13F-HR filed by Starboard Value LP
Starboard Value LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 26 holding rows worth $4,574,765,019.
- Accession
- 0000921895-26-001402
- Filer
- CIK 1517137
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 26 entries on the cover page, a total value of $4,574,765,019 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,574,765,019 with VALUE read as dollars as filed, 13F file number 028-14564. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerStarboard Value GP LLC028-14565
- included managerStarboard Principal Co LP028-14566
- included managerStarboard Principal Co GP LLC028-14567
- included managerSmith Jeffrey C028-14568
- included managerFeld Peter A028-14569
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| QORVO INC COM | 74736K101 | Stock | 7,510,871 | $581,341,415 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 27,307,632 | $470,783,576 | dollars as filed | |
| IJH | 464287507 | COM | 5,830,656 | $393,744,200 | dollars as filed | |
| ALGONQUIN POWER & UTILITIES CO COM | 015857105 | Stock | 57,189,420 | $351,143,039 | dollars as filed | |
| MATCH GROUP INC NEW | 57667L107 | COM | 11,395,379 | $349,952,089 | dollars as filed | |
| ACACIA RESEARCH CORP | 003881307 | COMMON STOCK | 61,123,595 | $294,004,492 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 7,024,848 | $269,051,678 | dollars as filed | |
| LAMB WESTON HLDGS INC | 513272104 | COM | 6,114,982 | $258,419,139 | dollars as filed | |
| CARMAX INC COM | 143130102 | Stock | 6,201,362 | $257,852,632 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 15,544,576 | $192,130,959 | dollars as filed | |
| GEN DIGITAL INC COM | 668771108 | Stock | 7,806,922 | $147,004,341 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 5,605,126 | $139,735,791 | dollars as filed | |
| FLUOR CORP | 343412102 | COM | 2,886,327 | $134,647,155 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 5,459,031 | $129,106,083 | dollars as filed | |
| HEALTHCARE RLTY TR CL A COM | 42226K105 | REIT | 6,821,267 | $115,893,326 | dollars as filed | |
| TRIPADVISOR INC | 896945201 | COM | 10,774,996 | $114,861,457 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 636,494 | $100,075,952 | dollars as filed | |
| GPGI INC COM CL A | 20459V105 | Stock | 5,027,028 | $85,962,179 | dollars as filed | |
| NEWS CORP NEW | 65249B208 | CL B | 2,589,081 | $73,814,699 | dollars as filed | |
| ROGERS CORP COM | 775133101 | Stock | 584,328 | $62,715,924 | dollars as filed | |
| BLOOMIN BRANDS INC | 094235108 | COM | 7,980,992 | $43,097,357 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 3,000,000 | $3,000,000 | dollars as filed | put |
| BITCOIN INFRASTRUCTURE ACQUI | G1143H101 | USD CL A ORD SHS | 300,000 | $2,976,000 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 683,100 | $2,701,661 | dollars as filed | put |
| RIOT PLATFORMS INC | 767292105 | COM | 792,500 | $705,325 | dollars as filed | put |
| BITCOIN INFRASTRUCTURE ACQUI | G1143H119 | *W EXP 11/06/203 | 149,999 | $44,550 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000921895-26-001402 | this filing | 2026-05-15 | acceptance time not in the bulk data set |