Starboard Value

NewDT8.6% of the bookNewFLS2.4% of the bookAddedIJH52.3% more sharesTrimmedQorvo Inc25.3% fewer sharesTrimmedKMX48.3% fewer sharesTrimmedRIOT34.9% fewer shares

Holdings as of Jun 30 (Q2 2026), filed 45 days later (the report at the SEC)

NewLW5.7% of the bookNewKMX5.6% of the bookNewGPGI1.9% of the bookNewBIXIW<0.1% of the bookAddedIJH11.1% more sharesAddedRIOT22.0% more shares

Holdings as of Mar 31 (Q1 2026), filed 45 days later (the report at the SEC)

NewClearwater Analytics Hldgs I4.5% of the bookNewFLR3.9% of the bookNewBIXI0.1% of the bookAddedKenvue Inc30.5% more sharesAddedRIOT44.5% more sharesAddedMTCH2.9% more shares

Holdings as of Dec 31 (Q4 2025), filed 48 days later (the report at the SEC)

NewBILL7.0% of the bookAddedRIOT88.5% more sharesAddedROG86.4% more sharesAddedTRIP11.9% more sharesTrimmedBDX53.9% fewer sharesTrimmedMTCH27.7% fewer shares

Holdings as of Sep 30 (Q3 2025), filed 45 days later (the report at the SEC)

NewTRIP1.9% of the bookNewIWM1.3% of the bookNewWix Com Ltd0.1% of the bookAddedCRM47.4% more sharesAddedIJH47.3% more sharesAddedMTCH8.7% more shares

Holdings as of Jun 30 (Q2 2025), filed 45 days later (the report at the SEC)

NewQorvo Inc10.9% of the bookNewBDX7.3% of the bookAddedADSK92.7% more sharesAddedCRM51.9% more sharesAddedAQN1.7% more sharesAddedAlight Inc1.5% more shares

Holdings as of Mar 31 (Q1 2025), filed 45 days later (the report at the SEC)