sec filings
Starboard Value
Jeff Smith · period Tue 30 Jun 2026 · filed Fri 14 Aug 2026 · $4.52B
| Stock | Change | Value | Shares | |
|---|---|---|---|---|
| IJH ISHARES TR | 15.1% | Added +52% | $684.57M | 8,877,781 |
| QRVO QORVO INC | 11.6% | Trimmed -25% | $523.39M | 5,611,526 |
| KVUE KENVUE INC | 11.5% | Same | $521.85M | 27,307,632 |
| DT DYNATRACE INC | 8.6% | New | $389.34M | 8,866,692 |
| AQN ALGONQUIN POWER & UTILITIES | 7.4% | Same | $335.13M | 57,189,420 |
| MTCH MATCH GROUP INC NEW | 6.5% | Trimmed -32% | $295.84M | 7,775,125 |
| ACTG ACACIA RESH CORP | 6.3% | Same | $284.84M | 61,123,595 |
| RIOT RIOT PLATFORMS INC | 6.1% | Trimmed -35% | $276.94M | 10,114,576 |
| BILL BILL HOLDINGS INC | 5.6% | Added | $254.05M | 7,025,748 |
| LW LAMB WESTON HLDGS INC | 5.5% | Trimmed -6% | $247.59M | 5,733,982 |
| KMX CARMAX INC | 3.7% | Trimmed -48% | $169.59M | 3,206,438 |
| FLS FLOWSERVE CORP | 2.4% | New | $106.91M | 1,441,600 |
| FLR FLUOR CORP | 1.8% | Trimmed -45% | $83.11M | 1,586,327 |
| GPGI GPGI INC | 1.8% | Same | $79.68M | 5,027,028 |
| TRIP TRIPADVISOR INC | 1.5% | Trimmed -53% | $69.88M | 5,096,996 |
| NWS NEWS CORP NEW | 1.5% | Trimmed -6% | $68.22M | 2,431,081 |
| NWSA NEWS CORP NEW | 1.1% | Trimmed -64% | $50.66M | 2,040,100 |
| HR HEALTHCARE RLTY TR | 0.9% | Trimmed -72% | $39.05M | 1,936,267 |
| BLMN BLOOMIN BRANDS INC | 0.8% | Trimmed -48% | $38.21M | 4,180,992 |
| BIXI BITCOIN INFRASTRUCTURE ACQUI | 0.1% | Same | $3.00M | 300,000 |
| RIOT Put RIOT PLATFORMS INC | 0.0% | Added +206% | $1.92M | 2,423,400 |
| BIXIW BITCOIN INFRASTRUCTURE ACQUI | 0.0% | Same | $47,460 | 149,999 |