We are live on ! Find out more
JS

Jeffrey Smith Starboard Value

AUM $4.52B
1-Year Est. Return 19.34%
 

Jeffrey Smith is the CEO of Starboard Value, one of the most active and successful activist investment firms of the past decade. Starboard is known for detailed operational white papers, board campaigns, and efforts to improve margins and capital allocation at portfolio companies. Smith’s firm is a regular presence in corporate governance and activist-investing news.

This Fund
S&P 500
This Quarter Est. Return
-2.7%
1 Year Est. Return
+19.34%
3 Year Est. Return
+55.97%
5 Year Est. Return
+85.4%
10 Year Est. Return
+430.11%
AUM
$4.57B
AUM Growth
-$705M
Cap. Flow
+$1.16M
Cap. Flow %
0.03%
Top 10 Hldgs %
74.72%
Holding
29
New
7
Increased
3
Reduced
9
Closed
3

Top Buys

Rank Stock Value
1
LW icon
Lamb Weston
LW
+$273M
2
KMX icon
CarMax
KMX
+$271M
3
GPGI
GPGI Inc
GPGI
+$109M
4
RIOT icon
Riot Platforms
RIOT
+$43M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$40.2M

Top Sells

Rank Stock Value
1
ADSK icon
Autodesk
ADSK
+$297M
2
CRM icon
Salesforce
CRM
+$249M
3
FLR icon
Fluor
FLR
+$107M
4
CWAN
Clearwater Analytics
CWAN
+$106M
5
HR icon
Healthcare Realty
HR
+$101M

Sector Composition

Rank Sector Weight
1 Technology 26%
2 Consumer Staples 15.94%
3 Communication Services 12.32%
4 Industrials 11.25%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIXIW
26
Bitcoin Infrastructure Acquisition Corp Warrant
BIXIW
$4.4M
$44.5K ﹤0.01%
+149,999
New +$46.3K
ADSK icon
27
Autodesk
ADSK
$53.6B
– –
-1,001,733
Closed -$297M
CRM icon
28
Salesforce
CRM
$171B
– –
-940,325
Closed -$249M
IWM icon
29
iShares Russell 2000 ETF
IWM
$81.9B
– –
-137,000
Closed -$35.3M
1
2

Similar funds

FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.52B AUM 8.53% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
MP
Munro Partners Melbourne, Australia $4.54B AUM 84.34% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Jeffrey Smith's Q1 2026 Portfolio in Review

As of Q1 2026, Jeffrey Smith held 29 positions worth $4.57B, down 13% from $5.28B the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Jeffrey Smith's Q1 2026 filing shows 7 new, 3 increased, 9 reduced and 3 closed positions. Its largest new stake was Lamb Weston: 6,114,982 shares worth $258M. The largest sale was Autodesk, an estimated $297M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 42% a quarter earlier, followed by Consumer Staples and Communication Services.

  • Jeffrey Smith's largest Q1 2026 buy was Lamb Weston: 6,114,982 shares worth $258M.
  • Jeffrey Smith added most to Riot Platforms in Q1 2026, an estimated $43M increase.
  • Jeffrey Smith's biggest Q1 2026 reduction was Fluor, cutting an estimated $107M.
  • Jeffrey Smith fully exited Autodesk in Q1 2026, selling an estimated $297M.
  • Jeffrey Smith's ten largest holdings make up 75% of its $4.57B portfolio in Q1 2026.
  • Jeffrey Smith opened 7 new positions and closed 3 in Q1 2026.
  • Jeffrey Smith's portfolio value fell 13% quarter-over-quarter to $4.57B.

Based on Starboard Value's 13F filing for Q1 2026, filed 15 May 2026.