13F HOLDINGS REPORT
Kinney Asset Management, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000950123-24-008629
Total Value
$131.1M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIGHT INC | ALIT | 6,097,546 | $45.0M | 34.32% |
| 2 | ALPHABET INC | GOOG | 180,799 | $32.9M | 25.12% |
| 3 | MOHAWK INDS INC | 608190104 | 281,490 | $32.0M | 24.39% |
| 4 | RYANAIR HLDGS PLC | RYAOF | 188,152 | $21.2M | 16.18% |