Starboard Value Lp Top Holdings and 13F Report (2026) About Starboard Value LpInvestment ActivityStarboard Value Lp has $4.52 billion in total holdings as of June 30, 2026.Starboard Value Lp owns shares of 21 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 16.16% of the portfolio was purchased this quarter.About 30.75% of the portfolio was sold this quarter.This quarter, Starboard Value Lp has purchased 25 new stocks and bought additional shares in 2 stocks.Starboard Value Lp sold shares of 11 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $684,565,693Qorvo $523,387,030Kenvue $521,848,848Dynatrace $389,336,446Algonquin Power & Utilities $335,130,001 Largest New Holdings this Quarter 268150109 - Dynatrace $389,336,446 Holding34354P105 - Flowserve $106,909,056 Holding Largest Purchases this Quarter Dynatrace 8,866,692 shares (about $389.34M)iShares Core S&P Mid-Cap ETF 3,047,125 shares (about $234.96M)Flowserve 1,441,600 shares (about $106.91M)BILL 900 shares (about $32.54K) Largest Sales this Quarter Qorvo 1,899,345 shares (about $177.15M)CarMax 2,994,924 shares (about $158.40M)Match Group 3,620,254 shares (about $137.75M)Healthcare Realty Trust 4,885,000 shares (about $98.53M)News 3,565,026 shares (about $88.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStarboard Value Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJHiShares Core S&P Mid-Cap ETF$684,565,693$234,963,809 â–²52.3%8,877,78115.1%ETFQRVOQorvo$523,387,030$177,151,908 â–¼-25.3%5,611,52611.6%TechnologyKVUEKenvue$521,848,8480.0%27,307,63211.5%Consumer StaplesDTDynatrace$389,336,446$389,336,446 â–²New Holding8,866,6928.6%TechnologyAQNAlgonquin Power & Utilities$335,130,0010.0%57,189,4207.4%UtilitiesMTCHMatch Group$295,843,506$137,750,665 â–¼-31.8%7,775,1256.5%Communication ServicesACTGAcacia Research$284,835,9530.0%61,123,5956.3%FinanceRIOTRiot Platforms$278,855,609$84,495,324 â–¼-23.3%12,537,9766.2%TechnologyBILLBILL$254,051,048$32,544 â–²0.0%7,025,7485.6%TechnologyLWLamb Weston$247,593,343$16,451,580 â–¼-6.2%5,733,9825.5%Consumer StaplesKMXCarMax$169,588,506$158,401,531 â–¼-48.3%3,206,4383.7%Consumer DiscretionaryFLSFlowserve$106,909,056$106,909,056 â–²New Holding1,441,6002.4%IndustrialsFLRFluor$83,107,672$68,107,000 â–¼-45.0%1,586,3271.8%IndustrialsCMPOCompoSecure$79,678,3940.0%5,027,0281.8%IndustrialsTRIPTripAdvisor$69,879,815$77,845,380 â–¼-52.7%5,096,9961.5%Communication ServicesNWSNews$68,216,133$4,433,480 â–¼-6.1%2,431,0811.5%Communication ServicesNWSANews$50,655,683$88,519,596 â–¼-63.6%2,040,1001.1%Communication ServicesHRHealthcare Realty Trust$39,054,505$98,530,449 â–¼-71.6%1,936,2670.9%Real EstateBLMNBloomin' Brands$38,214,267$34,732,000 â–¼-47.6%4,180,9920.8%Consumer DiscretionaryBITCOIN INFRASTRUCTURE ACQUI$2,998,5000.0%300,0000.1%USD CL A ORD SHSBITCOIN INFRASTRUCTURE ACQUI$47,4600.0%149,9990.0%*W EXP 11/06/203GEN DIGITAL INC$0$147,004,341 â–¼-100.0%00.0%COMCWANClearwater Analytics$0$129,106,083 â–¼-100.0%00.0%TechnologyBDXBecton, Dickinson and Company$0$100,075,952 â–¼-100.0%00.0%HealthcareROGRogers$0$62,715,924 â–¼-100.0%00.0%TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$3,000,000 â–¼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$2,701,661 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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