Follow-The-Filings

Security · featured owners

KVUE Kenvue Inc.

Consumer Staples COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 11.5%
  • $733M
  • 3 add 1 reduce 1 exit

KVUE (Kenvue Inc.) is held in 5 featured 13F books as of 2026 Q2. Starboard Value is the largest tracked holder by portfolio weight (11.5%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 11.5% (Starboard Value) · not free-float ownership

  1. Starboard Value 11.5%
  2. Don Yacktman add 1.9%
  3. George Soros reduce 0.64%
  4. Tweedy, Browne Co. add 0.11%
  5. Lee Ainslie add 0.03%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Starboard Value 2026 Q2 11.5% Hold 27,307,632 $522M history
Don Yacktman - Yacktman Asset Management 2026 Q2 1.9% Add +1.5% 8,051,004 $154M history
George Soros - Soros Fund Management 2026 Q2 0.64% Reduce −13.0% 2,746,636 $52M history
Lee Ainslie - Maverick Capital 2026 Q2 0.03% Add +89.1% 173,991 $3M history
Tweedy, Browne Co. 2026 Q2 0.11% Add +78.3% 72,949 $1M history
David Witzke - Avidity Partners Management exited 2026 Q2 last 2026 Q1 0.35% Exit −0.35% 100,000 $2M history

5 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Jul 31, 2026 Filing Doc
4 Period Jun 29, 2026 · 2 forms Filing Doc
4 Period Jun 10, 2026 Filing Doc
4 Period May 21, 2026 · 5 forms Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period May 21, 2026 · 6 forms Filing Doc
4 Period May 8, 2026 Filing Doc
4 Period Mar 30, 2026 Filing Doc
4 Period Mar 30, 2026 Filing Doc
4 Period Mar 10, 2026 · 3 forms Filing Doc
4 Period Mar 5, 2026 · 3 forms Filing Doc

Updated 8 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $14.95B $15.46B $15.12B
Gross profit $8.28B $8.96B $8.79B
Gross margin * 55.4% 58.0% 58.1%
Net income $2.06B $1.03B $1.47B
Net margin * 13.8% 6.7% 9.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $5.88B $5.52B $5.7B
Total non-current assets * $21.44B $20.08B $21.38B
Total assets $27.32B $25.6B $27.08B
Total current liabilities $3.93B $5.74B $5.94B
Total non-current liabilities * $3.42B $10.19B $10.37B
Total equity $19.97B $9.67B $10.76B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.52B $1.77B $2.2B
Cash from investing -$390M -$425M -$436M
Cash from financing -$1.58B -$1.56B -$1.84B
Net change in cash $491M -$312M -$8M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders