Form 13F security

KVUE · KENVUE INC

Class COM

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Starboard Value LP2026-06-30$522M11.5%SH 27,307,632
YACKTMAN ASSET MANAGEMENT LP2026-06-30$154M1.9%SH 8,051,004
SOROS FUND MANAGEMENT LLC2026-06-30$52M0.6%SH 2,746,636
Point72 Asset Management, L.P.2026-06-30$15M<0.1%SH 808,029
Bridgewater Associates, LP2026-06-30$5.9M<0.1%SH 311,241
MAVERICK CAPITAL LTD2026-06-30$3.3M<0.1%SH 173,991
Tweedy, Browne Co LLC2026-06-30$1.4M0.1%SH 72,949

Total $754M across 7 of 69 managers.

Put positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30<$1M<0.1%SH 2,200[PUT]

Total <$1M across 1 of 69 managers.

Call positions

ManagerQuarterValue% of portfolioSH/PRN qtyPut/call
Point72 Asset Management, L.P.2026-06-30<$1M<0.1%SH 100[CALL]

Total <$1M across 1 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

Starboard Value LP — Combined report.

Filed rows (9) — as filed
ManagerClassPut/callValue% of portfolioSH/PRN qtySource
Starboard Value LPCOM$522M11.5%SH 27,307,6320000921895-26-002172
YACKTMAN ASSET MANAGEMENT LPCOM$154M1.9%SH 8,051,0040000905567-26-000003
SOROS FUND MANAGEMENT LLCCOM$52M0.6%SH 2,746,6360000902664-26-003507
Point72 Asset Management, L.P.COM$15M<0.1%SH 808,0290000919574-26-005520
Bridgewater Associates, LPCOM$5.9M<0.1%SH 311,2410001350694-26-000003
MAVERICK CAPITAL LTDCOM$3.3M<0.1%SH 173,9910000947871-26-000793
Tweedy, Browne Co LLCCOM$1.4M0.1%SH 72,9490001193125-26-340443
Point72 Asset Management, L.P.COM[PUT]<$1M<0.1%SH 2,2000000919574-26-005520
Point72 Asset Management, L.P.COM[CALL]<$1M<0.1%SH 1000000919574-26-005520