Kinney Asset Management, LLC

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001803121
Type: FundHoldings: 4Value: $76.2MLatest: 2025Q1

KINNEY ASSET MANAGEMENT, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 4 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-09
Total Holdings
4
Total Value
76192281
Accession Number
0001213900-25-041283
Form Type
13F-HR
Manager Name
Kinney-Asset-Management
Data Enrichment
100% identified
4 identified0 unidentified

Holdings

4 positions • $76.2M total value
Manager:
Search and click to pin securities to the top
Alight, Inc. / Delaware
Shares:6.9M
Value:$40.8M
% of Portfolio:53.5% ($40.8M/$76.2M)
RYANAIR HOLDINGS PLC
Shares:301.4K
Value:$12.8M
% of Portfolio:16.8% ($12.8M/$76.2M)
Alphabet Inc.
Shares:81.8K
Value:$12.6M
% of Portfolio:16.6% ($12.6M/$76.2M)
MOHAWK INDUSTRIES INC
Shares:87.5K
Value:$10.0M
% of Portfolio:13.1% ($10.0M/$76.2M)