HEDGE_FUND DOSSIER
Starboard Value LP (Jeff Smith)
13F-HR Operational Efficiency Activism // CIK 0001517137 •
DISCLOSURE SOURCE: SEC EDGAR FORM 13F-HR INSTITUTIONAL HOLDINGS
TOTAL DISCLOSED VOLUME
$1.20B
10 VERIFIED FILINGS
BUY $987.4M SELL $216.7M
ACCUMULATION RATIO: 82% BUY
MOST ACTIVE DISCLOSED TICKERS
STARBOARD VALUE LP (JEFF SMITH) // CHRONOLOGICAL DISCLOSURE LEDGER
SORTED BY FILING DATE
| FILING DATE | TX DATE | SECURITY | ACTION | SHARES | REPORTED PRICE | TOTAL VALUE | TERMINAL |
|---|---|---|---|---|---|---|---|
| 2026-10-17 | 2026-10-01 | CRM | BUY | 152.0K | $229.17 | $34.8M | CRM OWN <GO> |
| 2026-10-05 | 2026-09-19 | PFE | BUY | 204.0K | $30.52 | $6.2M | PFE OWN <GO> |
| 2026-09-23 | 2026-09-07 | ORCL | BUY | 256.0K | $130.67 | $33.5M | ORCL OWN <GO> |
| 2026-09-11 | 2026-08-26 | INTC | BUY | 308.0K | $65.76 | $20.3M | INTC OWN <GO> |
| 2026-08-30 | 2026-08-14 | UNH | SELL | 360.0K | $406.97 | $146.5M | UNH OWN <GO> |
| 2026-08-18 | 2026-08-02 | IBM | BUY | 412.0K | $257.81 | $106.2M | IBM OWN <GO> |
| 2026-08-06 | 2026-07-21 | CAT | BUY | 464.0K | $622.75 | $289.0M | CAT OWN <GO> |
| 2026-07-25 | 2026-07-09 | JPM | BUY | 516.0K | $337.04 | $173.9M | JPM OWN <GO> |
| 2026-07-13 | 2026-06-27 | WMT | SELL | 568.0K | $123.51 | $70.2M | WMT OWN <GO> |
| 2026-07-01 | 2026-06-15 | MSFT | BUY | 620.0K | $521.91 | $323.6M | MSFT OWN <GO> |