Kinney Asset Management, LLC 13F Holdings · last filed Q3 2025
Kinney Asset Management, LLC reported 3 securities worth $67.12M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: AVTR (34.31%), ALIT (34.15%), MHK (31.55%). Among its top 25 positions this quarter: 2 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVTR | AVANTOR INC | $23.0M | 34.31% | 1.8M | Added |
| 2 | ALIT | ALIGHT INC. | $22.9M | 34.15% | 7.0M | Added |
| 3 | MHK | MOHAWK INDS INC | $21.2M | 31.55% | 164,244 | Hold |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR