Starboard Value (Jeffrey Smith) discloses updated portfolio positions in 13F filing: Confirms new ALIT position, Increased NWSA MRCY ROG AWN positions, Confirms lowered FTRE GDDY GDOT
Highlights from Q1 2024 filing as compared to Q4 2023 (all amounts are approximate):
- New positions in: ALIT (39.81 mln shares)
- Increased positions in: NWSA (to 5.96 mln shares from 1.7 mln shares), MRCY (to 2.66 mln from 2.15 mln), ROG (to 0.8 mln from 0.45 mln), AQN (to 62.14 mln from 61.99 mln)
- Maintained positions in: ACTG (61.12 mln shares), GEN (18.61 mln shares), NWS (8.73 mln shares), BLMN (8.44 mln shares)
- Decreased positions in: FTRE (to 5.3 mln shares from 7.6 mln shares), GDDY (to 6.42 mln from 7.51 mln), ACM (to 0.86 mln from 1.81 mln), WIX (to 2.43 mln from 3.34 mln), CRM (to 1.21 mln from 1.54 mln), GDOT (to 5.02 mln from 5.29 mln), IWN (to 1.71 mln from 1.81 mln), IWR (to 0.53 mln from 0.58 mln) HUM (to 0.98 mln from 0.99 mln)