Slotnik Capital, LLC — KENVUE, INC. KVUE: Quarterly 13F Position History
Slotnik Capital, LLC has reported KENVUE, INC. (KVUE) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 860,156 shares ($14.8M market value, 4.41% of the equity book). Quarter-over-quarter share count change: + 710,156 (+473.4%) .
- 860,156Shares Held (Latest Filing)
- $14.8MReported Market Value (Latest Filing)
- 4.41%Portfolio Weight (% of 13F Equity Book)
- +710,156Quarter-over-Quarter Share Change
- +$12.2MQuarter-over-Quarter Value Change
- 860,156Peak Reported Shares (Historical)
Recent initiation: Slotnik Capital, LLC first reported KVUE on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 860,156 | +710,156 | +473.4% | $14.8M | 4.41% | $17.24 |
| Q4 2025 | 150,000 | — | — | $2.6M | 0.71% | $17.25 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Slotnik Capital, LLC first disclose a KVUE position in 13F-HR filings?
Slotnik Capital, LLC first reported KENVUE, INC. (KVUE) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Slotnik Capital, LLC's most recent quarter-over-quarter share-count change in KVUE?
Between Q4 2025 and Q1 2026, Slotnik Capital, LLC added 710,156 shares of KVUE (+473.4%), bringing the total reported position to 860,156 shares at a market value of $14.8M.
Does the implied price-per-share represent Slotnik Capital, LLC's cost basis in KVUE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.