KVUE fund manager activity
Kenvue Inc · NYSE. Reported by 11 tracked fund managers in their 13F filings, Q2 2023 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Jeremy Grantham - GMO | Added | 1,658,034 | $28,601,087 | 0.07% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 1,881,288 | $32,452,218 | 0.12% | Feb 17, 2026 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | Feb 13, 2026 |
| Daniel Loeb - Third Point | Trimmed | 3,250,000 | $56,062,500 | 0.77% | Feb 17, 2026 |
| Tweedy Browne | Trimmed | 40,907 | $705,646 | 0.06% | Feb 3, 2026 |
| Yacktman Asset Management | Trimmed | 7,857,496 | $135,541,806 | 1.90% | Feb 3, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Jeremy Grantham - GMO | Added | 150,010 | $2,434,662 | 0.01% | Nov 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 1,017,919 | $16,520,825 | 0.07% | Nov 14, 2025 |
| Lee Ainslie - Maverick Capital | Added | 12,042,708 | $195,453,151 | 2.62% | Nov 14, 2025 |
| Bill Nygren - Oakmark Funds | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Daniel Loeb - Third Point | Added | 9,000,000 | $146,070,000 | 1.74% | Nov 14, 2025 |
| Tweedy Browne | Trimmed | 41,041 | $666,095 | 0.06% | Nov 20, 2025 |
| Yacktman Asset Management | Trimmed | 7,939,962 | $128,865,583 | 1.78% | Nov 4, 2025 |
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