SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Starboard Value LP

CIK 0001517137 · 777 THIRD AVENUE, 18TH FLOOR, NEW YORK, NY, 10017 · (212) 845-7977

Reported Value
$5.3B
Q4 2025
Positions
22
Filings on Record
31
2019–present window
Filed
Feb 17, 2026
original filing

Summary

Starboard Value Lp reported $5.3B in U.S.-listed holdings across 22 positions for Q4 2025.

Its largest position, QRVO, represents 12.0% of the portfolio.

Compared with Q3 2025, the fund opened 3 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $3.2BQ4 ’18Q1 ’19: $4.1BQ2 ’19: $3.3BQ3 ’19: $3.0BQ4 ’19: $3.5BQ4 ’19Q1 ’20: $2.5BQ2 ’20: $2.8BQ3 ’20: $3.4BQ4 ’20: $3.9BQ4 ’20Q1 ’21: $4.7BQ2 ’21: $5.1BQ3 ’21: $5.5BQ4 ’21: $7.2BQ4 ’21Q1 ’22: $7.5BQ2 ’22: $5.5BQ3 ’22: $4.5BQ4 ’22: $5.22TQ4 ’22Q1 ’23: $5.0BQ2 ’23: $4.6BQ3 ’23: $3.9BQ4 ’23: $4.8BQ4 ’23Q1 ’24: $4.8BQ2 ’24: $4.3BQ3 ’24: $4.7BQ4 ’24: $5.5BQ4 ’24Q1 ’25: $5.5BQ2 ’25: $5.8BQ3 ’25: $5.3BQ4 ’25: $5.3BQ4 ’25Q1 ’26: $4.6Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$4.6B26May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$5.3B22Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$5.3B20Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$5.8B25Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.5B22May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.5B22Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$4.7B20Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$4.3B20Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$4.8B23May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$4.8B28Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$3.9B25Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$4.6B48Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023REVEALED$5.0B106May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$5.22T148Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$4.5B177Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$5.5B185Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$7.5B171May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$7.2B136Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$5.5B67Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$5.1B73Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.7B38May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$3.9B18Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$3.4B19Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.8B21Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.5B18May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$3.5B16Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$3.0B16Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$3.3B20Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$4.1B20May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$3.2B16Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 5 additional managers.

  • Starboard Value GP LLC028-14565
  • Starboard Principal Co LP028-14566
  • Starboard Principal Co GP LLC028-14567
  • Smith Jeffrey C028-14568
  • Feld Peter A028-14569

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.