SV

Starboard Value Portfolio holdings

AUM $5.31B
1-Year Est. Return 4.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.99B
AUM Growth
-$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$168M
3
+$57.9M
4
RBA icon
RB Global
RBA
+$14.1M
5
HUM icon
Humana
HUM
+$12.1M

Top Sells

1
+$163M
2
+$134M
3
+$98.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$90.6M
5
MD icon
Pediatrix Medical
MD
+$81.3M

Sector Composition

1 Technology 51.11%
2 Industrials 19.89%
3 Financials 15.49%
4 Healthcare 8.51%
5 Consumer Discretionary 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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