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Applied Finance Capital Management, LLC

Position in KVUE — Kenvue Inc.

CIK 1966007 SAN JUAN, PR

Position in KVUE

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$473,335
-$105,833 QoQ
Shares Held
24,769
-26.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#571
of 1,000 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in KVUE Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $1,830,244 across 3 Household & Personal Products names. KVUE ranks #2 (25.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 KVUE
Kenvue Inc.
This page
24,769 $473,335

All Filings in KVUE

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $473,335 24,769
2025-12-31 $579,168 33,575
2025-03-31 $959,128 39,997
2024-12-31 $765,376 35,849
2024-09-30 $994,682 43,004
2024-06-30 $640,681 35,241