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SV

Starboard Value Portfolio holdings

AUM $4.57B
1-Year Est. Return 4.97%
This Fund
S&P 500
This Quarter Est. Return
-2.7%
1 Year Est. Return
+4.97%
3 Year Est. Return
+42.2%
5 Year Est. Return
+68.31%
10 Year Est. Return
+364.91%
AUM
$4.57B
AUM Growth
-$711M
Cap. Flow
-$428M
Cap. Flow %
-9.38%
Top 10 Hldgs %
74.83%
Holding
27
New
4
Increased
3
Reduced
9
Closed
3

Top Buys

1
LW icon
Lamb Weston
LW
+$273M
2
KMX icon
CarMax
KMX
+$271M
3
GPGI
GPGI Inc
GPGI
+$109M
4
RIOT icon
Riot Platforms
RIOT
+$43M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$40.2M

Top Sells

1
ADSK icon
Autodesk
ADSK
+$297M
2
CRM icon
Salesforce
CRM
+$249M
3
FLR icon
Fluor
FLR
+$107M
4
CWAN
Clearwater Analytics
CWAN
+$106M
5
HR icon
Healthcare Realty
HR
+$101M

Sector Composition

1 Technology 26.03%
2 Consumer Staples 15.96%
3 Communication Services 12.33%
4 Industrials 11.26%
5 Consumer Discretionary 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYG icon
26
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
– –
0
– –
IWM icon
27
iShares Russell 2000 ETF
IWM
$82.3B
– –
-137,000
Closed -$35.3M
1
2

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