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KVUE —
KENVUE INC.
CUSIP: 49177J102 · Held by 6 superinvestors · Combined value: $340,469,182
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Yacktman Asset Mgmt | 1.9% | $135,541,806 | 7,857,496 | REDUCE | -82,466 |
| 2 | Ken Griffin | 0.0% | $132,838,076 | 7,700,758 | REDUCE | -17,292,533 |
| 3 | Dan Loeb | 0.8% | $56,062,500 | 3,250,000 | REDUCE | -7,250,000 |
| 4 | David Einhorn | 0.6% | $11,938,170 | 554,490 | NEW BUY | +554,490 |
| 5 | Ray Dalio | 0.0% | $3,382,984 | 196,115 | ADD | +75,162 |
| 6 | Tweedy Browne | 0.1% | $705,646 | 40,907 | REDUCE | -134 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | ADD | +75,162 | +62.1% |
| Dan Loeb | REDUCE | -7,250,000 | -69.0% |
| Ken Griffin | REDUCE | -17,292,533 | -69.2% |
| Tweedy Browne | REDUCE | -134 | -0.3% |
| Yacktman Asset Mgmt | REDUCE | -82,466 | -1.0% |
| Lee Ainslie | SOLD | -12,042,708 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Dan Loeb | ADD | +1,975,000 | +23.2% |
| Ken Griffin | ADD | +10,239,116 | +69.4% |
| Lee Ainslie | ADD | +1,634,653 | +15.7% |
| Ray Dalio | ADD | +12,126 | +11.1% |
| Tweedy Browne | REDUCE | -4,816 | -10.5% |
| Yacktman Asset Mgmt | REDUCE | -247,210 | -3.0% |
| Bill Nygren | SOLD | -5,652,093 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Einhorn | NEW BUY | +554,490 | New |
Who Owns KVUE? Superinvestor Holdings
KENVUE INC. is held by 6 tracked superinvestors, with a combined position value of $340 million . The largest positions are held by Yacktman Asset Mgmt (1.9% of portfolio), Ken Griffin (0.0% of portfolio), Dan Loeb (0.8% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 4 reduced or exited.