Kinney Asset Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Kinney Asset Management, LLC reported 4 stock positions worth $131.1 million. Its top holding was Alight Class A (ALIT) at 34.3% of the portfolio, followed by Alphabet Class A (GOOGL, 25.1%) and Mohawk Industries (MHK, 24.4%). Compared with Q1 2024, it added to 1 and reduced 1. The biggest buy was Alight Class A (ALIT, shares +10%) and the biggest sale Alphabet Class A (GOOGL, shares −26%).
- Most Recent 13F
- Q3 2025
- Location
- Chicago, IL
- CIK
- 0001803121
- Portfolio Value
- $131.1M (Q2 2024)
- SEC Filing
- 0000950123-24-008629 ↗ filed Aug 14, 2024
Holdings Value
Holdings 4 stocks · $131.1M
Portfolio Sells Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | Reduce -26.3% | 25.12% | +1.34 |
Portfolio Buys Q1 2024 → Q2 2024
| ALIT Alight Inc. Class A | Add +10.3% | 34.32% | −0.65 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 3 | $67.1M | AVTR, ALIT, MHK |
| Q2 2025 | 3 | $74.3M | ALIT, AVTR, MHK |
| Q1 2025 | 4 | $76.2M | ALIT, RYAAY, GOOGL, MHK |
| Q4 2024 | 4 | $100.2M | ALIT, GOOGL, RYAAY, MHK |
| Q3 2024 | 4 | $106.9M | ALIT, GOOGL, RYAAY, MHK |
| Q2 2024 | 4 | $131.1M | ALIT, GOOGL, MHK, RYAAY |
| Q1 2024 | 4 | $155.7M | ALIT, GOOGL, MHK, RYAAY |