Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New MTCH ADSK positions, Increased FTRE IWN positions, Exited MRCY ACM IWR
Highlights from Q3 2024 filing as compared to Q2 2024 (all amounts are approximate):
- New positions in: MTCH (9.56 mln shares), ADSK (1.85 mln)
- Increased positions in: FTRE (to 8.4 mln shares from 8 mln shares), IWN (to 1.36 mln from 1.28 mln)
- Maintained positions in: AQN (62.14 mln shares), ACTG (61.12 mln shares), ALIT (43.4 mln shares), GEN (17.52 mln shares), NWS (8.73 mln shares), BLMN (8.44 mln shares), NWSA (7.2 mln shares), WIX (1.88 mln shares), ROG (0.8 mln shares)
- Closed positions in: MRCY (from 2.29 mln shares), ACM (from 0.63 mln), IWR (from 0.3 mln)
- Decreased positions in: GDDY (to 3.13 mln shares from 4.61 mln shares), HUM (to 0.19 mln from 0.51 mln; also has puts), CRM (to 1.44 mln from 1.68 mln)