SVStarboard Value LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings20 positions
AUTODESK INC | 1.9M | $510.2M | 10.8% | $275.48 | 0.00% | 1 qtr | New 100 |
GODADDY INC | 3.1M | $491.4M | 10.4% | $82.57 | +89.86% | 12 qtrssince 2021-Q4 | Decreased 0 |
GEN DIGITAL INC | 17.5M | $480.5M | 10.2% | $15.75 | +67.91% | 20 qtrssince 2019-Q4 | Unchanged 0 |
SALESFORCE INC | 1.4M | $394.6M | 8.4% | $164.59 | +63.91% | 8 qtrssince 2022-Q4 | Decreased 0 |
MATCH GROUP INC NEW | 9.6M | $361.6M | 7.7% | $36.15 | 0.00% | 1 qtr | New 99 |
ALGONQUIN POWER & UTILITIES | 62.1M | $338.7M | 7.2% | $6.23 | -18.73% | 6 qtrssince 2023-Q2 | Unchanged 0 |
ALIGHT INC | 43.4M | $321.1M | 6.8% | $184.23 | -23.28% | 3 qtrssince 2024-Q1 | Unchanged 0 |
WIX COM LTD | 1.9M | $313.8M | 6.7% | $78.83 | +113.50% | 9 qtrssince 2022-Q3 | Unchanged 0 |
ACACIA RESEARCH CORP | 61.1M | $284.8M | 6.1% | $3.75 | +24.35% | 8 qtrssince 2022-Q4 | Unchanged 0 |
NEWS CORP NEW | 8.7M | $244.1M | 5.2% | $25.20 | +9.47% | 4 qtrssince 2023-Q4 | Unchanged 0 |
ISHARES TR | 1.4M | $226M | 4.8% | $130.32 | +22.43% | 9 qtrssince 2022-Q3 | Increased 63 |
NEWS CORP NEW | 7.2M | $191.8M | 4.1% | $25.54 | +2.76% | 4 qtrssince 2023-Q4 | Unchanged 0 |
FORTREA HLDGS INC | 8.4M | $168M | 3.6% | $30.47 | -34.89% | 4 qtrssince 2023-Q4 | Increased 62 |
BLOOMIN' BRANDS INC | 8.4M | $139.5M | 3.0% | $21.93 | -29.99% | 5 qtrssince 2023-Q3 | Unchanged 0 |
ROGERS CORP | 804,000 | $90.9M | 1.9% | $143.95 | -21.50% | 7 qtrssince 2023-Q1 | Unchanged 0 |
HUMANA INC | 191,000 | $60.5M | 1.3% | $422.67 | -41.24% | 11 qtrssince 2022-Q1 | Decreased 0 |
GREEN DOT CORP | 5M | $58.8M | 1.2% | $28.80 | -59.35% | 19 qtrssince 2020-Q1 | Unchanged 0 |
RB GLOBAL INC | 251,163 | $20.2M | 0.4% | $57.90 | +36.85% | 6 qtrssince 2023-Q2 | Unchanged 0 |
| 7.5M | $7.2M | 0.2% | — | — | — | Unchanged 0 | |
HUMANA INC | 60,000 | $666,000 | 0.0% | — | — | — | New — |
Starboard Value LP manages $4.7B across 20 positions as of Q3 2024. Top holdings: ADSK (10.8%), GDDY (10.4%), GEN (10.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Added 2 new positions, exited 3, increased 2, trimmed 3. Top move: ADSK (NEW, conviction 100). Portfolio: $4.7B across 20 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR