account_balance
Investment manager · 13F filer · SEC CIK 1681614
Kanen Wealth Management LLC
Reported value$409Mas of Jun 30, 2026
Positions36 6 new, 6 sold out
Top 10 weight78.1%COMP alone is 19%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
COMPCompass Inc
19.5%
BNEDBarnes & Noble Ed Inc
10.5%
ALLTAllot Ltd
10.3%Added +3%
EVCEntravision Communications C
10.0%New
POWWOutdoor Holding Co
6.4%
INSEInspired Entmt Inc
5.1%Trimmed −5%
REALThe Realreal Inc
4.6%Added +14%
ARHSArhaus Inc
4.6%New
FUNSix Flags Entertainment Corp
4.3%
XPOFXponential Fitness Inc
2.9%Added +101%
GEOGeo Group Inc
2.7%New
STKS2.0%COMPCompass Inc
19.5%
BNED10.5%ALLTAllot Ltd
10.3%Added +3%
EVCEntravision Communications C
10.0%New
POWW6.4%INSE5.1%REAL4.6%ARHS4.6%FUN4.3%XPOF2.9%GEO2.7%STKSBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
COMP Compass Inc 19.5% HeldBNED Barnes & Noble Ed Inc 10.5% HeldALLT Allot Ltd 10.3% Added +3%EVC Entravision Communications C 10.0% NewPOWW Outdoor Holding Co 6.4% HeldINSE Inspired Entmt Inc 5.1% Trimmed −5%REAL The Realreal Inc 4.6% Added +14%ARHS Arhaus Inc 4.6% NewFUN Six Flags Entertainment Corp 4.3% HeldXPOF Xponential Fitness Inc 2.9% Added +101%GEO Geo Group Inc 2.7% NewSTKS The One Group Hospitality In 2.0% Held
What changed