ISHARES TRIJH
$684.6M
15.1%
—Est. vs filing basis
Q2 2026 Bought 52.3% more
https://marketinsiderlab.com/wp-content/uploads/2026/08/Jeff-Smith-portrait-—-Starboard-Value-214x300.jpg![Investor portrait]()
High-profile investor tracker
2026-06-30
Jeff Smith Portfolio
Starboard Value LP Holdings
A filing-based view of Starboard Value LP’s publicly disclosed U.S.-listed equity holdings — with portfolio concentration, quarter-over-quarter changes and verified quarterly SEC history.
Confirmed SEC snapshot$4.52B
Q2 2026report period
22reported positions
2026-08-14filing date
13F-HRsource filing
59verified quarters
Estimated 1Y+6.5%
Portfolio
464287507|CORE S&P MCP ETF|1174736K101|COM|249177J102|COM|3268150109|COM NEW|4015857105|COM|557667L107|COM|6003881307|ACACIA TCH COM|7767292105|COM|8090043100|COM|92513272104|COM|10143130102|COM|11biggest_holdingsBiggest Holdingslargest_increasesLargest Increasesbiggest_estimated_gainsBiggest Estimated Gainsbiggest_estimated_lossesBiggest Estimated Losses
Calculated across the non-option holdings shown below. Reported puts and calls are excluded and shown separately.
Showing 20 of 21 positions
Signals
Fresh SEC ownership signals from Schedule 13D and 13G disclosures, separate from the quarterly 13F portfolio.
Performance
READY2025-06-302025-09-30+0.36%
READY2025-09-302025-12-31-3.06%
READY2025-12-312026-03-31-6.31%
READY2026-03-312026-06-30+16.86%
Estimated 1Y performanceFiling-based estimate
+6.52%
Performance not publishedPerformance is not published for this profile.
Coverage 97% High coverage
Quarterly performanceBackend-published quarter legs within the 1Y estimate
2025-09-30+0.36%
2025-12-31-3.06%
2026-03-31-6.31%
2026-06-30+16.86%
Displayed legs are backend-ready filing-based estimates. They explain the path of the published 1Y result and are not summed or compounded in the browser.
MethodologyMIL_SEC_PERFORMANCE_V2_EXIT_AWARE_M2M
What this measures
Estimated return from standardized SEC-reported portfolio observations using the approved filing-based methodology. It is not an actual transaction-level or realized investor return.
START_OF_QUARTER_REPORTED_PORTFOLIO_RETURN; CONTINUING=SEC_REFERENCE_TO_SEC_REFERENCE; FULL_EXIT=VERIFIED_MARKET_CLOSE_T0_TO_T1
Portfolio history
READYREADYREADYREADYAVAILABLE_BOUNDED
History loads when opened.
History loads when opened.
History loads when opened.
History loads when opened.
Methodology
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.
Official Form 13F filings and the canonical MarketInsiderLab filing record are authoritative. Unsupported or unverified data is withheld.
Portfolio weights use the verified full filing total. Security identity and corporate actions are reconciled before publication.
Changes compare verified SEC-reported quarter-end positions. They do not represent exact trade dates, execution prices, or intraperiod activity.
What Form 13F can — and cannot — show
These pages track the reporting manager’s public 13F disclosures. A 13F is a delayed quarter-end snapshot, not a complete or real-time portfolio.
Form 13F is generally due within 45 days after quarter-end. Snapshot and filing dates are shown separately, and positions may have changed before the filing became public. Amendments or later confidential-treatment releases can also revise the public record.
The filing mainly shows long positions in reportable 13F securities, not every asset or exposure. Cash, short positions, private investments, many bonds and other non-reportable holdings can sit outside the filing.
Reported puts and calls are kept separate from ordinary shares, and their reported values should not be read as cash invested. Share classes, ticker changes, splits and supported corporate actions are reconciled; unresolved identity or continuity issues are withheld.
On Investor Portfolios, Concentrated means the top five reported holdings are at least 60% of reported portfolio value; Diversified means 35% or less. Profiles between those thresholds are in neither quick filter.
Estimate definitions
Reported filing data and calculated estimates are kept separate. Estimates are published only when the required inputs pass validation.
The latest verified price held by this tracker, dated as shown. It is not necessarily a live quote.
Reported holding value divided by reported shares after unit validation. It is not a purchase price or an independently verified market close.
A calculated per-share reference from verified filing history and split-adjusted reported changes. It is not actual purchase price or tax basis; a limited-history date marks the reference start.
Published only when four consecutive quarterly estimates pass QA and the weakest leg has at least 70% measurable coverage. Because the estimate is derived from quarter-end filing snapshots, it does not capture all intraperiod trading, cash or non-13F assets and is not an audited fund return.
≥90% High coverage70–89.9% Partial estimate<70% Withheld
MarketInsiderLab tracks what public filings actually show.
Research and context — not a recommendation to copy any investor’s trades.