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: 25 long U.S. equity positions, $4.6B reported value for the period ended Mar 31, 2026, led by QORVO INC, KENVUE INC, and ISHARES TR.
CIK: 1517137 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$4.6B
Positions
25
Key person
Jeffrey Smith
Style
Activist value
Top holding
QRVO · QORVO INC
Period
Mar 31, 2026
Filed
May 15, 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 →QRVO
QORVO INC
Portfolio weight
12.71%
KVUE
KENVUE INC
Portfolio weight
10.29%
IJH
ISHARES TR
Portfolio weight
8.61%
AQN
ALGONQUIN PWR UTILS CORP
Portfolio weight
7.68%
MTCH
MATCH GROUP INC NEW
Portfolio weight
7.65%
Top reported holdings
Showing the top 25 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | QRVO | QORVO INC | 7.5M | $581M | 12.71% | +0.0% |
| 2 | KVUE | KENVUE INC | 27.3M | $471M | 10.29% | +0.0% |
| 3 | IJH | ISHARES TR | 5.8M | $394M | 8.61% | +11.1% |
| 4 | AQN | ALGONQUIN PWR UTILS CORP | 57.2M | $351M | 7.68% | -9.9% |
| 5 | MTCH | MATCH GROUP INC NEW | 11.4M | $350M | 7.65% | +0.0% |
| 6 | ACTG | ACACIA RESH CORP | 61.1M | $294M | 6.43% | +0.0% |
| 7 | BILL | BILL HOLDINGS INC | 7.0M | $269M | 5.88% | +0.0% |
| 8 | LW | LAMB WESTON HLDGS INC | 6.1M | $258M | 5.65% | -- |
| 9 | KMX | CARMAX INC | 6.2M | $258M | 5.64% | -- |
| 10 | RIOT | RIOT PLATFORMS INC | 16.3M | $193M | 4.22% | +28.2% |
| 11 | GEN | GEN DIGITAL INC | 7.8M | $147M | 3.21% | -26.3% |
| 12 | NWSA | NEWS CORP NEW | 5.6M | $140M | 3.05% | -4.9% |
| 13 | FLR | FLUOR CORP | 2.9M | $135M | 2.94% | -44.4% |
| 14 | CWAN | CLEARWATER ANALYTICS HLDGS I | 5.5M | $129M | 2.82% | -45.2% |
| 15 | HR | HEALTHCARE RLTY TR | 6.8M | $116M | 2.53% | -45.9% |
| 16 | TRIP | TRIPADVISOR INC | 10.8M | $115M | 2.51% | +11.7% |
| 17 | BDX | BECTON DICKINSON & CO | 636.5K | $100M | 2.19% | -31.6% |
| 18 | GPGI | GPGI INC | 5.0M | $86M | 1.88% | -- |
| 19 | NWS | NEWS CORP NEW | 2.6M | $74M | 1.61% | -41.7% |
| 20 | ROG | ROGERS CORP | 584.3K | $63M | 1.37% | -51.5% |
| 21 | BLMN | BLOOMIN BRANDS INC | 8.0M | $43M | 0.94% | +0.0% |
| 22 | HYG | ISHARES TR | 3.0M | $3M | 0.07% | -- |
| 23 | BIXI | BITCOIN INFRASTRUCTURE ACQUI | 300.0K | $3M | 0.07% | +0.0% |
| 24 | IWM | ISHARES TR | 683.1K | $3M | 0.06% | +398.6% |
| 25 | BIXIW | BITCOIN INFRASTRUCTURE ACQUI | 150.0K | $44,550.00 | 0.00% | -- |
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