Loading portfolios
1 BTC
=
- USD
Loading market data...
Jeff Smith
Quarterly, as of Jun 30, 2026
Total value reported in each quarterly 13F filing. Includes option notional, so it reflects scale and inflows, not return.
Weights are of disclosed long equity positions only. Q/Q compares share counts against the prior quarter.
| Value | Weight | |||
|---|---|---|---|---|
IJ IJHISHARES TR | $684.57M | 15.14% | ||
QR QRVOQORVO INC | $523.39M | 11.57% | ||
KV KVUEKENVUE INC | $521.85M | 11.54% | ||
DT DTDYNATRACE INC | $389.34M | 8.61% | ||
AQ AQNUTILITIES | $335.13M | 7.41% | ||
MT MTCHMATCH GROUP INC NEW | $295.84M | 6.54% | ||
AC ACTGACACIA RESH CORP | $284.84M | 6.30% | ||
RI RIOTRIOT PLATFORMS INC | $276.94M | 6.12% | ||
BI BILLBILL HOLDINGS INC | $254.05M | 5.62% | ||
LW LWLAMB WESTON HLDGS INC | $247.59M | 5.48% | ||
KM KMXCARMAX INC | $169.59M | 3.75% | ||
FL FLSFLOWSERVE CORP | $106.91M | 2.36% | ||
FL FLRFLUOR CORP | $83.11M | 1.84% | ||
GP GPGIGPGI INC | $79.68M | 1.76% | ||
TR TRIPTRIPADVISOR INC | $69.88M | 1.55% | ||
NW NWSNEWS CORP NEW | $68.22M | 1.51% | ||
NW NWSANEWS CORP NEW | $50.66M | 1.12% | ||
HR HRHEALTHCARE RLTY TR | $39.05M | 0.86% | ||
BL BLMNBLOOMIN BRANDS INC | $38.21M | 0.85% | ||
BI BIXIBITCOIN INFRASTRUCTURE ACQUI | $3.00M | 0.07% | ||
BI BIXIWBITCOIN INFRASTRUCTURE ACQUI | $47.46K | 0.00% | ||
GE GENGEN DIGITAL INC | — | — | ||
C CLEARWATER ANALYTICS HLDGS I | — | — | ||
BD BDXCO | — | — | ||
RO ROGROGERS CORP | — | — |
Reported as underlying shares; notional is their market value. Puts are bearish, not long holdings.
| Notional | ||
|---|---|---|
RI RIOTPUTRIOT PLATFORMS INC | $1.92M | |
HY HYGPUTISHARES TR | — | |
IW IWMPUTISHARES TR | — |
For informational purposes only. This is not investment advice, not a recommendation, and not affiliated with or endorsed by any person or fund shown. Past activity does not predict future results.
Starboard Value is the institutional manager run by Jeff Smith. The positions below are disclosed each quarter in the fund's SEC Form 13F.
From the fund's quarterly SEC 13F: long U.S. equity and options positions at quarter-end, published up to 45 days later. Excludes short sales, cash, and non-U.S. holdings.