Current position

Jeff Smith’s Kenvue Inc (KVUE) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2024Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares27.31MHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Kenvue Inc in Q4 2024. The reported position was increased and reduced across later filings. Starboard Value LP currently reports 27.31M shares. The latest verified filing showed: No change.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
No change27.31M shares reported
Filing context

Quarter-end price $19.11 · Estimated holding basis $20.41

Q4 2025
Bought 30.5% more+6.38M shares · 27.31M shares reported after the change
Filing context

Quarter-end price $17.25 · Estimated holding basis $20.41

Q2 2025
Sold 5.1% of the position−1.12M shares · 20.93M shares remained
Filing context

Quarter-end price $20.93 · Estimated holding basis $21.37

Q1 2025
Bought 0.6% more+140.00K shares · 22.05M shares reported after the change
Filing context

Quarter-end price $23.98 · Estimated holding basis $21.37

Q4 2024
New position+21.91M shares · 21.91M shares reported
Filing context

Quarter-end price $21.35 · Estimated holding basis $21.35

2 unchanged quarters are collapsed by default.

Portfolio importance

How important is Kenvue Inc in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight11.5%Q2 2026
Current rank#3of 21 reported positions
Peak portfolio weight11.5%Q2 2026
Best historical rank#2Q1 2025
At peak importanceQ2 2026
KVUE
11.5%
Largest holding
15.1%
Cross-investor discovery

Who else owns Kenvue Inc?

Also reported by 3 other tracked investors in their latest verified filings.

George SorosSoros Fund Management
KVUE0.7% of reported portfolio
Joel GreenblattGotham Asset Management
KVUE0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
KVUE0.0% of reported portfolio
Explore Kenvue Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$17.812026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$19.11Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$20.41Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.