KINNEY ASSET MANAGEMENT, LLC Portfolio Holdings

Q3 2025•3 long positions•$67.1M portfolio value

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Avantor AVTR	Chemicals - Specialty Basic Materials	$23.0M 34.31%	+$5.9M Bought	0.271% 1.8M shares	1.4M → 1.8M +$5.9M	+34.18%	$8.5B Mid Cap	Q2 2025 Held for 5 months
2 Alight ALIT	Software - Application Technology	$22.9M 34.15%	+$717.2K Bought	1.33% 7.0M shares	6.8M → 7.0M +$717.2K	+3.23%	$1.7B Small Cap	Q4 2022 Held for 2y 11m
3 Mohawk Industries MHK	Furnishings, Fixtures & Appliances Consumer Cyclical	$21.2M 31.55%	—	0.264% 164.2K shares	—	—	$8.0B Mid Cap	Q4 2022 Held for 2y 11m

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Avantor AVTR	Chemicals - Specialty Basic Materials	$23.0M 34.31%	+$5.9M Bought	0.271% 1.8M shares	1.4M → 1.8M +$5.9M	+34.18%	$8.5B Mid Cap	Q2 2025 Held for 5 months
2 Alight ALIT	Software - Application Technology	$22.9M 34.15%	+$717.2K Bought	1.33% 7.0M shares	6.8M → 7.0M +$717.2K	+3.23%	$1.7B Small Cap	Q4 2022 Held for 2y 11m
3 Mohawk Industries MHK	Furnishings, Fixtures & Appliances Consumer Cyclical	$21.2M 31.55%	—	0.264% 164.2K shares	—	—	$8.0B Mid Cap	Q4 2022 Held for 2y 11m

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