13F HOLDINGS REPORT
Kinney Asset Management, LLC
Quarter ended Q2 2023 · Filed May 9, 2023 · Accession 0000950123-23-004078
Total Value
$138.9M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIGHT INC | ALIT | 4,491,427 | $41.4M | 29.79% |
| 2 | ALPHABET INC | GOOG | 335,467 | $34.8M | 25.06% |
| 3 | RYANAIR HLDGS PLC | RYAOF | 250,218 | $23.6M | 16.99% |
| 4 | MOHAWK INDS INC | 608190104 | 227,198 | $22.8M | 16.40% |
| 5 | EBAY | EBAY | 368,000 | $16.3M | 11.76% |