Filed: 11/14/2025ACC: 0001213900-25-110300
📋 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 $67.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$67.12M
Total AUM (reported)
9.04M
Total Shares
Allocation by class
COM$44.20M65.9%
COM CL A$22.92M34.1%
Portfolio Concentration
Top 3$67.12M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.04M
Sole
Full voting authority
4.69M
shares
% of voting shares51.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.35M
shares
% of voting shares48.1%
Investment Discretion (by position count)
Sole3
Shared0
Other0
Dominant voting typeSole · 51.9% of voting shares
Institutional Holdings3
Rows:
AVANTOR INC
SOLEShares1.84M
TypeSH
Market value$23.03M
34.31%
Sole
956.91K
Shared
0.00
None
888.09K
ALIGHT INC.
SOLEShares7.03M
TypeSH
Market value$22.92M
34.15%
Sole
3.65M
Shared
0.00
None
3.38M
MOHAWK INDS INC
SOLEShares164.24K
TypeSH
Market value$21.17M
31.55%
Sole
83.84K
Shared
0.00
None
80.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AVANTOR INCSOLE | COM | 1.84M | SH | $23.03M 34.31% | 956.91K | 0.00 | 888.09K |
ALIGHT INC.SOLE | COM CL A | 7.03M | SH | $22.92M 34.15% | 3.65M | 0.00 | 3.38M |
MOHAWK INDS INCSOLE | COM | 164.24K | SH | $21.17M 31.55% | 83.84K | 0.00 | 80.41K |