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Starboard

Starboard Value LPData: SEC EDGAR 13F · Filed 2026-08-14 · 13F filings are quarterly snapshots disclosed up to 45 days late; current positions may differ — not a real-time trading signal.
Period
2026 Q2
Total value
$4.5B
AUM QoQ -1.1%
Positions
22 positions
Filing date
2026-08-14
Letters & ResearchFull archive (10) →
2026-05-28Starboard Value LP Letter to FLS BoardThis is an activist investor letter from Starboard Value to the board of Flowserve, a pump and valve maker. The key message: Flowserve has strong businesses benefiting from nuclear power and data cent…2026-04-30Starboard Value LP Letter to LW BoardThis is a letter from activist investor Starboard Value to the board of Lamb Weston, a frozen potato giant. Starboard says the company has strong market position and pricing power, but past management…2026-04-28Starboard Value LP Letter to DT Management and BoardThis is an open letter from Starboard Value, a big investor, to Dynatrace's management. Starboard argues the market is too scared that AI will hurt Dynatrace's business. Actually, they say the opposit…2026-03-11Starboard Value LP Letter to KMX Incoming CEOThis is a letter from activist investor Starboard Value to CarMax's new CEO. Starboard just became one of CarMax's largest shareholders with a $350 million stake. They argue CarMax has strong advantag…2026-03-09Starboard Value LP Letter to LW Board and CEOThis is an activist investor letter to Lamb Weston, a frozen potato giant. Starboard Value says the company has improved but isn't reaching its full profit potential. They want deeper cost cuts (espec…2026-02-18Starboard Value LP Letter to RIOT CEO & Executive ChairmanThis is a letter from activist investor Starboard Value to Riot Platforms, a Bitcoin miner. The key point: Riot has a lot of already-powered land (1.7 gigawatts at two sites), which is very valuable b…
Year
Quarter
2 new positions · 1 adds · 11 trims · biggest add IJH +52.26%
#CompanyPeriod priceTodayValueWeight %Shares (QoQ)Change %
1
Ishares Tr
IJH
$77.11
$685M
15.13%
8.88M
5.83M
+52.26%
+3.05M sh
2
Qorvo Inc
QRVO
$93.27
$523M
11.57%
5.61M
7.51M
-25.29%
-1.90M sh
3
Kenvue Inc
KVUE
$19.11
$522M
11.54%
27.31M
27.31M
4
Dynatrace Inc
DT
$43.91
$389M
8.61%
8.87M
New
5
Algonquin Power & Utilities
AQN
$5.86
$335M
7.41%
57.19M
57.19M
6
Match Group Inc New
MTCH
$38.05
$296M
6.54%
7.78M
11.40M
-31.77%
-3.62M sh
7
Acacia Resh Corp
ACTG
$4.66
$285M
6.3%
61.12M
61.12M
8
Riot Platforms Inc
RIOT
$27.38
$277M
6.12%
10.11M
15.54M
-34.93%
-5.43M sh
9
Bill Holdings Inc
BILL
$36.16
$254M
5.62%
7.03M
7.02M
10
Lamb Weston Hldgs Inc
LW
$43.18
$248M
5.47%
5.73M
6.11M
-6.23%
-381K sh
11
Carmax Inc
KMX
$52.89
$170M
3.75%
3.21M
6.20M
-48.29%
-2.99M sh
12
Flowserve Corp
FLS
$74.16
$107M
2.36%
1.44M
New
13
Fluor Corp
FLR
$52.39
$83M
1.84%
1.59M
2.89M
-45.04%
-1.30M sh
14
Gpgi Inc
GPGI
$15.85
$80M
1.76%
5.03M
5.03M
15
Tripadvisor Inc
TRIP
$13.71
$70M
1.54%
5.10M
10.77M
-52.7%
-5.68M sh
16
News Corp New
NWS
$28.06
$68M
1.51%
2.43M
2.59M
-6.1%
-158K sh
17
News Corp New
NWSA
$24.83
$51M
1.12%
2.04M
5.61M
-63.6%
-3.57M sh
18
Healthcare Rlty Tr
HR
$20.17
$39M
0.86%
1.94M
6.82M
-71.61%
-4.88M sh
19
Bloomin Brands Inc
BLMN
$9.14
$38M
0.84%
4.18M
7.98M
-47.61%
-3.80M sh
20
Bitcoin Infrastructure Acqui
$9.99
$3M
0.07%
300K
300K
21
Riot Platforms Inc
RIOTPut
$0.79
$2M
0.04%
2.42M
793K
+205.79%
+1.63M sh
22
Bitcoin Infrastructure Acqui
$0.32
$0M
0%
150K
150K