Starboard Value LP at a glance
Starboard Value LP reported 19 positions worth $4.5 billion in its 13F-HR for Q2 2026, filed August 14, 2026. Its largest holdings were Ishares Tr at 15.1%, Qorvo Inc (QRVO) at 11.6% and Kenvue Inc (KVUE) at 11.5%.
- Versus Q1 2026, it opened 2 new positions, added to 1, trimmed 10 and sold out of 4. Reported portfolio value went from $4.6 billion to $4.5 billion.
- The 10 largest positions made up 84.3% of the reported portfolio.
- Largest estimated buys in Q2 2026: Dynatrace Inc (DT) (new position, about $389.3 million), Ishares Tr (added, about $235.0 million) and Flowserve Corp (FLS) (new position, about $106.9 million).
Source: 13F-HR filings on SEC EDGAR.
- 13F portfolio · Q2 2026
- $4.5B
- −1.0% vs prior quarter
- Positions
- 19
- 2 new · 4 sold out
- Top 10 weight
- 84.3%
- Concentration of the 13F book
- Turnover
- 24%
- Quarter-over-quarter
Starboard Value LP top 13F holdings, Q2 2026
Largest reported positions by market value, from the 13F-HR filed Aug 14, 2026
| # | Company | Weight | Value | Shares | vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Ishares Tr | 15.14% | $684.6M | 8,877,781 | Added |
| 2 | Qorvo IncQRVO | 11.57% | $523.4M | 5,611,526 | Trimmed |
| 3 | Kenvue IncKVUE | 11.54% | $521.8M | 27,307,632 | Held |
| 4 | Dynatrace IncDT | 8.61% | $389.3M | 8,866,692 | New |
| 5 | Algonquin Power & UtilitiesAQN | 7.41% | $335.1M | 57,189,420 | Held |
| 6 | Match Group Inc NewMTCH | 6.54% | $295.8M | 7,775,125 | Trimmed |
| 7 | Acacia Resh CorpACTG | 6.30% | $284.8M | 61,123,595 | Held |
| 8 | Riot Platforms IncRIOT | 6.12% | $276.9M | 10,114,576 | Trimmed |
| 9 | Bill Holdings IncBILL | 5.62% | $254.1M | 7,025,748 | Held |
| 10 | Lamb Weston Hldgs IncLW | 5.47% | $247.6M | 5,733,982 | Trimmed |
| 11 | Carmax IncKMX | 3.75% | $169.6M | 3,206,438 | Trimmed |
| 12 | News Corp NewNWS | 2.63% | $118.9M | 4,471,181 | Trimmed |
| 13 | Flowserve CorpFLS | 2.36% | $106.9M | 1,441,600 | New |
| 14 | Fluor CorpFLR | 1.84% | $83.1M | 1,586,327 | Trimmed |
| 15 | Gpgi IncGPGI | 1.76% | $79.7M | 5,027,028 | Held |
| 16 | Tripadvisor IncTRIP | 1.54% | $69.9M | 5,096,996 | Trimmed |
| 17 | Healthcare Rlty TrHR | 0.86% | $39.1M | 1,936,267 | Trimmed |
| 18 | Bloomin Brands IncBLMN | 0.84% | $38.2M | 4,180,992 | Trimmed |
| 19 | Bitcoin Infrastructure AcquiBIXI | 0.07% | $3.0M | 449,999 | Held |
Source: Starboard Value LP 13F-HR on SEC EDGAR. Long equity positions only (put and call options excluded); weights are shares of the reported 13F portfolio, not total assets. How 13F filings work
Starboard Value LP biggest buys and sells, Q2 2026
Largest estimated position changes versus Q1 2026
| Company | Move | Est. flow | Shares now | Weight now |
|---|---|---|---|---|
| Dynatrace IncDT | New | +$389.3M | 8,866,692 | 8.61% |
| Ishares Tr | Added | +$235.0M | 8,877,781 | 15.14% |
| Qorvo IncQRVO | Trimmed | −$177.2M | 5,611,526 | 11.57% |
| Carmax IncKMX | Trimmed | −$158.4M | 3,206,438 | 3.75% |
| Riot Platforms IncRIOT | Trimmed | −$148.7M | 10,114,576 | 6.12% |
| Gen Digital IncGEN | Sold out | −$147.0M | 0 | - |
| Match Group Inc NewMTCH | Trimmed | −$137.8M | 7,775,125 | 6.54% |
| Clearwater Analytics Hldgs ICWAN | Sold out | −$129.1M | 0 | - |
| Flowserve CorpFLS | New | +$106.9M | 1,441,600 | 2.36% |
| Becton Dickinson & CoBDX | Sold out | −$100.1M | 0 | - |
| News Corp NewNWS | Trimmed | −$99.0M | 4,471,181 | 2.63% |
| Healthcare Rlty TrHR | Trimmed | −$98.5M | 1,936,267 | 0.86% |
Estimated flow = change in share count × quarter-end price (2 new, 1 added, 10 trimmed, 4 sold out). 13F reports show holdings on the last day of the quarter, not the trade dates.
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Starboard Value LP 13F holdings: frequently asked questions
What stocks does Starboard Value LP own?
In its 13F-HR for Q2 2026 (filed August 14, 2026), Starboard Value LP reported 19 positions worth $4.5 billion. The largest were Ishares Tr, 15.1%; Qorvo Inc (QRVO), 11.6%; Kenvue Inc (KVUE), 11.5%; Dynatrace Inc (DT), 8.6%; Algonquin Power & Utilities (AQN), 7.4%. The top 10 positions were 84.3% of the portfolio.
What did Starboard Value LP buy in Q2 2026?
Compared with Q1 2026, Starboard Value LP's largest estimated purchases were Dynatrace Inc (DT) (new position, about $389.3 million), Ishares Tr (added, about $235.0 million) and Flowserve Corp (FLS) (new position, about $106.9 million). In total it opened 2 new positions and added to 1. Amounts are estimated from share-count changes at quarter-end prices.
What did Starboard Value LP sell in Q2 2026?
Compared with Q1 2026, Starboard Value LP's largest estimated sales were Qorvo Inc (QRVO) (trimmed, about $177.2 million), Carmax Inc (KMX) (trimmed, about $158.4 million), Riot Platforms Inc (RIOT) (trimmed, about $148.7 million), Gen Digital Inc (GEN) (sold out, about $147.0 million) and Match Group Inc New (MTCH) (trimmed, about $137.8 million). In total it sold out of 4 positions and trimmed 10.
When does Starboard Value LP file 13F reports?
Starboard Value LP's latest 13F-HR was filed August 14, 2026 and covers the quarter ended June 30, 2026. 13F-HR reports are due within 45 days of each quarter-end, so the Q3 2026 report is due by November 14, 2026.
What is Starboard Value LP's SEC CIK number?
Starboard Value LP's SEC Central Index Key (CIK) is 1517137. EDGAR lists every Starboard Value LP filing under that number.
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