Joel Greenblatt's KVUE Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.88 M shares of Kenvue Inc. (KVUE) worth $32.45 M, representing 0.12% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in KVUE, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 863,369 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 |
|---|---|---|---|---|
| Q4 2025 | +863,369 | Add 84.82% | 1.88 M | $17.25 |
| Q3 2025 | +221,726 | Add 27.85% | 1.02 M | $16.23 |
| Q2 2025 | +560,781 | Add 238.21% | 796,193 | $20.93 |
| Q1 2025 | +15,774 | Add 7.18% | 235,412 | $23.98 |
| Q4 2024 | -27,534 | Reduce 11.14% | 219,638 | $21.35 |
| Q3 2024 | -516,201 | Reduce 67.62% | 247,172 | $23.13 |
| Q2 2024 | +117,057 | Add 18.11% | 763,373 | $18.18 |
| Q1 2024 | +158,141 | Add 32.39% | 646,316 | $21.46 |
| Q4 2023 | -262,687 | Reduce 34.98% | 488,175 | $21.53 |
| Q3 2023 | +750,862 | New Buy | 750,862 | $20.08 |
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 10 quarters since Q3 2023.
Joel Greenblatt's largest addition to Kenvue Inc. (KVUE) was in Q4 2025, adding 1,881,288 shares worth $32.45 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,881,288 shares of Kenvue Inc. (KVUE), valued at approximately $32.45 M.
As of the Q4 2025 filing, Kenvue Inc. (KVUE) represents approximately 0.12% 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 1,881,288 shares, as reported at the end of Q4 2025.