StockDriftsStockDriftsTop 21 Starboard Value LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | 15.14% | 8.88M | $684.6M | +52.26%(+3.05M) | $63.29(+24.30%) | 2026-06-30 | |
| QRVO | QORVO INC | 11.57% | 5.61M | $523.4M | -25.29%(-1.90M) | $71.17(+37.85%) | 2026-06-30 | |
| KVUE | KENVUE INC | 11.54% | 27.31M | $521.8M | +0.00%(+0) | $20.96(-8.39%) | 2026-06-30 | |
| DT | DYNATRACE INC | 8.61% | 8.87M | $389.3M | new | $40.52(+21.27%) | 2026-06-30 | |
| AQN | ALGONQUIN POWER & UTILITIES | 7.41% | 57.19M | $335.1M | +0.00%(+0) | $7.58(-22.28%) | 2026-06-30 | |
| MTCH | MATCH GROUP INC NEW | 6.54% | 7.78M | $295.8M | -31.77%(-3.62M) | $34.20(+10.96%) | 2026-06-30 | |
| ACTG | ACACIA RESH CORP | 6.3% | 61.12M | $284.8M | +0.00%(+0) | $3.95(+16.17%) | 2026-06-30 | |
| RIOT | RIOT PLATFORMS INC | 6.12% | 10.11M | $276.9M | -34.93%(-5.43M) | $12.95(+46.83%) | 2026-06-30 | |
| BILL | BILL HOLDINGS INC | 5.62% | 7.03M | $254.1M | +0.01%(+900) | $49.61(+0.34%) | 2026-06-30 | |
| LW | LAMB WESTON HLDGS INC | 5.48% | 5.73M | $247.6M | -6.23%(-381.00K) | $42.07(+26.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.56% | +31.50% | +4.69% | +25.77% |
| Top 20 Holdings Unweighted | +3.07% | +9.48% | -2.61% | -12.37% |
Starboard Value LP reports $4.52B in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are IJH (15.1%), QRVO (11.6%) and KVUE (11.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +31.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Starboard Value LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1517137). View Starboard Value LP’s 13F filings on SEC