Confronta gestori
Due portafogli, una mappa — la sovrapposizione, le convinzioni condivise e ciò che ciascuno detiene che l'altro non ha.
Starboard Value ⇄ Fifth Third Bancorp
17Posizioni condivise
0.4%Sovrapposizione di nomi (Jaccard)
3+Solo Starboard…
15+Solo Fifth Third…
Posizioni condivise · Q2 2026
| Strumento finanziario | Starboard Value peso | Fifth Third Bancorp peso |
|---|---|---|
| IJH iShares Core S&P Mid-Cap… | 15.1% | 1.0% |
| QRVO Qorvo, Inc. | 11.6% | 0.0% |
| KVUE Kenvue Inc. | 11.5% | 0.0% |
| DT Dynatrace, Inc. | 8.6% | 0.0% |
| MTCH Match Group, Inc. | 6.5% | 0.0% |
| RIOT Riot Platforms, Inc. | 6.1% | 0.0% |
| BILL Bill.com Holdings, Inc. | 5.6% | 0.0% |
| LW Lamb Weston Holdings, Inc. | 5.5% | 0.0% |
| KMX CarMax, Inc. | 3.8% | 0.0% |
| FLS Flowserve Corporation | 2.4% | 0.0% |
| FLR Fluor Corporation | 1.8% | 0.0% |
| GPGI GPGI, Inc. | 1.8% | 0.0% |
| TRIP Tripadvisor, Inc. | 1.5% | 0.0% |
| NWS News Corporation | 1.5% | 0.0% |
| NWSA News Corporation | 1.1% | 0.0% |
| HR Healthcare Realty Trust… | 0.9% | 0.0% |
| BLMN Bloomin' Brands, Inc. | 0.8% | 0.0% |
In modo distintivo Starboard Value
| AQN Algonquin Power &… | 7.4% |
| ACTG Acacia Research… | 6.3% |
| BIXI | 0.1% |
In modo distintivo Fifth Third Bancorp
| NVDA NVIDIA Corporation | 4.3% |
| AAPL Apple Inc. | 4.2% |
| IVV iShares Core S&P 500… | 3.9% |
| LLY Eli Lilly and Company | 3.4% |
| GOOGL Alphabet Inc. | 2.9% |
| MSFT Microsoft Corporation | 2.7% |
| AVGO Broadcom Inc. | 2.2% |
| AMZN Amazon.com, Inc. | 2.2% |
| JPM JPMorgan Chase & Co. | 1.7% |
| OEF iShares S&P 100 ETF | 1.5% |
| GOOG Alphabet Inc. | 1.2% |
| IEFA iShares Core MSCI… | 1.2% |
| SPY State Street SPDR S&P… | 1.0% |
| META Meta Platforms, Inc. | 1.0% |
| CAT Caterpillar Inc. | 1.0% |
Provenienza: Sovrapposizione calcolata in tempo reale dalle posizioni in azioni ordinarie analizzate di entrambi i manager per Q2 2026. Solo posizioni lunghe dichiarate — hedging e asset non soggetti a 13F non sono visibili. Metodologia