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Starboard Value LP - Jeffery Smith

Starboard Value LP a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Jeffery Smith

Jeffery Smith
Starboard Value LP

Hedge Fund Manager
Ranked #148 out of 487 Hedge Fund Managers

Portfolio Gain

+102.54%
Since Jan 2016

Sharpe Ratio

1.82
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$4.84B
Jeffery Smith manages more assets than 68% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+12.18%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
48.81% Technology
11.39% Healthcare
10.48% Industrial Goods
8.11% Utilities
8.10% Communication Services
6.51% General
4.95% Consumer Cyclical
0.97% Financial
A breakdown of Starboard Value LP's portfolio by sector

Starboard Value LP Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Alight
New
Technology
$9.21
($8.03-$10.38)
-21.32%
+100.00%
392.10M
8.10%
Algonquin Power & Utilities
Added
Utilities
$6.18
($5.62-$6.74)
-0.16%
+0.24%
392.73M
8.11%
Mercury Systems
Added
Industrial Goods
$31.48
($25.31-$37.64)
+4.92%
+24.20%
78.59M
1.62%
News Corp
Added
Communication Services
$25.64
($23.29-$28.00)
+3.86%
+250.41%
155.95M
3.22%
Rogers
Added
Technology
$120.92
($107.37-$134.47)
-0.58%
+77.09%
95.43M
1.97%
Acacia Research
Not Changed
Industrial Goods
$4.54
($3.65-$5.44)
+4.69%
0.00%
325.79M
6.73%
Aecom Technology
Reduced
Industrial Goods
$92.10
($85.47-$98.72)
-10.74%
-52.52%
84.25M
1.74%
Bloomin' Brands
Not Changed
Consumer Cyclical
$27.23
($24.33-$30.13)
-23.22%
0.00%
242.09M
4.95%
GoDaddy
Reduced
Technology
$111.36
($99.90-$122.83)
+17.65%
-14.53%
762.10M
15.74%
Fortrea Holdings Inc.
Reduced
Healthcare
$35.25
($29.48-$41.02)
-36.75%
-30.19%
212.82M
4.40%
See a list of Starboard Value LP's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare Starboard Value LP's performance with other Hedge Funds and the S&P 500

Starboard Value LP activity FAQ

What is Starboard Value LP’s portfolio gain since Jun 2013?
Starboard Value LP’s portfolio gain since Jun 2013 was 102.54%.
    What is Starboard Value LP’s Sharpe Ratio?
    Starboard Value LP’s Sharpe Ratio is 1.82.
      What is Starboard Value LP’s portfolio value?
      Starboard Value LP’s portfolio value is $4.84B.
        What is Starboard Value LP’s average return since the fund’s last 13F filing?
        Starboard Value LP’s average return since the fund’s last 13F filing is -2.31%.
          What was Starboard Value LP’s average return in the last 12 months?
          Starboard Value LP’s average return in the last 12 months was 36.47%.
            What was Starboard Value LP’s average return in the last 3 years?
            Starboard Value LP’s average return in the last 3 years was 12.18%.
              When was the most recent most recent 13F form submitted by Starboard Value LP?
              Starboard Value LP's most recent 13F form was submitted on Mar 31, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Jeffery Smith Net Worth?
                  Jeffery Smith is Managing Starboard Value LP which has a net worth of $4.84B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Jeffery Smith and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.