Starboard Value LP
CIK 1517137
13F filing for Q2 2026・No. 977
- Holdings
- US$4.52B
- Quarter change
- −US$50.97M
- Entries
- 22
- Net bought (estimate)
- −US$681.78M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 4
- Cut 10
- Added 3
- Corporate actions 0
- Unchanged 6
Largest holdings
21 stocks worth US$4.52B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IJHISHARES TRCORE S&P MCP ETF | Added | 8,877,781 | US$684.57M | 15.14% |
| QRVOQORVO INCCOM | Cut | 5,611,526 | US$523.39M | 11.57% |
| KVUEKENVUE INCCOM | Unchanged | 27,307,632 | US$521.85M | 11.54% |
| DTDYNATRACE INCCOM NEW | New | 8,866,692 | US$389.34M | 8.61% |
| ALGONQUIN POWER & UTILITIESCOM | Unchanged | 57,189,420 | US$335.13M | 7.41% |
| MTCHMATCH GROUP INC NEWCOM | Cut | 7,775,125 | US$295.84M | 6.54% |
| ACACIA RESH CORPACACIA TCH COM | Unchanged | 61,123,595 | US$284.84M | 6.30% |
| RIOTRIOT PLATFORMS INCCOM | Cut | 10,114,576 | US$276.94M | 6.12% |
| BILLBILL HOLDINGS INCCOM | Added | 7,025,748 | US$254.05M | 5.62% |
| LWLAMB WESTON HLDGS INCCOM | Cut | 5,733,982 | US$247.59M | 5.48% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.