Vault-13

KINNEY ASSET MANAGEMENT, LLC

Chicago, IL · CIK 1803121 · 13F filing filed 2025-11-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$67.1m reported value -9.6% vs Q2 2025
3positions
100.0%in top 10
0 new 2 added 0 reduced 0 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 AVANTOR INC COM AVTR AVTR 1,845,000 $23.0m34.31% 34.31% AddedShares held: Q4 2024 0, Q1 2025 0, Q2 2025 1.4m, Q3 2025 1.8m +470.0k +470,000 34.2%
2 ALIGHT INC COM CL A ALIT ALIT 7,030,417 $22.9m34.15% 34.15% AddedShares held: Q4 2024 6.5m, Q1 2025 6.9m, Q2 2025 6.8m, Q3 2025 7.0m +220.0k +220,000 3.2%
3 MOHAWK INDS INC COM MHK MHK 164,244 $21.2m31.55% 31.55% UnchangedShares held: Q4 2024 87.5k, Q1 2025 87.5k, Q2 2025 164.2k, Q3 2025 164.2k