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KINNEY ASSET MANAGEMENT, LLC | Tormere

KINNEY ASSET MANAGEMENT, LLC

Est. AUM

$67.1M

13F long equity, this entity only

Positions

3

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AVANTOR INC	COM	$23.0M	1845000	34.31%	SOLE
2	ALIGHT INC.	COM CL A	$22.9M	7030417	34.15%	SOLE
3	MOHAWK INDS INC	COM	$21.2M	164244	31.55%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.