Jeff Smith
Starboard Value · SEC CIK 1517137
The activist boards least want to see.
Q1 2026
Latest 13F
$4.57B
Filed US book
26
Positions
Largest holdings, as filed
Top 15 of 26 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| QORVO INC | QRVO | $581.34M | 12.7% |
| KENVUE INC | KVUE | $470.78M | 10.3% |
| ISHARES TR | IJH | $393.74M | 8.6% |
| ALGONQUIN PWR UTILS CORP | AQN | $351.14M | 7.7% |
| MATCH GROUP INC NEW | MTCH | $349.95M | 7.7% |
| ACACIA RESH CORP | ACTG | $294.00M | 6.4% |
| BILL HOLDINGS INC | BILL | $269.05M | 5.9% |
| LAMB WESTON HLDGS INC | LW | $258.42M | 5.7% |
| CARMAX INC | KMX | $257.85M | 5.6% |
| RIOT PLATFORMS INC | RIOT | $192.13M | 4.2% |
| GEN DIGITAL INC | GEN | $147.00M | 3.2% |
| NEWS CORP NEW | NWSA | $139.74M | 3.0% |
| FLUOR CORP | FLR | $134.65M | 2.9% |
| CLEARWATER ANALYTICS HLDGS I | $129.11M | 2.8% | |
| HEALTHCARE RLTY TR | HR | $115.89M | 2.5% |
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Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.