Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: New QRVO BDX positions, Added to ADSK CRM, Exited GDDY WIX
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: QRVO (8.27 mln shares), BDX (1.75 mln)
- Increased positions in: ADSK (to 2 mln shares from 1.04 mln shares), CRM (to 0.85 mln from 0.56 mln)
- Maintained positions in: AQN (66.43 mln shares), ACTG (61.12 mln shares), ALIT (47.92 mln shares), KVUE (22.05 mln shares), HR (20.07 mln shares), GEN (17.52 mln shares), RIOT (12.7 mln shares), NWSA (7.2 mln shares)
- Closed positions in: GDDY (from 2.83 mln shares), WIX (from 0.84 mln)
- Decreased positions in: PFE (to 7.73 mln shares from 15.37 mln shares), FTRE (to 5.27 mln from 7.48 mln), NWS (to 7.81 mln from 8.48 mln), MTCH (to 14.09 mln from 14.66 mln), IJH (to 3.56 mln from 3.97 mln)