Jeffrey Smith
Starboard Value
Value
5.3B
Stocks
22 Stocks (3 new)
Turnover
7.98%
CIK
1517137
Top Holdings
QRVO(12.02%) KVUE(8.92%) AQN(7.40%) BILL(7.26%) MTCH(6.97%)
About Investor
Established investor leading Starboard Value, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Jeffrey Smith Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| QRVO | - | QORVO INC | Information Technology | 634.7M | 7.5M | 12.0% | 0 | No Change | 7,799.3M |
| KVUE | - | KENVUE INC | Consumer Staples | 471.1M | 27.3M | 8.9% | 6,377,694 | 30.5% | 36,135.3M |
| AQN | - | ALGONQUIN PWR UTILS CORP | Utilities | 390.5M | 63.5M | 7.4% | 0 | No Change | 5,173.2M |
| BILL | - | BILL HOLDINGS INC | Information Technology | 383.1M | 7.0M | 7.3% | 0 | No Change | 4,527.6M |
| MTCH | - | MATCH GROUP INC NEW | Communication Services | 368.0M | 11.4M | 7.0% | 325,000 | 2.9% | 7,295.7M |
| IJH | - | ISHARES TR | Other | 346.5M | 5.3M | 6.6% | 0 | No Change | 18,447.9M |
| ADSK | - | AUTODESK INC | Information Technology | 296.5M | 1.0M | 5.6% | -311,267 | -23.7% | 48,730.1M |
| GEN | - | GEN DIGITAL INC | Information Technology | 287.8M | 10.6M | 5.5% | -1,585,408 | -13.0% | 14,314.0M |
| CRM | - | SALESFORCE INC | Information Technology | 249.1M | 940.3K | 4.7% | -301,825 | -24.3% | 178,457.2M |
| CWAN | - | CLEARWATER ANALYTICS HLDGS I | Information Technology | 240.2M | 10.0M | 4.5% | 9,959,031 | New Buy | 6,933.6M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
CWAN
Clearwater Anal...
|
- | $240.2M | 10M | - | 4.55% | New |
|
FLR
Fluor Corp New
|
- | $205.7M | 5M | - | 3.90% | New |
|
KVUE
Kenvue Inc
|
- | $146.6M | 6M | 30.5% | 8.92% | Increased |
|
RIOT
Riot Platforms ...
|
- | $28.0M | 4M | 44.5% | 3.06% | Increased |
|
MTCH
Match Group Inc...
|
- | $9.9M | 325K | 2.9% | 6.97% | Increased |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
ALIT
Alight Inc
|
- | $262.6M | 46M | - | 0.00% | Sold Out |
|
ADSK
Autodesk Inc
|
- | $81.5M | 311K | -23.7% | 5.62% | Decreased |
|
CRM
Salesforce Inc
|
- | $80.5M | 302K | -24.3% | 4.72% | Decreased |
|
BDX
Becton Dickinso...
|
- | $49.2M | 278K | -23.0% | 3.42% | Decreased |
|
NWS
News Corp New
|
- | $47.8M | 2M | -26.2% | 2.49% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Health Care | 11.6% | 3.4% | -8.2% |
| Industrials | 4.3% | 8.2% | +4.0% |
| Information Technology | 37.8% | 41.7% | +3.9% |
| Communication Services | 15.8% | 12.4% | -3.4% |
| Financials | 1.2% | 3.1% | +1.8% |
| Consumer Staples | 7.6% | 8.9% | +1.3% |
| Real Estate | 5.3% | 4.1% | -1.3% |
