StockDriftsStockDriftsTop 3 Kinney Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVTR | AVANTOR INC | 34.31% | 1.84M | $23.0M | +34.18%(+470.00K) | $13.39(-14.66%) | 2025-09-30 | |
| ALIT | ALIGHT INC. | 34.15% | 7.03M | $22.9M | +3.23%(+220.00K) | $8.09(-75.64%) | 2025-09-30 | |
| MHK | MOHAWK INDS INC | 31.55% | 164.2K | $21.2M | +0.00%(+0) | $114.07(-3.36%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.54% | +41.78% |
| Top 20 Holdings Unweighted | +17.40% | +55.45% |
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