8 is the total number of securities KINNEY ASSET MANAGEMENT, LLC has owned. The longest KINNEY ASSET MANAGEMENT, LLC has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MHK | MOHAWK INDS INC | 4 | 4 | 16.40% | 26.10% | 43.97% | Q4 2019 | Q3 2023 | 8 |
| RYAAY | RYANAIR HLDGS PLC | 4 | 4 | 15.24% | 24.26% | 38.18% | Q4 2019 | Q3 2023 | 8 |
| GOOGL | ALPHABET INC. | 4 | 2 | 8.26% | 18.79% | 27.55% | Q2 2020 | Q3 2023 | 6 |
| ALIT | ALIGHT INC. | 4 | 4 | 25.68% | 27.84% | 29.79% | Q4 2022 | Q3 2023 | 4 |
| EBAY | EBAY | 4 | 4 | 10.64% | 11.43% | 12.10% | Q4 2022 | Q3 2023 | 4 |
| BKNG | Booking HLDGS Inc | 3 | 3 | 21.95% | 24.51% | 29.11% | Q1 2020 | Q3 2020 | 3 |
| QRTEA | Qurate Retail Inc | 2 | 2 | 15.41% | 19.96% | 24.51% | Q4 2019 | Q1 2020 | 2 |
| CRM | SALESFORCE INC | 1 | 1 | 13.89% | 13.89% | 13.89% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including MOHAWK INDS INC, RYANAIR HLDGS PLC, and ALPHABET INC., are the highest-conviction holdings of KINNEY ASSET MANAGEMENT, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by KINNEY ASSET MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that KINNEY ASSET MANAGEMENT, LLC owns currently or has owned in the past.