RKWD

ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

Rockwood Research

KVUE

Kenvue Inc.

Perfumes, Cosmetics & Other Toilet Preparations · SIC 2844CIK 1944048Held by 8 tracked managersEDGAR filings ↗10-K/10-Q ↗

SHARE:X LINKEDIN EMAIL

i

11 of 11 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Renaissance Technologies

Q2 2026Position history →

Add+4,883,300+117.9%0.24%$172.5M

Yacktman Asset Management

Q2 2026Position history →

Add+118,545+1.5%1.9%$153.9M

Q2 2026Position history →

Add+17,844+1.1%0.14%$30.1M

Bridgewater Associates

Q2 2026Position history →

Add+186,291+149.1%0.02%$5.9M

Maverick Capital

Q2 2026Position history →

Add+81,982+89.1%0.03%$3.3M

Q2 2026Position history →

Add+32,043+78.3%0.11%$1.4M

Adage Capital Management

Q2 2026Position history →

Trim(512,445)(14.5%)0.08%$57.6M

Soros Fund Management

Q2 2026Position history →

Trim(410,630)(13.0%)0.69%$52.5M

Capital Research Global Investors

Q2 2026Position history →

Exit(1,592,321)(100.0%)exited$27.5M

Holocene Advisors

Q2 2026Position history →

Exit(1,289,288)(100.0%)exited$22.2M

Infrastructure Capital Advisors

Q2 2026Position history →

Exit(52,501)(100.0%)exited$0.9M

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.