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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
-$705M
Cap. Flow
+$1.16M
Cap. Flow %
0.03%
Top 10 Hldgs %
74.72%
Holding
29
New
7
Increased
3
Reduced
9
Closed
3

Top Buys

Rank Stock Value
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

Rank Stock Value
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

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%

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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's Q1 2026 filing shows 7 new, 3 increased, 9 reduced and 3 closed positions. Its largest new stake was Lamb Weston: 6,114,982 shares worth $258M. The largest sale was Autodesk, an estimated $297M.

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.

  • 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.