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Starboard Value (Jeff Smith) 13F holdings — 2026-06-30
Filed by Starboard Value LP on 2026-08-14 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.
21positions
$4.5Breported value
2new positions
4positions sold out
Holdings
| Issuer | Shares | Value | % of 13F | Change |
|---|---|---|---|---|
| ISHARES TR | 8,877,781 | $684.6M | 15.14% | Added 52% |
| QORVO INC | 5,611,526 | $523.4M | 11.57% | Reduced 25% |
| KENVUE INC | 27,307,632 | $521.8M | 11.54% | No change |
| DYNATRACE INC | 8,866,692 | $389.3M | 8.61% | New position |
| ALGONQUIN POWER & UTILITIES | 57,189,420 | $335.1M | 7.41% | No change |
| MATCH GROUP INC NEW | 7,775,125 | $295.8M | 6.54% | Reduced 32% |
| ACACIA RESH CORP | 61,123,595 | $284.8M | 6.3% | No change |
| RIOT PLATFORMS INC | 10,114,576 | $276.9M | 6.12% | Reduced 35% |
| BILL HOLDINGS INC | 7,025,748 | $254.1M | 5.62% | No change |
| LAMB WESTON HLDGS INC | 5,733,982 | $247.6M | 5.48% | Reduced 6% |
| CARMAX INC | 3,206,438 | $169.6M | 3.75% | Reduced 48% |
| FLOWSERVE CORP | 1,441,600 | $106.9M | 2.36% | New position |
| FLUOR CORP | 1,586,327 | $83.1M | 1.84% | Reduced 45% |
| GPGI INC | 5,027,028 | $79.7M | 1.76% | No change |
| TRIPADVISOR INC | 5,096,996 | $69.9M | 1.55% | Reduced 53% |
| NEWS CORP NEW | 2,431,081 | $68.2M | 1.51% | Reduced 6% |
| NEWS CORP NEW | 2,040,100 | $50.7M | 1.12% | Reduced 64% |
| HEALTHCARE RLTY TR | 1,936,267 | $39.1M | 0.86% | Reduced 72% |
| BLOOMIN BRANDS INC | 4,180,992 | $38.2M | 0.85% | Reduced 48% |
| BITCOIN INFRASTRUCTURE ACQUI | 300,000 | $3.0M | 0.07% | No change |
| BITCOIN INFRASTRUCTURE ACQUI | 149,999 | $47.5K | 0.0% | No change |
Sold out since prior quarter
| Issuer | Shares in prior quarter | Prior value |
|---|---|---|
| BECTON DICKINSON & CO | 636,494 | $100.1M |
| CLEARWATER ANALYTICS HLDGS I | 5,459,031 | $129.1M |
| GEN DIGITAL INC | 7,806,922 | $147.0M |
| ROGERS CORP | 584,328 | $62.7M |