Skip to main content

Hudson Bay Capital Management LP

Position in KVUE — Kenvue Inc.

CIK 1393825 STAMFORD, CT

Position in KVUE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$41,946,450
-$28,478,950 QoQ
Shares Held
2,195,000
-46.3% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#99
of 1,000 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in KVUE Over Time

Shares Held

Position Value (USD)

Derivatives in KVUE

reported options exposure · as of Dec 31, 2025
CallValue
$25,875,000
CallShares
1,500,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Hudson Bay Capital Management LP holds $59,103,534 across 5 Household & Personal Products names. KVUE ranks #1 (71.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KVUE
Kenvue Inc.
This page
2,195,000 $41,946,450

All Filings in KVUE

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $41,946,450 2,195,000
2026-03-31 $70,425,400 4,085,000
2025-12-31 $22,080,000 1,280,000
2025-12-31 $25,875,000 1,500,000
2025-09-30 $11,988,906 738,688
2025-06-30 $7,325,500 350,000
2025-03-31 $5,486,983 228,815
2025-03-31 $5,515,400 230,000
2024-06-30 $9,729,027 535,150
2024-03-31 $16,267,495 758,038
2023-12-31 $31,610,346 1,468,200
2023-12-31 $19,536,580 907,412
2023-09-30 $45,732,200 2,277,500
2023-09-30 $48,177,040 2,399,255
2023-06-30 $28,305,331 1,071,360