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Starboard? Larboard? all the same we parry that stuff ;)
Gata Starboard rewards goes live tomorrow ✨
A joint quest opens on @GalxeQuest at the same time. If you contributed to @Gata_xyz , you will want to be around.
Activist Starboard takes stakes in these two consumer stocks
New Starboard is Live 🌠 @FIH_USD1
FIH is building a data economy on Solana where prediction markets, DeFi & meme culture merge into a USD1-powered system rewarding onchain action.
Explore, predict, trade & share to compete for a 10K $USDT prize pool:
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JEFF SMITH'S STARBOARD JUST OPENED TWO NEW $258M POSITIONS IN LAMB WESTON AND CARMAX
Here are their updated largest holdings and every move they made in Q1 2026, as per @ralliesai:
Top 10 holdings:
🥇 Qorvo $QRVO: $581M
🥈 Kenvue $KVUE: $471M
🥉 iShares Core S&P Mid-Cap ETF $IJH: $394M
4. Algonquin Power $AQN: $351M
5. Match Group $MTCH: $350M
6. Acacia Research $ACTG: $294M
7. Bill Holdings $BILL: $269M
8. Lamb Weston $LW: $258M (NEW)
9. CarMax $KMX: $258M (NEW)
10. Riot Platforms $RIOT: $192M
New positions:
- Lamb Weston $LW: $258M
- CarMax $KMX: $258M
- GPGI $CMPO: $86M
- iShares High Yield $HYG puts: $3M
- iShares Russell 2000 $IWM puts: $2.7M
- Riot Platforms $RIOT puts: $705K
Biggest adds:
- Riot Platforms $RIOT: +22% shares
- TripAdvisor $TRIP: +12%
- iShares Core S&P Mid-Cap $IJH: +11%
Biggest trims:
- Rogers Corp $ROG: -51% shares
- Healthcare Realty $HR: -46%
- Clearwater Analytics $CWAN: -45%
- Fluor $FLR: -44%
- News Corp Class B $NWS: -42%
- Becton Dickinson $BDX: -32%
- Gen Digital $GEN: -26%
- Algonquin Power $AQN: -10%
Full exits:
- Autodesk $ADSK: $297M
- Salesforce $CRM: $249M
- iShares Russell 2000 $IWM common: $34M (rotated into puts)
The rotation: out of enterprise SaaS and broad small-cap. Into two major new activist positions in consumer names plus bearish hedges on high yield and the Russell 2000.
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Enter Mission Starbound 🌠
Discover Airdrop Guaranteed Starboards, build your Aura, and complete exclusive quests
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Storyboard | NORA
Following an anomalous system access, one specific cabinet awakened with a distinct, volatile personality, branding herself with a new name: "NORA."
#Reverse1999# #Reverse1999AtomicHeartCollab# #NORA#
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Storyboard | The Twins
Beneath their featureless masks, the Twins' algorithms designed around the principles of classical ballet, allowing them to execute even the most ruthless commands with flawless precision and elegance.
#Reverse1999# #Reverse1999AtomicHeartCollab# #TheTwins#
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