Third Point’s Kenvue KVUE Stock Holding History

Third Point’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	-1,500,000	Closed	-$24.3M	–	52
2025 Q3	$24.3M	Buy	+1,500,000	New	+$30.6M	0.27%	36

Other funds holding KVUE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Third Point's KVUE Position: Q1 2026 in Review

Third Point sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 3,250,000 shares — an estimated $56.1M sold.

Third Point first reported a position in KVUE in Q1 2025 and held it in 4 quarters. The position peaked at $213M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

Third Point reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
Third Point sold 3,250,000 Kenvue shares in Q1 2026, an estimated $56.1M.
Third Point first reported a position in Kenvue in Q1 2025 and held it in 4 quarters.
Third Point's Kenvue position peaked at $213M in Q1 2025.
1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Third Point's 13F filing for Q1 2026, filed 15 May 2026.