Daniel Loeb's KVUE Position Overview
Daniel Loeb (via Third Point LLC) currently holds 9 M shares of Kenvue Inc. (KVUE) worth $146.07 M, representing 1.62% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Daniel Loeb has maintained this position in KVUE for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 475,000 shares. Largest reduction occurred in Q2 2025, reducing 375,000 shares.
Analysis based on 13F filings available since 2013 Q2
Daniel Loeb's Kenvue (KVUE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kenvue (KVUE) Trades by Daniel Loeb
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +8.9 M | New Buy | 8.9 M | $23.98 |
| Q2 2025 | -375,000 | Reduce 4.21% | 8.52 M | $20.93 |
| Q3 2025 | +475,000 | Add 5.57% | 9 M | $16.23 |
Daniel Loeb's Kenvue Investment FAQs
Daniel Loeb first purchased Kenvue Inc. (KVUE) in Q1 2025, acquiring 8,900,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Daniel Loeb has held Kenvue Inc. (KVUE) for 3 quarters since Q1 2025.
Daniel Loeb's largest addition to Kenvue Inc. (KVUE) was in Q1 2025, adding 8,900,000 shares worth $213.42 M.
According to the latest 13F filing for Q3 2025, Daniel Loeb's firm, Third Point LLC, owns 9,000,000 shares of Kenvue Inc. (KVUE), valued at approximately $146.07 M.
As of the Q3 2025 filing, Kenvue Inc. (KVUE) represents approximately 1.62% of Daniel Loeb's publicly disclosed stock portfolio, making it one of their key holdings.
Daniel Loeb's peak holding in Kenvue Inc. (KVUE) was 9,000,000 shares, as reported at the end of Q3 2025.