Starboard Value as of Dec. 31, 2025
Portfolio Holdings for Starboard Value
Starboard Value holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qorvo (QRVO) | 12.0 | $635M | 7.5M | 84.51 | |
| Kenvue (KVUE) | 8.9 | $471M | 27M | 17.25 | |
| Algonquin Power & Utilities equs (AQN) | 7.4 | $391M | 64M | 6.15 | |
| Bill Com Holdings Ord (BILL) | 7.3 | $383M | 7.0M | 54.54 | |
| Match Group (MTCH) | 7.0 | $368M | 11M | 32.29 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.6 | $347M | 5.3M | 66.00 | |
| Autodesk (ADSK) | 5.6 | $297M | 1.0M | 296.01 | |
| Nortonlifelock (GEN) | 5.5 | $288M | 11M | 27.19 | |
| salesforce (CRM) | 4.7 | $249M | 940k | 264.91 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 4.5 | $240M | 10M | 24.12 | |
| Acacia Resh Corp Acacia Tch Com (ACTG) | 4.3 | $229M | 61M | 3.74 | |
| Healthcare Rlty Tr Cl A Com (HR) | 4.0 | $214M | 13M | 16.95 | |
| Fluor Corporation (FLR) | 3.9 | $206M | 5.2M | 39.63 | |
| Becton, Dickinson and (BDX) | 3.4 | $181M | 930k | 194.07 | |
| Riot Blockchain (RIOT) | 3.1 | $162M | 13M | 12.67 | |
| News Corp Cl A (NWSA) | 2.9 | $154M | 5.9M | 26.12 | |
| Tripadvisor (TRIP) | 2.7 | $140M | 9.6M | 14.56 | |
| News Corp CL B (NWS) | 2.5 | $132M | 4.4M | 29.63 | |
| Rogers Corporation (ROG) | 2.1 | $110M | 1.2M | 91.57 | |
| Bloomin Brands (BLMN) | 0.9 | $49M | 8.0M | 6.17 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $34M | 137k | 246.16 | |
| Bitcoin Infrastructure Acqui Usd Cl A Ord Shs (BIXI) | 0.1 | $3.0M | 300k | 9.96 |
