Jeffrey C. Smith Portfolio
Invests via Starboard Value LP | Managed by Jeffrey C. Smith, Peter A. Feld, Gavin Molinelli
Invests via Starboard Value LP
Managed by Jeffrey C. Smith, Peter A. Feld, Gavin Molinelli
Automatically Tracked
Jeffrey C. Smith Profile
Across public equities and event-driven situations, the founder directs capital into special-situation arbitrage, distressed debt and catalyst-driven stakes, emphasizing concentrated positions and activist engagement to unlock value. Jeffrey C. Smith built a market-facing track record running concentrated long-short strategies, has prior experience at hedge funds and investment banks, and uses fundamental research and proxy campaigns to influence corporate outcomes; holds a finance-related degree and is regularly cited by institutional investors for opportunistic deal sourcing.
Across public equities and event-driven situations, the founder directs capital into special-situation arbitrage, distressed debt and catalyst-driven stakes, emphasizing concentrated positions and activist engagement to unlock value. Jeffrey C. Smith built a market-facing track record running concentrated long-short strategies, has prior experience at hedge funds and investment banks, and uses fundamental research and proxy campaigns to influence corporate outcomes; holds a finance-related degree and is regularly cited by institutional investors for opportunistic deal sourcing.
Investment Philosophy & Strategy
Special-situation value investor deploying concentrated capital into event-driven arbitrage, distressed and catalyst situations across public equities and credit. Employs fundamental forensic research, activist playbooks and proxy campaigns to create asymmetric returns, combining long-short flexibility with targeted distressed debt positions. Prefers high-conviction, concentrated stakes with mid-term horizons to effect corporate outcomes, prioritizing capital preservation through hedged structures and downside protection. Underwrites opportunities on imbalance-driven mispricings, uses operational engagement and legal/commercial levers to accelerate realization, and sources deals through institutional networks and opportunistic market timing.
Special-situation value investor deploying concentrated capital into event-driven arbitrage, distressed and catalyst situations across public equities and credit. Employs fundamental forensic research, activist playbooks and proxy campaigns to create asymmetric returns, combining long-short flexibility with targeted distressed debt positions. Prefers high-conviction, concentrated stakes with mid-term horizons to effect corporate outcomes, prioritizing capital preservation through hedged structures and downside protection. Underwrites opportunities on imbalance-driven mispricings, uses operational engagement and legal/commercial levers to accelerate realization, and sources deals through institutional networks and opportunistic market timing.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
15.56%
Gain
Monthly
1.09%
Yearly
13.96%
Drawdown
26.75%
$5.24B
Equity
Holdings
$5.24B
Investment
$4.88B
$4.43B
Profit +$56.67M
Realized
$4.08B
Unrealized
$352.22M
Dividends
$916.78M
Goals
Avg. 100% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 30% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$56.67M
Win %
72%
This Week
Compared To Last Week
Gain
0.19%
Profit
$9.97M
Win %
72%
This Month
Compared to last month
Gain
-2.12%
Profit
-$113.64M
Win %
72%
This Year
Compared to last year
Gain
13.1%
Profit
$596.89M
Win %
69%
BILL Bill Holdings Inc.
+7.01%
+$20.37M 
KMX CarMax Inc.
+6.55%
+$22.64M 
BLMN Bloomin' Brands Inc.
+5.6%
+$3.71M 
TRIP Tripadvisor Inc.
+3.9%
+$5.89M 
BDX Becton, Dickinson and Company
+3.86%
+$3.7M 
MTCH Match Group, Inc.
+2.9%
+$12.69M 
NWS News Corporation
+1.99%
+$1.61M 
NWSA News Corporation
+1.79%
+$2.77M 
GPGI GPGI Inc
+1.43%
+$1.06M 
ACTG Acacia Research Corporation
+0.69%
+$1.83M 
GEN Gen Digital Inc.
+0.61%
+$1.27M 
LW Lamb Weston Holdings, Inc.
+0.45%
+$1.28M 
KVUE Kenvue Inc.
+0.37%
+$1.91M 
BIXI Bitcoin Infrastructure Acquisition Corp Ltd. Class A Ordinary Shares
+0.15%
+$4,500 
HR Healthcare Realty Trust Incorporated
+0.07%
+$102,319.01 
CWAN Clearwater Analytics Holdings Inc.
0%
$0 
BIXIW Bitcoin Infrastructure Acquisition Corp Ltd. Warrant
-7.6%
-$3,419.98 
RIOT Riot Platforms, Inc.
-3.84%
-$12.05M 
FLR Fluor Corporation
-1.49%
-$2.19M 
QRVO Qorvo Inc.
-1.23%
-$7.64M 
ROG Rogers Corporation
-0.75%
-$601,857.84 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$1.4M 
AQN Algonquin Power & Utilities Corp.
-0.09%
-$285,947.1 Events
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Dividends
Dividend Analysis
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| Trades 1285 | Longs Won 794/1285 61% | Profit Factor 2.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $24.75M |
| Average Win $9.76M | Best Trade (Sep 30) $278.34M | Sharpe Ratio -39.64 |
| Average Loss -$6.76M | Worst Trade (Dec 30) -$248.77M | Z-Score -11.36 (98.75%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 6d | Expectancy $3.45M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.2% |
| Consecutive Losing Trades | 775 | 698 | 620 | 543 | 465 | 388 | 310 | 233 | 155 | 78 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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