Jeff Smith
Starboard Valueas of 2026 Q2· $4.52B portfolio · 21 positions
Portfolio value · last 8 quarters · $4.70B → $4.52B
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| IJH | $684.57M | 15.1% | Add +52% |
| QRVO | $523.39M | 11.6% | Trim -25% |
| KVUE | $521.85M | 11.5% | Hold |
| DT | $389.34M | 8.6% | New |
| AQN | $335.13M | 7.4% | Hold |
| MTCH | $295.84M | 6.5% | Trim -32% |
| ACTG | $284.84M | 6.3% | Hold |
| RIOT | $278.86M | 6.2% | Trim -23% |
| BILL | $254.05M | 5.6% | Hold |
| LW | $247.59M | 5.5% | Trim -6% |
| KMX | $169.59M | 3.7% | Trim -48% |
| FLS | $106.91M | 2.4% | New |
| FLR | $83.11M | 1.8% | Trim -45% |
| GPGI | $79.68M | 1.8% | Hold |
| TRIP | $69.88M | 1.5% | Trim -53% |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.