Exited position

Jeff Smith’s Aecom (ACM) 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 reportedQ2 2015Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares7.81MHighest verified quarter-end share count
Quarters reported25Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Aecom in Q2 2015. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q3 2024, and the stock is no longer reported in the latest verified portfolio.

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.

Q3 2024
Sold the entire position−625.44K shares · No shares reported at quarter-end
Q2 2024
Sold 27.2% of the position−233.56K shares · 625.44K shares remained
Filing context

Quarter-end price $88.14 · Estimated holding basis $39.24

Q1 2024
Sold 52.5% of the position−950.00K shares · 859.00K shares remained
Filing context

Quarter-end price $98.08 · Estimated holding basis $39.24

Q4 2023
Sold 37.4% of the position−1.08M shares · 1.81M shares remained
Filing context

Quarter-end price $92.43 · Estimated holding basis $39.24

Q3 2023
Sold 23.6% of the position−892.00K shares · 2.89M shares remained
Filing context

Quarter-end price $83.04 · Estimated holding basis $39.24

Q2 2023
Sold 29.8% of the position−1.61M shares · 3.78M shares remained
Filing context

Quarter-end price $84.69 · Estimated holding basis $39.24

4 unchanged quarters are collapsed by default.

Portfolio importance

How important was Aecom in Starboard Value LP’s reported portfolio?

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

Last reported portfolio weight1.3%Q2 2024
Last reported rank#16of 20 reported positions
Peak portfolio weight11.4%Q4 2022
Best historical rank#1Q2 2021
At peak importanceQ4 2022
ACM
11.4%
Largest holding
14.7%
Cross-investor discovery

Who else owns Aecom?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
ACM0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
ACM0.0% of reported portfolio
Explore Aecom across all tracked investors →
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$64.602026-09-14

Market context only; not an investor transaction price.

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.