KVUE
Moving with its group (XLP +2.4%)
- KVUE +3.69% on the last session vs SPY −0.25%: +3.9 pts of stock-specific move.
- The consumer staples ETF (XLP) +2.4% (+2.7 pts vs SPY): the stock moved with its group.
- Aftermath, big gain (+3.7% today so far, past its big-gain line of +1.8%): After its 40 big gains in the past 5 years, KVUE was higher a week later 15 times out of 40; half the outcomes fell between -1.9% and +2.3%. History, not a forecast.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.8× its 20-day average.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Aug 5, 2026 | Kevin Hern | House | Sell | $1K–$15K | Aug 10 |
| Jul 17, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Sep 4 |
| Jun 16, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Jul 2 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 17, 2026 | Kevin Hern | House | Sell | $15K–$50K | Apr 3 |
| Mar 13, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Feb 10, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Mar 9 |
| Jan 9, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Feb 13 |
| Nov 12, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 1, 2025 | Julia Letlow | House | Sell | $1K–$15K | Jan 13 |
| Sep 25, 2025 | Lisa McClain | House | Buy | $1K–$15K | Oct 22 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Starboard Value (Jeff Smith) | 27,307,632 | $521.8M | 11.5% | — | Q2 2026 |
| Soros Fund Management (George Soros) | 2,746,636 | $52.5M | 0.87% | -13% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 311,241 | $5.9M | 0.02% | +149% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| May 15, 2026 | Soros Fund Management (George Soros) | Added | 13F, Q1 2026 | 1,911,020 | $32.9M | 1.0% | May 15 |
| May 15, 2026 | Third Point (Dan Loeb) | Sold out | 13F, Q1 2026 | 3,250,000 | $56.1M | May 15 | |
| Feb 17, 2026 | Starboard Value (Jeff Smith) | Added | 13F, Q4 2025 | 6,377,694 | $110M | 8.9% | Feb 17 |
| Feb 17, 2026 | Third Point (Dan Loeb) | Trimmed | 13F, Q4 2025 | 5,750,000 | $99.2M | 0.8% | Feb 17 |
| Feb 13, 2026 | Soros Fund Management (George Soros) | New stake | 13F, Q4 2025 | 1,246,246 | $21.5M | 0.4% | Feb 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves