13F HOLDINGS REPORT
Kinney Asset Management, LLC
Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0000950123-23-001432
Total Value
$129.6M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIGHT INC | ALIT | 3,980,942 | $33.3M | 25.68% |
| 2 | MOHAWK INDS INC | 608190104 | 221,798 | $22.7M | 17.50% |
| 3 | ALPHABET INC | GOOG | 228,967 | $20.2M | 15.59% |
| 4 | RYANAIR HLDGS PLC | RYAOF | 264,218 | $19.8M | 15.24% |
| 5 | SALESFORCE INC | CRM | 135,721 | $18.0M | 13.89% |
| 6 | EBAY | EBAY | 378,000 | $15.7M | 12.10% |