SEC 13F Intelligence

Toms Capital Investment Management LP / KVUE

Toms Capital Investment Management LP’s Kenvue Inc Position

Does Toms Capital Investment Management LP own Kenvue Inc (KVUE)? Not currently — the last reported position was 17.40M shares worth $282M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$282M
Q3 2025
Shares
17.40M
% of Portfolio
+6.55%
Quarters Held
3
position exited

Position History KVUE

Reported value by quarter
Q1 ’25: $346MQ1 ’25Q2 ’25: $338MQ2 ’25Q3 ’25: $282MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202517.40M$282M+6.55%
Q2 202516.16M$338M+10.98%
Q1 202514.41M$346M+10.51%

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