Activist
Starboard Value
Starboard Value’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$4.52B
reported long US equity
Positions
21
US-listed holdings
New this quarter
2
4 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | ISHARES TR | $684.6M | 15.1% | 8.9M | Added |
| 2 | QRVOQORVO INC | $523.4M | 11.6% | 5.6M | Reduced |
| 3 | KVUEKENVUE INC | $521.8M | 11.5% | 27.3M | — |
| 4 | DTDYNATRACE INC | $389.3M | 8.6% | 8.9M | New |
| 5 | AQNALGONQUIN POWER & UTILITIES | $335.1M | 7.4% | 57.2M | — |
| 6 | MTCHMATCH GROUP INC NEW | $295.8M | 6.5% | 7.8M | Reduced |
| 7 | ACTGACACIA RESH CORP | $284.8M | 6.3% | 61.1M | — |
| 8 | RIOTRIOT PLATFORMS INC | $276.9M | 6.1% | 10.1M | Reduced |
| 9 | BILLBILL HOLDINGS INC | $254.1M | 5.6% | 7.0M | Added |
| 10 | LWLAMB WESTON HLDGS INC | $247.6M | 5.5% | 5.7M | Reduced |
| 11 | KMXCARMAX INC | $169.6M | 3.8% | 3.2M | Reduced |
| 12 | FLSFLOWSERVE CORP | $106.9M | 2.4% | 1.4M | New |
| 13 | FLRFLUOR CORP | $83.1M | 1.8% | 1.6M | Reduced |
| 14 | GPGIGPGI INC | $79.7M | 1.8% | 5.0M | — |
| 15 | TRIPTRIPADVISOR INC | $69.9M | 1.5% | 5.1M | Reduced |
| 16 | NWSNEWS CORP NEW | $68.2M | 1.5% | 2.4M | Reduced |
| 17 | NEWS CORP NEW | $50.7M | 1.1% | 2.0M | Reduced |
| 18 | HRHEALTHCARE RLTY TR | $39.1M | 0.9% | 1.9M | Reduced |
| 19 | BLMNBLOOMIN BRANDS INC | $38.2M | 0.8% | 4.2M | Reduced |
| 20 | BITCOIN INFRASTRUCTURE ACQUI | $3.0M | 0.1% | 300.0K | — |
| 21 | BITCOIN INFRASTRUCTURE ACQUI | $47,460 | 0.0% | 150.0K | — |
Sold out (Q2 2026)
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From Starboard Value’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.