Mason Capital Management’s Kenvue KVUE Stock Holding History

Mason 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
2025 Q4	–	Sell	-2,595,000	Closed	-$42.1M	–	10
2025 Q3	$42.1M	Buy	+2,595,000	New	+$53M	8.57%	2

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mason Capital Management's KVUE Position: Q4 2025 in Review

Mason Capital Management sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 2,595,000 shares — an estimated $42.1M sold.

Mason Capital Management first reported a position in KVUE in Q3 2025 and held it in 1 quarter. The position peaked at $42.1M in Q3 2025. 1,048 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Mason Capital Management reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Mason Capital Management sold 2,595,000 Kenvue shares in Q4 2025, an estimated $42.1M.
Mason Capital Management first reported a position in Kenvue in Q3 2025 and held it in 1 quarter.
Mason Capital Management's Kenvue position peaked at $42.1M in Q3 2025.
1,048 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Mason Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.