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Starboard Value Portfolio holdings

AUM $4.52B
1-Year Est. Return 19.34%
This Fund
S&P 500
This Quarter Est. Return
-2.7%
1 Year Est. Return
+19.34%
3 Year Est. Return
+55.97%
5 Year Est. Return
+85.4%
10 Year Est. Return
+430.11%
AUM
$4.57B
AUM Growth
-$705M
Cap. Flow
-$428M
Cap. Flow %
-9.37%
Top 10 Hldgs %
74.72%
Holding
29
New
7
Increased
3
Reduced
9
Closed
3
Avg Time Held Equity + Options
5.2 quarters
Top 10 Avg Time Held Equity + Options
3.1 quarters
Top 20 Avg Time Held Equity + Options
6.3 quarters
Avg Time Held Equity only
5.9 quarters
Top 10 Avg Time Held Equity only
3.1 quarters
Top 20 Avg Time Held Equity only
6.3 quarters

Top Buys

Rank Stock Value
1
LW icon
Lamb Weston
LW
+$273M
2
KMX icon
CarMax
KMX
+$271M
3
GPGI icon
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

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

Sector Composition

Rank Sector Weight
1 Technology 26%
2 Consumer Staples 15.94%
3 Communication Services 12.32%
4 Industrials 11.25%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BIXIW icon
26
Bitcoin Infrastructure Acquisition Corp Warrant
BIXIW
$2.97M
$44.5K ﹤0.01%
+149,999
New +$46.3K
2026 Q1
0 quarters
ADSK icon
27
Autodesk
ADSK
$48.2B
– –
-1,001,733
Closed -$297M –
CRM icon
28
Salesforce
CRM
$196B
– –
-940,325
Closed -$249M –
IWM icon
29
iShares Russell 2000 ETF
IWM
$77.9B
– –
-137,000
Closed -$35.3M –
1
2

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MP
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Starboard Value's Q1 2026 Portfolio in Review

As of Q1 2026, Starboard Value held 29 positions worth $4.57B, down 13% from $5.28B the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Starboard Value withdrew a net $428M in Q1 2026, closing 3 positions and reducing 9 holdings. Its most notable exit was Autodesk, an estimated $297M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 42% a quarter earlier, followed by Consumer Staples and Communication Services.

Against the trend, Starboard Value opened a new position in Lamb Weston worth $258M.

  • Starboard Value's largest Q1 2026 buy was Lamb Weston: 6,114,982 shares worth $258M.
  • Starboard Value added most to Riot Platforms in Q1 2026, an estimated $43M increase.
  • Starboard Value's biggest Q1 2026 reduction was Fluor, cutting an estimated $107M.
  • Starboard Value fully exited Autodesk in Q1 2026, selling an estimated $297M.
  • Starboard Value's ten largest holdings make up 75% of its $4.57B portfolio in Q1 2026.
  • Starboard Value opened 7 new positions and closed 3 in Q1 2026.
  • Starboard Value's portfolio value fell 13% quarter-over-quarter to $4.57B.

Based on Starboard Value's 13F filing for Q1 2026, filed 15 May 2026.