Port Capital LLC

Position in KVUE — Kenvue Inc.

CIK 1729212 CHICAGO, IL

Position in KVUE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$281,719

+$28,550 QoQ

Shares Held

14,742

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#650

of 1,000 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Port Capital LLC holds $7,088,157 across 4 Household & Personal Products names. KVUE ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co	65,733	$6,026,401
2	EL	Estee Lauder Companies Inc	5,481	$432,724
3	UL	Unilever PLC	5,777	$347,313
4	KVUE	Kenvue Inc. This page	14,742	$281,719

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,719	14,742	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$253,169	14,685	+26.7%	Shares	Sole	2026-05-15
2025-12-31	$199,893	11,588	-27.5%	Shares	Sole	2026-02-17
2025-09-30	$259,582	15,994	+10.6%	Shares	Sole	2025-11-14
2025-06-30	$302,585	14,457	0.0%	Shares	Sole	2025-08-14
2025-03-31	$346,678	14,457	-1.8%	Shares	Sole	2025-05-15
2024-12-31	$314,250	14,719	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$343,318	14,843	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$273,990	15,071	+1.7%	Shares	Sole	2024-08-14
2024-03-31	$317,908	14,814	-1.7%	Shares	Sole	2024-05-15
2023-12-31	$324,500	15,072	-9.7%	Shares	Sole	2024-02-15
2023-09-30	$335,295	16,698	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.