Starboard Value LP — 13F Holdings & Portfolio
CIK 1517137 · latest 13F-HR filed 2026-08-14
Starboard Value LP manages $4.52B in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IJH (15.13%), QRVO (11.57%), KVUE (11.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 4; 4 existing positions rose in reported value and 11 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$4.52B
Long-equity book
Holdings
22
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+2 / −4 / ↑4 / ↓11
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 84.3%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Sep 11, 2026.
Assets Under Management
$8.15B
Discretionary
$8.15B
Employees
44
Accounts
19
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| FELD, PETER, ALEXANDER Control | PORTFOLIO MANAGER AND HEAD OF RESEARCH since Mar 2011 | Less than 5% | Individual |
| Gargiulo, Pat, John Control | CHIEF FINANCIAL OFFICER since Mar 2026 | Less than 5% | Individual |
| LEWIN, TATIANA Control | GENERAL COUNSEL since Aug 2026 | Less than 5% | Individual |
| MARTIN, LORELEI, B Control | CHIEF COMPLIANCE OFFICER since Mar 2024 | Less than 5% | Individual |
| SMITH, JEFFREY, CHAD Control | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER since Mar 2011 | Less than 5% | Individual |
| STARBOARD PRINCIPAL CO LP Control | LIMITED PARTNER since Mar 2011 | 75% or more | Domestic Entity |
| STARBOARD VALUE GP LLC Control | GENERAL PARTNER since Feb 2011 | Less than 5% | Domestic Entity |
| FELD, PETER, ALEXANDER Control Indirect owner via STARBOARD PRINCIPAL CO LP | LIMITED PARTNER since Mar 2011 | 25–50% | Individual |
| FELD, PETER, ALEXANDER Control Indirect owner via STARBOARD PRINCIPAL CO GP LLC | MEMBER since Mar 2011 | 50–75% | Individual |
| SMITH, JEFFREY, CHAD Control Indirect owner via STARBOARD PRINCIPAL CO LP | LIMITED PARTNER since Mar 2011 | 25–50% | Individual |
| SMITH, JEFFREY, CHAD Control Indirect owner via STARBOARD PRINCIPAL CO GP LLC | MEMBER since Mar 2011 | 50–75% | Individual |
| STARBOARD PRINCIPAL CO GP LLC Control Indirect owner via STARBOARD PRINCIPAL CO LP | GENERAL PARTNER since Feb 2011 | General partner, trustee or manager | Domestic Entity |
| STARBOARD PRINCIPAL CO LP Control Indirect owner via STARBOARD VALUE GP LLC | MEMBER since Mar 2011 | 75% or more | Domestic Entity |
Ownership & leadership changes · 10 filings with changes since Jan 24, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Sep 11, 2026 filing
- No longer listedCARA, LINDSEY, AMERY · GENERAL COUNSEL · Less than 5% · control person · listed since Feb 2024
- AddedLEWIN, TATIANA · GENERAL COUNSEL · Less than 5% · control person
Mar 6, 2026 filing
- No longer listedCOWEN INVESTMENT MANAGEMENT LLC · MEMBER · 75% or more · indirect via RAMIUS V&O HOLDINGS LLC · control person · listed since Mar 2011
- No longer listedMARLIN, KENNETH, ROD · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Mar 2011
- No longer listedRAMIUS V&O HOLDINGS LLC · LIMITED PARTNER · 10–25% · listed since Mar 2011
- No longer listedTORONTO-DOMINION BANK · MEMBER · 75% or more · indirect via COWEN INVESTMENT MANAGEMENT LLC · control person · listed since Mar 2023
- AddedGargiulo, Pat, John · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Mar 29, 2024 filing
- AddedMARTIN, LORELEI, B · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedCARA, LINDSEY, AMERY · title CHIEF COMPLIANCE OFFICER AND COUNSEL → GENERAL COUNSEL
Mar 31, 2023 filing
- No longer listedCOWEN INC. · MEMBER · 75% or more · indirect via COWEN INVESTMENT MANAGEMENT LLC · control person · listed since Nov 2009
- AddedTORONTO-DOMINION BANK · MEMBER · 75% or more · indirect via COWEN INVESTMENT MANAGEMENT LLC · control person
Mar 29, 2021 filing
- ChangedFELD, PETER, ALEXANDER · indirect via STARBOARD PRINCIPAL CO LP: ownership 50–75% → 25–50%
- ChangedSMITH, JEFFREY, CHAD · indirect via STARBOARD PRINCIPAL CO LP: ownership 50–75% → 25–50%
Feb 4, 2019 filing
- No longer listedMITCHELL, MARK, ROBERT · PORTFOLIO MANAGER AND HEAD OF RISK MANAGEMENT AND TRADING · Less than 5% · control person · listed since Mar 2011
- No longer listedMITCHELL, MARK, ROBERT · LIMITED PARTNER · 25–50% · indirect via STARBOARD PRINCIPAL CO LP · control person · listed since Mar 2011
- No longer listedMITCHELL, MARK, ROBERT · MEMBER · 25–50% · indirect via STARBOARD PRINCIPAL CO GP LLC · control person · listed since Mar 2011
- ChangedFELD, PETER, ALEXANDER · indirect via STARBOARD PRINCIPAL CO LP: ownership 25–50% → 50–75%
- ChangedFELD, PETER, ALEXANDER · indirect via STARBOARD PRINCIPAL CO GP LLC: ownership 25–50% → 50–75%
- ChangedSMITH, JEFFREY, CHAD · indirect via STARBOARD PRINCIPAL CO LP: ownership 25–50% → 50–75%
- ChangedSMITH, JEFFREY, CHAD · indirect via STARBOARD PRINCIPAL CO GP LLC: ownership 25–50% → 50–75%
- ChangedSTARBOARD PRINCIPAL CO LP · ownership 50–75% → 75% or more
- ChangedSTARBOARD PRINCIPAL CO LP · indirect via STARBOARD VALUE GP LLC: ownership 50–75% → 75% or more
Mar 29, 2018 filing
- No longer listedCOWEN GROUP, INC. · MEMBER · 75% or more · indirect via RAMIUS LLC · control person · listed since Nov 2009
- No longer listedLITTMAN, OWEN, S · OPERATING COMMITTEE MEMBER · Less than 5% · control person · listed since Feb 2016
- No longer listedRAMIUS V&O HOLDINGS LLC · MEMBER · 25–50% · indirect via STARBOARD VALUE GP LLC · control person · listed since Mar 2011
- No longer listedSOLOMON, JEFFREY, MARC · OPERATING COMMITTEE MEMBER · Less than 5% · control person · listed since Feb 2016
- AddedCOWEN INC. · MEMBER · 75% or more · indirect via COWEN INVESTMENT MANAGEMENT LLC · control person
- ChangedRAMIUS V&O HOLDINGS LLC · ownership 25–50% → 10–25%; no longer a control person
Mar 28, 2017 filing
- AddedCARA, LINDSEY, AMERY · CHIEF COMPLIANCE OFFICER AND COUNSEL · Less than 5% · control person
- ChangedMARLIN, KENNETH, ROD · title CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF FINANCIAL OFFICER
Mar 28, 2016 filing
- No longer listedBENWITT, MICHAEL, G · OPERATING COMMITTEE MEMBER · Less than 5% · control person · listed since Apr 2013
- No longer listedSTRAUSS, THOMAS, WOLFF · OPERATING COMMITTEE MEMBER · Less than 5% · control person · listed since Mar 2011
- AddedLITTMAN, OWEN, S · OPERATING COMMITTEE MEMBER · Less than 5% · control person
- AddedSOLOMON, JEFFREY, MARC · OPERATING COMMITTEE MEMBER · Less than 5% · control person
Apr 2, 2013 filing
- No longer listedSTARK, MORGAN, B · OPERATING COMMITTEE MEMBER · Less than 5% · control person · listed since Mar 2011
- AddedBENWITT, MICHAEL, G · OPERATING COMMITTEE MEMBER · Less than 5% · control person
Older changes (1 more filing)
Jan 24, 2012 filing (earliest on record)
- ListedCOWEN GROUP, INC. · MEMBER · 75% or more · indirect via RAMIUS LLC · control person
- ListedCOWEN INVESTMENT MANAGEMENT LLC · MEMBER · 75% or more · indirect via RAMIUS V&O HOLDINGS LLC · control person
- ListedFELD, PETER, ALEXANDER · PORTFOLIO MANAGER AND HEAD OF RESEARCH · Less than 5% · control person
- ListedFELD, PETER, ALEXANDER · LIMITED PARTNER · 25–50% · indirect via STARBOARD PRINCIPAL CO LP · control person
- ListedFELD, PETER, ALEXANDER · MEMBER · 25–50% · indirect via STARBOARD PRINCIPAL CO GP LLC · control person
- ListedMARLIN, KENNETH, ROD · CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedMITCHELL, MARK, ROBERT · PORTFOLIO MANAGER AND HEAD OF RISK MANAGEMENT AND TRADING · Less than 5% · control person
- ListedMITCHELL, MARK, ROBERT · LIMITED PARTNER · 25–50% · indirect via STARBOARD PRINCIPAL CO LP · control person
- ListedMITCHELL, MARK, ROBERT · MEMBER · 25–50% · indirect via STARBOARD PRINCIPAL CO GP LLC · control person
- ListedRAMIUS V&O HOLDINGS LLC · LIMITED PARTNER · 25–50% · control person
- ListedRAMIUS V&O HOLDINGS LLC · MEMBER · 25–50% · indirect via STARBOARD VALUE GP LLC · control person
- ListedSMITH, JEFFREY, CHAD · CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ListedSMITH, JEFFREY, CHAD · LIMITED PARTNER · 25–50% · indirect via STARBOARD PRINCIPAL CO LP · control person
- ListedSMITH, JEFFREY, CHAD · MEMBER · 25–50% · indirect via STARBOARD PRINCIPAL CO GP LLC · control person
- ListedSTARBOARD PRINCIPAL CO GP LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via STARBOARD PRINCIPAL CO LP · control person
- ListedSTARBOARD PRINCIPAL CO LP · LIMITED PARTNER · 50–75% · control person
- ListedSTARBOARD PRINCIPAL CO LP · MEMBER · 50–75% · indirect via STARBOARD VALUE GP LLC · control person
- ListedSTARBOARD VALUE GP LLC · GENERAL PARTNER · Less than 5% · control person
- ListedSTARK, MORGAN, B · OPERATING COMMITTEE MEMBER · Less than 5% · control person
- ListedSTRAUSS, THOMAS, WOLFF · OPERATING COMMITTEE MEMBER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ISHARES TR$290.8M +73.9%
- RIOT PLATFORMS INC$84.8M +44.1%
- KENVUE INC$51.1M +10.8%
- BITCOIN INFRASTRUCTURE ACQUI$2.9K +6.5%
Top Trims
- NEWS CORP NEW-$89.1M -63.7%
- CARMAX INC-$88.3M -34.2%
- HEALTHCARE RLTY TR-$76.8M -66.3%
- QORVO INC-$58.0M -10.0%
- MATCH GROUP INC NEW-$54.1M -15.5%
Exited Positions
- GEN DIGITAL INC$147.0M
- CLEARWATER ANALYTICS HLDGS I$129.1M
- BECTON DICKINSON & CO$100.1M
- ROGERS CORP$62.7M
Starboard Value LP Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IJH | 464287507 | $684.6M | 15.13% | 8,877,781 | SH |
| 2 | QORVO INC | QRVO | 74736K101 | $523.4M | 11.57% | 5,611,526 | SH |
| 3 | KENVUE INC | KVUE | 49177J102 | $521.8M | 11.54% | 27,307,632 | SH |
| 4 | DYNATRACE INC | DT | 268150109 | $389.3M | 8.61% | 8,866,692 | SH |
| 5 | ALGONQUIN POWER & UTILITIES | AQN | 015857105 | $335.1M | 7.41% | 57,189,420 | SH |
| 6 | MATCH GROUP INC NEW | MTCH | 57667L107 | $295.8M | 6.54% | 7,775,125 | SH |
| 7 | ACACIA RESH CORP | ACTG | 003881307 | $284.8M | 6.30% | 61,123,595 | SH |
| 8 | RIOT PLATFORMS INC | RIOT | 767292105 | $276.9M | 6.12% | 10,114,576 | SH |
| 9 | BILL HOLDINGS INC | BILL | 090043100 | $254.1M | 5.62% | 7,025,748 | SH |
| 10 | LAMB WESTON HLDGS INC | LW | 513272104 | $247.6M | 5.47% | 5,733,982 | SH |
| 11 | CARMAX INC | KMX | 143130102 | $169.6M | 3.75% | 3,206,438 | SH |
| 12 | FLOWSERVE CORP | FLS | 34354P105 | $106.9M | 2.36% | 1,441,600 | SH |
| 13 | FLUOR CORP | FLR | 343412102 | $83.1M | 1.84% | 1,586,327 | SH |
| 14 | GPGI INC | GPGI | 20459V105 | $79.7M | 1.76% | 5,027,028 | SH |
| 15 | TRIPADVISOR INC | TRIP | 896945201 | $69.9M | 1.54% | 5,096,996 | SH |
| 16 | NEWS CORP NEW | NWS | 65249B208 | $68.2M | 1.51% | 2,431,081 | SH |
| 17 | NEWS CORP NEW | NWSA | 65249B109 | $50.7M | 1.12% | 2,040,100 | SH |
| 18 | HEALTHCARE RLTY TR | HR | 42226K105 | $39.1M | 0.86% | 1,936,267 | SH |
| 19 | BLOOMIN BRANDS INC | BLMN | 094235108 | $38.2M | 0.84% | 4,180,992 | SH |
| 20 | BITCOIN INFRASTRUCTURE ACQUI | BIXI | G1143H101 | $3.0M | 0.07% | 300,000 | SH |
| 21 | RIOT PLATFORMS INC Put | RIOT | 767292105 | $1.9M | 0.04% | 2,423,400 | SH |
| 22 | BITCOIN INFRASTRUCTURE ACQUI | BIXIW | G1143H119 | $47.5K | 0.00% | 149,999 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $4.52B | 22 | 0000921895-26-002172 |
| 2026-03-31 | 2026-05-15 | $4.57B | 26 | 0000921895-26-001402 |
| 2025-12-31 | 2026-02-17 | $5.28B | 22 | 0000921895-26-000450 |
| 2025-09-30 | 2025-11-14 | $5.31B | 20 | 0000921895-25-003099 |
Filer Information
Address
777 THIRD AVENUE, 18TH FLOORNEW YORK, NY 10017
Phone
(212) 845-7977
Filing Manager
Starboard Value LP
New York, NY
Signatory
Lindsey Cara
Authorized Signatory