Cost Basis
Starboard Value
Jeff Smith
20 holdings with price data
Est. portfolio value: $4.6BReport date: 2026-03-31Avg ROI: +11.8%
View full 13F →| Ticker | Est. avg cost | Now | ROI |
|---|---|---|---|
| RIOT RIOT PLATFORMS INC | $15.53 | $21.42 | +37.88% |
| KMX CARMAX INC | $43.74 | $58.43 | +33.60% |
| MTCH MATCH GROUP INC | $30.81 | $40.54 | +31.56% |
| GEN GEN DIGITAL INC | $22.76 | $28.17 | +23.80% |
| ROG ROGERS CORP | $101.74 | $125.59 | +23.44% |
| TRIP TRIPADVISOR INC | $12.04 | $14.50 | +20.43% |
| LW LAMB WESTON HOLDINGS INC | $45.26 | $52.99 | +17.07% |
| HR HEALTHCARE REALTY TRUST INC | $17.57 | $20.54 | +16.90% |
| NWSA NEWS CORP - CLASS A | $24.72 | $27.94 | +13.05% |
| NWS NEWS CORP - CLASS B | $28.38 | $31.79 | +12.04% |
| IJH ISHARES CORE S&P MIDCAP ETF | $68.85 | $76.11 | +10.54% |
| QRVO QORVO INC | $82.07 | $89.49 | +9.04% |
| ACTG ACACIA RESEARCH CORP | $4.29 | $4.63 | +7.80% |
| FLR FLUOR CORP | $46.66 | $50.17 | +7.52% |
| KVUE KENVUE INC | $17.93 | $19.01 | +6.02% |
| CWAN CLEARWATER ANALYTICS HDS-A | $23.63 | $24.56 | +3.94% |
| BILL BILL HOLDINGS INC | $46.00 | $47.22 | +2.66% |
| BDX BECTON DICKINSON AND CO | $168.98 | $170.21 | +0.73% |
| AQN ALGONQUIN POWER & UTILITIES | $6.53 | $5.74 | -12.10% |
| GPGI GPGI INC | $21.03 | $14.77 | -29.77% |