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Starboard Value

CIK: 0001517137 · Filing period: 2025-12-31
Bold Strategists

An activist fund that digs into underperforming companies and pushes for operational fixes — famous for a 300-page presentation about a restaurant chain's breadsticks.

1.3×
Trust Weight
22
Positions
0
In our model
3
New
3
Increasing
8
Decreasing
8
Unchanged
Recent Moves
What Starboard Value opened, added to, or trimmed in their latest 13F — 16 position changes
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
22 positions, sorted by portfolio weight
← swipe to see all columns
# Company Ticker Sector % of Portfolio Activity Change
1 QORVO INC — Other 12.0% — Unchanged —
2 KENVUE INC KVUE Other 8.9% ▲ Increasing +30%
3 ALGONQUIN PWR UTILS CORP — Other 7.4% — Unchanged —
4 BILL HOLDINGS INC — Other 7.3% — Unchanged —
5 MATCH GROUP INC NEW — Other 7.0% ▲ Increasing +3%
6 ISHARES TR — Other 6.6% — Unchanged —
7 AUTODESK INC ADSK Other 5.6% ▼ Decreasing -24%
8 GEN DIGITAL INC — Other 5.5% ▼ Decreasing -13%
9 SALESFORCE INC CRM Other 4.7% ▼ Decreasing -24%
10 CLEARWATER ANALYTICS HLDGS I — Other 4.5% ● New NEW
11 ACACIA RESH CORP — Other 4.3% — Unchanged —
12 HEALTHCARE RLTY TR — Other 4.0% ▼ Decreasing -13%
13 FLUOR CORP NEW — Other 3.9% ● New NEW
14 BECTON DICKINSON & CO — Other 3.4% ▼ Decreasing -23%
15 RIOT PLATFORMS INC — Other 3.1% ▲ Increasing +44%
16 NEWS CORP NEW — Other 2.9% ▼ Decreasing -8%
17 TRIPADVISOR INC — Other 2.7% — Unchanged +1%
18 NEWS CORP NEW — Other 2.5% ▼ Decreasing -26%
19 ROGERS CORP — Other 2.1% ▼ Decreasing -28%
20 BLOOMIN BRANDS INC — Other 0.9% — Unchanged —
21 ISHARES TR — Other 0.6% — Unchanged —
22 BITCOIN INFRASTRUCTURE ACQUI — Other 0.1% ● New NEW
#1 QORVO INC 12.0%
Other — Unchanged
#2 KENVUE INC 8.9%
KVUE · Other ▲ Increasing +30%
#3 ALGONQUIN PWR UTILS CORP 7.4%
Other — Unchanged
#4 BILL HOLDINGS INC 7.3%
Other — Unchanged
#5 MATCH GROUP INC NEW 7.0%
Other ▲ Increasing +3%
#6 ISHARES TR 6.6%
Other — Unchanged
#7 AUTODESK INC 5.6%
ADSK · Other ▼ Decreasing -24%
#8 GEN DIGITAL INC 5.5%
Other ▼ Decreasing -13%
#9 SALESFORCE INC 4.7%
CRM · Other ▼ Decreasing -24%
#10 CLEARWATER ANALYTICS HLDGS I 4.5%
Other ● New
#11 ACACIA RESH CORP 4.3%
Other — Unchanged
#12 HEALTHCARE RLTY TR 4.0%
Other ▼ Decreasing -13%
#13 FLUOR CORP NEW 3.9%
Other ● New
#14 BECTON DICKINSON & CO 3.4%
Other ▼ Decreasing -23%
#15 RIOT PLATFORMS INC 3.1%
Other ▲ Increasing +44%
#16 NEWS CORP NEW 2.9%
Other ▼ Decreasing -8%
#17 TRIPADVISOR INC 2.7%
Other — Unchanged
#18 NEWS CORP NEW 2.5%
Other ▼ Decreasing -26%
#19 ROGERS CORP 2.1%
Other ▼ Decreasing -28%
#20 BLOOMIN BRANDS INC 0.9%
Other — Unchanged
#21 ISHARES TR 0.6%
Other — Unchanged
#22 BITCOIN INFRASTRUCTURE ACQUI 0.1%
Other ● New
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Starboard Value, delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

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