Starboard Value LP — 13F Holdings | Manifest

Starboard Value LP

13F Holdings · CIK 1517137 · filed 2026-08-14

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AI Summary

New Positions

2

9% of current holdings

Exited

6

23% of prior holdings

Increased

3

12% of prior holdings

Decreased

11

42% of prior holdings

Total holdings: 26 → 22

Show unchanged positions

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22 positions

					Shares				Value ($)

New	Long	DYNATRACE INC	268150109	COM NEW	—	8,866,692	+8,866,692	—	—	$389.3M	+$389.3M	—
New	Long	FLOWSERVE CORP	34354P105	COM	—	1,441,600	+1,441,600	—	—	$106.9M	+$106.9M	—
Exited	Long	BECTON DICKINSON & CO	075887109	COM	636,494	—	−636,494	−100.0%	$100.1M	—	−$100.1M	−100.0%
Exited	Long	CLEARWATER ANALYTICS HLDGS I	185123106	CL A	5,459,031	—	−5,459,031	−100.0%	$129.1M	—	−$129.1M	−100.0%
Exited	Long	GEN DIGITAL INC	668771108	COM	7,806,922	—	−7,806,922	−100.0%	$147.0M	—	−$147.0M	−100.0%
Exited	Put	ISHARES TR	464288513	IBOXX HI YD ETF	3,000,000	—	−3,000,000	−100.0%	$3.0M	—	−$3.0M	−100.0%
Exited	Put	ISHARES TR	464287655	RUSSELL 2000 ETF	683,100	—	−683,100	−100.0%	$2.7M	—	−$2.7M	−100.0%
Exited	Long	ROGERS CORP	775133101	COM	584,328	—	−584,328	−100.0%	$62.7M	—	−$62.7M	−100.0%
Increased	Long	BILL HOLDINGS INC	090043100	COM	7,024,848	7,025,748	+900	0.0%	$269.1M	$254.1M	−$15.0M	−5.6%
Increased	Long	ISHARES TR	464287507	CORE S&P MCP ETF	5,830,656	8,877,781	+3,047,125	+52.3%	$393.7M	$684.6M	+$290.8M	+73.9%
Increased	Put	RIOT PLATFORMS INC	767292105	COM	792,500	2,423,400	+1,630,900	+205.8%	$705.3K	$1.9M	+$1.2M	+172.0%
Decreased	Long	BLOOMIN BRANDS INC	094235108	COM	7,980,992	4,180,992	−3,800,000	−47.6%	$43.1M	$38.2M	−$4.9M	−11.3%
Decreased	Long	CARMAX INC	143130102	COM	6,201,362	3,206,438	−2,994,924	−48.3%	$257.9M	$169.6M	−$88.3M	−34.2%
Decreased	Long	FLUOR CORP	343412102	COM	2,886,327	1,586,327	−1,300,000	−45.0%	$134.6M	$83.1M	−$51.5M	−38.3%
Decreased	Long	HEALTHCARE RLTY TR	42226K105	CL A COM	6,821,267	1,936,267	−4,885,000	−71.6%	$115.9M	$39.1M	−$76.8M	−66.3%
Decreased	Long	LAMB WESTON HLDGS INC	513272104	COM	6,114,982	5,733,982	−381,000	−6.2%	$258.4M	$247.6M	−$10.8M	−4.2%
Decreased	Long	MATCH GROUP INC NEW	57667L107	COM	11,395,379	7,775,125	−3,620,254	−31.8%	$350.0M	$295.8M	−$54.1M	−15.5%
Decreased	Long	NEWS CORP NEW	65249B208	CL B	2,589,081	2,431,081	−158,000	−6.1%	$73.8M	$68.2M	−$5.6M	−7.6%
Decreased	Long	NEWS CORP NEW	65249B109	CL A	5,605,126	2,040,100	−3,565,026	−63.6%	$139.7M	$50.7M	−$89.1M	−63.7%
Decreased	Long	QORVO INC	74736K101	COM	7,510,871	5,611,526	−1,899,345	−25.3%	$581.3M	$523.4M	−$58.0M	−10.0%
Decreased	Long	RIOT PLATFORMS INC	767292105	COM	15,544,576	10,114,576	−5,430,000	−34.9%	$192.1M	$276.9M	+$84.8M	+44.1%
Decreased	Long	TRIPADVISOR INC	896945201	COM	10,774,996	5,096,996	−5,678,000	−52.7%	$114.9M	$69.9M	−$45.0M	−39.2%