Jeffrey Smith’s Starboard Value disclosed in an SEC filing its holdings as of September 30, 2025. Starboard’s one new buys during the third quarter was Bill Holdings (BILL). Starboard exited four positions during the quarter, including by size of previous position, Pfizer (PFE), RB Global (RBA), Green Dot (GDOT), and Fortrea Holdings (FTRE). Starboard increased its stake in three holdings, including by size of previous position, Riot Platforms (RIOT), Rogers (ROG), and TripAdvisor (TRIP). Starboard reduced its stake in a number of holdings, including by size of previous position, Becton Dickinson (BDX), Match Group (MTCH), Salesforce (CRM), Gen Digital (GEN), and Healthcare Realty Trust (HR). Starboard’s top holdings as of September 30, in order of size, were Qorvo (QRVO), Autodesk (ADSK), Match Group, Bill Holdings, and Gen Digital.
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