13F HOLDINGS REPORT
Starboard Value LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000921895-26-000450
Total Value
$5.28B
Positions
22
Other Managers
5
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QORVO INC | QRVO | 7,510,871 | $634.7M | 12.02% |
| 2 | KENVUE INC | KVUE | 27,307,632 | $471.1M | 8.92% |
| 3 | ALGONQUIN PWR UTILS CORP | 015857105 | 63,489,420 | $390.5M | 7.40% |
| 4 | BILL HOLDINGS INC | BILL | 7,024,848 | $383.1M | 7.26% |
| 5 | MATCH GROUP INC NEW | MTCH | 11,395,379 | $368.0M | 6.97% |
| 6 | ISHARES TR | 464287507 | 5,250,656 | $346.5M | 6.56% |
| 7 | AUTODESK INC | ADSK | 1,001,733 | $296.5M | 5.62% |
| 8 | GEN DIGITAL INC | GENVR | 10,585,592 | $287.8M | 5.45% |
| 9 | SALESFORCE INC | CRM | 940,325 | $249.1M | 4.72% |
| 10 | CLEARWATER ANALYTICS HLDGS I | CWAN | 9,959,031 | $240.2M | 4.55% |
| 11 | ACACIA RESH CORP | 003881307 | 61,123,595 | $228.6M | 4.33% |
| 12 | HEALTHCARE RLTY TR | 42226K105 | 12,600,000 | $213.6M | 4.05% |
| 13 | FLUOR CORP NEW | FLR | 5,191,327 | $205.7M | 3.90% |
| 14 | BECTON DICKINSON & CO | BDX | 929,917 | $180.5M | 3.42% |
| 15 | RIOT PLATFORMS INC | RIOT | 12,744,576 | $161.5M | 3.06% |
| 16 | NEWS CORP NEW | NWSLL | 5,895,487 | $154.0M | 2.92% |
| 17 | TRIPADVISOR INC | TRIP | 9,644,996 | $140.4M | 2.66% |
| 18 | NEWS CORP NEW | NWSLL | 4,439,081 | $131.5M | 2.49% |
| 19 | ROGERS CORP | ROG | 1,203,457 | $110.2M | 2.09% |
| 20 | BLOOMIN BRANDS INC | BLMN | 7,980,992 | $49.2M | 0.93% |
| 21 | ISHARES TR | 464287655 | 137,000 | $33.7M | 0.64% |
| 22 | BITCOIN INFRASTRUCTURE ACQUI | BIXIW | 300,000 | $3.0M | 0.06% |