KINNEY ASSET MANAGEMENT, LLC
CIK: 0001803121SEC EDGAR →
Portfolio Value
$67.1B
Holdings
3
As of
Q3 2025
New Positions
3
Closed Positions
0
Portfolio Value History
Top 10 Holdings
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 1 | $23.0B | 34.3% |
| Technology | 1 | $22.9B | 34.1% |
| Consumer Cyclical | 1 | $21.2B | 31.5% |