Starboard Value
Starboard Value (Starboard Value LP) reported 22 positions worth $4.52B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IJH (15.1%). Biggest move: new buy DT ($389.3M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IJH | SH | $684.6M | 15.13% | 1.8 Years | 8,877,781 | — | — | |
| ▸ 2 | QRVO | SH | $523.4M | 11.57% | 1.5 Years | 5,611,526 | — | — | |
| ▸ 3 | KVUE | SH | $521.8M | 11.54% | 1.8 Years | 27,307,632 | — | — | |
| ▸ 4 | DT | SH | $389.3M | 8.61% | 1 Q | 8,866,692 | — | — | |
| ▸ 5 | AQN | SH | $335.1M | 7.41% | 3.3 Years | 57,189,420 | — | — | |
| ▸ 6 | MTCH | SH | $295.8M | 6.54% | 2 Years | 7,775,125 | — | — | |
| ▸ 7 | ACTG | SH | $284.8M | 6.30% | 3.3 Years | 61,123,595 | — | — | |
| ▸ 8 | RIOT | SH | $276.9M | 6.12% | 1.8 Years | 10,114,576 | — | — | |
| ▸ 9 | BILL | SH | $254.1M | 5.62% | 1 Year | 7,025,748 | — | — | |
| ▸ 10 | LW | SH | $247.6M | 5.47% | 2 Q | 5,733,982 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| JANA Partners | 3.3% | LW |
| Yacktman Asset Management | 3.3% | NWS, NWSA, KVUE |
| DME Capital Management (Greenlight, David Einhorn) | 3.1% | FLR, TRIP |
| Sachem Head Capital Management | 2.6% | RIOT |
| Egerton Capital (UK) | 2.3% | RIOT |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Starboard Value hold as of Q2 2026?
Starboard Value reported 22 positions worth $4.52B in its Q2 2026 13F filing. Largest positions: IJH (15.1%), QRVO (11.6%), KVUE (11.5%), DT (8.6%) and AQN (7.4%).
What did Starboard Value buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Starboard Value sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.