SEC 13F Intelligence

Soapstone Management L.P. / KVUE

Soapstone Management L.P.’s Kenvue Inc Position

Does Soapstone Management L.P. own Kenvue Inc (KVUE)? Not currently — the last reported position was 750.0K shares worth $14M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$14M
Q2 2024
Shares
750.0K
% of Portfolio
+9.10%
Quarters Held
4
position exited

Position History KVUE

Reported value by quarter
Q3 ’23: $12MQ3 ’23Q4 ’23: $18MQ4 ’23Q1 ’24: $19MQ1 ’24Q2 ’24: $14MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024750.0K$14M+9.10%
Q1 2024875.0K$19M+10.48%
Q4 2023850.0K$18M+10.01%
Q3 2023595.0K$12M+5.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Soapstone Management L.P.’s full portfolio or all institutional holders of KVUE.