KVUE - KENVUE INC
This page shows which of the focused investors we track hold KVUE and how their positions changed, so you can see how much conviction the group has in the stock.
In Q3 2025 it was held by 5 managers with an aggregate reported value of $495.4M, which is 0.04% of the combined portfolio.
As of Q3 2025, 5 tracked institutional managers held KVUE (KENVUE INC) with an aggregate reported value of $495.4M — 0.04% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q3 2025
- Ticker
- KVUE
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Lee Ainslie - Maverick Capital | 2.62% | Add +15.7% | 12,042,708 | $195.45M |
| 2 | Daniel Loeb - Third Point | 1.74% | Add +5.6% | 9,000,000 | $146.07M |
| 3 | Yacktman Asset Management - Yacktman Asset Management | 1.78% | Reduce -3.0% | 7,939,962 | $128.87M |
| 4 | Tweedy Browne Co. - Tweedy Browne Value Fund | 0.06% | Reduce -10.5% | 41,041 | $666.1K |
Call holders — bullish via leverage
1 manager holds call options on KVUE — a right to buy at strike. Notional value, not premium.
| 1 | Daniel Loeb - Third Point | New | 1,500,000 | $24.35M |
Loading holder history for KVUE…