Starboard Value — Jeff Smith | Fund Consensus← Back to FundsStarboard Value
Managed by Jeff Smith
Portfolio Value: $5.3B
Holdings: 22
Quarter: 2025-Q4
| Stock | Action | % Port | Shares | Δ Shares | Δ % Port | Rpt Price |
|---|
| ALITALIGHT INC | Sold | 0.0% | 0 | -45,865,899 | -2.8pp | — |
| ADSKAUTODESK INC | Reduce | 5.6% | 1,001,733 | -311,267 | -2.2pp | $296.01 |
| NWSNEWS CORP NEW | Reduce | 2.5% | 4,439,081 | -1,577,919 | -1.4pp | $29.63 |
| GENGEN DIGITAL INC | Reduce | 5.5% | 10,585,592 | -1,585,408 | -1.0pp | $27.19 |
| HRHEALTHCARE RLTY TR | Reduce | 4.0% | 12,600,000 | -1,890,036 | -0.9pp | $16.95 |
| BDXBECTON DICKINSON & CO | Reduce | 3.4% | 929,917 | -278,081 | -0.8pp | $194.07 |
| CRMSALESFORCE INC | Reduce | 4.7% | 940,325 | -301,825 | -0.8pp | $264.91 |
| NWSANEWS CORP NEW | Reduce | 2.9% | 5,895,487 | -486,229 | -0.8pp | $26.12 |
| ROGROGERS CORP | Reduce | 2.1% | 1,203,457 | -473,045 | -0.5pp | $91.57 |