Kanen Wealth Management LLC
CIK 0001681614 · COCONUT CREEK, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
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
Top Holdings
COMP
COMPASS INC
19.3%
BNED
BARNES & NOBLE ED INC
10.4%
ALLT
ALLOT LTD
10.2%
EVC
ENTRAVISION COMMUNICATIONS C
9.9%
POWW
OUTDOOR HOLDING CO
6.4%
INSE
INSPIRED ENTMT INC
5.0%
REAL
THE REALREAL INC
4.6%
ARHS
ARHAUS INC
4.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.