Southpoint Capital Advisors’s Kenvue KVUE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,000,000	Closed	-$215M	–	54
2024 Q1	$215M	Buy	+10,000,000	New	+$215M	4.25%	6
2023 Q4	–	Sell	-11,000,000	Closed	-$221M	–	55
2023 Q3	$221M	Buy	+11,000,000	New	+$221M	4.93%	2