JS
Jeff Smith Starboard Value · activist · Concentrated / high-conviction
n/a since 2002
Quarterly activity What Jeff Smith bought and sold each quarter.
Jun 2026 vs Mar 2026
Bought (3)
$DT New buy 8.8% $FLS New buy 2.4% $IJH ETF Added +52.3%
Sold (17)
$GEN Sold out $CWAN Sold out $ROG Sold out $BDX Sold out $HYG ETF Sold out $IWM ETF Sold out $HR Trimmed -71.6% $NWSA Trimmed -63.6% $TRIP Trimmed -52.7% $KMX Trimmed -48.3% $BLMN Trimmed -47.6% $FLR Trimmed -45% $MTCH Trimmed -31.8% $QRVO Trimmed -25.3% $RIOT Trimmed -23.3% $LW Trimmed -6.2% $NWS Trimmed -6.1%
Mar 2026 vs Dec 2025
Bought (7)
$LW New buy 5.8% $KMX New buy 5.7% $HYG ETF New buy 0.1% $IJH ETF Added +11% $RIOT Added +28.2% $TRIP Added +11.7% $IWM ETF Added +398.6%
Sold (10)
$ADSK Sold out $CRM Sold out $ROG Trimmed -51.4% $HR Trimmed -45.9% $CWAN Trimmed -45.2% $FLR Trimmed -44.4% $NWS Trimmed -41.7% $BDX Trimmed -31.6% $GEN Trimmed -26.2% $AQN Trimmed -9.9%
Dec 2025 vs Sep 2025
Bought (4)
$CWAN New buy 4.6% $FLR New buy 3.9% $KVUE Added +30.5% $RIOT Added +44.5%
Sold (9)
$ALIT Sold out $ROG Trimmed -28.2% $NWS Trimmed -26.2% $CRM Trimmed -24.3% $ADSK Trimmed -23.7% $BDX Trimmed -23% $GEN Trimmed -13% $HR Trimmed -13% $NWSA Trimmed -7.6%
Sep 2025 vs Jun 2025
Bought (4)
$BILL New buy 7% $RIOT Added +81.3% $TRIP Added +11.9% $ROG Added +86.4%
Sold (12)
$FTRE Sold out $GDOT Sold out $RBA Sold out $PFE Sold out $IWM ETF Trimmed -59.7% $BDX Trimmed -53.9% $MTCH Trimmed -27.7% $HR Trimmed -24.9% $NWS Trimmed -12.3% $ADSK Trimmed -10.5% $GEN Trimmed -8.7% $NWSA Trimmed -6.1%
Jun 2025 vs Mar 2025
Bought (8)
$TRIP New buy 1.9% $IWM ETF New buy 1.3% $MTCH Added +8.7% $BDX Added +49.8% $CRM Added +47.4% $IJH ETF Added +47.3% $PFE Added +10.5% $ROG Added +11.9%
Sold (9)
$GDOT Trimmed -62.4% $RIOT Trimmed -61.7% $FTRE Trimmed -52.6% $ADSK Trimmed -26.6% $GEN Trimmed -23.9% $NWS Trimmed -12.2% $NWSA Trimmed -5.6% $BLMN Trimmed -5.4% $KVUE Trimmed -5.1%
Mar 2025 vs Dec 2024
Bought (4)
$QRVO New buy 10.9% $BDX New buy 7.3% $ADSK Added +92.7% $CRM Added +51.9%
Sold (6)
$GDDY Sold out $WIX Sold out $PFE Trimmed -49.7% $FTRE Trimmed -29.6% $IJH ETF Trimmed -10.1% $NWS Trimmed -7.9%
Dec 2024 vs Sep 2024
Bought (8)
$KVUE New buy 8.5% $PFE New buy 7.4% $HR New buy 6.2% $IJH ETF New buy 4.5% $RIOT New buy 2.3% $MTCH Added +53.4% $ALIT Added +8.8% $AQN Added +5.1%
Sold (8)
$HUM Sold out $IWN ETF Sold out $CRM Trimmed -61.2% $WIX Trimmed -55.2% $ADSK Trimmed -44% $FTRE Trimmed -11% $GDDY Trimmed -9.7% $GDOT Trimmed -8.2%
Sep 2024 vs Jun 2024
Bought (3)
$ADSK New buy 10.9% $MTCH New buy 7.7% $IWN ETF Added +5.9%
Sold (6)
$MRCY Sold out $ACM Sold out $IWR ETF Sold out $HUM Trimmed -50.5% $GDDY Trimmed -32.1% $CRM Trimmed -14.3%
Quarter-over-quarter change in disclosed positions.
Holdings Stock Move % of portfolio Quarter-end px Now Since quarter-end ISHARES TR
Added $77.11 $75.85 -1.6% QORVO INC
Trimmed $93.27 $102.84 +10.3% KENVUE INC
Held $19.11 $18.74 -1.9% DYNATRACE INC
New buy $43.91 $51.90 +18.2% ALGONQUIN POWER & UTILITIES
Held $5.86 $5.67 -3.2% MATCH GROUP INC NEW
Trimmed $38.05 $41.86 +10% ACACIA RESH CORP
Held $4.66 $4.54 -2.6% RIOT PLATFORMS INC
Trimmed $22.24 $21.80 -2% BILL HOLDINGS INC
Held $36.16 $49.16 +36% LAMB WESTON HLDGS INC
Trimmed $43.18 $49.87 +15.5% CARMAX INC
Trimmed $52.89 $63.29 +19.7% FLOWSERVE CORP
New buy $74.16 $76.64 +3.3% FLUOR CORP
Trimmed $52.39 $56.16 +7.2% TRIPADVISOR INC
Trimmed $13.71 $9.32 -32% NEWS CORP NEW
Trimmed $28.06 $33.90 +20.8% NEWS CORP NEW
Trimmed $24.83 $30.39 +22.4% HEALTHCARE RLTY TR
Trimmed $20.17 $19.12 -5.2% BLOOMIN BRANDS INC
Trimmed $9.14 $9.79 +7.1%
Notable sell-outs this quarter: $GEN, $CWAN, $ROG, $BDX, $HYG, $IWM
Track Jeff Smith between filings 13Fs land once a quarter. We email you when a tracked manager files a Form 4, a 13D stake or a Form 144 notice of sale — days after it happens, not months.
Source: SEC 13F via FMP · holdings as of Jun 2026 · 45-day filing delay. Long equity positions only. Not financial advice.