KINNEY ASSET MANAGEMENT, LLC

CIK 1803121 · View on SEC EDGAR ↗

Portfolio value
$67.1M
#8,594 of 9,443 by 13F value · top 91.0%
Positions
3
As of
Sept. 30, 2025 Data as of Q3 2025

Portfolio value QoQ: -9.6% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
3
Effective number of positions
3.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q3 2025: 0.0% Est. buys $6,582,800 · sells $0

Median holding: 2.0 quarters Tracked Q4 2024–Q3 2025 · 60.0% still held

New positions
0
Increased
2
Decreased
0
Closed
2
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Performance vs S&P 500

Tracked Q4 2024–Q3 2025
-6.9%
S&P 500 total return (same window)
+13.4%
Excess return
-20.3%

Annualized: -9.1% · S&P 500: +18.3%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Healthcare
34.3%
Industrials
34.1%
Consumer products
31.5%

Full portfolio 3 positions

Type Streak 8Q trend
AVTR Avantor, Inc. Common Stock $23,025,600 34.31% 1,845,000 $4,518,100 Up ×1
ALIT Alight, Inc. Class A Common Stock $22,919,159 34.15% 7,030,417 $-15,627,801 Up ×1
MHK Mohawk Industries, Inc. Common Stock $21,174,336 31.55% 164,244 $3,954,995

Top movers (QoQ)

Security Action Shares Δ Value Δ
ALIT Bought more +220K -$15.6M
AVTR Bought more +470K +$4.5M
MHK Price move only +0 +$4.0M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
RYAAY June 30, 2025 301,379 $12,769,428 -5.7%
GOOGL June 30, 2025 81,799 $12,649,397 94.6%