Fund Holdings — KINNEY ASSET MANAGEMENT, LLC

Total Portfolio Value:
$67.12M
Total Bought:
$20.15M
Total Sold:
$0
Net Transaction:
+$20.15M
Securities
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SharesValue
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Avantor, Inc.(AVTR)1,375,0001,845,000+470,000$18.51M$23.03M34.31%+$4.52M
Alight, Inc.CL A(ALIT)6,810,4177,030,417+220,000$38.55M$22.92M34.15%-$15.63M
Mohawk Industries, Inc.(MHK)164,244164,2440$17.22M$21.17M31.55%+$3.95M
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KINNEY ASSET MANAGEMENT, LLC — 13F Holdings — Q3 2025 | TickerTrail