Filed: 11/14/2025ACC: 0000921895-25-003099
📋 What this filing means
STARBOARD VALUE LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $5.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$5.31B
Total AUM (reported)
293.21M
Total Shares
Allocation by class
COM$3.93B73.9%
CORE S&P MCP ETF$342.66M6.4%
CL A COM$261.26M4.9%
CL B$207.89M3.9%
ACACIA TCH COM$198.65M3.7%
CL A$195.98M3.7%
COM CL A$149.52M2.8%
Portfolio Concentration
Top 3$1.49B28.1%
4–10$2.30B43.2%
11–25$1.53B28.7%
Top 3 weight
28.1%
Top 10 weight
71.3%
Voting Authority Distribution
Total shares with voting rights: 293.21M
Sole
Full voting authority
293.21M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other20
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
QORVO INC
DFNDShares7.51M
TypeSH
Market value$684.09M
12.87%
Sole
7.51M
Shared
0.00
None
0.00
AUTODESK INC
DFNDShares1.31M
TypeSH
Market value$417.10M
7.85%
Sole
1.31M
Shared
0.00
None
0.00
MATCH GROUP INC NEW
DFNDShares11.07M
TypeSH
Market value$391.01M
7.36%
Sole
11.07M
Shared
0.00
None
0.00
BILL HOLDINGS INC
DFNDShares7.02M
TypeSH
Market value$372.11M
7.00%
Sole
7.02M
Shared
0.00
None
0.00
GEN DIGITAL INC
DFNDShares12.17M
TypeSH
Market value$345.53M
6.50%
Sole
12.17M
Shared
0.00
None
0.00
ISHARES TR
DFNDShares5.25M
TypeSH
Market value$342.66M
6.45%
Sole
5.25M
Shared
0.00
None
0.00
ALGONQUIN PWR UTILS CORP
DFNDShares63.49M
TypeSH
Market value$340.94M
6.42%
Sole
63.49M
Shared
0.00
None
0.00
KENVUE INC
DFNDShares20.93M
TypeSH
Market value$339.69M
6.39%
Sole
20.93M
Shared
0.00
None
0.00
SALESFORCE INC
DFNDShares1.24M
TypeSH
Market value$294.39M
5.54%
Sole
1.24M
Shared
0.00
None
0.00
HEALTHCARE RLTY TR
DFNDShares14.49M
TypeSH
Market value$261.26M
4.92%
Sole
14.49M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
DFNDShares1.21M
TypeSH
Market value$226.10M
4.25%
Sole
1.21M
Shared
0.00
None
0.00
NEWS CORP NEW
DFNDShares6.02M
TypeSH
Market value$207.89M
3.91%
Sole
6.02M
Shared
0.00
None
0.00
ACACIA RESH CORP
DFNDShares61.12M
TypeSH
Market value$198.65M
3.74%
Sole
61.12M
Shared
0.00
None
0.00
NEWS CORP NEW
DFNDShares6.38M
TypeSH
Market value$195.98M
3.69%
Sole
6.38M
Shared
0.00
None
0.00
RIOT PLATFORMS INC
DFNDShares8.82M
TypeSH
Market value$167.81M
3.16%
Sole
8.82M
Shared
0.00
None
0.00
TRIPADVISOR INC
DFNDShares9.51M
TypeSH
Market value$154.64M
2.91%
Sole
9.51M
Shared
0.00
None
0.00
ALIGHT INC
DFNDShares45.87M
TypeSH
Market value$149.52M
2.81%
Sole
45.87M
Shared
0.00
None
0.00
ROGERS CORP
DFNDShares1.68M
TypeSH
Market value$134.89M
2.54%
Sole
1.68M
Shared
0.00
None
0.00
BLOOMIN BRANDS INC
DFNDShares7.98M
TypeSH
Market value$57.22M
1.08%
Sole
7.98M
Shared
0.00
None
0.00
ISHARES TR
DFNDShares137K
TypeSH
Market value$33.15M
0.62%
Sole
137K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
QORVO INCDFND | COM | 7.51M | SH | $684.09M 12.87% | 7.51M | 0.00 | 0.00 |
AUTODESK INCDFND | COM | 1.31M | SH | $417.10M 7.85% | 1.31M | 0.00 | 0.00 |
MATCH GROUP INC NEWDFND | COM | 11.07M | SH | $391.01M 7.36% | 11.07M | 0.00 | 0.00 |
BILL HOLDINGS INCDFND | COM | 7.02M | SH | $372.11M 7.00% | 7.02M | 0.00 | 0.00 |
GEN DIGITAL INCDFND | COM | 12.17M | SH | $345.53M 6.50% | 12.17M | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P MCP ETF | 5.25M | SH | $342.66M 6.45% | 5.25M | 0.00 | 0.00 |
ALGONQUIN PWR UTILS CORPDFND | COM | 63.49M | SH | $340.94M 6.42% | 63.49M | 0.00 | 0.00 |
KENVUE INCDFND | COM | 20.93M | SH | $339.69M 6.39% | 20.93M | 0.00 | 0.00 |
SALESFORCE INCDFND | COM | 1.24M | SH | $294.39M 5.54% | 1.24M | 0.00 | 0.00 |
HEALTHCARE RLTY TRDFND | CL A COM | 14.49M | SH | $261.26M 4.92% | 14.49M | 0.00 | 0.00 |
BECTON DICKINSON & CODFND | COM | 1.21M | SH | $226.10M 4.25% | 1.21M | 0.00 | 0.00 |
NEWS CORP NEWDFND | CL B | 6.02M | SH | $207.89M 3.91% | 6.02M | 0.00 | 0.00 |
ACACIA RESH CORPDFND | ACACIA TCH COM | 61.12M | SH | $198.65M 3.74% | 61.12M | 0.00 | 0.00 |
NEWS CORP NEWDFND | CL A | 6.38M | SH | $195.98M 3.69% | 6.38M | 0.00 | 0.00 |
RIOT PLATFORMS INCDFND | COM | 8.82M | SH | $167.81M 3.16% | 8.82M | 0.00 | 0.00 |
TRIPADVISOR INCDFND | COM | 9.51M | SH | $154.64M 2.91% | 9.51M | 0.00 | 0.00 |
ALIGHT INCDFND | COM CL A | 45.87M | SH | $149.52M 2.81% | 45.87M | 0.00 | 0.00 |
ROGERS CORPDFND | COM | 1.68M | SH | $134.89M 2.54% | 1.68M | 0.00 | 0.00 |
BLOOMIN BRANDS INCDFND | COM | 7.98M | SH | $57.22M 1.08% | 7.98M | 0.00 | 0.00 |
ISHARES TRDFND | RUSSELL 2000 ETF | 137K | SH | $33.15M 0.62% | 137K | 0.00 | 0.00 |