Filed: 2/17/2026ACC: 0000921895-26-000450
📋 What this filing means
STARBOARD VALUE LP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $5.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$5.28B
Total AUM (reported)
266.66M
Total Shares
Allocation by class
COM$3.93B74.4%
CL A$394.20M7.5%
CORE S&P MCP ETF$346.54M6.6%
ACACIA TCH COM$228.60M4.3%
CL A COM$213.57M4.0%
CL B$131.53M2.5%
RUSSELL 2000 ETF$33.72M0.6%
Portfolio Concentration
Top 3$1.50B28.3%
4–10$2.17B41.1%
11–25$1.61B30.5%
Top 3 weight
28.3%
Top 10 weight
69.5%
Voting Authority Distribution
Total shares with voting rights: 266.66M
Sole
Full voting authority
266.66M
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
Other22
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
QORVO INC
DFNDShares7.51M
TypeSH
Market value$634.74M
12.02%
Sole
7.51M
Shared
0.00
None
0.00
KENVUE INC
DFNDShares27.31M
TypeSH
Market value$471.06M
8.92%
Sole
27.31M
Shared
0.00
None
0.00
ALGONQUIN PWR UTILS CORP
DFNDShares63.49M
TypeSH
Market value$390.46M
7.40%
Sole
63.49M
Shared
0.00
None
0.00
BILL HOLDINGS INC
DFNDShares7.02M
TypeSH
Market value$383.14M
7.26%
Sole
7.02M
Shared
0.00
None
0.00
MATCH GROUP INC NEW
DFNDShares11.40M
TypeSH
Market value$367.96M
6.97%
Sole
11.40M
Shared
0.00
None
0.00
ISHARES TR
DFNDShares5.25M
TypeSH
Market value$346.54M
6.56%
Sole
5.25M
Shared
0.00
None
0.00
AUTODESK INC
DFNDShares1M
TypeSH
Market value$296.52M
5.62%
Sole
1M
Shared
0.00
None
0.00
GEN DIGITAL INC
DFNDShares10.59M
TypeSH
Market value$287.82M
5.45%
Sole
10.59M
Shared
0.00
None
0.00
SALESFORCE INC
DFNDShares940.33K
TypeSH
Market value$249.10M
4.72%
Sole
940.33K
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
DFNDShares9.96M
TypeSH
Market value$240.21M
4.55%
Sole
9.96M
Shared
0.00
None
0.00
ACACIA RESH CORP
DFNDShares61.12M
TypeSH
Market value$228.60M
4.33%
Sole
61.12M
Shared
0.00
None
0.00
HEALTHCARE RLTY TR
DFNDShares12.60M
TypeSH
Market value$213.57M
4.05%
Sole
12.60M
Shared
0.00
None
0.00
FLUOR CORP NEW
DFNDShares5.19M
TypeSH
Market value$205.73M
3.90%
Sole
5.19M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
DFNDShares929.92K
TypeSH
Market value$180.47M
3.42%
Sole
929.92K
Shared
0.00
None
0.00
RIOT PLATFORMS INC
DFNDShares12.74M
TypeSH
Market value$161.47M
3.06%
Sole
12.74M
Shared
0.00
None
0.00
NEWS CORP NEW
DFNDShares5.90M
TypeSH
Market value$153.99M
2.92%
Sole
5.90M
Shared
0.00
None
0.00
TRIPADVISOR INC
DFNDShares9.64M
TypeSH
Market value$140.43M
2.66%
Sole
9.64M
Shared
0.00
None
0.00
NEWS CORP NEW
DFNDShares4.44M
TypeSH
Market value$131.53M
2.49%
Sole
4.44M
Shared
0.00
None
0.00
ROGERS CORP
DFNDShares1.20M
TypeSH
Market value$110.20M
2.09%
Sole
1.20M
Shared
0.00
None
0.00
BLOOMIN BRANDS INC
DFNDShares7.98M
TypeSH
Market value$49.24M
0.93%
Sole
7.98M
Shared
0.00
None
0.00
ISHARES TR
DFNDShares137K
TypeSH
Market value$33.72M
0.64%
Sole
137K
Shared
0.00
None
0.00
BITCOIN INFRASTRUCTURE ACQUI
DFNDShares300K
TypeSH
Market value$2.99M
0.06%
Sole
300K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
QORVO INCDFND | COM | 7.51M | SH | $634.74M 12.02% | 7.51M | 0.00 | 0.00 |
KENVUE INCDFND | COM | 27.31M | SH | $471.06M 8.92% | 27.31M | 0.00 | 0.00 |
ALGONQUIN PWR UTILS CORPDFND | COM | 63.49M | SH | $390.46M 7.40% | 63.49M | 0.00 | 0.00 |
BILL HOLDINGS INCDFND | COM | 7.02M | SH | $383.14M 7.26% | 7.02M | 0.00 | 0.00 |
MATCH GROUP INC NEWDFND | COM | 11.40M | SH | $367.96M 6.97% | 11.40M | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P MCP ETF | 5.25M | SH | $346.54M 6.56% | 5.25M | 0.00 | 0.00 |
AUTODESK INCDFND | COM | 1M | SH | $296.52M 5.62% | 1M | 0.00 | 0.00 |
GEN DIGITAL INCDFND | COM | 10.59M | SH | $287.82M 5.45% | 10.59M | 0.00 | 0.00 |
SALESFORCE INCDFND | COM | 940.33K | SH | $249.10M 4.72% | 940.33K | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS IDFND | CL A | 9.96M | SH | $240.21M 4.55% | 9.96M | 0.00 | 0.00 |
ACACIA RESH CORPDFND | ACACIA TCH COM | 61.12M | SH | $228.60M 4.33% | 61.12M | 0.00 | 0.00 |
HEALTHCARE RLTY TRDFND | CL A COM | 12.60M | SH | $213.57M 4.05% | 12.60M | 0.00 | 0.00 |
FLUOR CORP NEWDFND | COM | 5.19M | SH | $205.73M 3.90% | 5.19M | 0.00 | 0.00 |
BECTON DICKINSON & CODFND | COM | 929.92K | SH | $180.47M 3.42% | 929.92K | 0.00 | 0.00 |
RIOT PLATFORMS INCDFND | COM | 12.74M | SH | $161.47M 3.06% | 12.74M | 0.00 | 0.00 |
NEWS CORP NEWDFND | CL A | 5.90M | SH | $153.99M 2.92% | 5.90M | 0.00 | 0.00 |
TRIPADVISOR INCDFND | COM | 9.64M | SH | $140.43M 2.66% | 9.64M | 0.00 | 0.00 |
NEWS CORP NEWDFND | CL B | 4.44M | SH | $131.53M 2.49% | 4.44M | 0.00 | 0.00 |
ROGERS CORPDFND | COM | 1.20M | SH | $110.20M 2.09% | 1.20M | 0.00 | 0.00 |
BLOOMIN BRANDS INCDFND | COM | 7.98M | SH | $49.24M 0.93% | 7.98M | 0.00 | 0.00 |
ISHARES TRDFND | RUSSELL 2000 ETF | 137K | SH | $33.72M 0.64% | 137K | 0.00 | 0.00 |
BITCOIN INFRASTRUCTURE ACQUIDFND | USD CL A ORD SHS | 300K | SH | $2.99M 0.06% | 300K | 0.00 | 0.00 |