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NEW YORK, NY · CIK 0001517137
New positions
2
Added to
5
Trimmed
7
Exited
2
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $5.50B across 22 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). The top 10 positions account for 75.6% of the portfolio.
Top 22 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | QRVOQORVO INC | $598.83M | 10.89% | New |
| 2 | KVUEKENVUE INC | $528.85M | 9.62% | +0.6% |
| 3 | ADSKAUTODESK INC | $523.60M | 9.52% | +92.7% |
| 4 | GENGEN DIGITAL INC | $464.89M | 8.45% | - |
| 5 | MTCHMATCH GROUP INC NEW | $439.48M | 7.99% | -3.9% |
| 6 | BDXBECTON DICKINSON & CO | $400.63M | 7.29% | New |
| 7 | AQNALGONQUIN PWR UTILS CORP | $341.47M | 6.21% | +1.7% |
| 8 | HRHEALTHCARE RLTY TR | $339.22M | 6.17% | -0.6% |
| 9 | ALITALIGHT INC | $284.19M | 5.17% | +1.5% |
| 10 | NWSNEWS CORP NEW | $237.34M | 4.32% | -7.9% |
| Stock | Value | Shares |
|---|---|---|
| QRVOQORVO INC | $598.83M | 8,270,000 |
| BDXBECTON DICKINSON & CO | $400.63M | 1,749,000 |
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