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LMR Partners LLP

Position in KVUE — Kenvue Inc.

CIK 1578621 LONDON, X0

Position in KVUE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$28,769,435
-$57,651,736 QoQ
Shares Held
1,505,465
-70.0% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#118
of 1,000 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority Sole 69% Shared 31% None 0%

Common Shares in KVUE Over Time

Shares Held

Position Value (USD)

Derivatives in KVUE

reported options exposure · as of Mar 31, 2026
CallValue
$689,600
CallShares
40,000
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

LMR Partners LLP holds $32,194,937 across 5 Household & Personal Products names. KVUE ranks #1 (89.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KVUE
Kenvue Inc.
This page
1,505,465 $28,769,435

All Filings in KVUE

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,769,435 1,505,465
2026-03-31 $86,421,171 5,012,829
2026-03-31 $689,600 40,000
2025-12-31 $72,222,024 4,186,784
2025-12-31 $1,552,500 90,000
2025-09-30 $2,028,750 125,000
2025-09-30 $649,200 40,000
2025-06-30 $454,181 21,700
2024-09-30 $12,105,987 523,389
2024-06-30 $82,712,727 4,549,655
2023-12-31 $5,382,500 250,000
2023-09-30 $5,325,216 265,200
2023-09-30 $26,147,593 1,302,171
2023-09-30 $2,008,000 100,000