Kinney Asset Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Kinney Asset Management, LLC reported 3 stock positions worth $67.1 million. Its top holding was Avantor (AVTR) at 34.3% of the portfolio, followed by Alight Class A (ALIT, 34.1%) and Mohawk Industries (MHK, 31.5%). Compared with Q2 2025, it added to 2. The biggest buy was Avantor (AVTR, shares +34%).
- Most Recent 13F
- Q3 2025
- Location
- Chicago, IL
- CIK
- 0001803121
- Portfolio Value
- $67.1M (Q3 2025)
- SEC Filing
- 0001213900-25-110300 ↗ filed Nov 14, 2025
Holdings Value
Holdings 3 stocks · $67.1M
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 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 |