Starboard 13-F: New stake in LW, Exits CRM

Starboard's new stake in Lamb Weston (LW) suggests a strategic move in a sector that they view favorably, potentially signaling confidence in its growth.

Newsquawk StaffPublished 15 May 2026, 20:50 UTCOn the live feed at 20:30 UTC, 20 minutes before this page

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NextEra Energy (NEE) said ti be considering paying around USD 76/shr for Dominion Energy (D)

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Newsquawk Daily Asia-Pac Opening News - 18th May 2026

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Starboard 13-F: New stake in LW, Exits CRM

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Newsquawk Week in Focus 18th - 22nd May: Highlights include NVDA earnings, FOMC Minutes, UK, Canadian, Japanese and NZ inflation, Australian jobs and global flash PMIs

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Advanced Micro Devices (AMD) enters credit agreement and provides five-year USD 5bln unsecured revolving credit facility

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New: Lamb Weston (LW), CarMax (KMX), GPGI (GPGI)
Raises: Riot Platforms (RIOT), TripAdvisor (TRIP).
Cuts: Gen Digital (GEN), Clearwater Analytics (CWAN), Healthcare Realty Trust (HR), Becton Dickinson (BDX), Fluor (FLR)
Exits: Autodesk (ADSK), Salesforce (CRM)
Top: Qorvo (QRVO), Kenvue (KVUE), Match Group (MTCH), Algonquin Power (AQN)

Context

Exiting positions in Salesforce (CRM) and Autodesk (ADSK) could indicate a shift in their investment thesis or valuation concerns, which may have implications for these companies in the market. Keep an eye on how this affects sector sentiment and stock performance, especially for Salesforce amid ongoing scrutiny of tech valuations.

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