Hudson Bay Capital Management
KVUE icon

Hudson Bay Capital Management’s Kenvue KVUE Stock Holding History

Hudson Bay Capital Management’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,500,000
Closed -$25.9M – 1503
2025
Q4 		$25.9M Buy
+1,500,000
New +$24.5M 0.09% 198
2025
Q3 		– Sell
-350,000
Closed -$7.33M – 1471
2025
Q2 		$7.33M Buy
350,000
+120,000
+52% +$2.73M 0.02% 437
2025
Q1 		$5.52M Buy
+230,000
New +$5.09M 0.02% 566
2024
Q1 		– Sell
-1,468,200
Closed -$31.6M – 816
2023
Q4 		$31.6M Sell
1,468,200
-809,300
-36% -$16.2M 0.2% 78
2023
Q3 		$45.7M Buy
+2,277,500
New +$52.7M 0.36% 52

Other funds holding KVUE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Hudson Bay Capital Management's KVUE Position: Q1 2026 in Review

Hudson Bay Capital Management increased its Kenvue (KVUE) stake by 219% in Q1 2026, buying an estimated $50M and bringing the position to 4,085,000 shares worth $70.4M. The position accounts for 0.24% of the portfolio, ranked #79.

Hudson Bay Capital Management first reported a position in KVUE in Q2 2023 and has held it in 9 quarters since. 1,016 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Hudson Bay Capital Management held 4,085,000 shares of Kenvue worth $70.4M as of Q1 2026.
  • Hudson Bay Capital Management bought 2,805,000 Kenvue shares in Q1 2026, an estimated $50M.
  • Kenvue made up 0.24% of Hudson Bay Capital Management's portfolio in Q1 2026, its #79 holding.
  • Hudson Bay Capital Management first reported a position in Kenvue in Q2 2023 and has held it in 9 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.