SVStarboard Value LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings22 positions
GODADDY INC | 2.8M | $558.6M | 10.1% | $82.57 | +118.15% | 13 qtrssince 2021-Q4 | Decreased 0 |
GEN DIGITAL INC | 17.5M | $479.6M | 8.7% | $15.75 | +68.31% | 21 qtrssince 2019-Q4 | Unchanged 0 |
MATCH GROUP INC NEW | 14.7M | $479.4M | 8.7% | $34.45 | -9.28% | 2 qtrssince 2024-Q3 | Increased 86 |
KENVUE INC | 21.9M | $467.9M | 8.5% | $19.57 | 0.00% | 1 qtr | New 98 |
PFIZER INC | 15.4M | $407.7M | 7.4% | $23.53 | 0.00% | 1 qtr | New 97 |
HEALTHCARE RLTY TR | 20.2M | $342.1M | 6.2% | $15.28 | 0.00% | 1 qtr | New 97 |
<![CDATA[ALIGHT INC - CLASS A]]> | 47.2M | $326.8M | 5.9% | $180.06 | -26.23% | 4 qtrssince 2024-Q1 | Increased 67 |
AUTODESK INC | 1M | $306.8M | 5.5% | $275.48 | +7.29% | 2 qtrssince 2024-Q3 | Decreased 0 |
ALGONQUIN POWER & UTILITIES | 65.3M | $290.7M | 5.3% | $6.13 | -31.58% | 7 qtrssince 2023-Q2 | Increased 64 |
ACACIA RESEARCH CORP | 61.1M | $265.3M | 4.8% | $3.75 | +15.82% | 9 qtrssince 2022-Q4 | Unchanged 0 |
NEWS CORP NEW | 8.5M | $258.1M | 4.7% | $25.20 | +19.18% | 5 qtrssince 2023-Q4 | Decreased 0 |
ISHARES TR | 4M | $247.1M | 4.5% | $60.96 | 0.00% | 1 qtr | New 86 |
NEWS CORP NEW | 7.2M | $198.3M | 3.6% | $25.54 | +6.27% | 5 qtrssince 2023-Q4 | Unchanged 0 |
SALESFORCE INC | 559,264 | $187M | 3.4% | $164.59 | +100.44% | 9 qtrssince 2022-Q4 | Decreased 0 |
WIX COM LTD | 840,000 | $180.2M | 3.3% | — | — | 10 qtrssince 2022-Q3 | Decreased 0 |
FORTREA HLDGS INC | 7.5M | $139.5M | 2.5% | $30.48 | -38.81% | 5 qtrssince 2023-Q4 | Decreased 0 |
RIOT PLATFORMS INC | 12.7M | $129.7M | 2.3% | $10.21 | 0.00% | 1 qtr | New 79 |
BLOOMIN BRANDS INC | 8.4M | $103.1M | 1.9% | $21.93 | -47.32% | 6 qtrssince 2023-Q3 | Unchanged 0 |
ROGERS CORP | 804,000 | $81.7M | 1.5% | $143.95 | -29.41% | 8 qtrssince 2023-Q1 | Unchanged 0 |
GREEN DOT CORP | 4.6M | $49M | 0.9% | $28.80 | -63.06% | 20 qtrssince 2020-Q1 | Decreased 0 |
Starboard Value LP manages $5.5B across 22 positions as of Q4 2024. Top holdings: GDDY (10.1%), GEN (8.7%), MTCH (8.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Added 5 new positions, exited 2, increased 3, trimmed 7. Top move: KVUE (NEW, conviction 98). Portfolio: $5.5B across 22 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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