Filed: 8/13/2025ACC: 0001213900-25-075422
📋 What this filing means
KINNEY ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $74.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$74.27M
Total AUM (reported)
8.35M
Total Shares
Allocation by class
COM CL A$38.55M51.9%
COM$35.73M48.1%
Portfolio Concentration
Top 3$74.27M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 8.35M
Sole
Full voting authority
4.22M
shares
% of voting shares50.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.13M
shares
% of voting shares49.4%
Investment Discretion (by position count)
Sole3
Shared0
Other0
Dominant voting typeSole · 50.6% of voting shares
Institutional Holdings3
Rows:
ALIGHT INC.
SOLEShares6.81M
TypeSH
Market value$38.55M
51.90%
Sole
3.43M
Shared
0.00
None
3.38M
AVANTOR INC
SOLEShares1.38M
TypeSH
Market value$18.51M
24.92%
Sole
706.24K
Shared
0.00
None
668.76K
MOHAWK INDS INC
SOLEShares164.24K
TypeSH
Market value$17.22M
23.18%
Sole
83.84K
Shared
0.00
None
80.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALIGHT INC.SOLE | COM CL A | 6.81M | SH | $38.55M 51.90% | 3.43M | 0.00 | 3.38M |
AVANTOR INCSOLE | COM | 1.38M | SH | $18.51M 24.92% | 706.24K | 0.00 | 668.76K |
MOHAWK INDS INCSOLE | COM | 164.24K | SH | $17.22M 23.18% | 83.84K | 0.00 | 80.41K |