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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Jeffrey Smith – Starboard Value

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
21
Portfolio value:
$4,523,799,000
Filed:
Aug 14, 2026
Style:
Activist
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 263 new1 added11 reduced6 exited
≡DT – DYNATRACE INCBuy8,866,6928.61
≡IJH – ISHARES TRAdd 52.26%3,047,1256.53
≡RIOT – RIOT PLATFORMS INCBuy10,114,5766.12
≡RIOTPUT – RIOT PLATFORMS INCReduce 85.17%−13,913,676−4.17
≡GEN – GEN DIGITAL INCSell−7,806,922−3.21
≡CWAN – CLEARWATER ANALYTICS HLDGS ISell−5,459,031−2.82
≡FLS – FLOWSERVE CORPBuy1,441,6002.36
≡BDX – BECTON DICKINSON & COSell−636,494−2.19
≡NWSA – NEWS CORP NEWReduce 63.60%−3,565,026−1.93
≡KMX – CARMAX INCReduce 48.29%−2,994,924−1.89
≡HR – HEALTHCARE RLTY TRReduce 71.61%−4,885,000−1.67
≡ROG – ROGERS CORPSell−584,328−1.37
≡QRVO – QORVO INCReduce 25.29%−1,899,345−1.14
≡MTCH – MATCH GROUP INC NEWReduce 31.77%−3,620,254−1.11
≡FLR – FLUOR CORPReduce 45.04%−1,300,000−1.11
≡TRIP – TRIPADVISOR INCReduce 52.70%−5,678,000−0.97
≡LW – LAMB WESTON HLDGS INCReduce 6.23%−381,000−0.18
≡NWS – NEWS CORP NEWReduce 6.10%−158,000−0.11
≡BLMN – BLOOMIN BRANDS INCReduce 47.61%−3,800,000−0.10
≡HYGPUT – ISHARES TRSell−3,000,000−0.07
≡IWMPUT – ISHARES TRSell−683,100−0.06
Q1 2026filed May 15, 266 new3 added8 reduced4 exited
≡LW – LAMB WESTON HLDGS INCBuy6,114,9825.65
≡KMX – CARMAX INCBuy6,201,3625.64
≡ADSK – AUTODESK INCSell−1,001,733−5.62
≡CRM – SALESFORCE INCSell−940,325
Q4 2025filed Feb 17, 263 new2 added8 reduced1 exited
≡CWAN – CLEARWATER ANALYTICS HLDGS IBuy9,959,0314.55
≡FLR – FLUOR CORP NEWBuy5,191,3273.90
≡ALIT – ALIGHT INCSell−45,865,899−2.81
≡KVUE – KENVUE INCAdd 30.47%6,377,694
Q3 2025filed Nov 14, 252 new2 added8 reduced6 exited
≡BILL – BILL HOLDINGS INCBuy7,024,8487.00
≡PFE – PFIZER INCSell−8,542,149−3.59
≡BDX – BECTON DICKINSON & COReduce 53.88%−1,411,492−3.57
≡RIOT – RIOT PLATFORMS INCBuy8,818,000
Q2 2025filed Aug 14, 253 new6 added9 reduced1 exited
≡KVUE – KENVUE INCReduce 5.10%−1,124,062−2.02
≡TRIP – TRIPADVISOR INCBuy8,499,0541.92
≡IJH – ISHARES TRAdd 47.29%1,685,7811.86
≡CRM – SALESFORCE INCAdd 47.38%402,568
Q1 2025filed May 15, 252 new2 added4 reduced2 exited
≡QRVO – QORVO INCBuy8,270,00010.89
≡GDDY – GODADDY INCSell−2,830,100−10.10
≡BDX – BECTON DICKINSON & COBuy1,749,0007.29
≡ADSK – AUTODESK INCAdd 92.68%962,000
Q4 2024filed Feb 14, 255 new3 added6 reduced2 exited
≡KVUE – KENVUE INCBuy21,914,0008.46
≡PFE – PFIZER INCBuy15,368,6587.38
≡HR – HEALTHCARE RLTY TRBuy20,183,4606.19
≡ADSK – AUTODESK INCReduce 43.95%−814,000
Q3 2024filed Nov 14, 243 new1 added2 reduced4 exited
≡ADSK – AUTODESK INCBuy1,852,00010.85
≡MTCH – MATCH GROUP INC NEWBuy9,556,1467.69
≡GDDY – GODADDY INCReduce 32.05%−1,478,276−4.56
≡HUM – HUMANA INCSell−507,000
Q2 2024filed Aug 14, 244 added8 reduced2 exited
≡HUM – HUMANA INCReduce 55.76%−639,000−2.61
≡CRM – SALESFORCE INCAdd 39.17%473,3952.55
≡GEN – GEN DIGITAL INCReduce 5.87%−1,092,3001.57
≡NWSA – NEWS CORP NEWAdd 20.89%1,244,3931.40
Q1 2024filed May 15, 241 new4 added9 reduced6 exited
≡ALIT – ALIGHT INCBuy39,807,0008.10
≡VRT – VERTIV HOLDINGS COSell−5,218,888−2.61
≡HUM – HUMANA INCAdd 15.27%151,854−2.45
≡NWSA – NEWS CORP NEWAdd 250.41%4,257,000
Q4 2023filed Feb 14, 245 new5 added6 reduced3 exited
≡FTRE – FORTREA HLDGS INCBuy7,595,0005.51
≡NWS – NEWS CORP NEWBuy8,732,0004.67
≡ACM – AECOMReduce 37.38%−1,080,000−2.67
≡GDDY – GODADDY INCReduce 24.59%−2,449,516
Q3 2023filed Nov 14, 232 new4 added5 reduced25 exited
≡SPLUNK INCSell−4,068,000−9.32
≡BLMN – BLOOMIN BRANDS INCBuy8,341,0005.25
≡VRT – VERTIV HOLDINGS COReduce 74.16%−11,824,290−4.61
≡ACTG – ACACIA RESH CORPAdd 205.62%41,123,5953.92
−4.72
≡RIOTPUT – RIOT PLATFORMS INCBuy16,337,0764.22
≡RIOT – RIOT PLATFORMS INCSell−12,744,576−3.06
≡GEN – GEN DIGITAL INCReduce 26.25%−2,778,670−2.24
≡IJH – ISHARES TRAdd 11.05%580,0002.04
≡GPGI – GPGI INCBuy5,027,0281.88
≡CWAN – CLEARWATER ANALYTICS HLDGS IReduce 45.19%−4,500,000−1.73
≡HR – HEALTHCARE RLTY TRReduce 45.86%−5,778,733−1.51
≡BDX – BECTON DICKINSON & COReduce 31.55%−293,423−1.23
≡FLR – FLUOR CORPReduce 44.40%−2,305,000−0.95
≡NWS – NEWS CORP NEWReduce 41.68%−1,850,000−0.88
≡ROG – ROGERS CORPReduce 51.45%−619,129−0.72
≡IWM – ISHARES TRSell−137,000−0.64
≡AQN – ALGONQUIN PWR UTILS CORPReduce 9.92%−6,300,0000.28
≡TRIP – TRIPADVISOR INCAdd 11.72%1,130,000−0.15
≡HYGPUT – ISHARES TRBuy3,000,0000.07
≡IWMPUT – ISHARES TRBuy683,1000.06
≡BIXIU – BITCOIN INFRASTRUCTURE ACQUIAdd 50.00%149,9990.01
2.53
≡ADSK – AUTODESK INCReduce 23.71%−311,267−2.23
≡NWS – NEWS CORP NEWReduce 26.22%−1,577,919−1.42
≡GEN – GEN DIGITAL INCReduce 13.03%−1,585,408−1.05
≡HR – HEALTHCARE RLTY TRReduce 13.04%−1,890,036−0.87
≡BDX – BECTON DICKINSON & COReduce 23.02%−278,081−0.84
≡CRM – SALESFORCE INCReduce 24.30%−301,825−0.82
≡NWSA – NEWS CORP NEWReduce 7.62%−486,229−0.77
≡ROG – ROGERS CORPReduce 28.22%−473,045−0.45
≡RIOT – RIOT PLATFORMS INCAdd 44.53%3,926,576−0.10
≡BIXIU – BITCOIN INFRASTRUCTURE ACQUIBuy300,0000.06
3.16
≡ROG – ROGERS CORPAdd 86.38%777,0001.47
≡TRIP – TRIPADVISOR INCAdd 11.90%1,011,4300.99
≡RIOTPUT – RIOT PLATFORMS INCSell−4,864,500−0.92
≡MTCH – MATCH GROUP INC NEWReduce 27.70%−4,241,537−0.84
≡IWM – ISHARES TRReduce 59.71%−203,000−0.65
≡RBA – RB GLOBAL INCSell−251,163−0.46
≡HR – HEALTHCARE RLTY TRReduce 24.89%−4,800,636−0.39
≡GDOT – GREEN DOT CORPSell−1,733,298−0.32
≡GEN – GEN DIGITAL INCReduce 8.70%−1,159,505−0.29
≡FTRE – FORTREA HLDGS INCSell−2,495,558−0.21
≡NWSA – NEWS CORP NEWReduce 6.14%−417,2200.19
≡NWS – NEWS CORP NEWReduce 12.32%−845,525−0.17
≡WIX COM LTDSell−7,095,000−0.12
≡ADSK – AUTODESK INCReduce 10.52%−154,348−0.03
1.77
≡GEN – GEN DIGITAL INCReduce 23.90%−4,186,099−1.66
≡ADSK – AUTODESK INCReduce 26.63%−532,652−1.65
≡RIOT – RIOT PLATFORMS INCSell−12,700,000−1.64
≡IWM – ISHARES TRBuy340,0001.27
≡RIOTPUT – RIOT PLATFORMS INCBuy4,864,5000.92
≡BDX – BECTON DICKINSON & COAdd 49.77%870,4900.54
≡FTRE – FORTREA HLDGS INCReduce 52.63%−2,772,442−0.51
≡GDOT – GREEN DOT CORPReduce 62.36%−2,871,083−0.38
≡NWS – NEWS CORP NEWReduce 12.19%−952,306−0.24
≡MTCH – MATCH GROUP INC NEWAdd 8.70%1,226,0150.21
≡BLMN – BLOOMIN BRANDS INCReduce 5.45%−460,0080.09
≡ROG – ROGERS CORPAdd 11.88%95,5020.08
≡NWSA – NEWS CORP NEWReduce 5.59%−402,457−0.06
≡PFE – PFIZER INCAdd 10.49%811,1490.03
≡WIX COM LTDReduce 5.40%−405,000−0.01
3.97
≡PFE – PFIZER INCReduce 49.70%−7,637,658−3.81
≡WIX – WIX COM LTDSell−840,000−3.26
≡FTRE – FORTREA HLDGS INCReduce 29.55%−2,210,000−1.80
≡CRM – SALESFORCE INCAdd 51.93%290,4150.76
≡IJH – ISHARES TRReduce 10.10%−400,393−0.69
≡NWS – NEWS CORP NEWReduce 7.87%−667,169−0.35
−5.30
≡CRM – SALESFORCE INCReduce 61.21%−882,584−5.01
≡IWN – ISHARES TRSell−1,355,000−4.81
≡IJH – ISHARES TRBuy3,965,2684.47
≡WIX – WIX COM LTDReduce 55.25%−1,037,000−3.41
≡RIOT – RIOT PLATFORMS INCBuy12,704,0352.35
≡AQN – ALGONQUIN PWR UTILS CORPAdd 5.11%3,175,000−1.94
≡HUMPUT – HUMANA INCSell−251,000−1.30
≡FTRE – FORTREA HLDGS INCReduce 10.98%−922,000−1.05
≡MTCH – MATCH GROUP INC NEWAdd 53.38%5,100,8240.99
≡ALIT – ALIGHT INCAdd 8.83%3,833,000−0.91
≡GDOT – GREEN DOT CORPReduce 8.25%−414,000−0.36
≡GDDY – GODADDY INCReduce 9.70%−303,993−0.34
−4.41
≡CRM – SALESFORCE INCReduce 14.27%−240,022−1.68
≡MRCY – MERCURY SYS INCSell−2,294,000−1.44
≡HUMPUT – HUMANA INCBuy251,0001.30
≡ACM – AECOMSell−625,438−1.28
≡IWR – ISHARES TRSell−300,000−0.57
≡IWN – ISHARES TRAdd 5.86%75,0000.27
≡IWN – ISHARES TRReduce 24.93%−425,000−1.06
≡GDDY – GODADDY INCReduce 28.17%−1,809,093−0.74
≡ALIT – ALIGHT INCAdd 9.01%3,588,000−0.64
≡ACM – AECOMReduce 27.19%−233,562−0.46
≡Q2 HLDGS INCSell−20,000,000−0.39
≡IWR – ISHARES TRReduce 42.86%−225,000−0.35
≡MRCY – MERCURY SYS INCReduce 13.89%−370,000−0.18
≡FTRE – FORTREA HLDGS INCAdd 50.89%2,698,000−0.05
≡WIX – WIX COM LTDReduce 22.82%−555,0000.04
≡LIVEPERSON INCSell−1,400,000−0.01
2.35
≡ACM – AECOMReduce 52.52%−950,000−1.74
≡WIX – WIX COM LTDReduce 27.25%−911,000−1.65
≡FTRE – FORTREA HLDGS INCReduce 30.19%−2,293,000−1.12
≡CRM – SALESFORCE INCReduce 21.35%−327,978−0.89
≡GDDY – GODADDY INCReduce 14.53%−1,091,309−0.84
≡ROG – ROGERS CORPAdd 77.09%350,0000.72
≡LIVEPERSON INCReduce 95.81%−32,000,000−0.45
≡LIVEPERSON INCSell−15,500,000−0.32
≡IWN – ISHARES TRReduce 5.54%−100,000−0.24
≡IWM – ISHARES TRSell−4,900,000−0.23
≡SVIIF – SPRING VALLEY ACQUISTN CORPSell−850,000−0.19
≡GDOT – GREEN DOT CORPReduce 5.21%−275,729−0.12
≡ALCYF – ALCHEMY INVTS ACQUISITN CORPSell−350,000−0.08
≡KVAC – KEEN VISION ACQUISITION CORPSell−300,000−0.06
≡IWR – ISHARES TRReduce 8.70%−50,000−0.02
≡MRCY – MERCURY SYS INCAdd 24.20%519,000−0.01
−2.42
≡VRT – VERTIV HOLDINGS COAdd 26.65%1,098,289−1.31
≡HUM – HUMANA INCAdd 18.21%153,146−1.02
≡NWSA – NEWS CORP NEWBuy1,700,0000.87
≡AQN – ALGONQUIN PWR UTILS CORPAdd 6.15%3,591,000−0.71
≡ROG – ROGERS CORPReduce 16.78%−91,519−0.59
≡CRM – SALESFORCE INCReduce 11.21%−193,998−0.58
≡MRCY – MERCURY SYS INCReduce 7.09%−163,800−0.56
≡IWN – ISHARES TRAdd 16.45%255,0000.45
≡LIVEPERSON INCBuy15,500,0000.32
≡IWM – ISHARES TRBuy4,900,0000.23
≡WIX – WIX COM LTDReduce 10.04%−373,000−0.19
≡IWR – ISHARES TRAdd 35.29%150,0000.18
≡ISRLF – ISRAEL ACQUISITIONS CORPSell−500,000−0.14
≡MONTEREY CAP ACQUISITION CORSell−375,000−0.10
≡DENALI CAPITAL ACQUISITN CORSell−300,000−0.08
≡AQN – ALGONQUIN PWR UTILS CORPAdd 71.07%24,261,3502.77
≡IWN – ISHARES TRAdd 72.22%650,0002.64
≡WTW – WILLIS TOWERS WATSON PLC LTDSell−508,880−2.59
≡ABCZF – ABCAM PLCSell−4,593,000−2.43
≡ROG – ROGERS CORPReduce 29.52%−228,481−0.87
≡ACM – AECOMReduce 23.59%−892,000−0.77
≡IWR – ISHARES TRAdd 183.33%275,0000.52
≡PZZA – PAPA JOHNS INTL INCSell−182,000−0.29
≡LIVEPERSON INCSell−2,360,000−0.23
≡CVLT – COMMVAULT SYS INCSell−122,000−0.19
≡CRM – SALESFORCE INCReduce 13.83%−277,625−0.18
≡IVCAF – INVESTCORP INDIA ACQUISTN COSell−750,000−0.17
≡KNIGHTSWAN ACQUISITION CORPSell−750,000−0.17
≡ASCBF – A SPAC II ACQUISITION CORPSell−750,000−0.17
≡CONSILIUM ACQUISITN CORP I LSell−639,252−0.14
≡FLD – FTAC EMERALD ACQUISITION CORSell−620,000−0.14
≡GLOBAL BLOCKCHAIN ACQUI CORPSell−600,000−0.14
≡VAHANNA TECH EDGE ACQSTN I CSell−509,330−0.12
≡JAGUAR GLOBAL GROWTH CORP ISell−500,000−0.11
≡HEARTLAND MEDIA ACQUISITIONSell−500,000−0.11
≡FTII – FUTURETECH II ACQUISITION COSell−450,000−0.10
≡POLE – ANDRETTI ACQUISITION CORPSell−439,252−0.10
≡AURA FAT PROJS ACQUISITION CSell−350,000−0.08
≡KVAC – KEEN VISION ACQUISITION CORPBuy300,0000.08
≡MRCY – MERCURY SYS INCReduce 18.59%−527,2000.07
≡AIMUF – AIMFINITY INVESTMENT CORP ISell−300,000−0.07
≡FTAC ZEUS ACQUISITION CORSell−210,250−0.05
≡M3 BRIGADE ACQUISITION IIISell−209,750−0.05
≡AP ACQUISITION CORPSell−176,348−0.04
≡IEAG – INFINITE ACQUISITION CORPSell−168,200−0.04
≡OKLO – ALTC ACQUISITION CORPSell−82,300−0.02
≡CHEC – CHENGHE ACQUISITION COSell−50,000−0.01