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Jeffrey Smith Portfolio: Starboard Value 13F Holdings

Review Starboard Value's latest 13F holdings, top disclosed positions, portfolio value, and recent changes associated with Jeffrey Smith.

Jeffrey Smith portfolio Top Holdings

Jeffrey Smith portfolio and Starboard Value 13F holdings indexed by Finoriq. Latest filing 2026-05-15.

RankHoldingValueLatest Filing
1QRVOQorvo, Inc.$581.3M2026-05-15
2KVUEKenvue Inc.$470.8M2026-05-15
3AQNALGONQUIN POWER & UTILITIES CORP.$351.1M2026-05-15
4MTCHMatch Group, Inc.$350M2026-05-15
5ACTGACACIA RESEARCH CORP$294M2026-05-15
6BILLBILL Holdings, Inc.$269.1M2026-05-15
7LWLamb Weston Holdings, Inc.$258.4M2026-05-15
8KMXCARMAX INC$257.9M2026-05-15
9RIOTRiot Platforms, Inc.$192.1M2026-05-15
10GENGen Digital Inc.$147M2026-05-15
11NWSANEWS CORP$139.7M2026-05-15
12FLRFLUOR CORP$134.6M2026-05-15
13CWANClearwater Analytics Holdings, Inc.$129.1M2026-05-15
14HRHealthcare Realty Trust Inc$115.9M2026-05-15
15TRIPTripAdvisor, Inc.$114.9M2026-05-15
16BDXBECTON DICKINSON & CO$100.1M2026-05-15
17GPGIGPGI, Inc.$86M2026-05-15
18NWSNEWS CORP$73.8M2026-05-15
19ROGROGERS CORP$62.7M2026-05-15
20BLMNBloomin' Brands, Inc.$43.1M2026-05-15

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