Jeff Smith

Starboard Value LP · Activist value Takes activist stakes in underperforming companies and pushes for operational and board changes, frequently running proxy contests to win director seats.

Jeff Smith is an American hedge fund manager who has headed Starboard Value, an activist hedge fund founded in 2002, since April 2011; Fortune once called him 'the most feared man in corporate America.'

Wikipedia ↗ source: sec.gov

$4.5B reported 13F equity 22 positions as of 2026Q2 13F: latest change 2026-08-14

Showing all 22 reported 13(f) positions; TradingPilot links only the 0 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.

Portfolio allocation (reported 13F equity)

Long US-listed equity positions only; options excluded.

ISHARES TR15.1%
QORVO INC11.6%
KENVUE INC11.5%
DYNATRACE INC8.6%
ALGONQUIN POWER & UTILITIES7.4%
MATCH GROUP INC NEW6.5%
ACACIA RESH CORP6.3%
RIOT PLATFORMS INC6.1%
BILL HOLDINGS INC5.6%
LAMB WESTON HLDGS INC5.5%
Others15.7%

Reported 13F equity value — not a return, not AUM

Long US-listed equity positions only; filed with a ~45-day lag.

#	Ticker	Security (as filed)	% of 13F	Shares	Reported price	Current	Value	Activity
1	—	ISHARES TR	15.1%	8,877,781	$77.11	—	$684.6M	Added +52%
2	—	QORVO INC	11.6%	5,611,526	$93.27	—	$523.4M	Trimmed −25%
3	—	KENVUE INC	11.5%	27,307,632	$19.11	—	$521.8M	Held +0%
4	—	DYNATRACE INC	8.6%	8,866,692	$43.91	—	$389.3M	New
5	—	ALGONQUIN POWER & UTILITIES	7.4%	57,189,420	$5.86	—	$335.1M	Held +0%
6	—	MATCH GROUP INC NEW	6.5%	7,775,125	$38.05	—	$295.8M	Trimmed −32%
7	—	ACACIA RESH CORP	6.3%	61,123,595	$4.66	—	$284.8M	Held +0%
8	—	RIOT PLATFORMS INC	6.1%	10,114,576	$27.38	—	$276.9M	Trimmed −35%
9	—	BILL HOLDINGS INC	5.6%	7,025,748	$36.16	—	$254.1M	Added +0%
10	—	LAMB WESTON HLDGS INC	5.5%	5,733,982	$43.18	—	$247.6M	Trimmed −6%
11	—	CARMAX INC	3.8%	3,206,438	$52.89	—	$169.6M	Trimmed −48%
12	—	FLOWSERVE CORP	2.4%	1,441,600	$74.16	—	$106.9M	New
13	—	FLUOR CORP	1.8%	1,586,327	$52.39	—	$83.1M	Trimmed −45%
14	—	GPGI INC	1.8%	5,027,028	$15.85	—	$79.7M	Held +0%
15	—	TRIPADVISOR INC	1.5%	5,096,996	$13.71	—	$69.9M	Trimmed −53%
16	—	NEWS CORP NEW	1.5%	2,431,081	$28.06	—	$68.2M	Trimmed −6%
17	—	NEWS CORP NEW	1.1%	2,040,100	$24.83	—	$50.7M	Trimmed −64%
18	—	HEALTHCARE RLTY TR	0.9%	1,936,267	$20.17	—	$39.1M	Trimmed −72%
19	—	BLOOMIN BRANDS INC	0.8%	4,180,992	$9.14	—	$38.2M	Trimmed −48%
20	—	BITCOIN INFRASTRUCTURE ACQUI	0.1%	300,000	$10.00	—	$3.0M	Held +0%
21	—	BITCOIN INFRASTRUCTURE ACQUI	0.0%	149,999	$0.32	—	$47460	Held +0%
—	—	BECTON DICKINSON & CO	—	0	—	—	$0	Sold-Out −100%
—	—	CLEARWATER ANALYTICS HLDGS I	—	0	—	—	$0	Sold-Out −100%
—	—	GEN DIGITAL INC	—	0	—	—	$0	Sold-Out −100%
—	—	ROGERS CORP	—	0	—	—	$0	Sold-Out −100%
—	—	RIOT PLATFORMS INC · Put	—	2,423,400	—	—	$1.9M	Added +206%
—	—	ISHARES TR · Put	—	0	—	—	$0	Sold-Out −100%
—	—	ISHARES TR · Put	—	0	—	—	$0	Sold-Out −100%

Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.

Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).

TradingPilot analysis of the reported 13F equity book

As of 2026Q2, Jeff Smith's reported 13F book holds 21 equity positions; the top 5 are 54% of it.

ISHARES TR — 15.1% of 13F
QORVO INC — 11.6% of 13F
KENVUE INC — 11.5% of 13F
DYNATRACE INC — 8.6% of 13F
ALGONQUIN POWER & UTILITIES — 7.4% of 13F

This quarter: 2 new, 2 added, 11 trimmed, 4 sold out.

Biggest share moves:

GEN DIGITAL INC — Sold-Out (−7,806,922 sh)
TRIPADVISOR INC — Trimmed (−5,678,000 sh)
CLEARWATER ANALYTICS HLDGS I — Sold-Out (−5,459,031 sh)
RIOT PLATFORMS INC — Trimmed (−5,430,000 sh)
HEALTHCARE RLTY TR — Trimmed (−4,885,000 sh)