The Analysis of Starboard Value LP's Holdings
Currently, Starboard Value LP holds 20 types of securities in its portfolio with a total value $5.2B. In the most recent quarter, they have increased their positions in BILL (+7.0M shares, valued at $372.1M), RIOT (+4.1M shares, valued at $78.8M), ROG (+777.0K shares, valued at $62.5M); decreased their positions in BDX (-1.4M shares, valued at $264.2M), MTCH (-4.2M shares, valued at $149.8M), ALIT (-45.9M shares, valued at $149.5M); initiated new positions in BILL (+7.0M shares, valued at $372.1M); completely sold out of ALIT (previously valued at $149.5M). Stock Holdings
TickerCompany NameSharesShares โณ%Event DateReport DateHistory
QRVO QORVO INC7.5M shares-4.60%2025-09-302025-11-14
ADSK AUTODESK INC1.3M shares-10.52%2025-09-302025-11-14 MTCH MATCH GROUP INC NEW11.1M shares-27.70%2025-09-302025-11-14 BILL BILL HOLDINGS INC7.0M sharesnew addition2025-09-302025-11-14 GEN GEN DIGITAL INC12.2M shares-8.70%2025-09-302025-11-14 IJH ISHARES TR5.3M shares0.00%2025-09-302025-11-14 AQN ALGONQUIN PWR UTILS CORP63.5M shares0.00%2025-09-302025-11-14 KVUE KENVUE INC20.9M shares0.00%2025-09-302025-11-14 CRM SALESFORCE INC1.2M shares-0.81%2025-09-302025-11-14 HR HEALTHCARE RLTY TR14.5M shares-24.89%2025-09-302025-11-14 BDX BECTON DICKINSON & CO1.2M shares-53.88%2025-09-302025-11-14 NWS NEWS CORP NEW6.0M shares-12.32%2025-09-302025-11-14 ACTG ACACIA RESH CORP61.1M shares0.00%2025-09-302025-11-14 NWSA NEWS CORP NEW6.4M shares-6.14%2025-09-302025-11-14 RIOT RIOT PLATFORMS INC8.8M shares88.54%2025-09-302025-11-14 TRIP TRIPADVISOR INC9.5M shares11.90%2025-09-302025-11-14 ROG ROGERS CORP1.7M shares86.38%2025-09-302025-11-14 BLMN BLOOMIN BRANDS INC8.0M shares0.00%2025-09-302025-11-14 IWM ISHARES TR137.0K shares-59.71%2025-09-302025-11-14 ALIT ALIGHT INCN/A sharesSold allโโ2025-12-032025-12-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available