Jeffrey Smith 13F Holdings & Portfolio Activity

Review Jeffrey Smith's current 13F holdings, portfolio weights, historical transactions, and position-level price context.

Jeffrey Smith Top Current Holdings

Jeffrey Smith's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-15. Reported value $4.6B.

Rank	Holding	Value	Portfolio	Latest Filing
1	QRVOQORVO INCCOM \| 74736K101	$581.3M	12.7%	2026-05-15
2	KVUEKENVUE INCCOM \| 49177J102	$470.8M	10.3%	2026-05-15
3	IJHISHARES TRCORE S&P MCP ETF \| 464287507	$393.7M	8.6%	2026-05-15
4	AQNALGONQUIN PWR UTILS CORPCOM \| 015857105	$351.1M	7.7%	2026-05-15
5	MTCHMATCH GROUP INC NEWCOM \| 57667L107	$350M	7.6%	2026-05-15
6	ACTGACACIA RESH CORPACACIA TCH COM \| 003881307	$294M	6.4%	2026-05-15
7	BILLBILL HOLDINGS INCCOM \| 090043100	$269.1M	5.9%	2026-05-15
8	LWLAMB WESTON HLDGS INCCOM \| 513272104	$258.4M	5.6%	2026-05-15
9	KMXCARMAX INCCOM \| 143130102	$257.9M	5.6%	2026-05-15
10	RIOTRIOT PLATFORMS INCCOM \| 767292105	$192.1M	4.2%	2026-05-15
11	GENGEN DIGITAL INCCOM \| 668771108	$147M	3.2%	2026-05-15
12	NWSANEWS CORP NEWCL A \| 65249B109	$139.7M	3.1%	2026-05-15
13	FLRFLUOR CORPCOM \| 343412102	$134.6M	2.9%	2026-05-15
14	CWANCLEARWATER ANALYTICS HLDGS ICL A \| 185123106	$129.1M	2.8%	2026-05-15
15	HRHEALTHCARE RLTY TRCL A COM \| 42226K105	$115.9M	2.5%	2026-05-15
16	TRIPTRIPADVISOR INCCOM \| 896945201	$114.9M	2.5%	2026-05-15
17	BDXBECTON DICKINSON & COCOM \| 075887109	$100.1M	2.2%	2026-05-15
18	GPGIGPGI INCCOM CL A \| 20459V105	$86M	1.9%	2026-05-15
19	NWSNEWS CORP NEWCL B \| 65249B208	$73.8M	1.6%	2026-05-15
20	ROGROGERS CORPCOM \| 775133101	$62.7M	1.4%	2026-05-15

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