Jeffrey Smith’s Starboard Value disclosed in an SEC filing its holdings as of September 30, 2023. The fund’s one new buy during the third quarter included Bloomin’ Brands (BLMN). Starboard exited a number of positions during the quarter, including by size of previous position Splunk (SPLK), Willis Towers Watson (WTW), Abcam (ABCM), Papa John’s (PZZA), and LivePerson (LPSN). The fund increased its stakes in Acacia Research (ACTG), iShares Russell 2000 Value ETF (IWN), Algonquin Power (AQN), and iShares Russell Mid-Cap ETF (IWR), and reduced its stakes in Vertiv Holdings (VRT), Aecom (ACM), Salesforce (CRM), Rogers (ROG), and Gen Digital (GEN). Starboard’s top holdings, as of September 30, were GoDaddy (GDDY), Humana (HUM), Salesforce, Algonquin Power, and Wix.com (WIX).
TipRanks Black Friday Sale
- Claim 60% off TipRanks Premium for the data-backed insights and research tools you need to invest with confidence.
- Subscribe to TipRanks' Smart Investor Picks and see our data in action through our high-performing model portfolio - now also 60% off
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
See the top stocks recommended by analysts >>
Read More on BLMN:
- Analysts Turn on Bloomin’ Brands (NASDAQ:BLMN) amid Soft Guidance
- Booking upgraded, Paramount downgraded: Wall Street’s top analyst calls
- Bloomin’ Brands price target raised to $26 from $24 at BofA
- Bloomin’ Brands price target lowered to $27 from $28 at Barclays
- Bloomin’ Brands downgraded to Outperform from Strong Buy at Raymond James