13F Insight
DOSSIER · 13F-HR · Q3 2025

KINNEY ASSET MANAGEMENT, LLC

$67M in tracked AUM across 3 positions as of Q3 2025.

KA
CIK 0001803121 · last filed Sep 30, 2025
Total AUM
$67M
as of Q3 2025
Holdings
3
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

KINNEY ASSET MANAGEMENT, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
AVTR
AVANTOR INC
$23M1.8M34.3%02
ALIT
ALIGHT INC.
$23M7.0M34.1%03
MHK
MOHAWK INDS INC
$21M164K31.5%

Filing history

2025Q3Sep 30
$67M▼ 9.6%
3 positionsView →2025Q2Jun 30
$74M▲ 39.0%
3 positionsLocked2025Q1Mar 31
$53M▼ 46.7%
2 positionsLocked2024Q4Dec 31
$100M▼ 6.3%
4 positionsLocked2024Q3Sep 30
$107M▼ 18.5%
4 positionsLocked2024Q2Jun 30
$131M▼ 15.8%
4 positionsLocked2024Q1Mar 31
$156M▲ 7.6%
4 positionsLocked2023Q4Dec 31
$145M▲ 7.5%
4 positionsLocked2023Q3Sep 30
$135M▼ 12.8%
5 positionsLocked2023Q2Jun 30
$154M▲ 11.3%
5 positionsLocked2023Q1Mar 31
$139M▲ 7.2%
5 positionsLocked2022Q4Dec 31
$130M▲ 89.8%
6 positionsLocked
Showing 12 of 16