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Starboard Value LP

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13F filer, CIK 1517137, New York, NY

Starboard Value LP reported $4,574,765,019 across 26 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 74.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000921895-26-001402

Period
2026-03-31
Reported value
$4.57B
Holdings
26
Top 10 weight
74.83%
New
7
Sold out
3

Part of the filer group Starboard Value LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LWnew+6,114,982$258M
KMXnew+6,201,362$258M
GPGInew+5,027,028$86M
IJHadded+580,000$39.2M
RIOTadded+2,800,000$34.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ADSKexited-1,001,733-$297M
CRMexited-940,325-$249M
FLRreduced-2,305,000-$108M
CWANreduced-4,500,000-$106M
HRreduced-5,778,733-$98.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000921895-26-001402, largest first. % of portfolio is the value over $4,568,358,033, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QRVOQORVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,270,000 shares; 2025Q2: 7,872,867 shares; 2025Q3: 7,510,871 shares; 2025Q4: 7,510,871 shares; 2026Q1: 7,510,871 shares 7,510,871$581M12.73%02026-10-05, 13D/A: 0 shares, 0% of the class, 13D/A filed 2026-10-06 Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,914,000 shares; 2025Q1: 22,054,000 shares; 2025Q2: 20,929,938 shares; 2025Q3: 20,929,938 shares; 2025Q4: 27,307,632 shares; 2026Q1: 27,307,632 shares 27,307,632$471M10.31%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,965,268 shares; 2025Q1: 3,564,875 shares; 2025Q2: 5,250,656 shares; 2025Q3: 5,250,656 shares; 2025Q4: 5,250,656 shares; 2026Q1: 5,830,656 shares 5,830,656$394M8.62%+580,000Timeline
AQNALGONQUIN POWER & UTILITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,141,000 shares; 2024Q4: 65,316,000 shares; 2025Q1: 66,433,000 shares; 2025Q2: 63,489,420 shares; 2025Q3: 63,489,420 shares; 2025Q4: 63,489,420 shares; 2026Q1: 57,189,420 shares 57,189,420$351M7.69%-6,300,000Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,556,146 shares; 2024Q4: 14,656,970 shares; 2025Q1: 14,085,901 shares; 2025Q2: 15,311,916 shares; 2025Q3: 11,070,379 shares; 2025Q4: 11,395,379 shares; 2026Q1: 11,395,379 shares 11,395,379$350M7.66%0Timeline
ACTGACACIA RESH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,123,595 shares; 2024Q4: 61,123,595 shares; 2025Q1: 61,123,595 shares; 2025Q2: 61,123,595 shares; 2025Q3: 61,123,595 shares; 2025Q4: 61,123,595 shares; 2026Q1: 61,123,595 shares 61,123,595$294M6.44%0Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,024,848 shares; 2025Q4: 7,024,848 shares; 2026Q1: 7,024,848 shares 7,024,848$269M5.89%0Timeline
LWLAMB WESTON HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,114,982 shares 6,114,982$258M5.66%newTimeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,201,362 shares 6,201,362$258M5.64%newTimeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,704,035 shares; 2025Q1: 12,700,000 shares; 2025Q2: 4,676,900 shares; 2025Q3: 8,818,000 shares; 2025Q4: 12,744,576 shares; 2026Q1: 15,544,576 shares 15,544,576$192M4.21%+2,800,000Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,516,604 shares; 2024Q4: 17,516,604 shares; 2025Q1: 17,516,604 shares; 2025Q2: 13,330,505 shares; 2025Q3: 12,171,000 shares; 2025Q4: 10,585,592 shares; 2026Q1: 7,806,922 shares 7,806,922$147M3.22%-2,778,670Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,201,393 shares; 2024Q4: 7,201,393 shares; 2025Q1: 7,201,393 shares; 2025Q2: 6,798,936 shares; 2025Q3: 6,381,716 shares; 2025Q4: 5,895,487 shares; 2026Q1: 5,605,126 shares 5,605,126$140M3.06%-290,361Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,191,327 shares; 2026Q1: 2,886,327 shares 2,886,327$135M2.95%-2,305,000Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,959,031 shares; 2026Q1: 5,459,031 shares 5,459,031$129M2.83%-4,500,000Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,183,460 shares; 2025Q1: 20,072,000 shares; 2025Q2: 19,290,672 shares; 2025Q3: 14,490,036 shares; 2025Q4: 12,600,000 shares; 2026Q1: 6,821,267 shares 6,821,267$116M2.54%-5,778,733Timeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,499,054 shares; 2025Q3: 9,510,484 shares; 2025Q4: 9,644,996 shares; 2026Q1: 10,774,996 shares 10,774,996$115M2.51%+1,130,000Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,749,000 shares; 2025Q2: 2,619,490 shares; 2025Q3: 1,207,998 shares; 2025Q4: 929,917 shares; 2026Q1: 636,494 shares 636,494$100M2.19%-293,423Timeline
GPGIGPGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,027,028 shares 5,027,028$86M1.88%newTimeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,732,000 shares; 2024Q4: 8,482,000 shares; 2025Q1: 7,814,831 shares; 2025Q2: 6,862,525 shares; 2025Q3: 6,017,000 shares; 2025Q4: 4,439,081 shares; 2026Q1: 2,589,081 shares 2,589,081$73.8M1.62%-1,850,000Timeline
ROGROGERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804,000 shares; 2024Q4: 804,000 shares; 2025Q1: 804,000 shares; 2025Q2: 899,502 shares; 2025Q3: 1,676,502 shares; 2025Q4: 1,203,457 shares; 2026Q1: 584,328 shares 584,328$62.7M1.37%-619,129Timeline
BLMNBLOOMIN BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,441,000 shares; 2024Q4: 8,441,000 shares; 2025Q1: 8,441,000 shares; 2025Q2: 7,980,992 shares; 2025Q3: 7,980,992 shares; 2025Q4: 7,980,992 shares; 2026Q1: 7,980,992 shares 7,980,992$43.1M0.94%0Timeline
BIXIBITCOIN INFRASTRUCTURE ACQUIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,000 shares; 2026Q1: 300,000 shares 300,000$2.98M0.07%0Timeline
BIXIWBITCOIN INFRASTRUCTURE ACQUIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149,999 shares 149,999$44.5K<0.01%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
HYGISHARES TR IBOXX HI YD ETFput3,000,000$3Mnew
IWMISHARES TR SHSput683,100$2.7Mnew
RIOTRIOT PLATFORMS INC COMput792,500$705Knew

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ADSKAUTODESK INC1,001,733$297Mshares
CRMSALESFORCE INC940,325$249Mshares
IWMISHARES TR137,000$33.7Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000921895-26-001402 base2026-05-15acceptance time not in the bulk data set