Starboard Value LP
13F filer · CIK 1517137 · New York, NY
Summary
Starboard Value LP reported $4.52B across 22 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are IJH (15.1%), QRVO (11.6%), KVUE (11.5%). Versus 2026 Q1, leaving options aside, it opened 2 new positions, added to 2, trimmed 11 and sold out of 4.
Reported value$4.52B
Positions22incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions2
Added2
Trimmed11
Sold out4
Top 21 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 15.1%Value $684.57MPrice $72.37Shares 8.88M +52.26%Since Jun 30 -6.15%
Weight 11.6%Value $523.39MPrice $116.75Shares 5.61M -25.29%Since Jun 30 +25.17%
Weight 11.5%Value $521.85MPrice $17.91Shares 27.31MSince Jun 30 -6.28%
Weight 8.6%Value $389.34MPrice $57.53Shares 8.87MSince Jun 30 +31.02%
Weight 7.4%Value $335.13MPrice $5.05Shares 57.19MSince Jun 30 -13.82%
Weight 6.5%Value $295.84MPrice $40.13Shares 7.78M -31.77%Since Jun 30 +5.47%
Weight 6.3%Value $284.84MPrice $4.33Shares 61.12MSince Jun 30 -7.08%
Weight 6.1%Value $276.94MPrice $21.39Shares 10.11M -34.93%Since Jun 30 -21.88%
Weight 5.6%Value $254.05MPrice $41.92Shares 7.03M +0.01%Since Jun 30 +15.93%
Weight 5.5%Value $247.59MPrice $43.27Shares 5.73M -6.23%Since Jun 30 +0.21%
Weight 3.7%Value $169.59MPrice $59.23Shares 3.21M -48.29%Since Jun 30 +11.99%
Weight 2.4%Value $106.91MPrice $73.81Shares 1.44MSince Jun 30 -0.47%
Weight 1.8%Value $83.11MPrice $49.83Shares 1.59M -45.04%Since Jun 30 -4.89%
Weight 1.8%Value $79.68MPrice $11.77Shares 5.03MSince Jun 30 -25.74%
Weight 1.5%Value $69.88MPrice $8.40Shares 5.10M -52.70%Since Jun 30 -38.73%
Weight 1.5%Value $68.22MPrice $31.50Shares 2.43M -6.10%Since Jun 30 +12.26%
Weight 1.1%Value $50.66MPrice $28.52Shares 2.04M -63.60%Since Jun 30 +14.86%
Weight 0.9%Value $39.05MPrice $17.94Shares 1.94M -71.61%Since Jun 30 -11.06%
Weight 0.8%Value $38.21MPrice $8.06Shares 4.18M -47.61%Since Jun 30 -11.82%
Weight 0.1%Value $3.00MPrice $10.15Shares 300KSince Jun 30 +1.55%
Weight 0.0%Value $47.5KShares 150K
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 15.1% | $684.57M | -6.15% | +52.26% | Add | |
| 11.6% | $523.39M | +25.17% | -25.29% | Trim | |
| 11.5% | $521.85M | -6.28% | — | Hold | |
| 8.6% | $389.34M | +31.02% | — | New | |
| 7.4% | $335.13M | -13.82% | — | Hold | |
| 6.5% | $295.84M | +5.47% | -31.77% | Trim | |
| 6.3% | $284.84M | -7.08% | — | Hold | |
| 6.1% | $276.94M | -21.88% | -34.93% | Trim | |
| 5.6% | $254.05M | +15.93% | +0.01% | Add | |
| 5.5% | $247.59M | +0.21% | -6.23% | Trim | |
| 3.7% | $169.59M | +11.99% | -48.29% | Trim | |
| 2.4% | $106.91M | -0.47% | — | New | |
| 1.8% | $83.11M | -4.89% | -45.04% | Trim | |
| 1.8% | $79.68M | -25.74% | — | Hold | |
| 1.5% | $69.88M | -38.73% | -52.70% | Trim | |
| 1.5% | $68.22M | +12.26% | -6.10% | Trim | |
| 1.1% | $50.66M | +14.86% | -63.60% | Trim | |
| 0.9% | $39.05M | -11.06% | -71.61% | Trim | |
| 0.8% | $38.21M | -11.82% | -47.61% | Trim | |
| 0.1% | $3.00M | +1.55% | — | Hold | |
| 0.0% | $47.5K | — | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.