13F HOLDINGS REPORT
Kinney Asset Management, LLC
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0000950123-24-004606
Total Value
$155.7M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIGHT INC | ALIT | 5,527,546 | $54.4M | 34.97% |
| 2 | ALPHABET INC | GOOG | 245,299 | $37.0M | 23.78% |
| 3 | MOHAWK INDS INC | 608190104 | 281,490 | $36.8M | 23.66% |
| 4 | RYANAIR HLDGS PLC | RYAOF | 188,152 | $27.4M | 17.59% |