KINNEY ASSET MANAGEMENT, LLC

CIK: 0001803121SEC EDGAR →

Portfolio Value

$67.1M

Holdings

3

As of

Q3 2025

New Positions

3

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

AVANTOR INC

1,845,000$23.0M
34.31%
2

ALIGHT INC.

7,030,417$22.9M
34.15%
3

MOHAWK INDS INC

164,244$21.2M
31.55%

Quarterly Changes

Top Buys

AVTRNEW
$23.0M
ALITNEW
$22.9M
MHKNEW
$21.2M

Top Sells

No sells this quarter

New Positions (3)

$23.0M · 1.8M shares
$22.9M · 7.0M shares
$21.2M · 164K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare1$23.0M34.3%
Technology1$22.9M34.1%
Consumer Cyclical1$21.2M31.5%