INVESTMENT HOUSE LLC KVUE — KENVUE INC

Ownership history in INVESTMENT HOUSE LLC  ·  12 quarters on record

AI Ownership Summary

INVESTMENT HOUSE LLC reported KENVUE INC (KVUE) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.22% in 2024 Q1. The latest visible filing shows KVUE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KVUE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INVESTMENT HOUSE LLC's position in KENVUE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KVUE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KVUE stock page INVESTMENT HOUSE LLC fund profile INVESTMENT HOUSE LLC full holdings
How INVESTMENT HOUSE LLC held KVUE — position size vs. price
% of Fund (quarterly)    KVUE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 16,001 +417 +2.7% 0.01% $276K 2026-07-21 $18.80
2026 Q1 UNCHANGED — — — 15,584 — 0% 0.01% $269K 2026-04-29 $16.84
2025 Q4 REDUCED 48.2% +1.1% ❌ 15,584 -14,500 -48.2% 0.01% $269K 2026-02-06 $17.52
2025 Q3 REDUCED 75.7% +7.3% ❌ 30,084 -93,597 -75.7% 0.02% $488K 2025-10-31 $13.71
2025 Q2 ADDED — — — 123,681 +50 +0.0% 0.13% $2.6M 2025-08-14 $20.09
2025 Q1 ADDED — — — 123,631 +212 +0.2% 0.17% $3.0M 2025-05-08 $22.54
2024 Q4 REDUCED 5.3% +13.4% ❌ 123,419 -6,967 -5.3% 0.14% $2.6M 2025-02-11 $19.40
2024 Q3 REDUCED 11.3% -7.6% ✅ 130,386 -16,626 -11.3% 0.16% $3.0M 2024-11-07 $21.12
2024 Q2 REDUCED 14.1% +28.4% ❌ 147,012 -24,188 -14.1% 0.15% $2.7M 2024-07-22 $16.60
2024 Q1 ADDED — — — 171,200 +87,428 +104.4% 0.22% $3.7M 2024-05-02 $17.23
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KVUE

As of 2026 Q2 — sorted by position size

Mayar Capital Ltd. 3Y 14.49% Starboard Value LP 3Y 7Y 11.54% Kryger Capital LLC 9.32% Birnam Oak Advisors, LP 9.32% Slotnik Capital, LLC 8.05% Twin Securities, Inc. 3Y 7Y 6.46% Independent Franchise Partners LLP 3Y 7Y 6.32% Pentwater Capital Management LP 3Y 7Y 5.98% Sender Co & Partners, Inc. 3Y 5.49% NUANCE INVESTMENTS, LLC 3Y 7Y 4.71%

FAQ About INVESTMENT HOUSE LLC and KVUE

These are the practical questions this page is built to answer before you even open the full history table.

How long has INVESTMENT HOUSE LLC reported owning KVUE?

INVESTMENT HOUSE LLC reported KVUE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported KVUE position in INVESTMENT HOUSE LLC's portfolio?

The largest reported portfolio weight for KVUE was 0.22% in 2024 Q1.

What is the latest reported KVUE position on this page?

The most recent filing on this page is 2026 Q2, when INVESTMENT HOUSE LLC reported 16,001 shares, equal to 0.01% of portfolio, with an estimated market value of $276K.

What does the chart on this KVUE ownership page compare?

The chart compares INVESTMENT HOUSE LLC's quarterly KVUE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did INVESTMENT HOUSE LLC time their KVUE position?

Based on 13F filing dates vs. subsequent KVUE price moves, INVESTMENT HOUSE LLC correctly timed 3 out of 10 reported position changes (30%). The annualised alpha on KVUE relative to SPY over the holding period was +25.8%.

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