13FGuru
Sign in with Google Sign in with Discord

NYSE · Consumer Discretionary

KENVUE INC KVUE

Kenvue Inc. operates as a consumer health company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America. It operates in three segments: Self Care, Skin Health and Beauty, and Essential Health.

Sources StockAnalysis company profile stockanalysis.com
Specialty Chemicals

Company profile

Business mix

  • It operates in three segments: Self Care, Skin Health and Beauty, and Essential Health.
  • It sells its products under the Benadryl, Calpol, Motrin, Nicorette, Rhinocort, Tylenol, Zarbee’s Naturals, and Zyrtec; Aveeno, Dr.Ci: Labo, Le Petit Marseillais, Lubriderm, Neutrogena, OGX, and Rogaine; BAND-AID, Carefree, Desitin, Johnson’s, Listerine, o.b.
  • Kenvue Inc. was incorporated in 2022 and is headquartered in Summit, New Jersey.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in household & personal products?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 21.08 FCF 5.36% Buyback 0.05%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Starboard Value Jeff Smith 10.3% $470.8M 2026-03-31
Yacktman Asset Management Stephen Yacktman 1.8% $136.8M 2026-03-31
Soros Fund Management George Soros 0.6% $54.4M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $38.5M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 2 13F filing periods
Net reducers 4 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $186.3M Estimated from net added shares
Reduction amount $1.3B Estimated from net reduced shares
Net share change / base shares -57.8% -55,621,284 / 96,299,538
Third Point Dan Loeb 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -63.9% 13F value change -$90.0M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$56.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 9,000,000 Last 2 periods -9,000,000 (-100.0%) Total shares 0 Value $0
Soros Fund Management George Soros 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$21.5M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 153.3% 13F value change +$32.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +3,157,266 (New) Total shares 3,157,266 Value $54.4M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 84.8% 13F value change +$15.9M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 18.8% 13F value change +$6.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,017,919 Last 2 periods +1,217,121 (+119.6%) Total shares 2,235,040 Value $38.5M
Starboard Value Jeff Smith 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 30.5% 13F value change +$131.4M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 20,929,938 Last 2 periods +6,377,694 (+30.5%) Total shares 27,307,632 Value $470.8M
Sachem Head Capital Management Scott Ferguson 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -89.2% 13F value change -$438.4M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$57.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 30,530,000 Last 2 periods -30,530,000 (-100.0%) Total shares 0 Value $0
Yacktman Asset Management Stephen Yacktman 2 filing periods
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -1.0% 13F value change +$6.7M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 1.0% 13F value change +$1.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 7,939,962 Last 2 periods -7,503 (-0.1%) Total shares 7,932,459 Value $136.8M
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -79.0% 13F value change -$526.3M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$118.3M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 26,881,719 Last 2 periods -26,881,719 (-100.0%) Total shares 0 Value $0
Tweedy, Browne Company 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$1.1M
13F 2025-06-30 Filed 2025-07-29
Minor reduction Shares -2.6% 13F value change -$169,623
Settlement As of 13F 2025-06-30 · Filed 2025-07-29
Base shares 0 Last 2 periods +45,857 (New) Total shares 45,857 Value $959,787

Recent mentions

No public mentions.