Gates Capital Management’s Kenvue KVUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,460,529
Closed -$117M 31
2024
Q4
$117M Sell
5,460,529
-1,074,552
-16% -$22.9M 2.19% 13
2024
Q3
$151M Sell
6,535,081
-2,215,681
-25% -$51.2M 2.64% 9
2024
Q2
$159M Buy
8,750,762
+1,672,448
+24% +$30.4M 3.15% 5
2024
Q1
$152M Buy
7,078,314
+940,470
+15% +$20.2M 3.17% 7
2023
Q4
$132M Sell
6,137,844
-1,713,218
-22% -$36.9M 3.04% 8
2023
Q3
$158M Buy
+7,851,062
New +$158M 3.95% 7