← Holdings
TRIP

TRIPADVISOR INC

2 managers · $164M total
Data: SEC EDGAR 13F · 2026Q1
Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$164M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
StarboardⓘAdd+11.72%$115M2.51%Activist / Public pressure
SoutheasternⓘAdd+62%$49M2.41%Deep value / Concentrated
What managers sayⓘ
2026-06-30Southeastern Asset ManagementBull2Q26 Small-Cap Fund CommentaryDetail →
2026-06-30Southeastern Asset ManagementBull2Q26 Partners Fund CommentaryDetail →
2026-03-31Southeastern Asset ManagementBull1Q26 Small-Cap Fund CommentaryDetail →
2026-02-17Starboard Value LPBullStarboard Value LP Letter to TRIP Board & CEODetail →
2025-09-30Southeastern Asset ManagementBull3Q25 Small-Cap Fund CommentaryDetail →
2025-08-01Southeastern Asset ManagementBullResearch Perspectives – August 2025Detail →
2025-01-01Starboard Value LPBull2025 Active-Passive Investor Summit – Tripadvisor, Inc.Detail →
2025-01-01Starboard Value LPBull2025 Active-Passive Investor Summit – Starboard Value LPDetail →
13D/G Ownership Filingsⓘ
SCHEDULE 13D/AStarboard4.4%April 3, 2026 ↗SCHEDULE 13D/AStarboard9.4%March 23, 2026 ↗SCHEDULE 13D/AStarboard9.4%March 6, 2026 ↗SCHEDULE 13D/AStarboard9.4%February 17, 2026 ↗SCHEDULE 13DStarboard9%July 3, 2025 ↗

Links open the original SEC EDGAR filing. Covers tracked managers only.

Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 20% · latest net margin 2.1% · FCF consistently positive

Revenue$1.89B
Rev. YoY+3.1%
Gross margin92.3%
Net margin2.1%
Net income$0.04B
Free cash flow$0.16B
Operating cash flow$0.24B
ROE6.2%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.