Kanen Wealth Management LLC

CIK 0001681614 · COCONUT CREEK, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Kanen Wealth Management LLC reported 37 positions worth $412.6M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: COMP (19.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$412.6M
2026 Q2
Positions
37
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.4%
Est. Net Flow (Q)
2026 Q2
10 / 37 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1COMPCOMPASS INCSH$79.7M19.32%6,447,324
2BNEDBARNES & NOBLE ED INCSH$42.9M10.40%3,379,123
3ALLTALLOT LTDSH$42.2M10.22%4,783,141
4EVCENTRAVISION COMMUNICATIONS CSH$40.7M9.88%3,106,345
5POWWOUTDOOR HOLDING COSH$26.4M6.39%11,512,794
6INSEINSPIRED ENTMT INCSH$20.7M5.02%2,552,288
7REALTHE REALREAL INCSH$18.9M4.59%1,589,448
8ARHSARHAUS INCSH$18.7M4.52%2,198,887
9FUNSIX FLAGS ENTERTAINMENT CORPSH$17.5M4.24%832,335
10XPOFXPONENTIAL FITNESS INCSH$11.8M2.86%1,702,669

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Kanen Wealth Management LLC hold as of Q2 2026?

Kanen Wealth Management LLC reported 37 positions worth $412.6M in its Q2 2026 13F filing. Largest positions: COMP (19.3%), BNED (10.4%), ALLT (10.2%), EVC (9.9%) and POWW (6.4%).

What did Kanen Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Kanen Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.