Starboard Value as of March 31, 2026
Portfolio Holdings for Starboard Value
Starboard Value holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qorvo (QRVO) | 12.7 | $581M | 7.5M | 77.40 | |
| Kenvue (KVUE) | 10.3 | $471M | 27M | 17.24 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 8.6 | $394M | 5.8M | 67.53 | |
| Algonquin Power & Utilities equs (AQN) | 7.7 | $351M | 57M | 6.14 | |
| Match Group (MTCH) | 7.6 | $350M | 11M | 30.71 | |
| Acacia Resh Corp Acacia Tch Com (ACTG) | 6.4 | $294M | 61M | 4.81 | |
| Bill Com Holdings Ord (BILL) | 5.9 | $269M | 7.0M | 38.30 | |
| Lamb Weston Hldgs (LW) | 5.6 | $258M | 6.1M | 42.26 | |
| CarMax (KMX) | 5.6 | $258M | 6.2M | 41.58 | |
| Riot Blockchain (RIOT) | 4.4 | $202M | 16M | 12.36 | |
| Nortonlifelock (GEN) | 3.2 | $147M | 7.8M | 18.83 | |
| News Corp Cl A (NWSA) | 3.0 | $140M | 5.6M | 24.93 | |
| Fluor Corporation (FLR) | 2.9 | $135M | 2.9M | 46.65 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 2.8 | $129M | 5.5M | 23.65 | |
| Healthcare Rlty Tr Cl A Com (HR) | 2.5 | $116M | 6.8M | 16.99 | |
| Tripadvisor (TRIP) | 2.5 | $115M | 11M | 10.66 | |
| Becton, Dickinson and (BDX) | 2.2 | $100M | 637k | 157.23 | |
| Gpgi Com Cl A (GPGI) | 1.9 | $86M | 5.0M | 17.10 | |
| News Corp CL B (NWS) | 1.6 | $74M | 2.6M | 28.51 | |
| Rogers Corporation (ROG) | 1.4 | $63M | 584k | 107.33 | |
| Bloomin Brands (BLMN) | 0.9 | $43M | 8.0M | 5.40 | |
| Ishares Tr Iboxx Hi Yd Etf Put Option (HYG) | 0.1 | $3.0M | 3.0M | 1.00 | |
| Bitcoin Infrastructure Acqui Usd Cl A Ord Shs (BIXI) | 0.1 | $3.0M | 300k | 9.92 | |
| Ishares Tr Russell 2000 Etf Put Option (IWM) | 0.1 | $2.7M | 683k | 3.96 | |
| Bitcoin Infrastructure Acqui *w Exp 11/06/203 (BIXIW) | 0.0 | $45k | 150k | 0.30 |
