Exited position

Jeff Smith’s Vertiv Holdings Co (VRT) 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 reportedQ4 2022Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares16.90MHighest verified quarter-end share count
Quarters reported5Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Vertiv Holdings Co in Q4 2022. The reported position was reduced across later filings. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q1 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.

Q1 2024
Sold the entire position−2.61M shares · No shares reported at quarter-end
Q4 2023
Sold 36.7% of the position−1.51M shares · 2.61M shares remained
Filing context

Quarter-end price $48.03 · Estimated holding basis $13.66

Q3 2023
Sold 74.2% of the position−11.82M shares · 4.12M shares remained
Filing context

Quarter-end price $37.20 · Estimated holding basis $13.66

Q2 2023
Sold 5.2% of the position−873.69K shares · 15.94M shares remained
Filing context

Quarter-end price $24.77 · Estimated holding basis $13.66

Q1 2023
Sold 0.5% of the position−83.32K shares · 16.82M shares remained
Filing context

Quarter-end price $14.31 · Estimated holding basis $13.66

Q4 2022
New position+16.90M shares · 16.90M shares reported
Filing context

Quarter-end price $13.66 · Estimated holding basis $13.66

Portfolio importance

How important was Vertiv Holdings 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 weight2.6%Q4 2023
Last reported rank#13of 26 reported positions
Peak portfolio weight8.5%Q2 2023
Best historical rank#5Q2 2023
At peak importanceQ2 2023
VRT
8.5%
Largest holding
16.3%
Cross-investor discovery

Who else owns Vertiv Holdings Co?

Also reported by 3 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
VRT0.2% of reported portfolio
Terry SmithFundsmith LLP
VRT0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
VRT0.1% of reported portfolio
Explore Vertiv Holdings Co across all tracked investors →
MarketInsiderLab research

Connected research on Vertiv Holdings Co

Only published MIL research mapped to the exact stock identity is shown here.

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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$257.062026-09-11

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.