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Starboard Value LP

Activist
CIK 151713772 13F filings on recordNew York, NY~$8B

Jeff Smith's activist shop targeting underperforming small- and mid-cap companies. Known for detailed operational improvement plans.

Principal · Jeff SmithFounded · 2011
View backtest & performance →

Top current holdings · Q1 2026

All 26 positions →
#IssuerValue% PortShares
1
QRVO · 74736K101
$581.34M12.71%7,510,871
2
KVUE · 49177J102
$470.78M10.29%27,307,632
3
IJH · 464287507
$393.74M8.61%5,830,656
4
AQN · 015857105
$351.14M7.68%57,189,420
5
MTCH · 57667L107
$349.95M7.65%11,395,379
6
ACTG · 003881307
$294M6.43%61,123,595
7
BILL · 090043100
$269.05M5.88%7,024,848
8
LW · 513272104
$258.42M5.65%6,114,982
9
KMX · 143130102
$257.85M5.64%6,201,362
10
RIOT · 767292105
$192.13M4.20%15,544,576
Top 10 are 74.7% of the portfolio · filing total $4.57B

5%+ ownership filings

SC 13D / 13G · activist or passive 5%+ stakes

Filed whenever this investor crosses 5% ownership of a public company's voting equity. SC 13D = active (intent to influence management). SC 13G= passive. Amendments (…/A) follow each subsequent material change. These often precede 13F disclosure by weeks and are the canonical activism signal.

Showing 25 of 428 recent ownership filings. Browse all on EDGAR ↗

Quarterly filings

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