13F HOLDINGS REPORT
Kinney Asset Management, LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0000950123-23-009838
Total Value
$134.7M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 283,467 | $37.1M | 27.55% |
| 2 | ALIGHT INC | ALIT | 5,095,196 | $36.1M | 26.83% |
| 3 | RYANAIR HLDGS PLC | RYAOF | 247,218 | $24.0M | 17.85% |
| 4 | MOHAWK INDS INC | 608190104 | 259,698 | $22.3M | 16.55% |
| 5 | EBAY | EBAY | 343,000 | $15.1M | 11.23% |