Starboard Value LP

Starboard Value LP 13F Filing Analysis: Q3 2025

Portfolio Overview

Starboard Value LP’s Q3 2025 13F filing reveals a period of significant capital reduction and portfolio consolidation. The total portfolio value plummeted by 56.3%, decreasing from $5.77 billion in the previous quarter to $2.52 billion. This drastic reduction was driven primarily by the liquidation of 16 positions rather than broad market depreciation, as the fund aggressively returned capital to investors or shifted strate...