← Starboard Value LP
Positions
22
Total value
$5.53B
Top 10 concentration
71.0%
New positions
5
Exited positions· 3 vs. Q3 2024
Holdings · 22
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | GODADDY INC GDDY · 380237107 | CL A | $558.58M | 10.10% | 2,830,100 | -9.7% |
| 2 | GEN DIGITAL INC GEN · 668771108 | COM | $479.6M | 8.68% | 17,516,604 | — |
| 3 | MATCH GROUP INC NEW MTCH · 57667L107 | COM | $479.43M | 8.67% | 14,656,970 | +53.4% |
| 4 | KENVUE INC KVUE · 49177J102 | COM | $467.86M | 8.46% | 21,914,000 | New |
| 5 | PFIZER INC PFE · 717081103 | COM | $407.73M | 7.38% | 15,368,658 | New |
| 6 | HEALTHCARE RLTY TR HR · 42226K105 | CL A COM | $342.11M | 6.19% | 20,183,460 | New |
| 7 | ALIGHT INC ALIT · 01626W101 | COM CL A | $326.82M | 5.91% | 47,228,000 | +8.8% |
| 8 | AUTODESK INC ADSK · 052769106 | COM | $306.8M | 5.55% | 1,038,000 | -44.0% |
| 9 | ALGONQUIN PWR UTILS CORP AQN · 015857105 | COM | $290.66M | 5.26% | 65,316,000 | +5.1% |
| 10 | ACACIA RESH CORP ACTG · 003881307 | ACACIA TCH COM | $265.28M | 4.80% | 61,123,595 | — |
| 11 | NEWS CORP NEW NWS · 65249B208 | CL B | $258.11M | 4.67% | 8,482,000 | -2.9% |
| 12 | ISHARES TR IJH · 464287507 | CORE S&P MCP ETF | $247.08M | 4.47% | 3,965,268 | New |
| 13 | NEWS CORP NEW NWSA · 65249B109 | CL A | $198.33M | 3.59% | 7,201,393 | — |
| 14 | SALESFORCE INC CRM · 79466L302 | COM | $186.98M | 3.38% | 559,264 | -61.2% |
| 15 | WIX COM LTD WIX · M98068105 | SHS | $180.22M | 3.26% | 840,000 | -55.2% |
| 16 | FORTREA HLDGS INC FTRE · 34965K107 | COMMON STOCK | $139.46M | 2.52% | 7,478,000 | -11.0% |
| 17 | RIOT PLATFORMS INC RIOT · 767292105 | COM | $129.71M | 2.35% | 12,704,035 | New |
| 18 | BLOOMIN BRANDS INC BLMN · 094235108 | COM | $103.06M | 1.86% | 8,441,000 | — |
| 19 | ROGERS CORP ROG · 775133101 | COM | $81.69M | 1.48% | 804,000 | — |
| 20 | GREEN DOT CORP GDOT · 39304D102 | CL A | $48.99M | 0.89% | 4,604,381 | -8.2% |
| 21 | RB GLOBAL INC RBA · 74935Q107 | COM | $22.66M | 0.41% | 251,163 | — |
| 22 | WIX COM LTD WIX · 92940WAD1 | NOTE 8/1 | $7.25M | 0.13% | 7,500,000 | — |
Total filing value: $5.53B