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 Letters
| Letter | Fund Name | Ticker | Date | View |
|---|---|---|---|---|
| 2025 Q4 | Starboard Value | AMD, APLD, CIFR, DLR, EQIX, HUT, RIOT, WULF | Feb 18, 2026 | View |
| 2025 Q3 | Starboard Value | ABNB, BKNG, CART, CHWY, EBAY, ETSY, EXPE, MTCH, TRIP, W | Oct 21, 2025 | View |
| 2024 Q2 | Starboard Value | MTCH | Jul 15, 2024 | View |
| 2024 Q1 | Starboard Value | ADSK | Jun 17, 2024 | View |
| 2023 Q4 | Starboard Value | GDDY | Jan 31, 2024 | View |
| 2023 Q3 | Starboard Value | AQN, BLMN, CRM, DRI, FTRE, GDDY, ICLR, IQV, NWSA, NYT, REA.AX, SPLK, TXRH, VRT, WIX | Oct 31, 2023 | View |
