Starboard Value LP
Top Portfolio Positions
20 positions ·
$4,110,549,876 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QRVO |
Qorvo, Inc.
Technology
|
7,510,871 | $581,341,415 | 14.14% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
27,307,632 | $470,783,575 | 11.45% | |
| AQN |
Algonquin Power & Utilities Corp.
Utilities
|
57,189,420 | $351,143,038 | 8.54% | |
| MTCH |
Match Group, Inc.
Communication Services
|
11,395,379 | $349,952,089 | 8.51% | |
| ACTG |
Acacia Research Corp
Industrials
|
61,123,595 | $294,004,491 | 7.15% | |
| BILL |
BILL Holdings, Inc.
Technology
|
7,024,848 | $269,051,678 | 6.55% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
6,114,982 | $258,419,139 | 6.29% | |
| KMX |
Carmax Inc
Consumer Cyclical
|
6,201,362 | $257,852,631 | 6.27% | |
| RIOT |
Riot Platforms, Inc.
Financial Services
|
16,337,076 | $201,926,259 | 4.91% | |
| GEN |
Gen Digital Inc.
Technology
|
7,806,922 | $147,004,341 | 3.58% |
Portfolio Trend
24 quarters · across all stocks
Holdings in GEN
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $147,004,341 | 7,806,922 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $287,822,246 | 10,585,592 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $345,534,690 | 12,171,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $391,916,847 | 13,330,505 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $464,890,670 | 17,516,604 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $479,604,617 | 17,516,604 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $480,480,447 | 17,516,604 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $437,564,767 | 17,516,604 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $416,839,449 | 18,608,904 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $424,655,189 | 18,608,904 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $329,005,422 | 18,608,904 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $350,869,428 | 18,914,794 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $405,344,035 | 18,914,794 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $386,777,703 | 19,204,454 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $421,729,809 | 19,204,454 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $443,002,120 | 16,704,454 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $433,981,714 | 16,704,454 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $422,622,686 | 16,704,454 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $454,695,237 | 16,704,454 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $448,680,692 | 21,104,454 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $432,852,969 | 20,830,268 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $260,266,321 | 12,488,787 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $477,604,241 | 24,084,934 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $498,959,982 | 26,668,091 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||