Starboard Value LP

Investment Portfolio & 13F Holdings Analysis

About

Starboard Value LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 22 holdings worth $5.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 22
Total Value: 5498476636
Accession Number: 0000921895-25-001532
Form Type: 13F-HR
CIK: 0001517137
Manager Name: Starboard Value LP

Data Enrichment

95% identified

21 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

22 positions • $5,498,476.636K total value

22 positions

Manager:

SEC FilingSEC DataHachi Filing

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Qorvo, Inc.

QRVO|74736K101

8270000

Value:

$598.8B

Kenvue Inc.

KVUE|49177J102

22054000(+0.6%)

Value:

$528.9B(+13.0%)

Autodesk, Inc.

ADSK|052769106

2000000(+92.7%)

Value:

$523.6B(+70.7%)

Gen Digital Inc.

GEN|668771108

17516604(+0.0%)

Value:

$464.9B(-3.1%)

Match Group, Inc.

MTCH|57667L107

14085901(-3.9%)

Value:

$439.5B(-8.3%)

BECTON DICKINSON & CO

BDX|075887109

1749000

Value:

$400.6B

ALGONQUIN POWER & UTILITIES CORP.

AQN|015857105

66433000(+1.7%)

Value:

$341.5B(+17.5%)

Healthcare Realty Trust Inc

HR|42226K105

20072000(-0.6%)

Value:

$339.2B(-0.8%)

Alight, Inc. / Delaware

ALIT|01626W101

47924000(+1.5%)

Value:

$284.2B(-13.0%)

NEWS CORP

NWS|65249B208

7814831(-7.9%)

Value:

$237.3B(-8.0%)

Salesforce, Inc.

CRM|79466L302

849679(+51.9%)

Value:

$228.0B(+21.9%)

464287507

IJH|464287507

3564875(-10.1%)

Value:

$208.0B(-15.8%)

NEWS CORP

NWSA|65249B109

7201393(+0.0%)

Value:

$196.0B(-1.2%)

PFIZER INC

PFE|717081103

7731000(-49.7%)

Value:

$195.9B(-52.0%)

ACACIA RESEARCH CORP

ACTG|003881307

61123595(+0.0%)

Value:

$195.6B(-26.3%)

Riot Platforms, Inc.

RIOT|767292105

12700000(-0.0%)

Value:

$90.4B(-30.3%)

Bloomin' Brands, Inc.

BLMN|094235108

8441000(+0.0%)

Value:

$60.5B(-41.3%)

ROGERS CORP

ROG|775133101

804000(+0.0%)

Value:

$54.3B(-33.5%)

Fortrea Holdings Inc.

FTRE|34965K107

5268000(-29.6%)

Value:

$39.8B(-71.5%)

GREEN DOT CORP

GDOT|39304D102

4604381(+0.0%)

Value:

$38.9B(-20.7%)

Instrument	Shares		Other Manager	Value
Qorvo, Inc.(QRVOcusip74736K101)	8.3M	QoQ NEW(+8.3M) YoY NEW(+8.3M)	All Managers (Combined)	$598.8M	QoQ NEW(+$598.8M) YoY NEW(+$598.8M)
Kenvue Inc.(KVUEcusip49177J102)	22.1M	QoQ +0.63% (+140.0K) YoY NEW(+22.1M)	All Managers (Combined)	$528.9M	QoQ +13.03% (+$61.0M) YoY NEW(+$528.9M)
Autodesk, Inc.(ADSKcusip052769106)	2.0M	QoQ +92.67% (+962.0K) YoY NEW(+2.0M)	All Managers (Combined)	$523.6M	QoQ +70.66% (+$216.8M) YoY NEW(+$523.6M)
Gen Digital Inc.(GENcusip668771108)	17.5M	QoQ 0.00% (-0) YoY -5.86% (-1.1M)	All Managers (Combined)	$464.9M	QoQ -3.06% (-$14.7M) YoY +11.52% (-$48.1M)
Match Group, Inc.(MTCHcusip57667L107)	14.1M	QoQ -3.89% (-571.1K) YoY NEW(+14.1M)	All Managers (Combined)	$439.5M	QoQ -8.33% (-$39.9M) YoY NEW(+$439.5M)
Becton Dickinson & Co(BDXcusip075887109)	1.7M	QoQ NEW(+1.7M) YoY NEW(+1.7M)	All Managers (Combined)	$400.6M	QoQ NEW(+$400.6M) YoY NEW(+$400.6M)
Algonquin Power & Utilities Corp.(AQNcusip015857105)	66.4M	QoQ +1.71% (+1.1M) YoY +6.90% (-4.3M)	All Managers (Combined)	$341.5M	QoQ +17.48% (+$50.8M) YoY -13.05% (-$51.3M)
Healthcare Realty Trust Inc(HRcusip42226K105)	20.1M	QoQ -0.55% (-111.5K) YoY NEW(+20.1M)	All Managers (Combined)	$339.2M	QoQ -0.84% (-$2.9M) YoY NEW(+$339.2M)
Alight, Inc. / Delaware(ALITcusip01626W101)	47.9M	QoQ +1.47% (-696.0K) YoY +20.39% (-8.1M)	All Managers (Combined)	$284.2M	QoQ -13.04% (-$42.6M) YoY -27.52% (-$107.9M)
News Corp(NWScusip65249B208)	7.8M	QoQ -7.86% (-667.2K) YoY -10.50% (-917.2K)	All Managers (Combined)	$237.3M	QoQ -8.04% (-$20.8M) YoY +0.44% (-$1.0M)
Salesforce, Inc.(CRMcusip79466L302)	849.7K	QoQ +51.92% (+290.4K) YoY -29.68% (-358.8K)	All Managers (Combined)	$228.0M	QoQ +21.94% (+$41.0M) YoY -37.35% (-$135.9M)
(IJHcusip464287507)	3.6M	QoQ -10.09% (-400.4K) YoY NEW(+3.6M)	All Managers (Combined)	$208.0M	QoQ -15.81% (-$39.1M) YoY NEW(+$208.0M)
News Corp(NWSAcusip65249B109)	7.2M	QoQ 0.00% (-0) YoY +20.88% (+1.2M)	All Managers (Combined)	$196.0M	QoQ -1.16% (-$2.3M) YoY +25.69% (+$40.1M)
Pfizer Inc(PFEcusip717081103)	7.7M	QoQ -49.69% (-7.6M) YoY NEW(+7.7M)	All Managers (Combined)	$195.9M	QoQ -51.95% (-$211.8M) YoY NEW(+$195.9M)
Acacia Research Corp(ACTGcusip003881307)	61.1M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$195.6M	QoQ -26.26% (-$69.7M) YoY -39.96% (-$130.2M)
Riot Platforms, Inc.(RIOTcusip767292105)	12.7M	QoQ -0.03% (-4.0K) YoY NEW(+12.7M)	All Managers (Combined)	$90.4M	QoQ -30.28% (-$39.3M) YoY NEW(+$90.4M)
Bloomin' Brands, Inc.(BLMNcusip094235108)	8.4M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$60.5M	QoQ -41.27% (-$42.5M) YoY -75.00% (-$181.6M)
Rogers Corp(ROGcusip775133101)	804.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$54.3M	QoQ -33.54% (-$27.4M) YoY -43.10% (-$41.1M)
Fortrea Holdings Inc.(FTREcusip34965K107)	5.3M	QoQ -29.55% (-2.2M) YoY -0.64% (-34.0K)	All Managers (Combined)	$39.8M	QoQ -71.48% (-$99.7M) YoY -81.31% (-$173.0M)
Green Dot Corp(GDOTcusip39304D102)	4.6M	QoQ 0.00% (-0) YoY -8.24% (-414.0K)	All Managers (Combined)	$38.9M	QoQ -20.67% (-$10.1M) YoY -17.00% (-$8.0M)