HolderBook

Kanen Wealth Management LLC

Reported holdings as of Q2 2026, from 22 quarterly filings.

CIK
1681614
Reported value
$412.6M
Positions
36
Top 10 weight
78.3%
Filed
2026-08-13
Days after quarter end
44

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
COMPASS INCCOMP$79.7M6,447,32419.32%+2.47pp11q+0.6%+$480.0K
ENTRAVISION COMMUNICATIONS C OPTEVC$44.2M3,106,34510.72%-newNEW
BARNES & NOBLE ED INCBNED$42.9M3,379,12310.40%-0.47pp8q-1.3%-$567.3K
ALLOT LTDALLT$42.2M4,783,14110.22%-0.93pp8q+2.8%+$1.1M
OUTDOOR HOLDING COPOWW$26.4M11,512,7946.39%-2.06pp6q-1.5%-$410.2K
INSPIRED ENTMT INCINSE$20.7M2,552,2885.02%-1.86pp16q-4.8%-$1.0M
THE REALREAL INCREAL$18.9M1,589,4484.59%+0.05pp10q+14.2%+$2.4M
ARHAUS INCARHS$18.7M2,198,8874.52%-newNEW
SIX FLAGS ENTERTAINMENT CORPFUN$17.5M832,3354.24%-1.18pp2q-1.9%-$342.7K
XPONENTIAL FITNESS INCXPOF$11.8M1,702,6692.86%+1.03pp3q+101.3%+$5.9M
GEO GROUP INCGEO$11.1M370,5932.69%-newNEW
THE ONE GROUP HOSPITALITY INSTKS$8.3M4,227,4562.01%-0.63pp13qHELD
DUFF & PHELPS UTLITY AND INFDPG$7.7M519,5401.86%-0.86pp7q-0.8%-$59.8K
HAVERTY FURNITURE COS INCHVT$7.4M291,4001.80%-newNEW
NUVEEN FLOATING RATE INCOMEJFR$7.4M959,1471.79%-0.41pp5q+17.9%+$1.1M
IMMERSION CORPIMMR$7.0M1,013,7001.70%+0.31pp8q+43.0%+$2.1M
NUVEEN REAL ESTATE INCOME FDJRS$6.3M736,1681.52%+0.10pp4q+39.4%+$1.8M
ZEVIA PBCZVIA$4.6M2,693,2361.11%+0.59pp2q+115.5%+$2.5M
EATON VANCE LIMITED DURATIONEVV$4.4M465,0771.06%-0.24pp7q+22.4%+$798.4K
NATUZZI S P ANTZ$4.2M2,232,7031.02%-1.42pp3qHELD
FOSSIL GROUP INCFOSL$3.7M872,7970.89%-0.87pp3q-23.0%-$1.1M
DATA I O CORPDAIO$3.3M839,4210.80%+0.03pp21qHELD
NEUBERGER R/EST SECS INC FDNRO$2.2M738,8040.54%+0.30pp3q+206.6%+$1.5M
MARCHEX INCMCHX$2.2M1,300,3880.53%-0.20pp6qHELD
APPLE INCAAPL$2.1M7,1030.50%-0.15pp2qHELD
SKYX PLATFORMS CORPSKYX$2.0M1,843,3380.49%+0.03pp2q+60.3%+$766.0K
WESTERN ASSET HIGH INCOME OPHIO$1.8M490,4540.43%-0.21pp6qHELD
BLACKROCK CORPOR HI YLD FD IHYT$1.0M117,8000.24%-0.12pp3qHELD
GABELLI DIVID & INCOME TRGDV$787.9K26,8000.19%-0.07pp3qHELD
MASTERCARD INCORPORATEDMA$513.6K1,0000.12%-0.06pp2qHELD
AMAZON COM INCAMZN$493.8K2,0720.12%-0.04pp2q-2.8%-$14.1K
APYX MEDICAL CORPORATIONAPYX$336.3K74,9000.08%-newNEW
TESLA INCTSLA$318.8K7580.08%-0.02pp2qHELD
VISA INCV$274.5K8000.07%-0.02pp2qHELD
COMFORT SYS USA INCFIX$239.8K1210.06%-newNEW
WESTERN ASSET HIGH YIELD OPPHYI$106.3K10,0000.03%-0.01pp3qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Retail & Consumer 23.4%Real Estate 19.3%Telecom & Media 17.8%Computer Hardware 12.4%Funds & ETFs 7.7%Business Services 6.6%Software & IT Services 5.5%Construction & Building 3.8%Instruments & Controls 1.7%Other sectors 1.8%
 
SectorValueShare
Retail & Consumer$96.7M23.4%
Real Estate$79.7M19.3%
Telecom & Media$73.5M17.8%
Computer Hardware$51.2M12.4%
Funds & ETFs$31.6M7.7%
Business Services$27.2M6.6%
Software & IT Services$22.9M5.5%
Construction & Building$15.5M3.8%
Instruments & Controls$7.0M1.7%
Other sectors$7.3M1.8%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$412.6M366117678.3%44
Q1 2026$278.0M3612153774.2%48
Q4 2025$329.4K3112881177.7%49
Q3 2025$299.1M30577284.2%45
Q2 2025$261.4M275124185.9%15
Q1 2025$248.2M23483684.3%74
Q4 2024$268.7M25565189.2%16
Q3 2024$187.5M21541694.5%16
Q2 2024$161.6M22463091.7%53
Q1 2024$157.5M18266494.7%159
Q4 2023$142.9M20532292.6%253
Q3 2023$129.9M17046391.3%354
Q2 2023$150.8M20442389.0%700
Q1 2023$146.8M195541091.5%45
Q4 2022$195.5M24187484.8%44
Q3 2022$170.7M27675479.0%45
Q2 2022$183.5M25747487.1%46
Q1 2022$558.4M222115490.6%46
Q4 2021$289.5M242114585.8%46
Q3 2021$279.2M27497784.0%46
Q2 2021$438.1M301077487.3%55
Q1 2021$192.0M24000087.3%141

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.