Jeffrey Smith’s Starboard Value disclosed in an SEC filing its holdings as of June 30, 2024. Starboard increased its stake in four holdings, including by size of previous position, Salesforce (CRM), News Corp (NWSA), Fortrea (FTRE), and Alight (ALIT). Starboard reduced its stake in a number of holdings, including by size of previous position, Humana (HUM), GoDaddy (GDDY), Wix.com (WIX), and Aecom (AEM). Starboard’s top holdings as of June 30, in order of size, were GoDaddy, Gen Digital (GEN), Salesforce, Algonquin Power (AQN), and Alight.
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