4 tracked superinvestors hold KENVUE INC (KVUE), worth $881M combined, led by Jeff Smith. Smart money is trimming KVUE as of the latest 13F filings.
Current price
$18.74
-4.3%
1Y
Kenvue Inc. functions as a global leader in the consumer health sector. The company structures its operations across three primary divisions: Self Care, Skin Health and Beauty, and Essential Health. Within the Self Care unit, it offers a diverse range of products for common conditions like coughs, colds, and allergies, in addition to pain relief, digestive health, and smoking cessation aids,…
Market cap
$33.5B
P/E
22.93
Div yield
4.4%
Revenue YoY
-2.1%
Analyst target
$20
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$881M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing KVUE: 1 funds trimmed versus 0 adding.
KENVUE INC (KVUE) is held by 4 tracked funds worth $881M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Jeff Smith, who has committed 11.8% of their portfolio to it.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 11.8% | $522M | |
| Held | 0.3% | $211M | |
| Held | 1.7% | $96M | |
| Trimmed | 0.9% | $52M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own KVUE?
4 tracked funds hold KENVUE INC (KVUE), the largest being Jeff Smith (Starboard Value) at 11.8% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling KVUE?
In the most recent 13F quarter, 0 tracked funds added or opened KVUE and 1 trimmed it.
How much KVUE do tracked funds hold?
Combined disclosed long exposure to KVUE across tracked superinvestors is $881M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.