Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: Confirms new KVUE HR PFE RIOT positions, Increased MTCH ALIT AQN holdings
Highlights from Q4 2024 filing as compared to Q3 2024 (all amounts are approximate):
- New positions in: KVUE (21.91 mln shares), HR (20.18 mln), PFE (15.37 mln), RIOT (12.7 mln), IJH (3.97 mln)
- Increased positions in: MTCH (to 14.66 mln shares from 9.56 mln shares), ALIT (to 47.23 mln from 43.4 mln), AQN (to 65.32 mln from 62.14 mln)
- Maintained positions in: ACTG (61.12 mln shares), GEN (17.52 mln shares), BLMN (8.44 mln shares), NWSA (7.2 mln shares)
- Closed positions in: IWN (from 1.36 mln shares)
- Decreased positions in: WIX (to 0.84 mln shares from 1.88 mln shares), FTRE (to 7.48 mln from 8.4 mln), CRM (to 0.56 mln from 1.44 mln), ADSK (to 1.04 mln from 1.85 mln), GDOT (to 4.6 mln from 5.02 mln), GDDY (to 2.83 mln from 3.13 mln), NWS (to 8.48 mln from 8.73 mln)