Starboard Value LP — 13F holdings

Starboard Value LP reported 22 holdings worth $4.52B in its 13F filing for Q2 2026, filed August 14, 2026.

Jeff Smith's portfolio: holdings, buys and sells

Largest positions

1. IJH ISHARES TR — $685M (15.1%)
2. QRVO QORVO INC — $523M (11.6%)
3. KVUE KENVUE INC — $522M (11.5%)
4. DT DYNATRACE INC — $389M (8.6%)
5. AQN ALGONQUIN PWR UTILS CORP — $335M (7.4%)
6. MTCH MATCH GROUP INC NEW — $296M (6.5%)
7. ACTG ACACIA RESH CORP — $285M (6.3%)
8. RIOT RIOT PLATFORMS INC — $279M (6.2%)
9. BILL BILL HOLDINGS INC — $254M (5.6%)
10. LW LAMB WESTON HLDGS INC — $248M (5.5%)