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.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on TRIP:
- Starboard discloses new $111M stake in TripAdvisor
- Tripadvisor’s Earnings Call: Strategic Gains Amid Challenges
- TripAdvisor price target raised to $21 from $17 at B. Riley
- TripAdvisor: Navigating Temporary Setbacks with Strategic Growth Potential
- TripAdvisor price target raised to $19 from $18 at UBS