Holdings of Starboard Value LP
20 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 76.3 % of the equity sleeve
Sector breakdown
- Consumer staples 11.2 %
- Funds 9.3 %
- Health care 2.4 %
- Unattributed 77.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 20 | 4.2B $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Qorvo Inc | 7,510,871 | 581.3M $ | |
| 2 | Kenvue Inc | 27,307,632 | 470.8M $ | |
| 3 | iShares Core S&P Mid-Cap ETF | 5,830,656 | 393.7M $ | |
| 4 | Match Group Inc | 11,395,379 | 350M $ | |
| 5 | Acacia Research Corp | 61,123,595 | 294M $ | |
| 6 | BILL Holdings Inc | 7,024,848 | 269.1M $ | |
| 7 | Lamb Weston Holdings Inc | 6,114,982 | 258.4M $ | |
| 8 | CarMax Inc | 6,201,362 | 257.9M $ | |
| 9 | Riot Platforms Inc | 15,544,576 | 192.1M $ | |
| 10 | Gen Digital Inc | 7,806,922 | 147M $ | |
| 11 | News Corp | 5,605,126 | 139.7M $ | |
| 12 | Fluor Corp | 2,886,327 | 134.6M $ | |
| 13 | Clearwater Analytics Holdings Inc | 5,459,031 | 129.1M $ | |
| 14 | Healthcare Realty Trust Inc | 6,821,267 | 115.9M $ | |
| 15 | TripAdvisor Inc | 10,774,996 | 114.9M $ | |
| 16 | Becton Dickinson & Co | 636,494 | 100.1M $ | |
| 17 | GPGI INC | 5,027,028 | 86M $ | |
| 18 | News Corp | 2,589,081 | 73.8M $ | |
| 19 | Rogers Corp | 584,328 | 62.7M $ | |
| 20 | Bloomin' Brands Inc | 7,980,992 | 43.1M $ |