Current position

Jeff Smith’s Acacia Resh Corp (ACTG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2022Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares61.12MHighest verified quarter-end share count
Quarters reported15Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Acacia Resh Corp in Q4 2022. The reported position was increased across later filings. Starboard Value LP currently reports 61.12M shares. The latest verified filing showed: No change.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
No change61.12M shares reported
Filing context

Quarter-end price $4.66 · Estimated holding basis $3.75

Q3 2023
Bought 205.6% more+41.12M shares · 61.12M shares reported after the change
Filing context

Quarter-end price $3.65 · Estimated holding basis $3.75

Q1 2023
Bought 300.0% more+15.00M shares · 20.00M shares reported after the change
Filing context

Quarter-end price $3.86 · Estimated holding basis $3.95

Q4 2022
New position+5.00M shares · 5.00M shares reported
Filing context

Quarter-end price $4.21 · Estimated holding basis $4.21

11 unchanged quarters are collapsed by default.

Portfolio importance

How important is Acacia Resh Corp in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight6.3%Q2 2026
Current rank#7of 21 reported positions
Peak portfolio weight7.1%Q2 2024
Best historical rank#6Q2 2024
At peak importanceQ2 2024
ACTG
7.1%
Largest holding
15.0%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$4.512026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$4.66Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$3.75Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.