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§ 13F · FUND PROFILE

KINNEY ASSET MANAGEMENT, LLC.

AUM · $74M (13F)Positions · 3Turnover · n/a · Q2Filed · Aug 13, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2025

FILED AUG 13, 2025
#TickerNameShares$ value% portΔ Q2
1ALITALIGHT INC.6.81M$39M51.9%−1%
2AVTRAVANTOR INC1.38M$19M24.9%NEW
3MHKMOHAWK INDS INC164K$17M23.2%+88%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE KINNEY SIGNAL

AC read

KINNEY ASSET MANAGEMENT, LLC is a Other fund managing $74 million in assets. The fund runs a focused portfolio of just 3 positions.

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