Kinney Asset Management, LLC
- SEC CIK
- 0001803121
- Latest filing
- Nov 14, 2025
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 29, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 4
- 0 vs. Q2 2024
- Portfolio value
- $106.9M
- −$24.2M (−18.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ALITAlight, Inc. / Delaware | COM CL A | 6,247,546 | $46.2M | 43.3% | +150,000+2.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 156,799 | $26.0M | 24.3% | −24,000−13.3% | Reduced | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 455,380 | $20.6M | 19.3% | −15,000−3.2% | ReducedConverted for a 5-for-2 split | History |
| MHKMohawk Industries Inc | COM | 87,490 | $14.1M | 13.2% | −194,000−68.9% | Reduced | History |