Independent Franchise Partners LLP KVUE — KENVUE INC

Ownership history in Independent Franchise Partners LLP  ·  7 quarters on record

AI Ownership Summary

Independent Franchise Partners LLP reported KENVUE INC (KVUE) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 5.94% in 2026 Q1. The latest visible filing shows KVUE at 5.94% 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.

What this KVUE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independent Franchise Partners LLP'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 Q1

KVUE was reported at 5.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.94% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Independent Franchise Partners LLP fund profile Independent Franchise Partners LLP full holdings
How Independent Franchise Partners LLP 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 49,208,848 +1,062,372 +2.2% 5.94% $848.4M 2026-05-14 $17.19
2025 Q4 ADDED — — — 48,146,476 +17,343,785 +56.3% 5.28% $830.5M 2026-02-17 $18.19
2025 Q3 REDUCED — — — 30,802,691 -462,883 -1.5% 3.30% $499.9M 2025-11-14 $16.27
2025 Q2 ADDED — — — 31,265,574 +21,886,537 +233.4% 4.35% $654.4M 2025-08-13 $20.94
2025 Q1 ADDED — — — 9,379,037 +5,761,288 +159.3% 1.60% $224.9M 2025-05-14 $22.17
2024 Q4 REDUCED 6.4% +13.4% ❌ 3,617,749 -246,013 -6.4% 0.58% $77.2M 2025-02-13 $20.32
2024 Q3 INITIATED — — — 3,863,762 — — 0.79% $89.4M 2024-11-13 $21.71

🏢 Other funds also holding KVUE

As of 2026 Q2 — sorted by position size

Mayar Capital Ltd. 3Y 14.49% NUANCE INVESTMENTS, LLC 3Y 7Y 4.71% Drystone LLC 3Y 3.82% ALPINE ASSOCIATES MANAGEMENT INC. 3Y 7Y 3.65% Kennon-Green & Company, LLC 3Y 3.07% EQUITY INVESTMENT CORP 3Y 7Y 2.77% OAK FAMILY ADVISORS, LLC 3Y 2.08% NINE MASTS CAPITAL Ltd 3Y 7Y 2.04% SAYBROOK CAPITAL /NC 3Y 7Y 1.71% Board of the Pension Protection Fund 1.55%

FAQ About Independent Franchise Partners LLP and KVUE

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

How long has Independent Franchise Partners LLP reported owning KVUE?

Independent Franchise Partners LLP reported KVUE across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported KVUE position in Independent Franchise Partners LLP's portfolio?

The largest reported portfolio weight for KVUE was 5.94% in 2026 Q1.

What is the latest reported KVUE position on this page?

The most recent filing on this page is 2026 Q1, when Independent Franchise Partners LLP reported 49,208,848 shares, equal to 5.94% of portfolio, with an estimated market value of $848.4M.

What does the chart on this KVUE ownership page compare?

The chart compares Independent Franchise Partners LLP'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 Independent Franchise Partners LLP time their KVUE position?

Based on 13F filing dates vs. subsequent KVUE price moves, Independent Franchise Partners LLP correctly timed 0 out of 6 reported position changes (0%). The annualised alpha on KVUE relative to SPY over the holding period was -27.3%.

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