Jeffrey Smith’s Starboard Value disclosed in an SEC filing its holdings as of June 30, 2025. The fund’s two new buys during the second quarter included, by size of position, TripAdvisor (TRIP) and iShares Russell 2000 ETF (IWM). The fund increased its stake in a number of holdings, including by size of previous position iShares Core S&P Mid-Cap ETF (IJH), Salesforce (CRM), Becton Dickinson (BDX), Match Group (MTCH), and Pfizer (PFE). Starboard reduced its stake in several holdings, including by size of previous position Kenvue (KVUE), Gen Digital (GEN), Autodesk (ADSK), Riot Platforms (RIOT), and Healthcare Realty Trust (HR). The fund’s top holdings as of June 30, in order of size, were Qorvo (QRVO), Match Group, Autodesk, Becton Dickinson, and Kenvue.
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