StockDriftsStockDriftsTop 23 Starboard Value Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QRVO | QORVO INC | 12.73% | 7.51M | $581.3M | +0.00%(+0) | $71.17(+29.62%) | 2026-03-31 | |
| KVUE | KENVUE INC | 10.31% | 27.31M | $470.8M | +0.00%(+0) | $20.96(-18.36%) | 2026-03-31 | |
| IJH | ISHARES TR | 8.62% | 5.83M | $393.7M | +11.05%(+580.00K) | $59.08(+22.25%) | 2026-03-31 | |
| AQN | ALGONQUIN PWR UTILS CORP | 7.69% | 57.19M | $351.1M | -9.92%(-6.30M) | $7.58(-24.13%) | 2026-03-31 | |
| MTCH | MATCH GROUP INC NEW | 7.66% | 11.40M | $350.0M | +0.00%(+0) | $34.20(+3.50%) | 2026-03-31 | |
| ACTG | ACACIA RESH CORP | 6.44% | 61.12M | $294.0M | +0.00%(+0) | $3.95(+15.91%) | 2026-03-31 | |
| BILL | BILL HOLDINGS INC | 5.89% | 7.02M | $269.1M | +0.00%(+0) | $49.61(-19.24%) | 2026-03-31 | |
| LW | LAMB WESTON HLDGS INC | 5.66% | 6.11M | $258.4M | new | $42.07(+4.72%) | 2026-03-31 | |
| KMX | CARMAX INC | 5.64% | 6.20M | $257.9M | new | $40.11(-7.93%) | 2026-03-31 | |
| RIOT | RIOT PLATFORMS INC | 4.21% | 15.54M | $192.1M | +21.97%(+2.80M) | $12.95(+81.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.56% | +11.07% |
| Top 20 Holdings Unweighted | -2.85% | -8.32% |
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