Jeffrey Smith’s Starboard Value disclosed in an SEC filing its holdings as of December 31, 2023. Starboard’s three new buys during the fourth quarter included, by size of position, Fortrea (FTRE), News Corp Class B (NWS), and News Corp Class A (NWSA). Starboard increased its stake in five holdings, including by size of previous position, Algonquin Power (AQN), Humana (HUM), and Bloomin’ Brands (BLMN). Starboard reduced its stake in five holdings, including by size of previous position, Aecom (ACM), Vertiv (VRT), Rogers (RCI), Mercury Systems (MRCY), and Salesforce (CRM). Starboard’s top holdings as of December 31, in order of size, were GoDaddy (GDDY), Humana, Gen Digital (GEN), Wix.com (WIX), and Salesforce.
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