Kanen Wealth Management LLC
Kanen Wealth Management LLC reported 37 holdings worth US$413M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Kanen Wealth Management LLC reported 37 holdings worth US$413M as of Jun 30, 2026. Largest: Compass, Inc., Barnes & Noble Education, Inc and Entravision Communications Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$413M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Compass, Inc. | 6.45M | US$79.7M | 19.3% |
| Barnes & Noble Education, Inc | 3.38M | US$42.9M | 10.4% |
| Entravision Communications Corporation | 3.11M | US$40.7M | 9.9% |
| Outdoor Holding Company | 11.5M | US$26.4M | 6.4% |
| Inspired Entertainment, Inc. | 2.55M | US$20.7M | 5.0% |
| The Realreal, Inc. | 1.59M | US$18.9M | 4.6% |
| Arhaus, Inc. | 2.2M | US$18.7M | 4.5% |
| Six Flags Entertainment Corporation | 832K | US$17.5M | 4.2% |
| Xponential Fitness, Inc. | 1.7M | US$11.8M | 2.9% |
| Geo Group Inc (the) Reit | 371K | US$11.1M | 2.7% |
| The One Group Hospitality, Inc. | 4.23M | US$8.27M | 2.0% |
| Haverty Furniture Companies, Inc. | 291K | US$7.41M | 1.8% |
| Immersion Corporation | 1.01M | US$7.02M | 1.7% |
| Zevia Pbc | 2.69M | US$4.59M | 1.1% |
| Fossil Group, Inc. | 873K | US$3.66M | 0.89% |
| Data I/o Corporation | 839K | US$3.29M | 0.80% |
| Marchex, Inc. | 1.3M | US$2.18M | 0.53% |
| Apple Inc | 7,103 | US$2.06M | 0.50% |
| Skyx Platforms Corp. | 1.84M | US$2.04M | 0.49% |
| Mastercard Incorporated | 1,000 | US$514K | 0.12% |
| Amazon.com, Inc. | 2,072 | US$494K | 0.12% |
| Apyx Medical Corporation | 74,900 | US$336K | 0.08% |
| Tesla, Inc. | 758 | US$319K | 0.08% |
| Visa Inc. | 800 | US$274K | 0.07% |
| Comfort Systems Usa, Inc. | 121 | US$240K | 0.06% |
| The Lovesac Company | 0 | US$0 | 0.00% |
| The Oncology Institute, Inc. | 0 | US$0 | 0.00% |
| Peloton Interactive, Inc. | 0 | US$0 | 0.00% |
| Stagwell Inc. | 0 | US$0 | 0.00% |
| 1stdibs.com, Inc. | 0 | US$0 | 0.00% |
| Douglas Elliman Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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