Industrivärden Deputy CEO Karl Åberg Acquires 1,440 Shares Worth Over SEK 0.5 Million.

Karl Åberg, Industrivärden's Deputy CEO, purchased 1,440 Class C shares at SEK 374.63 each, totaling SEK 539,500. The trades were executed on multiple exchanges. Åberg held 24,360 shares in the firm at the start of the year. This information is disclosed in the Swedish Financial Supervisory Authority's insider registry.

In the second quarter of 2025, Kenvue, the consumer healthcare company spun out of Johnson & Johnson (JNJ), attracted the attention of another activist investor. Sachem Head Capital Management, run by Scott Ferguson, disclosed in a regulatory filing that it had acquired a 10.6 million share stake in Kenvue, making it the firm's fourth-largest holding [1].

Kenvue, with a market value of $40 billion, has faced several prominent activist investors since its initial public offering. In July, the company's board fired CEO Thibaut Mongon, signaling a potential change in leadership and strategy. Investors have expressed dissatisfaction with the company's sluggish share price, which has drifted down by 1% this year, closing at $21.06 on Thursday [1].

Sachem Head is known for its quiet, behind-the-scenes approach to pushing for changes at certain companies, although it mounted a noisy proxy fight at US Foods Holding (USFD) three years ago. The firm's latest filing indicates a growing interest in Kenvue, which could signal a potential push for change within the company [1].

Meanwhile, other activist investors have also adjusted their stakes in Kenvue. Starboard Value, which was among the first to publicly press Kenvue to review its brand positioning and pricing, reduced its holding by 5.10% to 21 million shares. Toms Capital Investment Management, which has urged the company to consider strategic alternatives, increased its holding to 16 million shares during the second quarter. Third Point, run by billionaire investor Daniel Loeb, maintained its stake of 8.5 million shares [1].

Investment managers are required to disclose their holdings in U.S. companies at the end of each quarter in 13F filings. These filings provide insights into the activities of activist investors and can offer clues about which companies they might be targeting [1].

References:
[1] Reuters. "Kenvue Attracts Share Purchase by Activist Investor Sachem Head." TradingView. https://www.tradingview.com/news/reuters.com,2025:newsml_L1N3U615V:0-kenvue-attracts-share-purchase-by-activist-investor-sachem-head/