Starboard Value · 2026-Q1 · filed 2026-05-15 · SEC Form 13F-HR
| # | Ticker | Value | Weight | Shares |
|---|---|---|---|---|
| 1 | QRVO | $581.3M | 19.9% | 7.5M |
| 2 | KVUE | $470.8M | 16.1% | 27.3M |
| 3 | MTCH | $350.0M | 12.0% | 11.4M |
| 4 | BILL | $269.1M | 9.2% | 7.0M |
| 5 | KMX | $257.9M | 8.8% | 6.2M |
| 6 | NWSA | $213.6M | 7.3% | 8.2M |
| 7 | RIOT | $192.8M | 6.6% | 16.3M |
| 8 | GEN | $147.0M | 5.0% | 7.8M |
| 9 | FLR | $134.6M | 4.6% | 2.9M |
| 10 | TRIP | $114.9M | 3.9% | 10.8M |
| 11 | GPGI | $86.0M | 2.9% | 5.0M |
| 12 | ROG | $62.7M | 2.1% | 584K |
| 13 | BLMN | $43.1M | 1.5% | 8.0M |
Source: SEC EDGAR Form 13F-HR. 13F filings disclose long US equity positions with a 45-day reporting lag and exclude shorts, cash, bonds and non-US holdings — they are a partial, delayed snapshot. Educational only, not investment advice.