| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Starboard has increased its stake from 5.05% to 7.23% of Xerox while the stock rallied 44%, demonstrating conviction in the thesis. At an average purchase price of $2.42/share with a target around $16, the 7%+ position combined with management engagement signals a meaningful operational transformation rather than a short-term trade.
An activist investor (STARTEEPO) has built a 7.3%+ stake in Xerox and is pushing the board for strategic actions around its financial services division, including transparency improvements, formal review, and deleveraging. The fund's continued accumulation despite a 100% rally suggests conviction in unlocking hidden value the market is missing.
A major fund (STARTEEPO) accumulated 5% of Xerox and the stock rallied 44%. Rather than taking profits, they increased their stake to over 6% ahead of earnings, suggesting insider confidence in upcoming catalysts or undervalued fundamentals.
End of results.