Kinney Asset Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Kinney Asset Management, LLC reported 3 stock positions worth $74.3 million. Its top holding was Alight Class A (ALIT) at 51.9% of the portfolio, followed by Avantor (AVTR, 24.9%) and Mohawk Industries (MHK, 23.2%). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 1 and reduced 1. The biggest buy was a new position in Avantor (AVTR) and the biggest sale an exit from Ryanair Holdings PLC-SP ADR (RYAAY).
- Most Recent 13F
- Q3 2025
- Location
- Chicago, IL
- CIK
- 0001803121
- Portfolio Value
- $74.3M (Q2 2025)
- SEC Filing
- 0001213900-25-075422 ↗ filed Aug 13, 2025
Holdings Value
Holdings 3 stocks · $74.3M
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |