Exited position

Jeff Smith’s Merit Med Sys Inc (MMSI) 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 2020Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares4.84MHighest verified quarter-end share count
Quarters reported10Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Merit Med Sys Inc in Q1 2020. 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 2022, 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 2022
Sold the entire position−579.66K shares · No shares reported at quarter-end
Q2 2022
Sold 33.2% of the position−287.98K shares · 579.66K shares remained
Filing context

Quarter-end price $54.27 · Estimated holding basis $31.64

Q1 2022
Sold 33.4% of the position−434.51K shares · 867.64K shares remained
Filing context

Quarter-end price $66.52 · Estimated holding basis $31.64

Q4 2021
Sold 63.2% of the position−2.24M shares · 1.30M shares remained
Filing context

Quarter-end price $62.30 · Estimated holding basis $31.64

Q3 2021
Sold 1.5% of the position−55.30K shares · 3.54M shares remained
Filing context

Quarter-end price $71.80 · Estimated holding basis $31.64

Q2 2021
Sold 3.8% of the position−141.89K shares · 3.60M shares remained
Filing context

Quarter-end price $64.66 · Estimated holding basis $31.64

Portfolio importance

How important was Merit Med Sys Inc 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 weight0.6%Q2 2022
Last reported rank#21of 182 reported positions
Peak portfolio weight7.0%Q2 2020
Best historical rank#5Q2 2020
At peak importanceQ2 2020
MMSI
7.0%
Largest holding
17.1%
Cross-investor discovery

Who else owns Merit Med Sys Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
MMSI0.0% of reported portfolio
Explore Merit Med Sys Inc 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$111.582026-09-17

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.