Kanen Wealth Management LLC
CIK 1681614
13F filing for Q2 2026・No. 4,404
- Holdings
- US$412.58M
- Quarter change
- +US$134.53M
- Entries
- 37
- Net bought (estimate)
- +US$59.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 6
- Cut 7
- Added 13
- Corporate actions 0
- Unchanged 10
Largest holdings
36 stocks worth US$409.09M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| COMPCOMPASS INCCL A | Added | 6,447,324 | US$79.72M | 19.49% |
| BARNES & NOBLE ED INCCOM NEW | Cut | 3,379,123 | US$42.92M | 10.49% |
| ALLTALLOT LTDSHS | Added | 4,783,141 | US$42.15M | 10.30% |
| ENTRAVISION COMMUNICATIONS CCL A | New | 3,106,345 | US$40.74M | 9.96% |
| OUTDOOR HOLDING COCOM | Cut | 11,512,794 | US$26.37M | 6.45% |
| INSPIRED ENTMT INCCOM | Cut | 2,552,288 | US$20.71M | 5.06% |
| REALTHE REALREAL INCCOM | Added | 1,589,448 | US$18.94M | 4.63% |
| ARHAUS INCCOM CL A | New | 2,198,887 | US$18.65M | 4.56% |
| FUNSIX FLAGS ENTERTAINMENT CORPCOM | Cut | 832,335 | US$17.49M | 4.28% |
| XPONENTIAL FITNESS INCCOM CL A | Added | 1,702,669 | US$11.8M | 2.88% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.