Kenvue Inc. (KVUE): A Bull Case Theory
We came across a bullish thesis on Kenvue Inc. on The Value Road’s Substack.
Kenvue Inc. (KVUE)
Market is closed
Sector: Consumer Defensive
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Sachem Head Capital Scott Ferguson | 30,530,000 | $495,501,900 | +201% | 14% |
| 2. | D E Shaw D. E. Shaw | 27,405,346 | $444,788,766 | +175% | 0.25% |
| 3. | 24,853,300 | $403,369,059 | +13% | 9.36% | |
| 4. | Pentwater Capital Management Matthew Halbower | 21,080,000 | $342,128,400 | +2352% | 1.91% |
| 5. | Starboard Value LP Jeffrey Smith | 20,929,938 | $339,692,894 | 6.39% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.96 | 5,598 | $128,523.92 | 25,598 | 2023-08-30 | Filing | |
| $26.26 | 20,000 | $525,232.00 | 20,000 | 2023-05-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.03 | 17,100 | $393,813.00 | 56,316 | 2025-03-13 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 233,347,444 | $3,787,229,016 | 0.06% | |
| 2. | 144,774,301 | $2,349,686,894 | 0.04% | |
| 3. | 114,801,877 | $1,863,234,464 | 0.06% | |
| 4. | 90,322,373 | $1,465,932,128 | 0.08% | |
| 5. | 87,352,677 | $1,417,733,947 | 0.44% |
News See All
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