Starboard Value
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Jeff Smith's Starboard Value reported 18 stock positions worth $4.7 billion. Its top holding was Autodesk (ADSK) at 10.9% of the portfolio, followed by GoDaddy Class A (GDDY, 10.5%) and Gen Digital (GEN, 10.2%). Compared with Q2 2024, it opened 2 new positions, sold out of 3, added to 2 and reduced 3. The biggest buy was a new position in Autodesk (ADSK) and the biggest sale GoDaddy Class A (GDDY, shares −32%).
- Most Recent 13F
- Q2 2026
- Notable People
- Jeff Smith
- Location
- New York, NY
- CIK
- 0001517137
- Portfolio Value
- $4.7B (Q3 2024)
- SEC Filing
- 0000921895-24-002729 ↗ filed Nov 14, 2024
Holdings Value
Holdings 18 stocks · $4.7B
| ADSK Autodesk Inc. | 10.86% | 1,852,000 | $510.2M | New |
| GDDY GoDaddy Inc. Class A | 10.46% | 3,134,093 | $491.4M | Reduce -32.0% |
| GEN Gen Digital Inc. | 10.23% | 17,516,604 | $480.5M | No change |
| CRM Salesforce Inc. | 8.40% | 1,441,848 | $394.6M | Reduce -14.3% |
| MTCH Match Group Inc. | 7.70% | 9,556,146 | $361.6M | New |
| AQN Algonquin Power & Utilities | 7.21% | 62,141,000 | $338.7M | No change |
| ALIT Alight Inc. Class A | 6.84% | 43,395,000 | $321.1M | No change |
| WIX Wix.com Ltd. | 6.68% | 1,877,000 | $313.8M | No change |
| ACTG Acacia Research Corp. | 6.06% | 61,123,595 | $284.8M | No change |
| NWS News Corp. Class B | 5.20% | 8,732,000 | $244.1M | No change |
| IWN iShares Russell 2000 Value E | 4.81% | 1,355,000 | $226.0M | Add +5.9% |
| NWSA News Corp. Class A | 4.08% | 7,201,393 | $191.8M | No change |
| FTRE Fortrea Holdings Inc. | 3.58% | 8,400,000 | $168.0M | Add +5.0% |
| BLMN Bloomin' Brands Inc. | 2.97% | 8,441,000 | $139.5M | No change |
| ROG Rogers Corp. | 1.93% | 804,000 | $90.9M | No change |
| HUM Humana Inc. | 1.29% | 191,000 | $60.5M | Reduce -62.3% |
| GDOT Green Dot Corp. Class A | 1.25% | 5,018,381 | $58.8M | No change |
| RBA RB Global Inc. | 0.43% | 251,163 | $20.2M | No change |
Options reported separately and not counted above: HUM puts ($666K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $7.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WIX LTD (WIX 0 08/15/25) | NOTE 8/1 · principal | 7,500,000 | $7.2M | No change |
Total filed on the 13F, all lines: $4.7B.
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
Options Activity Q2 2024 → Q3 2024
| HUM Humana Inc. | put | New | 60,000 | $666K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $4.5B | IJH, QRVO, KVUE, DT, AQN |
| Q1 2026 | 22 | $4.6B | QRVO, KVUE, IJH, AQN, MTCH |
| Q4 2025 | 22 | $5.3B | QRVO, KVUE, AQN, BILL, MTCH |
| Q3 2025 | 20 | $5.3B | QRVO, ADSK, MTCH, BILL, GEN |
| Q2 2025 | 24 | $5.8B | QRVO, MTCH, ADSK, BDX, KVUE |
| Q1 2025 | 21 | $5.5B | QRVO, KVUE, ADSK, GEN, MTCH |
| Q4 2024 | 21 | $5.5B | GDDY, GEN, MTCH, KVUE, PFE |
| Q3 2024 | 18 | $4.7B | ADSK, GDDY, GEN, CRM, MTCH |
| Q2 2024 | 19 | $4.3B | GDDY, GEN, CRM, AQN, ALIT |
| Q1 2024 | 19 | $4.8B | GDDY, GEN, AQN, ALIT, CRM |