Daniel Loeb (Third Point) exit Kenvue Inc. Common Stock
Daniel Loeb (Third Point) exit $-56.1M of disclosed value in Kenvue Inc. Common Stock.
Signal
Investor Move
Action
Exit
Capital
$-56.1M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
54
New
10
Reduced/Sold
41
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| PCG | PCG | Sold out | $0 | 0.26% |
| NVDA | NVIDIA Corporation | Reduced | $33.1M | 0.25% |
| MSFT | MSFT | Sold out | $0 | 0.21% |
| UNP | Union Pacific Corporation | Reduced | $24.3M | 0.19% |
| BN | BN | Sold out | $0 | 0.14% |
| NSC | Norfolk Southern Corporation | Reduced | $28.7M | 0.12% |
| CASY | CASY | Sold out | $0 | 0.12% |
| COF | Capital One Financial Corporation | Reduced | $25.5M | 0.12% |
| CSGP | CSGP | Sold out | $0 | 0.1% |
| RKT | RKT | Sold out | $0 | 0.09% |
| LPLA | LPLA | Sold out | $0 | 0.09% |
| LYV | LIVE NATION ENTERTAINMENT IN | Reduced | $70.9M | 0.08% |
| CMG | CMG | Sold out | $0 | 0.08% |
| CEG | CEG | Sold out | $0 | 0.08% |
| VST | VST | Sold out | $0 | 0.08% |
| TPX | Tempur Sealy International, Inc. | Reduced | $167.9M | 0.07% |
| CRS | Carpenter Technology Corporation | Reduced | $122.2M | 0.06% |
| CRH.L | CRH plc | Reduced | $199.7M | 0.06% |
| BABA | BABA | Sold out | $0 | 0.06% |
| SN | SharkNinja, Inc. | Reduced | $13.8M | 0.06% |