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The Activist Investor Insider

Starboard Value

Jeff Smith

Jeff Smith leads Starboard Value, an activist investor known for detailed operational presentations and proxy contests. Starboard frequently seeks board seats at technology, consumer and industrial companies.

SEC filings, CIK 0001517137

Public rank, Oct 15
#6
13F portfolio value
$4.52B
13F positions
22
Recent 13D / Form 4
1

Rank history

Rank in each edition. Locked editions hide their top 5 until they unlock.

  1. #6Sep 1, 2026
  2. #7Sep 15, 2026
  3. #10Oct 1, 2026
  4. #6Oct 15, 2026
  5. LockedNov 1, 2026

Disclosed moves in public editions

The most recent moves from editions free readers can see, newest first.

Top 13F holdings

13F for Q2 2026, filed Aug 14, 2026 (holdings as of Jun 30, 2026). Total reported value $4,523,797,468 across 22 positions.

The latest 13F filed by Sep 30, 2026; newer 13Fs appear as each edition unlocks.

View the 13F on EDGAR ↗

  • Qorvo Inc

    —
    $523,387,03011.6% of portfolio5,611,526 shtrimmed

  • Kenvue Inc

    KVUE
    $521,848,84811.5% of portfolio27,307,632 shunchanged

  • Dynatrace Inc

    DT
    $389,336,4468.6% of portfolio8,866,692 shnew

  • Algonquin Power & Utilities

    AQN
    $335,130,0017.4% of portfolio57,189,420 shunchanged

  • Match Group Inc

    MTCH
    $295,843,5066.5% of portfolio7,775,125 shtrimmed

  • Acacia Resh Corp

    ACTG
    $284,835,9536.3% of portfolio61,123,595 shunchanged

  • Riot Platforms Inc

    RIOT
    $276,937,0916.1% of portfolio10,114,576 shtrimmed

  • Bill Holdings Inc

    BILL
    $254,051,0485.6% of portfolio7,025,748 shadded

  • Lamb Weston Hldgs Inc

    LW
    $247,593,3435.5% of portfolio5,733,982 shtrimmed

  • Carmax Inc

    KMX
    $169,588,5063.8% of portfolio3,206,438 shtrimmed

Recent filings

Schedule 13D, 13D/A and Form 4 filings, newest first. Filings through Sep 30, 2026; newer filings appear as each edition unlocks.

  • Aug 24, 2026BILL Holdings, Inc.(BILL)13D/A10.1% of classEDGAR ↗

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