本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
KINNEY ASSET MANAGEMENT, LLC (CIK 1803121) reported $67.1M across 3 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: AVTR ($23.0M, 34.31%), ALIT ($22.9M, 34.15%), MHK ($21.2M, 31.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVTR | AVANTOR INC | $23.0M | 34.31% | 1.8M | Added |
| 2 | ALIT | ALIGHT INC. | $22.9M | 34.15% | 7.0M | Added |
| 3 | MHK | MOHAWK INDS INC | $21.2M | 31.55% | 164,244 | Hold |
来源：SEC 13F 申报文件 · 截至 2025-09-30