

Filing record
Aug 14 2026 13F-HR · period Q2 2026

$4.52B · 22 positions · View original SEC filing ↗

May 15 2026 13F-HR · period Q1 2026

$4.57B · 26 positions · View original SEC filing ↗

Feb 17 2026 13F-HR · period Q4 2025

$5.28B · 22 positions · View original SEC filing ↗

Nov 14 2025 13F-HR · period Q3 2025

$5.31B · 20 positions · View original SEC filing ↗

Aug 14 2025 13F-HR · period Q2 2025

$5.77B · 25 positions · View original SEC filing ↗

May 15 2025 13F-HR · period Q1 2025

$5.50B · 22 positions · View original SEC filing ↗

Feb 14 2025 13F-HR · period Q4 2024

$5.53B · 22 positions · View original SEC filing ↗

Nov 14 2024 13F-HR · period Q3 2024

$4.70B · 20 positions · View original SEC filing ↗

Aug 14 2024 13F-HR · period Q2 2024

$4.30B · 20 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: Q1 2026 · latest filing Aug 14, 2026 · Change methodology