Exited position

Jeff Smith’s Becton Dickinson & Co (BDX) 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 reportedQ1 2025Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares2.62MHighest verified quarter-end share count
Quarters reported5Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Becton Dickinson & Co in Q1 2025. 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 Q2 2026, 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.

Q2 2026
Sold the entire position−636.49K shares · No shares reported at quarter-end
Q1 2026
Sold 46.2% of the position−546.36K shares · 636.49K shares remained · 1.27-for-1 stock split adjusted comparison
Filing context

Quarter-end price $157.23 · Estimated holding basis $165.24

Q4 2025
Sold 23.0% of the position−278.08K shares · 929.92K shares remained
Filing context

Quarter-end price $194.07 · Estimated holding basis $210.18

Q3 2025
Sold 53.9% of the position−1.41M shares · 1.21M shares remained
Filing context

Quarter-end price $187.17 · Estimated holding basis $210.18

Q2 2025
Bought 49.8% more+870.49K shares · 2.62M shares reported after the change
Filing context

Quarter-end price $172.25 · Estimated holding basis $210.18

Q1 2025
New position+1.75M shares · 1.75M shares reported
Filing context

Quarter-end price $229.06 · Estimated holding basis $229.06

Portfolio importance

How important was Becton Dickinson & Co 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 weight2.2%Q1 2026
Last reported rank#17of 23 reported positions
Peak portfolio weight7.8%Q2 2025
Best historical rank#4Q2 2025
At peak importanceQ2 2025
BDX
7.8%
Largest holding
11.6%
Cross-investor discovery

Who else owns Becton Dickinson & Co?

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

Joel GreenblattGotham Asset Management
BDX0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
BDX0.0% of reported portfolio
Explore Becton Dickinson & Co 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$182.912026-09-14

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.