Kanen Wealth Management LLC — 13F Holdings & Portfolio

CIK 1681614 · latest 13F-HR filed 2026-05-18

Kanen Wealth Management LLC manages $278.0M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are COMP (16.85%), ALLT (11.15%), BNED (10.87%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 7, added to 24, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$278.0M

Long-equity book

Holdings

36

Distinct positions

Period

2026-03-31

Filed 2026-05-18

Q/Q Activity

+12 / −7 / ↑24 / ↓0

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • COMPASS INC$46.8M +69209.3%
  • ALLOT LTD$30.9M +68713.5%
  • BARNES & NOBLE ED INC$30.2M +98020.8%
  • OUTDOOR HOLDING CO$23.5M +118392.8%
  • INSPIRED ENTMT INC$19.1M +76841.3%
Show all 24

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • SIX FLAGS ENTERTAINMENT CORP$15.1M
  • LOVESAC COMPANY$8.1M
  • PELOTON INTERACTIVE INC$7.6M
  • APPLE INC$1.8M
  • ZEVIA PBC$1.5M
Show all 12

Exited Positions

  • EGAIN CORP$10.6K
  • TREX Company, Inc$8.8K
  • U.S. Global Investors$8.4K
  • EZCORP INC CLASS CLASS A$7.0K
  • SYLOGIST LTD$5.7K
Show all 7
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 COMPASS INC COMP 20464U100 $46.8M 16.85% 6,408,499 SH
2 ALLOT LTD ALLT M0854Q105 $31.0M 11.15% 4,653,697 SH
3 BARNES & NOBLE ED INC BNED 06777U200 $30.2M 10.87% 3,423,782 SH
4 OUTDOOR HOLDING CO POWW 00175J107 $23.5M 8.45% 11,691,882 SH
5 INSPIRED ENTMT INC INSE 45782N108 $19.1M 6.87% 2,680,968 SH
6 SIX FLAGS ENTERTAINMENT CORP FUN 83001C108 $15.1M 5.42% 848,643 SH
7 THE REALREAL INC REAL 88339P101 $12.6M 4.55% 1,391,907 SH
8 1STDIBS COM INC DIBS 320551104 $11.4M 4.09% 2,068,723 SH
9 THE ONCOLOGY INSTITUTE INC TOI 68236X100 $8.5M 3.07% 2,777,858 SH
10 LOVESAC COMPANY LOVE 54738L109 $8.1M 2.90% 545,963 SH
11 DUFF & PHELPS UTLITY AND INF DPG 26433C105 $7.6M 2.72% 523,585 SH
12 PELOTON INTERACTIVE INC PTON 70614W100 $7.6M 2.72% 1,762,197 SH
13 THE ONE GROUP HOSPITALITY IN STKS 88338K103 $7.3M 2.63% 4,227,456 SH
14 NATUZZI S P A NTZ 63905A200 $6.8M 2.44% 2,222,276 SH
15 NUVEEN FLOATING RATE INCOME JFR 67072T108 $6.1M 2.20% 813,234 SH
16 XPONENTIAL FITNESS INC XPOF 98422X101 $5.1M 1.83% 845,922 SH
17 FOSSIL GROUP INC FOSL 34988V106 $4.9M 1.76% 1,132,802 SH
18 NUVEEN REAL ESTATE INCOME FD JRS 67071B108 $3.9M 1.42% 528,047 SH
19 IMMERSION CORP IMMR 452521107 $3.9M 1.39% 709,000 SH
20 EATON VANCE LIMITED DURATION EVV 27828H105 $3.6M 1.29% 379,816 SH
21 DATA I O CORP DAIO 237690102 $2.1M 0.76% 839,421 SH
22 MARCHEX INC MCHX 56624R108 $2.0M 0.72% 1,300,388 SH
23 APPLE INC AAPL 037833100 $1.8M 0.65% 7,100 SH
24 WESTERN ASSET HIGH INCOME OP HIO 95766K109 $1.8M 0.64% 490,454 SH
25 ZEVIA PBC ZVIA 98955K104 $1.5M 0.53% 1,250,000 SH
26 SKYX PLATFORMS CORP SKYX 78471E105 $1.3M 0.46% 1,150,121 SH
27 BLACKROCK CORPOR HI YLD FD I HYT 09255P107 $1.0M 0.36% 117,800 SH
28 GABELLI DIVID & INCOME TR GDV 36242H104 $721.7K 0.26% 26,800 SH
29 NEUBERGER R/EST SECS INC FD NRO 64190A103 $684.4K 0.25% 241,000 SH
30 MASTERCARD INCORPORATED MA 57636Q104 $499.7K 0.18% 1,000 SH
31 STAGWELL INC STGW 85256A109 $496.8K 0.18% 78,988 SH
32 AMAZON COM INC AMZN 023135106 $443.8K 0.16% 2,131 SH
33 TESLA INC TSLA 88160R101 $281.8K 0.10% 758 SH
34 VISA INC V 92826C839 $241.8K 0.09% 800 SH
35 WESTERN ASSET HIGH YIELD OPP HYI 95768B107 $106.8K 0.04% 10,000 SH
36 DOUGLAS ELLIMAN INC DOUG 25961D105 $25.4K 0.01% 15,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-18 $278.0M 36 0001681614-26-000002
2025-12-31 2026-02-18 $329.4K 31 0001681614-26-000001
2025-09-30 2025-11-14 $299.1M 30 0001681614-25-000012