L3VLUP
ProSign in
← Starboard Value LP, latest filing

What Starboard Value LP changed, 2013 to 2026

53 quarterly 13F filings, from Q2 2013 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.

Reported book

$4.5bn

$1.4bn at Q2 2013

Positions

22

25 at Q2 2013

Top ten weight

84%

72% at Q2 2013

Typical quarterly turnover

about 12%

Estimated from share changes

Reported book by quarter
$0$4bn$8bnQ2 2013: $1.4bnQ3 2013: $1.2bnQ4 2013: $2.0bnQ1 2014: $1.8bn14Q2 2014: $2.6bnQ3 2014: $2.9bnQ4 2014: $4.4bnQ1 2015: $4.8bn15Q2 2015: $4.4bnQ3 2015: $4.5bnQ4 2015: $3.7bnQ1 2016: $2.8bn16Q2 2016: $2.8bnQ3 2016: $3.7bnQ4 2016: $3.4bnQ1 2017: $3.3bn17Q2 2017: $3.4bnQ3 2017: $3.7bnQ4 2017: $4.1bnQ1 2018: $4.6bn18Q2 2018: $4.0bnQ3 2018: $3.9bnQ4 2018: $3.2bnQ1 2019: $4.1bn19Q2 2019: $3.3bnQ3 2019: $3.0bnQ4 2019: $3.5bnQ1 2020: $2.5bn20Q2 2020: $2.8bnQ3 2020: $3.4bnQ4 2020: $3.9bnQ1 2021: $4.7bn21Q2 2021: $5.1bnQ3 2021: $5.5bnQ4 2021: $7.2bnQ1 2022: $7.5bn22Q2 2022: $5.5bnQ3 2022: $4.5bnQ4 2022: $5.2bnQ1 2023: $5.0bn23Q2 2023: $4.6bnQ3 2023: $3.9bnQ4 2023: $4.8bnQ1 2024: $4.8bn24Q2 2024: $4.3bnQ3 2024: $4.7bnQ4 2024: $5.5bnQ1 2025: $5.5bn25Q2 2025: $5.8bnQ3 2025: $5.3bnQ4 2025: $5.3bnQ1 2026: $4.6bn26Q2 2026: $4.5bn
  • Q2 2013: $1.4bn
  • Q3 2013: $1.2bn
  • Q4 2013: $2.0bn
  • Q1 2014: $1.8bn
  • Q2 2014: $2.6bn
  • Q3 2014: $2.9bn
  • Q4 2014: $4.4bn
  • Q1 2015: $4.8bn
  • Q2 2015: $4.4bn
  • Q3 2015: $4.5bn
  • Q4 2015: $3.7bn
  • Q1 2016: $2.8bn
  • Q2 2016: $2.8bn
  • Q3 2016: $3.7bn
  • Q4 2016: $3.4bn
  • Q1 2017: $3.3bn
  • Q2 2017: $3.4bn
  • Q3 2017: $3.7bn
  • Q4 2017: $4.1bn
  • Q1 2018: $4.6bn
  • Q2 2018: $4.0bn
  • Q3 2018: $3.9bn
  • Q4 2018: $3.2bn
  • Q1 2019: $4.1bn
  • Q2 2019: $3.3bn
  • Q3 2019: $3.0bn
  • Q4 2019: $3.5bn
  • Q1 2020: $2.5bn
  • Q2 2020: $2.8bn
  • Q3 2020: $3.4bn
  • Q4 2020: $3.9bn
  • Q1 2021: $4.7bn
  • Q2 2021: $5.1bn
  • Q3 2021: $5.5bn
  • Q4 2021: $7.2bn
  • Q1 2022: $7.5bn
  • Q2 2022: $5.5bn
  • Q3 2022: $4.5bn
  • Q4 2022: $5.2bn
  • Q1 2023: $5.0bn
  • Q2 2023: $4.6bn
  • Q3 2023: $3.9bn
  • Q4 2023: $4.8bn
  • Q1 2024: $4.8bn
  • Q2 2024: $4.3bn
  • Q3 2024: $4.7bn
  • Q4 2024: $5.5bn
  • Q1 2025: $5.5bn
  • Q2 2025: $5.8bn
  • Q3 2025: $5.3bn
  • Q4 2025: $5.3bn
  • Q1 2026: $4.6bn
  • Q2 2026: $4.5bn
Share of the book in the ten largest positions
0%47%94%Q2 2013: 72%Q3 2013: 76%Q4 2013: 80%Q1 2014: 78%14Q2 2014: 80%Q3 2014: 84%Q4 2014: 83%Q1 2015: 85%15Q2 2015: 81%Q3 2015: 87%Q4 2015: 86%Q1 2016: 91%16Q2 2016: 86%Q3 2016: 84%Q4 2016: 86%Q1 2017: 89%17Q2 2017: 90%Q3 2017: 86%Q4 2017: 87%Q1 2018: 93%18Q2 2018: 94%Q3 2018: 94%Q4 2018: 94%Q1 2019: 83%19Q2 2019: 91%Q3 2019: 94%Q4 2019: 94%Q1 2020: 86%20Q2 2020: 83%Q3 2020: 78%Q4 2020: 81%Q1 2021: 75%21Q2 2021: 70%Q3 2021: 65%Q4 2021: 64%Q1 2022: 60%22Q2 2022: 65%Q3 2022: 72%Q4 2022: 74%Q1 2023: 79%23Q2 2023: 82%Q3 2023: 87%Q4 2023: 81%Q1 2024: 79%24Q2 2024: 80%Q3 2024: 80%Q4 2024: 71%Q1 2025: 76%25Q2 2025: 73%Q3 2025: 71%Q4 2025: 69%Q1 2026: 75%26Q2 2026: 84%
  • Q2 2013: 72%
  • Q3 2013: 76%
  • Q4 2013: 80%
  • Q1 2014: 78%
  • Q2 2014: 80%
  • Q3 2014: 84%
  • Q4 2014: 83%
  • Q1 2015: 85%
  • Q2 2015: 81%
  • Q3 2015: 87%
  • Q4 2015: 86%
  • Q1 2016: 91%
  • Q2 2016: 86%
  • Q3 2016: 84%
  • Q4 2016: 86%
  • Q1 2017: 89%
  • Q2 2017: 90%
  • Q3 2017: 86%
  • Q4 2017: 87%
  • Q1 2018: 93%
  • Q2 2018: 94%
  • Q3 2018: 94%
  • Q4 2018: 94%
  • Q1 2019: 83%
  • Q2 2019: 91%
  • Q3 2019: 94%
  • Q4 2019: 94%
  • Q1 2020: 86%
  • Q2 2020: 83%
  • Q3 2020: 78%
  • Q4 2020: 81%
  • Q1 2021: 75%
  • Q2 2021: 70%
  • Q3 2021: 65%
  • Q4 2021: 64%
  • Q1 2022: 60%
  • Q2 2022: 65%
  • Q3 2022: 72%
  • Q4 2022: 74%
  • Q1 2023: 79%
  • Q2 2023: 82%
  • Q3 2023: 87%
  • Q4 2023: 81%
  • Q1 2024: 79%
  • Q2 2024: 80%
  • Q3 2024: 80%
  • Q4 2024: 71%
  • Q1 2025: 76%
  • Q2 2025: 73%
  • Q3 2025: 71%
  • Q4 2025: 69%
  • Q1 2026: 75%
  • Q2 2026: 84%

The positions that defined it

Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.

PositionValue over timeFirst listedLargestQ2 2026
iShares Core S&P Mid Cap ETF(IJH)Q4 2024$685mQ2 2026$685m
Qorvo Inc(QRVO)Q1 2025$684mQ3 2025$523m
Kenvue Inc(KVUE)Q4 2024$529mQ1 2025$522m
Dynatrace Inc(DT)Q2 2026$389mQ2 2026$389m
Algonquin PWR Utils Corp(AQN)Q2 2023$393mQ1 2024$335m
Match Group Inc New(MTCH)Q3 2024$479mQ4 2024$296m
Acacia Resh Corp(ACTG)Acacia TCH CommonQ4 2022$326mQ1 2024$285m
Riot Platforms Inc(RIOT)Q4 2024$277mQ2 2026$277m
Bill Holdings Inc(BILL)Q3 2025$383mQ4 2025$254m
Lamb Weston HLDGS Inc(LW)Q1 2026$258mQ1 2026$248m
Carmax Inc(KMX)Q1 2026$258mQ1 2026$170m
Flowserve Corp(FLS)Q2 2026$107mQ2 2026$107m
iShares Russell 2000 ETF(IWM)Q4 2013$1.4bnQ3 2015Soldlast listed Q1 2026
Symantec CorpQ3 2018$1.0bnQ3 2019Soldlast listed Q3 2019
Perrigo Co PLC(PRGO)Q3 2016$840mQ4 2017Soldlast listed Q3 2019
Darden Restaurants Inc(DRI)Q4 2013$827mQ2 2015Soldlast listed Q2 2016
Spdr S&P 500 Etf Trust(SPY)Q4 2019$822mQ4 2019Soldlast listed Q3 2020
Altaba IncQ2 2017$815mQ3 2017Soldlast listed Q1 2019
Godaddy Inc(GDDY)Class AQ4 2021$798mQ4 2023Soldlast listed Q4 2024
Marvell Technology Group LTDQ1 2016$724mQ4 2017Soldlast listed Q2 2019

Quarter by quarter

2026Q1Q2
2025Q1Q2Q3Q4
2024Q1Q2Q3Q4
2023Q1Q2Q3Q4
2022Q1Q2Q3Q4
2021Q1Q2Q3Q4
2020Q1Q2Q3Q4
2019Q1Q2Q3Q4
2018Q1Q2Q3Q4
2017Q1Q2Q3Q4
2016Q1Q2Q3Q4
2015Q1Q2Q3Q4
2014Q1Q2Q3Q4
2013Q2Q3Q4

Q1 2022: $7.5bn across 170 positions

Against Q4 2021: 91 new, 7 added to, 66 trimmed, 56 sold out, across all 170 positions.

Turnover about 17% of the book, estimated from share changes at quarter-end prices.

Largest additions

  • Godaddy Inc (GDDY)+$114m
  • Cyxtera Technologies Inc+$45m
  • Willis Towers Watson PLC LTD (WTW)+$6.8m
  • Artemis Strategic Invt Corp+$2.1m
  • Athena Consumer Acq Corp+$1.2m
  • Intelligent Medi Acqsitn Cor+$117k
  • Ehealth Inc (EHTH)+-$24m

Largest reductions

  • Aci Worldwide Inc (ACIW)-$115m
  • Cerner Corp-$107m
  • On Semiconductor Corp (ON)-$100m
  • Corteva Inc (CTVA)-$76m
  • Commvault Systems Inc (CVLT)-$41m
  • iShares Russell 2000 ETF (IWM)-$38m
  • Elanco Animal Health Inc (ELAN)-$38m
  • Merit Med Sys Inc (MMSI)-$23m

Opened

  • Humana Inc (HUM)$421m
  • Mercury Sys Inc (MRCY)$231m
  • Kohls Corp (KSS)$201m
  • Colfax Corp (ENOV)$163m
  • Liveperson Inc$156m
  • E Merge Tecnology Acquisiti$14m

Sold out

  • Magellan Health Incwas $225m
  • Colfax Corpwas $180m
  • Integrated Rail and Res Acqwas $11m
  • Burtech Acquisition Corpwas $7.5m
  • Mount Rainier Acquisition Cowas $7.4m
  • Digital Health Acquisition Cwas $7.2m
  • Bullpen Parlay Acquisition Cwas $7.0m
  • Bioplus Acquisition Corpwas $7.0m

Largest positions, Q1 2022

The largest 25 of 170 reported positions.

PositionValueWeightOn the quarter
Godaddy Inc (GDDY)$691m9.2%Added
Huntsman Corp (HUN)$620m8.2%Trimmed
Aecom (ACM)$545m7.2%Trimmed
Willis Towers Watson PLC LTD (WTW)$506m6.7%Added
Nortonlifelock Inc (GEN)$443m5.9%Held
Humana Inc (HUM)$421m5.6%New
On Semiconductor Corp (ON)$414m5.5%Trimmed
Corteva Inc (CTVA)$345m4.6%Trimmed
Papa Johns Intl Inc (PZZA)$291m3.9%Held
iShares Russell 2000 ETF (IWM)$270m3.6%Trimmed
Commvault Systems Inc (CVLT)$255m3.4%Trimmed
Cyxtera Technologies Inc$254m3.4%Added
Mercury Sys Inc (MRCY)$231m3.1%New
Cerner Corp$211m2.8%Trimmed
GCP Applied Technologies Inc$205m2.7%Held
Kohls Corp (KSS)$201m2.7%New
Aci Worldwide Inc (ACIW)$197m2.6%Trimmed
Elanco Animal Health Inc (ELAN)$180m2.4%Trimmed
Colfax Corp (ENOV)$163m2.2%New
Liveperson Inc$156m2.1%New
Green Dot Corp (GDOT)$145m1.9%Held
Mednax Inc (MD)$139m1.8%Held
Merit Med Sys Inc (MMSI)$58m0.8%Trimmed
Ehealth Inc (EHTH)$28m0.4%Added
E Merge Tecnology Acquisiti$14m0.2%New

The books most like this one

Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.

ManagerOverlapStocks in bothOverlap over time
Jana Partners5.5%1Compare
Greenlight Capital2.7%2Compare
Durable Capital Partners LP2.1%1Compare
Sachem Head Capital Management LP1.6%1Compare
Southeastern Asset Management Inc1.5%1Compare
Caxton Associates LLPat least 1.4%7Compare
D1 Capital Partners LP1.1%1Compare
Moore Capital Management LPat least 1.0%3Compare

“At least” where either manager has more positions than are read each quarter: a stock both hold below that range is not counted.

The filings behind it

Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.

QuarterFilerBookAmendedFiling
Q2 2026Starboard Value LP$4.5bn13F-HR
Q1 2026Starboard Value LP$4.6bn13F-HR
Q4 2025Starboard Value LP$5.3bn13F-HR
Q3 2025Starboard Value LP$5.3bn13F-HR
Q2 2025Starboard Value LP$5.8bn13F-HR
Q1 2025Starboard Value LP$5.5bn13F-HR
Q4 2024Starboard Value LP$5.5bn13F-HR
Q3 2024Starboard Value LP$4.7bn13F-HR
Q2 2024Starboard Value LP$4.3bn13F-HR
Q1 2024Starboard Value LP$4.8bn13F-HR
Q4 2023Starboard Value LP$4.8bn13F-HR
Q3 2023Starboard Value LP$3.9bn13F-HR
Q2 2023Starboard Value LP$4.6bn13F-HR
Q1 2023Starboard Value LP$5.0bn113F-HR
Q4 2022Starboard Value LP$5.2bn13F-HR
Q3 2022Starboard Value LP$4.5bn13F-HR
Q2 2022Starboard Value LP$5.5bn13F-HR
Q1 2022Starboard Value LP$7.5bn13F-HR
Q4 2021Starboard Value LP$7.2bn13F-HR
Q3 2021Starboard Value LP$5.5bn13F-HR
Q2 2021Starboard Value LP$5.1bn13F-HR
Q1 2021Starboard Value LP$4.7bn13F-HR
Q4 2020Starboard Value LP$3.9bn13F-HR
Q3 2020Starboard Value LP$3.4bn13F-HR
Q2 2020Starboard Value LP$2.8bn13F-HR
Q1 2020Starboard Value LP$2.5bn13F-HR
Q4 2019Starboard Value LP$3.5bn13F-HR
Q3 2019Starboard Value LP$3.0bn13F-HR
Q2 2019Starboard Value LP$3.3bn13F-HR
Q1 2019Starboard Value LP$4.1bn13F-HR
Q4 2018Starboard Value LP$3.2bn13F-HR
Q3 2018Starboard Value LP$3.9bn13F-HR
Q2 2018Starboard Value LP$4.0bn13F-HR
Q1 2018Starboard Value LP$4.6bn13F-HR
Q4 2017Starboard Value LP$4.1bn13F-HR
Q3 2017Starboard Value LP$3.7bn13F-HR
Q2 2017Starboard Value LP$3.4bn13F-HR
Q1 2017Starboard Value LP$3.3bn13F-HR
Q4 2016Starboard Value LP$3.4bn13F-HR
Q3 2016Starboard Value LP$3.7bn13F-HR
Q2 2016Starboard Value LP$2.8bn13F-HR
Q1 2016Starboard Value LP$2.8bn13F-HR
Q4 2015Starboard Value LP$3.7bn13F-HR
Q3 2015Starboard Value LP$4.5bn13F-HR
Q2 2015Starboard Value LP$4.4bn13F-HR
Q1 2015Starboard Value LP$4.8bn13F-HR
Q4 2014Starboard Value LP$4.4bn13F-HR
Q3 2014Starboard Value LP$2.9bn113F-HR
Q2 2014Starboard Value LP$2.6bn13F-HR
Q1 2014Starboard Value LP$1.8bn13F-HR
Q4 2013Starboard Value LP$2.0bn113F-HR
Q3 2013Starboard Value LP$1.2bn113F-HR
Q2 2013Starboard Value LP$1.4bn13F-HR

Reading this record

A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More