# Kenvue (KVUE): value investors who own it | moatshark

3 value investors held Kenvue in their Q3 2026 13F, led by Yacktman Asset Management, Troy Asset Management, Tweedy, Browne.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Yacktman Asset Management | 1.9% | $154m | Added +1.5% | 12 |
| Troy Asset Management | 0.4% | $14.3m | Trimmed -7.4% | 12 |
| Tweedy, Browne | 0.1% | $1.4m | Added +78% | 12 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| AMG Yacktman Fund | Yacktman Asset Management | 1.3% | $95.5m | 2026-06-30 |
| AMG Yacktman Focused Fund | Yacktman Asset Management | 1.1% | $35.4m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/kvue). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.