4 tracked superinvestors hold KENVUE INC (KVUE), worth $805M combined, led by Jeff Smith. Smart money is accumulating KVUE as of the latest 13F filings.
Current price
$19.18
-2.5%
1Y
Kenvue Inc. operates as a consumer health company worldwide. The company operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment offers cough, cold and allergy, pain care, digestive health, smoking cessation, and other products under the Tylenol, Nicorette, and Zyrtec brands. The Skin Health and Beauty segment provides face and body care,…
Market cap
$33.5B
P/E
22.93
Div yield
4.2%
Revenue YoY
-2.1%
Analyst target
$18
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
$805M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating KVUE: 2 funds added or opened versus 0 trimming.
KENVUE INC (KVUE) is held by 4 tracked funds worth $805M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Jeff Smith, who has committed 10.5% of their portfolio to it.
No tracked fund opened a new position this quarter; 2 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 10.5% | $471M | |
| Added | 0.4% | $194M | |
| Held | 1.6% | $86M | |
| Added | 0.8% | $54M |
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 10.5% 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, 2 tracked funds added or opened KVUE and 0 trimmed it.
How much KVUE do tracked funds hold?
Combined disclosed long exposure to KVUE across tracked superinvestors is $805M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.