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Jeffrey Smith’s Fluor FLR Stock Holding History

Jeffrey Smith’s Portfolio FLR Stock Details FLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.1M Sell
1,586,327
-1,300,000
-45% -$63.7M 1.84% 13
2026
Q1 		$135M Sell
2,886,327
-2,305,000
-44% -$107M 2.94% 13
2025
Q4 		$206M Buy
+5,191,327
New +$230M 3.9% 13

Other funds holding FLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jeffrey Smith's FLR Position: Q2 2026 in Review

Jeffrey Smith reduced its Fluor (FLR) stake by 45% in Q2 2026, selling an estimated $63.7M and leaving 1,586,327 shares worth $83.1M. The position accounts for 1.84% of the portfolio, ranked #13.

Jeffrey Smith first reported a position in FLR in Q4 2025 and has held it in 3 quarters since. The position peaked at $206M in Q4 2025. 549 funds tracked by Wall St. Rank hold FLR as of Q2 2026.

  • Jeffrey Smith held 1,586,327 shares of Fluor worth $83.1M as of Q2 2026.
  • Jeffrey Smith sold 1,300,000 Fluor shares in Q2 2026, an estimated $63.7M.
  • Fluor made up 1.84% of Jeffrey Smith's portfolio in Q2 2026, its #13 holding.
  • Jeffrey Smith first reported a position in Fluor in Q4 2025 and has held it in 3 quarters since.
  • Jeffrey Smith's Fluor position peaked at $206M in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Fluor as of Q2 2026.

Based on Starboard Value's 13F filing for Q2 2026, filed 14 Aug 2026.