KVUE

Kenvue Inc

4 super-investor ownerscombined $326Mlargest position 1.8%

4 super-investors hold KVUE worth a combined $326M. The largest position: Yacktman Asset Management at 1.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 21 — ranked #630 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own KVUE

Interest in KVUE within this cohort is thin and static: four managers hold the stock, but activity was flat in 2026Q1 — no new positions, no additions, no trims, no exits. Yacktman Asset Management is the only holder with meaningful conviction, at 1.8% of its portfolio and $137M in market value; Joel Greenblatt holds a larger nominal position ($187M) but it represents just 0.1% of his portfolio, suggesting a low-active-weight posture. Tweedy Browne and Lee Ainslie are token holders. The eight-quarter owner-count history — oscillating between zero and one for most of that span before reaching four — reflects opportunistic rather than broad-based enthusiasm, and the absence of any buying this quarter signals fading, not building, interest.

AI-synthesized from 13F filings. Not investment advice.