Starboard Value LP: KENVUE INC (KVUE): Quarterly 13F Position History
As of Q1 2026, Starboard Value LP reported 27,307,632 shares of KENVUE INC (KVUE), worth $470.8M and representing 10.3% of its 13F equity book. The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 27,307,632Shares Held (Latest Filing)
- $470.8MReported Market Value (Latest Filing)
- 10.3%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$273.1KQuarter-over-Quarter Value Change
- 27,307,632Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 27,307,632 | 0 | — | $470.8M | 10.3% | $17.2 |
| Q4 2025 | 27,307,632 | +6,377,694 | +30.5% | $471.1M | 8.9% | $17.3 |
| Q3 2025 | 20,929,938 | 0 | — | $339.7M | 6.4% | $16.2 |
| Q2 2025 | 20,929,938 | 1,124,062 | -5.1% | $438.1M | 7.6% | $20.9 |
| Q1 2025 | 22,054,000 | +140,000 | +0.6% | $528.9M | 9.6% | $24.0 |
| Q4 2024 | 21,914,000 | — | — | $467.9M | 8.5% | $21.4 |
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 Starboard Value LP first disclose a KVUE position in 13F-HR filings?
Starboard Value LP first reported KENVUE INC (KVUE) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Starboard Value LP's most recent quarter-over-quarter share-count change in KVUE?
Starboard Value LP held the same 27,307,632 shares of KVUE between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Starboard Value LP'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.