Joel Greenblatt's KVUE Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.02 M shares of Kenvue Inc. (KVUE) worth $16.52 M, representing 0.07% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in KVUE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 560,781 shares. Largest reduction occurred in Q3 2024, reducing 516,201 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Kenvue (KVUE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kenvue (KVUE) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +750,862 | New Buy | 750,862 | $20.08 |
| Q4 2023 | -262,687 | Reduce 34.98% | 488,175 | $21.53 |
| Q1 2024 | +158,141 | Add 32.39% | 646,316 | $21.46 |
| Q2 2024 | +117,057 | Add 18.11% | 763,373 | $18.18 |
| Q3 2024 | -516,201 | Reduce 67.62% | 247,172 | $23.13 |
| Q4 2024 | -27,534 | Reduce 11.14% | 219,638 | $21.35 |
| Q1 2025 | +15,774 | Add 7.18% | 235,412 | $23.98 |
| Q2 2025 | +560,781 | Add 238.21% | 796,193 | $20.93 |
| Q3 2025 | +221,726 | Add 27.85% | 1.02 M | $16.23 |
Joel Greenblatt's Kenvue Investment FAQs
Joel Greenblatt first purchased Kenvue Inc. (KVUE) in Q3 2023, acquiring 750,862 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Kenvue Inc. (KVUE) for 9 quarters since Q3 2023.
Joel Greenblatt's largest addition to Kenvue Inc. (KVUE) was in Q3 2023, adding 750,862 shares worth $15.08 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,017,919 shares of Kenvue Inc. (KVUE), valued at approximately $16.52 M.
As of the Q3 2025 filing, Kenvue Inc. (KVUE) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Kenvue Inc. (KVUE) was 1,017,919 shares, as reported at the end of Q3 2025.