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Starboard Value 13-F: New FLR, Raises MTCH, Cuts CRM and Exits ALIT

Starboard Value's 13-F filing reveals a strategic realignment of its portfolio, indicating newfound confidence in Fluor (FLR) and Match Group (MTCH) while reducing exposure to major players like Salesforce (CRM) and Autodesk (ADSK).

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  • New: Clearwater Analytics (CWAN), Fluor (FLR)
  • Raises: Kenvue (KVUE), Riot Platforms (RIOT), TripAdvisor (TRIP), Match Group (MTCH).
  • Cuts: Autodesk (ADSK), News Corp. (NWSA), Gen Digital (GEN), Healthcare Realty Trust (HR), Salesforce (CRM).
  • Exits: Alight (ALIT)
  • Top: Qorvo (QRVO), Kenvue (KVUE), Algonquin Power (AQN), Bill (BILL), Match Group (MTCH).
Context

This shift could signal broader market sentiment around these stocks, particularly in sectors facing scrutiny or volatility, implying potential adjustments in trader positioning and sector dynamics as investors react to this news.

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