Jeff Smith
Starboard Value. Holdings reported for Q2 2026, filed Aug 14, 2026.
- Portfolio
- $3.31B
- Stocks
- 18
- Top 10
- 87%
- Turnover
- 15%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | 15.7% | $521.85M | 27M | Unchanged | +1.0% | |
| 2 | 11.7% | $389.34M | 9M | New | +31.4% | |
| 3 | 10.1% | $335.13M | 57M | Unchanged | -6.8% | |
| 4 | 8.9% | $295.84M | 8M | -32% | +8.8% | |
| 5 | 8.6% | $284.84M | 61M | Unchanged | -7.1% | |
| 6 | 8.4% | $276.94M | 10M | -35% | -53.2% | |
| 7 | 7.7% | $254.05M | 7M | Unchanged | +33.6% | |
| 8 | 7.5% | $247.59M | 6M | -6% | +25.2% | |
| 9 | 5.1% | $169.59M | 3M | -48% | +5.1% | |
| 10 | 3.2% | $106.91M | 1M | New | +6.5% | |
| 11 | 2.5% | $83.11M | 2M | -45% | -10.6% | |
| 12 | 2.4% | $79.68M | 5M | Unchanged | -26.8% | |
| 13 | 2.1% | $69.88M | 5M | -53% | -32.7% | |
| 14 | nwsNews Corp | 2.1% | $68.22M | 2M | -6% | – |
| 15 | 1.5% | $50.66M | 2M | -64% | +17.3% | |
| 16 | 1.2% | $39.05M | 2M | -72% | -10.1% | |
| 17 | 1.2% | $38.21M | 4M | -48% | +15.6% | |
| 18 | bixiBitcoin Infrastructure Acquisition | 0.1% | $3.00M | 0M | Unchanged | +1.3% |