Kinney Asset Management, LLC
CIK
1803121
Location
Chicago, IL
Portfolio Value
Micro
$67,119,095
Diversification
Highly concentrated
Filing Date
Global Rank
#6,175
/ 7,976
▼ 250
Top Industry
Medical Instruments & Supplies
34.3%
3Y Alpha vs SPY
-41.9%
Period ended 9 months ago
Filed Nov 14, 2025 · 7mo
15 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-50.9%
SPY
+76.3%
Annualised alpha
-41.9%
Max drawdown
−66.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Top Position
34.3%
−17.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
3,338
Highly concentrated−514
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 34.3% | $23,025,600 |
| Technology | 34.1% | $22,919,159 |
| Consumer Cyclical | 31.5% | $21,174,336 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$67,119,095 total
· as of Sep 30, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVTR |
Avantor, Inc.
Healthcare
|
Added | 1,845,000 | $23,025,600 | 34.31% | |
| ALIT |
Alight, Inc. / Delaware
Technology
|
Added | 7,030,417 | $22,919,159 | 34.15% | |
| MHK |
Mohawk Industries Inc
Consumer Cyclical
|
Held | 164,244 | $21,174,336 | 31.55% |