SEC EDGAR Form 13F
Starboard Value
Starboard Value is an activist-oriented investment adviser whose Form 13F filings disclose quarterly U.S.-listed equity holdings for Starboard-managed accounts.
Latest Form 13F: 21 long U.S. equity positions, $4.5B reported value for the period ended Jun 30, 2026, led by ISHARES TR, QORVO INC, and KENVUE INC.
CIK: 1517137 · Filed: Aug 14, 2026 · Period: Jun 30, 2026
Reported value
$4.5B
Positions
21
Key person
Jeffrey Smith
Style
Activist value
Top holding
IJH · ISHARES TR
Period
Jun 30, 2026
Filed
Aug 14, 2026
CIK
1517137
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →IJH
ISHARES TR
Portfolio weight
15.13%
QRVO
QORVO INC
Portfolio weight
11.57%
KVUE
KENVUE INC
Portfolio weight
11.54%
DT
DYNATRACE INC
Portfolio weight
8.61%
AQN
ALGONQUIN POWER & UTILITIES
Portfolio weight
7.41%
Top reported holdings
Showing the top 21 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | 8.9M | $685M | 15.13% | +52.3% |
| 2 | QRVO | QORVO INC | 5.6M | $523M | 11.57% | -25.3% |
| 3 | KVUE | KENVUE INC | 27.3M | $522M | 11.54% | +0.0% |
| 4 | DT | DYNATRACE INC | 8.9M | $389M | 8.61% | -- |
| 5 | AQN | ALGONQUIN POWER & UTILITIES | 57.2M | $335M | 7.41% | +0.0% |
| 6 | MTCH | MATCH GROUP INC NEW | 7.8M | $296M | 6.54% | -31.8% |
| 7 | ACTG | ACACIA RESH CORP | 61.1M | $285M | 6.30% | +0.0% |
| 8 | RIOT | RIOT PLATFORMS INC | 12.5M | $279M | 6.16% | -23.3% |
| 9 | BILL | BILL HOLDINGS INC | 7.0M | $254M | 5.62% | +0.0% |
| 10 | LW | LAMB WESTON HLDGS INC | 5.7M | $248M | 5.47% | -6.2% |
| 11 | KMX | CARMAX INC | 3.2M | $170M | 3.75% | -48.3% |
| 12 | FLS | FLOWSERVE CORP | 1.4M | $107M | 2.36% | -- |
| 13 | FLR | FLUOR CORP | 1.6M | $83M | 1.84% | -45.0% |
| 14 | GPGI | GPGI INC | 5.0M | $80M | 1.76% | +0.0% |
| 15 | TRIP | TRIPADVISOR INC | 5.1M | $70M | 1.54% | -52.7% |
| 16 | NWS | NEWS CORP NEW | 2.4M | $68M | 1.51% | -6.1% |
| 17 | NWSA | NEWS CORP NEW | 2.0M | $51M | 1.12% | -63.6% |
| 18 | HR | HEALTHCARE RLTY TR | 1.9M | $39M | 0.86% | -71.6% |
| 19 | BLMN | BLOOMIN BRANDS INC | 4.2M | $38M | 0.84% | -47.6% |
| 20 | BIXI | BITCOIN INFRASTRUCTURE ACQUI | 300.0K | $3M | 0.07% | +0.0% |
| 21 | BIXIW | BITCOIN INFRASTRUCTURE ACQUI | 150.0K | $47,460.00 | 0.00% | +0.0% |
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