activist stake disclosed
QRVO Qorvo, Inc.
Starboard Value LP amended its activist stake filing on QRVO (Schedule 13D/A, 6 Oct 2026).
Orin's take
Starboard's amended 13D/A filing is likely a procedural update tied to the imminent Skyworks merger close, offering no new catalyst for a deal-arb situation already priced for completion. The hold verdict stands.
What would change this read
This read would be invalidated if the amendment discloses a materially larger stake or an explicit demand for improved merger consideration.
The facts
Starboard Value LP amended its Schedule 13D.
- Filer
- Starboard Value LPknown activist
- Form
- 13D/A
- Stake
- not stated in the filing header
- Filed
- 6 Oct 2026
- Filing
- 0000921895-26-002741
Sources
- 1 Schedule 13D filing0000921895-26-002741
Signals are informational research, not individualized investment advice.