Kinney Asset Management, LLC Q2 2025 13F：持股与季度变动 | AlphaSMO

Kinney Asset Management, LLC — Q2 2025 13F 持股

Name: Kinney Asset Management, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001803121

申报总市值

US$6711.9万

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	ALIT	Alight INC - Class A	股票-其他	51.90%	-19.38%	-0.98%
2	AVTR	Avantor INC	股票-医疗保健	24.92%	+34.31%	NEW
3	MHK	Mohawk Industries INC	股票-周期性消费	23.18%	+18.44%	+87.73%