Form 13-F position report

ALIGHT INC. CL A (DE)

Reported by Kinney Asset Management LLC

ALIT CUSIP 01626W101 Manager CIK 0001803121

Reported 4,491,427 shares, up 510,485 (12.8%) from the prior quarter.

Reported value 24.3%; share count 12.8% vs. the prior quarter.

Added
% of reported 13F value 29.79% This manager · Q1 2023
Shares 4,491,427 Quarter-end amount reported
Reported value $41,366,043 Fair value at quarter end
Consecutive quarters held 2 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-12-31 33280675
2023-03-31 41366043
2023-06-30 44862011
2023-09-30 36124940
2023-12-31 47149967
2024-03-31 54446328
2024-06-30 44999889
2024-09-30 46231840
2024-12-31 44963018
2025-03-31 40783848
2025-06-30 38546960
2025-09-30 22919159

Quarterly position history

How this manager's reported quarter-end position changed over time.

12 quarters
Quarterly reported position history for ALIGHT INC. CL A (DE) held by Kinney Asset Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2025 Added 7,030,417 +220,000 (3.2%) 34.15% $22,919,159 2025-11-14
Q2 2025 Reduced 6,810,417 -67,129 (-1.0%) 51.9% $38,546,960 2025-08-13
Q1 2025 Added 6,877,546 +380,000 (5.8%) 53.53% $40,783,848 2025-05-09
Q4 2024 Added 6,497,546 +250,000 (4.0%) 44.88% $44,963,018 2025-01-31
Q3 2024 Added 6,247,546 +150,000 (2.5%) 43.26% $46,231,840 2024-10-29
Q2 2024 Added 6,097,546 +570,000 (10.3%) 34.32% $44,999,889 2024-08-14
Q1 2024 Unchanged 5,527,546 0 (0.0%) 34.97% $54,446,328 2024-05-13
Q4 2023 Added 5,527,546 +432,350 (8.5%) 32.57% $47,149,967 2024-02-12
Q3 2023 Added 5,095,196 +240,000 (4.9%) 26.83% $36,124,940 2023-11-13
Q2 2023 Added 4,855,196 +363,769 (8.1%) 29.04% $44,862,011 2023-08-07
Q1 2023 Added 4,491,427 +510,485 (12.8%) 29.79% $41,366,043 2023-05-09
Q4 2022 New 3,980,942 +3,980,942 (0.0%) 25.68% $33,280,675 2023-02-10

Who else reported the position

239 managers reported ALIGHT INC. CL A (DE) for Q1 2023.

Managers reporting ALIGHT INC. CL A (DE) in Q1 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
CANNAE HOLDINGS INC Unchanged 52,477,062 0 24.75% $483,314,000 7 qtrs
VANGUARD GROUP INC Added 34,631,463 +7,505,634 < 0.01% $318,955,773 7 qtrs
FPR PARTNERS LLC Added 33,084,484 +840,524 15.34% $304,708,098 7 qtrs
Blackstone Inc Reduced 31,271,617 -14,301,255 1.18% $288,011,593 7 qtrs
BlackRock Inc Added 24,688,658 +3,329,661 < 0.01% $227,382,542 7 qtrs
ArrowMark Colorado Holdings LLC Reduced 23,579,997 -2,675,429 2.47% $217,171,772 7 qtrs
JANUS HENDERSON GROUP PLC Added 17,458,609 +4,752,133 0.11% $160,793,185 7 qtrs
New Mountain Capital L L C Reduced 17,295,531 -7,909,657 8.51% $159,291,841 3 qtrs
FIDELITY NATIONAL FINANCIAL INC Unchanged 15,000,000 0 5.29% $138,150,000 7 qtrs
GLENVIEW CAPITAL MANAGEMENT LLC Added 14,144,591 +6,318,617 2.86% $130,271,683 3 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2023
Filed
May 09, 2023
Filing type
13F-HR
Position type
COM CL A

Voting authority reported

Sole
2,316,654
Shared
0
None
2,174,773

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.