Exited position

Jeff Smith’s Brinks Co (BCO) 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 2015Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares4.58MHighest verified quarter-end share count
Quarters reported13Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Brinks Co in Q1 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 Q2 2018, 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 2018
Sold the entire position−592.46K shares · No shares reported at quarter-end
Q1 2018
Sold 30.7% of the position−262.75K shares · 592.46K shares remained
Filing context

Quarter-end price $71.35 · Estimated holding basis $28.47

Q4 2017
Sold 33.5% of the position−431.16K shares · 855.21K shares remained
Filing context

Quarter-end price $78.70 · Estimated holding basis $28.47

Q3 2017
Sold 24.9% of the position−427.57K shares · 1.29M shares remained
Filing context

Quarter-end price $84.25 · Estimated holding basis $28.47

Q2 2017
Sold 43.4% of the position−1.32M shares · 1.71M shares remained
Filing context

Quarter-end price $67.00 · Estimated holding basis $28.47

Q1 2017
Sold 33.9% of the position−1.55M shares · 3.03M shares remained
Filing context

Quarter-end price $53.45 · Estimated holding basis $28.47

5 unchanged quarters are collapsed by default.

Portfolio importance

How important was Brinks 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 weight0.9%Q1 2018
Last reported rank#14of 15 reported positions
Peak portfolio weight6.4%Q1 2016
Best historical rank#5Q3 2016
At peak importanceQ1 2016
BCO
6.4%
Largest holding
18.8%
Cross-investor discovery

Who else owns Brinks Co?

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

Ray DalioBridgewater Associates, LP
BCO0.0% of reported portfolio
Joel GreenblattGotham Asset Management
BCO0.0% of reported portfolio
Explore Brinks 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$109.282026-09-14

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.