Exited position

Jeff Smith’s Perrigo Co Plc (PRGO) 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 reportedQ3 2016Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares10.04MHighest verified quarter-end share count
Quarters reported13Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Perrigo Co Plc in Q3 2016. 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 Q4 2019, 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.

Q4 2019
Sold the entire position−4.10M shares · No shares reported at quarter-end
Q3 2019
Sold 59.2% of the position−5.94M shares · 4.10M shares remained
Filing context

Quarter-end price $55.89 · Estimated holding basis $87.93

Q2 2018
Bought 4.1% more+400.00K shares · 10.04M shares reported after the change
Filing context

Quarter-end price $72.91 · Estimated holding basis $87.93

Q1 2017
Bought 1.4% more+135.00K shares · 9.64M shares reported after the change
Filing context

Quarter-end price $66.39 · Estimated holding basis $88.56

Q4 2016
Bought 61.3% more+3.61M shares · 9.51M shares reported after the change
Filing context

Quarter-end price $83.23 · Estimated holding basis $88.87

Q3 2016
New position+5.90M shares · 5.90M shares reported
Filing context

Quarter-end price $92.33 · Estimated holding basis $92.33

8 unchanged quarters are collapsed by default.

Portfolio importance

How important was Perrigo Co Plc 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 weight7.7%Q3 2019
Last reported rank#3of 14 reported positions
Peak portfolio weight23.4%Q4 2016
Best historical rank#1Q3 2016
At peak importanceQ4 2016
PRGO
23.4%
Largest holding
23.4%
Cross-investor discovery

Who else owns Perrigo Co Plc?

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

Ray DalioBridgewater Associates, LP
PRGO0.0% of reported portfolio
Joel GreenblattGotham Asset Management
PRGO0.0% of reported portfolio
Explore Perrigo Co Plc 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$13.562026-09-15

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.