KINNEY ASSET MANAGEMENT, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AVANTOR INC(AVTR) | 1,375,000 | 1,845,000 | +470,000 | 18,507,500 | 23,025,600 | 34.31% | +4,518,100 |
| MOHAWK INDS INC(MHK) | 164,244 | 164,244 | 0 | 17,219,341 | 21,174,336 | 31.55% | +3,954,995 |
| ALIGHT INC.(ALIT) | 6,810,417 | 7,030,417 | +220,000 | 38,546,960 | 22,919,159 | 34.15% | -15,627,801 |