Starboard Value LP — 13F-HR — 2026-06-30
U.S. SEC EDGAR · Published 14 Aug 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
PERSON / P060INVESTOR
Jeff Smith
Managing member, chief executive and chief investment officer of Starboard Value, as identified by the firm. These dated disclosures show institutional positions, not a complete personal portfolio.
Biography: Starboard Value
READ THIS FIRST ↗
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
A CLOSER LOOK / 30 Jun 2026Largest positions
Largest positions
in this source table.
Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.
See source & scope ↗ISHARES TR
15.13%
QORVO INC
11.57%
KENVUE INC
11.54%
DYNATRACE INC
8.61%
ALGONQUIN POWER & UTILITIES
Top 5 of 22 selected source-table records. 7.41%
Comparison unavailable.
Split adjustments and security identity require review before comparison.
01 / THE RECORDS22 MATCHING RECORDS
The disclosed positions.
2 record sources ↗| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 464287507ISHARES TR | 8,877,781shares | $684,565,693Reported market value$77.11 / reported unit (derived) | 15.13%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 74736K101QORVO INC | 5,611,526shares | $523,387,030Reported market value$93.27 / reported unit (derived) | 11.57%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 49177J102KENVUE INC | 27,307,632shares | $521,848,848Reported market value$19.11 / reported unit (derived) | 11.54%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 268150109DYNATRACE INC | 8,866,692shares | $389,336,446Reported market value$43.91 / reported unit (derived) | 8.61%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 015857105ALGONQUIN POWER & UTILITIES | 57,189,420shares | $335,130,001Reported market value$5.86 / reported unit (derived) | 7.41%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 57667L107MATCH GROUP INC NEW | 7,775,125shares | $295,843,506Reported market value$38.05 / reported unit (derived) | 6.54%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 003881307ACACIA RESH CORP | 61,123,595shares | $284,835,953Reported market value$4.66 / reported unit (derived) | 6.30%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 767292105RIOT PLATFORMS INC | 10,114,576shares | $276,937,091Reported market value$27.38 / reported unit (derived) | 6.12%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 090043100BILL HOLDINGS INC | 7,025,748shares | $254,051,048Reported market value$36.16 / reported unit (derived) | 5.62%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 513272104LAMB WESTON HLDGS INC | 5,733,982shares | $247,593,343Reported market value$43.18 / reported unit (derived) | 5.47%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 143130102CARMAX INC | 3,206,438shares | $169,588,506Reported market value$52.89 / reported unit (derived) | 3.75%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 34354P105FLOWSERVE CORP | 1,441,600shares | $106,909,056Reported market value$74.16 / reported unit (derived) | 2.36%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 343412102FLUOR CORP | 1,586,327shares | $83,107,672Reported market value$52.39 / reported unit (derived) | 1.84%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 20459V105GPGI INC | 5,027,028shares | $79,678,394Reported market value$15.85 / reported unit (derived) | 1.76%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 896945201TRIPADVISOR INC | 5,096,996shares | $69,879,815Reported market value$13.71 / reported unit (derived) | 1.54%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 65249B208NEWS CORP NEW | 2,431,081shares | $68,216,133Reported market value$28.06 / reported unit (derived) | 1.51%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 65249B109NEWS CORP NEW | 2,040,100shares | $50,655,683Reported market value$24.83 / reported unit (derived) | 1.12%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 42226K105HEALTHCARE RLTY TR | 1,936,267shares | $39,054,505Reported market value$20.17 / reported unit (derived) | 0.86%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 094235108BLOOMIN BRANDS INC | 4,180,992shares | $38,214,267Reported market value$9.14 / reported unit (derived) | 0.84%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G1143H101BITCOIN INFRASTRUCTURE ACQUI | 300,000shares | $2,998,500Reported market value$9.99 / reported unit (derived) | 0.07%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 767292105RIOT PLATFORMS INCPut · COM | 2,423,400underlying shares (put option) | $1,918,518Reported market value$0.79 / reported unit (derived) | 0.04%Share of this filing table | No comparable prior disclosure | Reported option positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| G1143H119BITCOIN INFRASTRUCTURE ACQUI | 149,999shares | $47,460Reported market value$0.32 / reported unit (derived) | 0.00%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institutionOther managers referenced: Starboard Value GP LLC; Starboard Principal Co LP; Starboard Principal Co GP LLC; Smith Jeffrey C; Feld Peter A. View original row attribution ↗30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
02 / THE REFERENCES
Go back to the evidence.
Details ↗Open in the source library ↗
Starboard Value LP — 13F-HR — 2026-03-31
U.S. SEC EDGAR · Published 15 May 2026 · Collected 20 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
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