13F HOLDINGS REPORT
Kinney Asset Management, LLC
Quarter ended Q3 2023 · Filed August 7, 2023 · Accession 0001803121-23-000001
Total Value
$154.5M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIGHT INC. | ALIT | 4,855,196 | $44.9M | 29.04% |
| 2 | ALPHABET INC. | GOOG | 335,467 | $40.2M | 25.99% |
| 3 | RYANAIR HLDGS PLC | RYAOF | 244,218 | $27.0M | 17.48% |
| 4 | MOHAWK INDS INC | 608190104 | 252,198 | $26.0M | 16.84% |
| 5 | EBAY | EBAY | 368,000 | $16.4M | 10.65% |