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Starboard Value Lp Top Holdings and 13F Report (2025)

About Starboard Value Lp

Investment Activity

  • Starboard Value Lp has $5.53 billion in total holdings as of December 31, 2024.
  • Starboard Value Lp owns shares of 22 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 32.60% of the portfolio was purchased this quarter.
  • About 20.52% of the portfolio was sold this quarter.
  • This quarter, Starboard Value Lp has purchased 19 new stocks and bought additional shares in 3 stocks.
  • Starboard Value Lp sold shares of 7 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

GoDaddy
$558,576,837
Genesis Healthcare
$479,604,618
Match Group
$479,429,489
Kenvue
$467,863,900
Pfizer
$407,730,497

Largest New Holdings this Quarter

Kenvue
$467,863,900 Holding
Pfizer
$407,730,497 Holding
Healthcare Realty Trust
$342,109,647 Holding
iShares Core S&P Mid-Cap ETF
$247,075,849 Holding
Riot Platforms
$129,708,197 Holding

Largest Purchases this Quarter

Kenvue
21,914,000 shares (about $467.86M)
Pfizer
15,368,658 shares (about $407.73M)
Healthcare Realty Trust
20,183,460 shares (about $342.11M)
iShares Core S&P Mid-Cap ETF
3,965,268 shares (about $247.08M)
Match Group
5,100,824 shares (about $166.85M)

Largest Sales this Quarter

Salesforce
882,584 shares (about $295.07M)
Autodesk
814,000 shares (about $240.59M)
Wix.com
1,037,000 shares (about $222.49M)
GoDaddy
303,993 shares (about $60.00M)
Fortrea
922,000 shares (about $17.20M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStarboard Value Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
GoDaddy Inc. stock logo
GDDY
GoDaddy
$558,576,837$59,999,098 -9.7%2,830,10010.1%Computer and Technology
Genesis Healthcare, Inc. stock logo
GEN
Genesis Healthcare
$479,604,6180.0%17,516,6048.7%Business Services
Match Group, Inc. stock logo
MTCH
Match Group
$479,429,489$166,847,953 53.4%14,656,9708.7%Retail/Wholesale
Kenvue Inc. stock logo
KVUE
Kenvue
$467,863,900$467,863,900 New Holding21,914,0008.5%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$407,730,497$407,730,497 New Holding15,368,6587.4%Medical
Healthcare Realty Trust Incorporated stock logo
HR
Healthcare Realty Trust
$342,109,647$342,109,647 New Holding20,183,4606.2%Finance
Alight, Inc. stock logo
ALIT
Alight
$326,817,760$26,524,360 8.8%47,228,0005.9%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$306,801,660$240,593,980 -44.0%1,038,0005.5%Computer and Technology
Algonquin Power & Utilities Corp. stock logo
AQN
Algonquin Power & Utilities
$290,656,200$14,128,750 5.1%65,316,0005.3%Utilities
Acacia Research Co. stock logo
ACTG
Acacia Research
$265,276,4020.0%61,123,5954.8%Business Services
News Co. stock logo
NWS
News
$258,107,260$7,607,500 -2.9%8,482,0004.7%Consumer Discretionary
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$247,075,849$247,075,849 New Holding3,965,2684.5%ETF
News Co. stock logo
NWSA
News
$198,326,3630.0%7,201,3933.6%Consumer Discretionary
Salesforce, Inc. stock logo
CRM
Salesforce
$186,978,733$295,074,309 -61.2%559,2643.4%Computer and Technology
Wix.com Ltd. stock logo
WIX
Wix.com
$180,222,000$222,488,350 -55.2%840,0003.3%Computer and Technology
Fortrea Holdings Inc. stock logo
FTRE
Fortrea
$139,464,700$17,195,300 -11.0%7,478,0002.5%Medical
Riot Platforms, Inc. stock logo
RIOT
Riot Platforms
$129,708,197$129,708,197 New Holding12,704,0352.3%Business Services
Bloomin' Brands, Inc. stock logo
BLMN
Bloomin' Brands
$103,064,6100.0%8,441,0001.9%Retail/Wholesale
Rogers Co. stock logo
ROG
Rogers
$81,694,4400.0%804,0001.5%Computer and Technology
Green Dot Co. stock logo
GDOT
Green Dot
$48,990,614$4,404,960 -8.2%4,604,3810.9%Business Services
RB Global, Inc. stock logo
RBA
RB Global
$22,657,4140.0%251,1630.4%Business Services
WIX COM LTD
$7,248,7500.0%7,500,0000.1%NOTE 8/1
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$0$226,041,100 -100.0%00.0%ETF
Humana Inc. stock logo
HUM
Humana
$0$61,163,340 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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