KINNEY ASSET MANAGEMENT, LLC
Follow13F filer, CIK 1803121, Chicago, IL
KINNEY ASSET MANAGEMENT, LLC reported $67,119,095 across 3 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-110300
- Period
- 2025-09-30
- Reported value
- $67.1M
- Holdings
- 3
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AVTRadded | +470,000 | $5.87M |
| ALITadded | +220,000 | $717K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
None.
Holdings, Q3 2025
Share positions as resolved from 13F-HR 0001213900-25-110300, largest first. % of portfolio is the value over $67,119,095, the sum of the share positions whose value is usable for ratios (method).
How Q3 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001213900-25-110300 | base | 2025-11-14 | acceptance time not in the bulk data set |