SVStarboard Value LP
Institutional investor · Portfolio as of Q3 2025
Top Holdings20 positions
QORVO INC | 7.5M | $684.1M | 12.9% | — | — | 3 qtrssince 2025-Q1 | Decreased 0 |
AUTODESK INC | 1.3M | $417.1M | 7.8% | $268.90 | +18.14% | 5 qtrssince 2024-Q3 | Decreased 0 |
MATCH GROUP INC NEW | 11.1M | $391M | 7.4% | $34.08 | +0.79% | 5 qtrssince 2024-Q3 | Decreased 0 |
BILL HOLDINGS INC | 7M | $372.1M | 7.0% | $52.97 | 0.00% | 1 qtr | New 99 |
GEN DIGITAL INC | 12.2M | $345.5M | 6.5% | $15.75 | +76.77% | 24 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 5.3M | $342.7M | 6.4% | $60.98 | +5.65% | 4 qtrssince 2024-Q4 | Unchanged 0 |
ALGONQUIN POWER & UTILITIES | 63.5M | $340.9M | 6.4% | $6.11 | -15.14% | 10 qtrssince 2023-Q2 | Unchanged 0 |
KENVUE INC | 20.9M | $339.7M | 6.4% | $19.59 | -21.88% | 4 qtrssince 2024-Q4 | Unchanged 0 |
SALESFORCE INC | 1.2M | $294.4M | 5.5% | $221.69 | +6.01% | 12 qtrssince 2022-Q4 | Decreased 0 |
HEALTHCARE RLTY TR | 14.5M | $261.3M | 4.9% | $15.28 | +12.18% | 4 qtrssince 2024-Q4 | Decreased 0 |
BECTON DICKINSON & CO | 1.2M | $226.1M | 4.3% | $159.63 | -10.07% | 3 qtrssince 2025-Q1 | Decreased 0 |
NEWS CORP NEW | 6M | $207.9M | 3.9% | $25.20 | +36.18% | 8 qtrssince 2023-Q4 | Decreased 0 |
ACACIA RESEARCH CORP | 61.1M | $198.7M | 3.7% | $3.75 | -13.27% | 12 qtrssince 2022-Q4 | Unchanged 0 |
NEWS CORP NEW | 6.4M | $196M | 3.7% | $25.54 | +19.35% | 8 qtrssince 2023-Q4 | Decreased 0 |
RIOT PLATFORMS INC | 8.8M | $167.8M | 3.2% | $14.35 | +32.59% | 4 qtrssince 2024-Q4 | Increased 90 |
TRIPADVISOR INC | 9.5M | $154.6M | 2.9% | $13.39 | +21.42% | 2 qtrssince 2025-Q2 | Increased 61 |
ALIGHT INC | 45.9M | $149.5M | 2.8% | $179.11 | -78.23% | 7 qtrssince 2024-Q1 | Unchanged 0 |
ROGERS CORP | 1.7M | $134.9M | 2.5% | $110.23 | -27.01% | 11 qtrssince 2023-Q1 | Increased 84 |
BLOOMIN' BRANDS INC | 8M | $57.2M | 1.1% | $21.93 | -67.31% | 9 qtrssince 2023-Q3 | Unchanged 0 |
ISHARES TR | 137,000 | $33.1M | 0.6% | $213.02 | +12.45% | 2 qtrssince 2025-Q2 | Decreased 0 |
Starboard Value LP manages $5.3B across 20 positions as of Q3 2025. Top holdings: QRVO (12.9%), ADSK (7.8%), MTCH (7.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Added 1 new position, exited 5, increased 3, trimmed 10. Top move: BILL (NEW, conviction 99). Portfolio: $5.3B 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR