KINNEY ASSET MANAGEMENT, LLC 13F Holdings
CIK 0001803121 · Chicago, IL
As of Sep 30, 2025, KINNEY ASSET MANAGEMENT, LLC reported 3 positions worth $67.1M in its SEC Form 13F filing.
Top 3 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AVANTOR INC | AVTR | Basic Materials | 1,845,000 | $23.0M | 34.31% |
| ALIGHT INC | ALIT | Technology | 7,030,417 | $22.9M | 34.15% |
| MOHAWK INDUSTRIES INC | MHK | Consumer Cyclical | 164,244 | $21.2M | 31.55% |