Daniel Loeb - Third Point
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $2,082,795,760
Holdings Activity Buys Sells    History
Holding/activity history for  Kenvue Inc. (KVUE)
← All KVUE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.77 $16.56–19.18 · VW $17.85i SEC
2025   Q4 3,250,000 0.77 Reduce 63.89% 1.04 $14.02–17.59 · VW $16.48i $56,062,500 SEC
2025   Q3 9,000,000 1.63 Add 5.57% 0.09 $15.47–22.87 · VW $19.31i $146,070,000 SEC
2025   Q2 8,525,000 2.37 Reduce 4.21% 0.14 $20.69–25.17 · VW $22.69i $178,428,250 SEC
2025   Q1 8,900,000 3.32 Buy 3.32 $19.75–24.36 · VW $22.34i $213,422,000 SEC
Price snapshot:
Current price$19.23
52-week low$13.53
52-week high$21.85