Institutional Manager · CIK 0001803121
Kinney Asset Management, LLC
Chicago, IL · File #028-19896
Latest AUM
$67.1M
Positions
3
Top-10 Concentration
100.0%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $67.1M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $74.3M
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $76.2M
- 13F HOLDINGS REPORTQ/E Dec 20244 pos · $100.2M
- 13F HOLDINGS REPORTQ/E Sep 20244 pos · $106.9M
- 13F HOLDINGS REPORTQ/E Jun 20244 pos · $131.1M
- 13F HOLDINGS REPORTQ/E Mar 20244 pos · $155.7M
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $134.7M
- 13F HOLDINGS REPORTQ/E Sep 20235 pos · $154.5M
- 13F HOLDINGS REPORTQ/E Jun 20235 pos · $138.9M
- 13F HOLDINGS REPORTQ/E Mar 20236 pos · $129.6M
Top 3 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AVANTOR INC | AVTR | 1,845,000 | $23.0M | 34.31% |
| 2 | ALIGHT INC. | ALIT | 7,030,417 | $22.9M | 34.15% |
| 3 | MOHAWK INDS INC | 608190104 | 164,244 | $21.2M | 31.55% |