Starboard Value Jeff Smith
Holdings as of the end of Q1 2025, reported in its 13F filing on May 15, 2025. Source
Reported value
$5.5B
at quarter-end prices
Positions
21
top 10 are 76% of it
Holdings 21
| # | Stock | Company | Shares | Value | Of portfolio | Shares vs before |
|---|---|---|---|---|---|---|
| 1 | QRVO | QORVO INC | 8,270,000 | $598.8M | 10.9% | — |
| 2 | KVUE | KENVUE INC | 22,054,000 | $528.9M | 9.6% | — |
| 3 | ADSK | AUTODESK INC | 2,000,000 | $523.6M | 9.5% | — |
| 4 | GEN | GEN DIGITAL INC | 17,516,604 | $464.9M | 8.5% | — |
| 5 | MTCH | MATCH GROUP INC NEW | 14,085,901 | $439.5M | 8.0% | — |
| 6 | BDX | BECTON DICKINSON & CO | 1,749,000 | $400.6M | 7.3% | — |
| 7 | AQN | ALGONQUIN PWR UTILS CORP | 66,433,000 | $341.5M | 6.2% | — |
| 8 | HR | HEALTHCARE RLTY TR | 20,072,000 | $339.2M | 6.2% | — |
| 9 | — | ALIGHT INC | 47,924,000 | $284.2M | 5.2% | — |
| 10 | NWS | NEWS CORP NEW | 7,814,831 | $237.3M | 4.3% | — |
| 11 | CRM | SALESFORCE INC | 849,679 | $228M | 4.2% | — |
| 12 | IJH | ISHARES TR | 3,564,875 | $208M | 3.8% | — |
| 13 | NWSA | NEWS CORP NEW | 7,201,393 | $196M | 3.6% | — |
| 14 | PFE | PFIZER INC | 7,731,000 | $195.9M | 3.6% | — |
| 15 | ACTG | ACACIA RESH CORP | 61,123,595 | $195.6M | 3.6% | — |
| 16 | RIOT | RIOT PLATFORMS INC | 12,700,000 | $90.4M | 1.6% | — |
| 17 | BLMN | BLOOMIN BRANDS INC | 8,441,000 | $60.5M | 1.1% | — |
| 18 | ROG | ROGERS CORP | 804,000 | $54.3M | 0.99% | — |
| 19 | FTRE | FORTREA HLDGS INC | 5,268,000 | $39.8M | 0.72% | — |
| 20 | GDOT | GREEN DOT CORP | 4,604,381 | $38.9M | 0.71% | — |
| 21 | RBA | RB GLOBAL INC | 251,163 | $25.2M | 0.46% | — |
13F filings list US-listed long positions (stocks and ADRs) at the quarter's end: no shorts, cash, bonds or foreign shares; options and principal amounts are left out here. Trades made after the quarter ended don't show until the next filing. Changes compare share counts with the quarter before (splits can show as adds). Not investment advice.