Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: Added to ALIT FTRE NWSA CRM
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
- Increased positions in: ALIT (to 43.4 mln shares from 39.81 mln shares), FTRE (to 8 mln from 5.3 mln), NWSA (to 7.2 mln from 5.96 mln), CRM (to 1.68 mln from 1.21 mln)
- Maintained positions in: AQN (62.14 mln shares), ACTG (61.12 mln shares), NWS (8.73 mln shares), BLMN (8.44 mln shares), ROG (0.8 mln shares)
- Decreased positions in: GDDY (to 4.61 mln shares from 6.42 mln shares), GEN (to 17.52 mln from 18.61 mln), WIX (to 1.88 mln from 2.43 mln) MRCY (to 2.29 mln from 2.66 mln), ACM (to 0.63 mln from 0.86 mln), IWR (to 0.3 mln from 0.53 mln)