Tweedy Browne's KVUE Position Overview
Tweedy Browne (via Tweedy, Browne Co LLC) currently holds 40,907 shares of Kenvue Inc. (KVUE) worth $705,646, representing 0.06% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Tweedy Browne has maintained a strategic position in KVUE, demonstrating sustained confidence in this investment. Largest reduction occurred in Q1 2025, reducing 309,698 shares.
Analysis based on 13F filings available since 2013 Q2
Tweedy Browne's Kenvue (KVUE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Kenvue (KVUE) Trades by Tweedy Browne
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +447,426 | New Buy | 447,426 | $20.08 |
| Q4 2023 | -23,627 | Reduce 5.28% | 423,799 | $21.53 |
| Q1 2024 | -13,846 | Reduce 3.27% | 409,953 | $21.46 |
| Q2 2024 | -19,210 | Reduce 4.69% | 390,743 | $18.18 |
| Q3 2024 | -7,537 | Reduce 1.93% | 383,206 | $23.13 |
| Q4 2024 | -26,410 | Reduce 6.89% | 356,796 | $21.35 |
| Q1 2025 | -309,698 | Reduce 86.80% | 47,098 | $23.98 |
| Q2 2025 | -1,241 | Reduce 2.63% | 45,857 | $20.93 |
| Q3 2025 | -4,816 | Reduce 10.50% | 41,041 | $16.23 |
| Q4 2025 | -134 | Reduce 0.33% | 40,907 | $17.25 |
Tweedy Browne's Kenvue Investment FAQs
Tweedy Browne first purchased Kenvue Inc. (KVUE) in Q3 2023, acquiring 447,426 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tweedy Browne has held Kenvue Inc. (KVUE) for 10 quarters since Q3 2023.
Tweedy Browne's largest addition to Kenvue Inc. (KVUE) was in Q3 2023, adding 447,426 shares worth $8.98 M.
According to the latest 13F filing for Q4 2025, Tweedy Browne's firm, Tweedy, Browne Co LLC, owns 40,907 shares of Kenvue Inc. (KVUE), valued at approximately $705,646.
As of the Q4 2025 filing, Kenvue Inc. (KVUE) represents approximately 0.06% of Tweedy Browne's publicly disclosed stock portfolio, making it one of their key holdings.
Tweedy Browne's peak holding in Kenvue Inc. (KVUE) was 447,426 shares, as reported at the end of Q3 2023.