Kinney Asset Management, LLC
Kinney Asset Management, LLC is an SEC-registered investment adviser headquartered in Chicago, Illinois and founded in 2011. With a team of 5 employees, it primarily serves pooled investment vehicles and charitable organizations, managing assets through discretionary investment mandates. The firm focuses on investment management for institutions and select entities, offering customized portfolio solutions across public and private markets.
Investment Strategy
Kinney Asset Management, LLC manages concentrated portfolios with significant stakes in a select set of public equities, focusing on deep fundamental analysis and value-oriented strategies. The firm emphasizes long-term capital appreciation through rigorous research and active portfolio management, often holding substantial positions in top portfolio companies to capture upside potential. It serves pooled vehicles and charitable organizations, tailoring allocation strategy to meet client objectives.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ALIT | ALIGHT INC. | 51.90% | $38.5M | 6,810,417 | $8.13 | $5.66 | -$2.2M |
A AVTR | AVANTOR INC | 24.92% | $18.5M | 1,375,000 | $13.46 | $13.46 | +$18.5M |
M MHK | MOHAWK INDS INC | 23.18% | $17.2M | 164,244 | $103.40 | $104.84 | +$7.2M |