Kenvue Inc (KVUE)

Sector:Consumer Staples
Super Investor Stats:
Ownership count:3
Ownership rank:299
% of all portfolios:0.024%
Hold Price * :$17.24
History Portfolio Manager Activity Share change % change to portfolio
Q1  2026
Daniel Loeb - Third Point Sell 100.00% 3,250,000 0.77
Yacktman Asset Management Add 0.95% 74,963 0.02
Lee Ainslie - Maverick Capital Buy 92,009 0.02
Tweedy Browne Reduce 0.00% 1 0.00
Q4  2025
Lee Ainslie - Maverick Capital Sell 100.00% 12,042,708 2.62
Daniel Loeb - Third Point Reduce 63.89% 5,750,000 1.36
Yacktman Asset Management Reduce 1.04% 82,466 0.02
Tweedy Browne Reduce 0.33% 134 0.00
Q3  2025
Lee Ainslie - Maverick Capital Add 15.71% 1,634,653 0.36
Bill Nygren - Oakmark Funds Sell 100.00% 5,652,093 0.19
Daniel Loeb - Third Point Add 5.57% 475,000 0.09
Yacktman Asset Management Reduce 3.02% 247,210 0.06
Tweedy Browne Reduce 10.50% 4,816 0.01
Q2  2025
Bill Nygren - Oakmark Funds Reduce 78.97% 21,229,626 0.71
Lee Ainslie - Maverick Capital Add 22.93% 1,941,154 0.62
Daniel Loeb - Third Point Reduce 4.21% 375,000 0.10
Yacktman Asset Management Reduce 1.01% 83,316 0.02
Tweedy Browne Reduce 2.63% 1,241 0.00
Q1  2025
Lee Ainslie - Maverick Capital Buy 8,466,901 3.66
Daniel Loeb - Third Point Buy 8,900,000 3.40
Tweedy Browne Reduce 86.80% 309,698 0.66
Bill Nygren - Oakmark Funds Reduce 14.71% 4,636,560 0.19
Yacktman Asset Management Reduce 0.44% 36,184 0.01
Q4  2024
Tweedy Browne Reduce 6.89% 26,410 0.04
Yacktman Asset Management Reduce 0.89% 74,732 0.02
Lindsell Train Sell 100.00% 14,739 0.01
Bill Nygren - Oakmark Funds Add 0.19% 58,768 0.00
Q3  2024
Bill Nygren - Oakmark Funds Add 7.47% 2,186,114 0.08
Yacktman Asset Management Add 2.85% 232,631 0.06
Tweedy Browne Reduce 1.93% 7,537 0.01
Q2  2024
David Einhorn - Greenlight Capital Sell 100.00% 707,740 0.70
Bill Nygren - Oakmark Funds Add 65.81% 11,618,541 0.36
Yacktman Asset Management Add 30.06% 1,883,457 0.32
Tweedy Browne Reduce 4.69% 19,210 0.02
Q1  2024
Yacktman Asset Management Add 15.82% 855,859 0.17
David Einhorn - Greenlight Capital Add 27.64% 153,250 0.15
Q4  2023
David Einhorn - Greenlight Capital Buy 554,490 0.58
Yacktman Asset Management Add 43.33% 1,635,395 0.33
Q3  2023
Yacktman Asset Management Buy 3,774,062 0.75
Viking Global Investors Sell 100.00% 3,141,799 0.34
Lindsell Train Buy 14,739 0.01
Q2  2023
Viking Global Investors Buy 3,141,799 0.34

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.