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NEW YORK, NY · CIK 0001517137
Portfolio Value
$5.28B
Positions
22
New
3
Increased
4
Decreased
8
Sold Out
1
Starboard Value LP (NEW YORK, NY) reported a portfolio value of $5.28B across 22 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). The top 10 positions account for 69.5% 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 | $634.74M | 12.02% | - |
| 2 | KVUEKENVUE INC | $471.06M | 8.92% | +30.5% |
| 3 | AQNALGONQUIN PWR UTILS CORP | $390.46M | 7.40% | - |
| 4 | BILLBILL HOLDINGS INC | $383.14M | 7.26% | - |
| 5 | MTCHMATCH GROUP INC NEW | $367.96M | 6.97% | +2.9% |
| 6 | IJHISHARES TR | $346.54M | 6.56% | - |
| 7 | ADSKAUTODESK INC | $296.52M | 5.62% | -23.7% |
| 8 | GENGEN DIGITAL INC | $287.82M | 5.45% | -13.0% |
| 9 | CRMSALESFORCE INC | $249.10M | 4.72% | -24.3% |
| 10 | CWANCLEARWATER ANALYTICS HLDGS I | $240.21M | 4.55% | New |
| Stock | Value | Shares |
|---|---|---|
| CWANCLEARWATER ANALYTICS HLDGS I | $240.21M | 9,959,031 |
| FLRFLUOR CORP NEW | $205.73M | 5,191,327 |
| BIXIBITCOIN INFRASTRUCTURE ACQUI | $2.99M | 300,000 |
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