Starboard Value Lp Top Holdings and 13F Report (2026) About Starboard Value LpInvestment ActivityStarboard Value Lp has $4.57 billion in total holdings as of March 31, 2026.Starboard Value Lp owns shares of 25 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 15.32% of the portfolio was purchased this quarter.About 24.51% of the portfolio was sold this quarter.This quarter, Starboard Value Lp has purchased 22 new stocks and bought additional shares in 4 stocks.Starboard Value Lp sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Qorvo $581,341,415Kenvue $470,783,576iShares Core S&P Mid-Cap ETF $393,744,200Algonquin Power & Utilities $351,143,039Match Group $349,952,089 Largest New Holdings this Quarter 513272104 - Lamb Weston $258,419,139 Holding143130102 - CarMax $257,852,632 Holding20459V105 - CompoSecure $85,962,179 Holding464288513 - iShares iBoxx $ High Yield Corporate Bond ETF $3,000,000 HoldingG1143H119 - BITCOIN INFRASTRUCTURE ACQUI $44,550 Holding Largest Purchases this Quarter Lamb Weston 6,114,982 shares (about $258.42M)CarMax 6,201,362 shares (about $257.85M)CompoSecure 5,027,028 shares (about $85.96M)Riot Platforms 3,592,500 shares (about $42.40M)iShares Core S&P Mid-Cap ETF 580,000 shares (about $39.17M) Largest Sales this Quarter Fluor 2,305,000 shares (about $107.53M)Clearwater Analytics 4,500,000 shares (about $106.42M)Healthcare Realty Trust 5,778,733 shares (about $98.18M)Rogers 619,129 shares (about $66.45M)News 1,850,000 shares (about $52.74M) 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 PortfolioSectorQRVOQorvo$581,341,4150.0%7,510,87112.7%Computer and TechnologyKVUEKenvue$470,783,5760.0%27,307,63210.3%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$393,744,200$39,167,400 â–²11.0%5,830,6568.6%ETFAQNAlgonquin Power & Utilities$351,143,039$38,682,000 â–¼-9.9%57,189,4207.7%UtilitiesMTCHMatch Group$349,952,0890.0%11,395,3797.6%Computer and TechnologyACTGAcacia Research$294,004,4920.0%61,123,5956.4%Business ServicesBILLBILL$269,051,6780.0%7,024,8485.9%Computer and TechnologyLWLamb Weston$258,419,139$258,419,139 â–²New Holding6,114,9825.6%Consumer StaplesKMXCarMax$257,852,632$257,852,632 â–²New Holding6,201,3625.6%Retail/WholesaleRIOTRiot Platforms$192,836,284$42,404,427 â–²28.2%16,337,0764.2%FinanceGEN DIGITAL INC$147,004,341$52,322,356 â–¼-26.2%7,806,9223.2%COMNWSANews$139,735,791$7,238,700 â–¼-4.9%5,605,1263.1%Consumer DiscretionaryFLRFluor$134,647,155$107,528,250 â–¼-44.4%2,886,3272.9%ConstructionCWANClearwater Analytics$129,106,083$106,425,000 â–¼-45.2%5,459,0312.8%Computer and TechnologyHRHealthcare Realty Trust$115,893,326$98,180,673 â–¼-45.9%6,821,2672.5%FinanceTRIPTripAdvisor$114,861,457$12,045,800 â–²11.7%10,774,9962.5%Retail/WholesaleBDXBecton, Dickinson and Company$100,075,952$46,134,898 â–¼-31.6%636,4942.2%MedicalCMPOCompoSecure$85,962,179$85,962,179 â–²New Holding5,027,0281.9%Business ServicesNWSNews$73,814,699$52,743,500 â–¼-41.7%2,589,0811.6%Consumer DiscretionaryROGRogers$62,715,924$66,451,115 â–¼-51.4%584,3281.4%Computer and TechnologyBLMNBloomin' Brands$43,097,3570.0%7,980,9920.9%Retail/WholesaleHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,000,000$3,000,000 â–²New Holding3,000,0000.1%ETFBITCOIN INFRASTRUCTURE ACQUI$2,976,0000.0%300,0000.1%USD CL A ORD SHSIWMiShares Russell 2000 ETF$2,701,661$2,159,826 â–²398.6%683,1000.1%FinanceBITCOIN INFRASTRUCTURE ACQUI$44,550$44,550 â–²New Holding149,9990.0%*W EXP 11/06/203ADSKAutodesk$0$296,522,985 â–¼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$249,101,496 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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