The Analysis of Starboard Value LP's Holdings


Currently, Starboard Value LP holds 22 types of securities in its portfolio with a total value $5.2B. In the most recent quarter, they have increased their positions in QRVO (+7.5M shares, valued at $634.7M), KVUE (+27.3M shares, valued at $471.1M), AQN (+63.5M shares, valued at $390.5M); decreased their positions in ROG (-604.1K shares, valued at $55.3M); initiated new positions in QRVO (+7.5M shares, valued at $634.7M), KVUE (+27.3M shares, valued at $471.1M), AQN (+63.5M shares, valued at $390.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
QRVO QORVO INC7.5M sharesnew addition2025-12-312026-02-17history
KVUE KENVUE INC27.3M sharesnew addition2025-12-312026-02-17history
AQN ALGONQUIN PWR UTILS CORP63.5M sharesnew addition2025-12-312026-02-17history
BILL HOLDINGS INC BILL HOLDINGS INC7.0M sharesnew addition2025-12-312026-02-17history
MATCH GROUP INC NEW MATCH GROUP INC NEW11.4M sharesnew addition2025-12-312026-02-17history
IJH ISHARES TR5.3M sharesnew addition2025-12-312026-02-17history
ADSK AUTODESK INC1.0M sharesnew addition2025-12-312026-02-17history
GEN DIGITAL INC GEN DIGITAL INC10.6M sharesnew addition2025-12-312026-02-17history
Sponsored
CRM SALESFORCE INC940.3K sharesnew addition2025-12-312026-02-17history
CWAN CLEARWATER ANALYTICS HLDGS I10.0M sharesnew addition2025-12-312026-02-17history
ACTG ACACIA RESH CORP61.1M sharesnew addition2025-12-312026-02-17history
HR HEALTHCARE RLTY TR12.6M sharesnew addition2025-12-312026-02-17history
FLR FLUOR CORP NEW5.2M sharesnew addition2025-12-312026-02-17history
BDX BECTON DICKINSON & CO929.9K sharesnew addition2025-12-312026-02-17history
RIOT RIOT PLATFORMS INC12.7M sharesnew addition2025-12-312026-02-17history
NWSA NEWS CORP NEW5.9M sharesnew addition2025-12-312026-02-17history
Sponsored
NWS NEWS CORP NEW4.4M sharesnew addition2025-12-312026-02-17history
TRIP TRIPADVISOR INC10.8M shares11.72%2026-03-042026-03-06history
ROG ROGERS CORP599.3K shares-50.20%2026-01-212026-01-23history
BLMN BLOOMIN BRANDS INC8.0M sharesnew addition2025-12-312026-02-17history
IWM ISHARES TR137.0K sharesnew addition2025-12-312026-02-17history
BITCOIN INFRASTRUCTURE ACQUI BITCOIN INFRASTRUCTURE ACQUI300.0K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Starboard Value LP | TradeFomo