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:
28.78%
Gain -1.79%
Monthly
1.12%
Yearly
14.31%
Drawdown
26.8%
$4.65B
Equity
Holdings
$4.65B
Investment
$4.29B
$4.54B
Profit -$88.86M
Realized
$4.17B
Unrealized
$363.94M
Dividends
$930.38M
Goals
Avg. 81% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 30% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.79%
Profit
-$88.86M
Win %
56%
This Week
Compared To Last Week
Gain
0.09%
Profit
$4.11M
Win %
56%
This Month
Compared to last month
Gain
2.27%
Profit
$103.19M
Win %
56%
This Year
Compared to last year
Gain
3.48%
Profit
$156.18M
Win %
60%
AQN Algonquin Power & Utilities Corp.
+0.67%
+$2M 
KVUE Kenvue Inc.
+0.67%
+$3.41M 
KMX CarMax Inc.
+0.46%
+$769,545.12 
BIXI Bitcoin Infrastructure Acquisition Corp Ltd. Class A Ordinary Shares
+0.1%
+$3,000 
QRVO Qorvo Inc.
0%
$0 
BIXIW Bitcoin Infrastructure Acquisition Corp Ltd. Warrant
-18.52%
-$7,499.95 
RIOT Riot Platforms, Inc.
-11.06%
-$17.35M 
DT Dynatrace, Inc.
-5.66%
-$31.96M 
MTCH Match Group, Inc.
-3.62%
-$12.4M 
BILL Bill Holdings Inc.
-3.18%
-$10.47M 
GPGI GPGI Inc
-2.68%
-$1.71M 
ACTG Acacia Research Corporation
-1.77%
-$4.58M 
FLR Fluor Corporation
-1.67%
-$1.26M 
TRIP Tripadvisor Inc.
-1.65%
-$790,034.38 
LW Lamb Weston Holdings, Inc.
-1.51%
-$4.7M 
NWSA News Corporation
-1.07%
-$663,032.5 
IJH iShares Core S&P Mid-Cap ETF
-1.07%
-$6.92M 
FLS Flowserve Corporation
-1.04%
-$1.06M 
NWS News Corporation
-0.94%
-$753,637.54 
BLMN Bloomin' Brands Inc.
-0.91%
-$376,289.28 
HR Healthcare Realty Trust Incorporated
-0.12%
-$38,725.34 Events
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Dividends
Dividend Analysis
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| Trades 1300 | Longs Won 818/1300 62% | Profit Factor 2.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $26.11M |
| Average Win $9.95M | Best Trade (Sep 30) $278.34M | Sharpe Ratio -39.83 |
| Average Loss -$7.47M | Worst Trade (Dec 30) -$248.77M | Z-Score -10.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w 1d | Expectancy $3.49M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.67% |
| Consecutive Losing Trades | 622 | 560 | 498 | 436 | 373 | 311 | 249 | 187 | 124 | 62 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACTG Acacia Research Corporation | 61.12M | $229.05M | $253.97M | - | $24.92M | 10.88% | -1.773% |
| AQN Algonquin Power & Utilities Corp. | 57.19M | $392.77M | $299.39M | - | -$93.39M | -23.78% | +0.673% |
| BILL Bill Holdings Inc. | 7.03M | $372.14M | $319.18M | - | -$52.96M | -14.23% | -3.176% |
| BIXI Bitcoin Infrastructure Acquisition Corp Ltd. Class A Ordinary Shares | 300,000 | $2.99M | $3.03M | - | $42,000 | 1.41% | +0.099% |
| BIXIW Bitcoin Infrastructure Acquisition Corp Ltd. Warrant | 149,999 | $44,550 | $32,999.78 | - | -$11,550.22 | -25.93% | -18.519% |
| BLMN Bloomin' Brands Inc. | 4.18M | $103.17M | $41.14M | - | -$62.03M | -60.12% | -0.906% |
| DT Dynatrace, Inc. | 8.87M | $365.22M | $533.11M | - | $167.89M | 45.97% | -5.657% |
| FLR Fluor Corporation | 1.59M | $62.87M | $74.36M | - | $11.49M | 18.28% | -1.668% |
| FLS Flowserve Corporation | 1.44M | $106.91M | $100.96M | - | -$5.95M | -5.56% | -1.039% |
| GPGI GPGI Inc | 5.03M | $85.96M | $62.08M | - | -$23.88M | -27.78% | -2.679% |
| HR Healthcare Realty Trust Incorporated | 1.94M | $32.82M | $33.57M | - | $755,144.13 | 2.3% | -0.115% |
| IJH iShares Core S&P Mid-Cap ETF | 8.88M | $600.81M | $641.42M | - | $40.61M | 6.76% | -1.068% |
| KMX CarMax Inc. | 3.21M | $133.32M | $169.49M | - | $36.17M | 27.13% | +0.456% |
| KVUE Kenvue Inc. | 27.31M | $557.24M | $513.25M | - | -$43.99M | -7.89% | +0.67% |
| LW Lamb Weston Holdings, Inc. | 5.73M | $242.32M | $306.14M | - | $63.82M | 26.34% | -1.513% |
| MTCH Match Group, Inc. | 7.78M | $257.72M | $330.48M | - | $72.76M | 28.23% | -3.617% |
| NWS News Corporation | 2.43M | $62.53M | $79.62M | - | $17.09M | 27.33% | -0.938% |
| NWSA News Corporation | 2.04M | $55.14M | $60.99M | - | $5.85M | 10.61% | -1.075% |
| QRVO Qorvo Inc. | 5.61M | $406.33M | $640.67M | - | $234.34M | 57.67% | 0.0 |
| RIOT Riot Platforms, Inc. | 10.11M | $148.83M | $139.43M | - | -$9.4M | -6.32% | -11.065% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jeffrey C. Smith?
The largest contributions to the portfolio's profits come from the following stocks: Godaddy Inc - $666.81M, Vertiv Holdings Co - $429.9M, Salesforce Inc - $401.35M, Marvell Technology, Inc - $390.73M, and Wix.com Ltd - $379.55M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Perrigo Company plc - $300.31M, Alight Inc - $278.85M, Cyxtera Technologies, Inc - $198.35M, Fortrea Holdings Inc - $184.09M, and eHealth Inc - $137.53M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey C. Smith's portfolio generate?
The portfolio generates substantial dividend income, with a total of $930.38M earned over time. The largest contributors to dividend income include Gen Digital Inc - $377.97M, Algonquin Power & Utilities Corp - $59.97M, Darden Restaurants, Inc - $51.07M, Kenvue Inc - $40.5M, and Four Corners Property Trust Inc - $33.85M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey C. Smith's monthly returns?
Jeffrey C. Smith's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jeffrey C. Smith's strategy be considered aggressive or moderate?
Jeffrey C. Smith's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jeffrey C. Smith's strategy?
Jeffrey C. Smith's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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