§ 13F · FUND PROFILE
Kanen Wealth Management LLC.
AUM · $413M (13F)Positions · 37Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$78M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | COMP | COMPASS INC | 6.45M | $80M | 19.3% | +1% |
| 2 | BNED | BARNES & NOBLE ED INC | 3.38M | $43M | 10.4% | −1% |
| 3 | ALLT | ALLOT LTD | 4.78M | $42M | 10.2% | +3% |
| 4 | EVC | ENTRAVISION COMMUNICATIONS C | 3.11M | $41M | 9.9% | NEW |
| 5 | POWW | OUTDOOR HOLDING CO | 11.51M | $26M | 6.4% | −2% |
| 6 | INSE | INSPIRED ENTMT INC | 2.55M | $21M | 5.0% | −5% |
| 7 | REAL | THE REALREAL INC | 1.59M | $19M | 4.6% | +14% |
| 8 | ARHS | ARHAUS INC | 2.20M | $19M | 4.5% | NEW |
| 9 | FUN | SIX FLAGS ENTERTAINMENT CORP | 832K | $17M | 4.2% | −2% |
| 10 | XPOF | XPONENTIAL FITNESS INC | 1.70M | $12M | 2.9% | +101% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KANEN SIGNAL
AC read
Kanen Wealth Management LLC is a Other fund managing $413 million in assets. The fund runs a portfolio of 37 positions.
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