Jeff Smith
Starboard Value截至 2026 Q2· $4.52B 组合 · 21 只持仓
组合总市值趋势 · 近8 个季度 · $4.70B → $4.52B
公开数据（SEC 13F-HR 申报）。每季度末快照，披露最多滞后约 45 天，且仅含美股多头（不含做空/期权）—— 非实时持仓，亦非投资建议。
最新一季持仓
| 股票 | 市值 | 占比 | 环比 |
|---|---|---|---|
| IJH | $684.57M | 15.1% | 加仓 +52% |
| QRVO | $523.39M | 11.6% | 减仓 -25% |
| KVUE | $521.85M | 11.5% | 持有 |
| DT | $389.34M | 8.6% | 新建仓 |
| AQN | $335.13M | 7.4% | 持有 |
| MTCH | $295.84M | 6.5% | 减仓 -32% |
| ACTG | $284.84M | 6.3% | 持有 |
| RIOT | $278.86M | 6.2% | 减仓 -23% |
| BILL | $254.05M | 5.6% | 持有 |
| LW | $247.59M | 5.5% | 减仓 -6% |
| KMX | $169.59M | 3.7% | 减仓 -48% |
| FLS | $106.91M | 2.4% | 新建仓 |
| FLR | $83.11M | 1.8% | 减仓 -45% |
| GPGI | $79.68M | 1.8% | 持有 |
| TRIP | $69.88M | 1.5% | 减仓 -53% |
数据来源：SEC 13F-HR 申报（公有领域）；CUSIP→代码经 OpenFIGI 映射。非投资建议。