TOMS Capital Investment Management’s Kenvue KVUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338M Buy
16,163,000
+1,748,000
+12% +$36.6M 10.98% 1
2025
Q1
$346M Buy
+14,415,000
New +$346M 10.51% 1