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 |
|