Starboard Value LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$5.3B
Holdings
22
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | QRVOQORVO INC | 7,510,871 | $634.7M | 12.02% | |
| 2 | KVUEKENVUE INC | 27,307,632 | $471.1M | 8.92% | |
| 3 | AQN.TOALGONQUIN PWR UTILS CORP | 63,489,420 | $390.5M | 7.40% | |
| 4 | BILLBILL HOLDINGS INC | 7,024,848 | $383.1M | 7.26% | |
| 5 | MTCHMATCH GROUP INC NEW | 11,395,379 | $368.0M | 6.97% | |
| 6 | IJHISHARES TR | 5,250,656 | $346.5M | 6.56% | |
| 7 | ADSKAUTODESK INC | 1,001,733 | $296.5M | 5.62% | |
| 8 | GENGEN DIGITAL INC | 10,585,592 | $287.8M | 5.45% | |
| 9 | CRMSALESFORCE INC | 940,325 | $249.1M | 4.72% | |
| 10 | CWANCLEARWATER ANALYTICS HLDGS I | 9,959,031 | $240.2M | 4.55% | |
| 11 | ACTGACACIA RESH CORP | 61,123,595 | $228.6M | 4.33% | |
| 12 | HRHEALTHCARE RLTY TR | 12,600,000 | $213.6M | 4.05% | |
| 13 | FLRFLUOR CORP NEW | 5,191,327 | $205.7M | 3.90% | |
| 14 | BDXBECTON DICKINSON & CO | 929,917 | $180.5M | 3.42% | |
| 15 | RIOTRIOT PLATFORMS INC | 12,744,576 | $161.5M | 3.06% | |
| 16 | NWSANEWS CORP NEW | 5,895,487 | $154.0M | 2.92% | |
| 17 | TRIPTRIPADVISOR INC | 9,644,996 | $140.4M | 2.66% | |
| 18 | NWSNEWS CORP NEW | 4,439,081 | $131.5M | 2.49% | |
| 19 | RG6ROGERS CORP | 1,203,457 | $110.2M | 2.09% | |
| 20 | BLMNBLOOMIN BRANDS INC | 7,980,992 | $49.2M | 0.93% | |
| 21 | IWMISHARES TR | 137,000 | $33.7M | 0.64% | |
| 22 | BIXIBITCOIN INFRASTRUCTURE ACQUI | 300,000 | $3.0M | 0.06% |