Starboard Value Takes Stake in Fluor as Industrial Investment Cycles Reaccelerate
Source: Motley Fool
2026-03-04 15:24:44 ET
According to its SEC filing dated February 17, 2026, Starboard Value LP initiated a new position in Fluor Corporation (NYSE:FLR) , acquiring 5,191,327 shares during the fourth quarter. The quarter-end position value increased by $205.73 million, capturing both the trade and price changes over the reporting period.
This was a new position for Starboard Value LP; the stake accounted for 3.9% of its 13F reportable AUM as of December 31, 2025.
Top holdings after the filing:
Fluor Corporation
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