Kanen Wealth Management portfolio — 13F holdings Q2 2026

Kanen Wealth Management (David Kanen) reported 36 long positions worth $409.1 million as of 2026-06-30. Top holdings: Compass, Inc., Barnes & Noble Education, Inc., Allot Ltd., ENTRAVISION COMMUNICATIONS CORP, Outdoor Holding Co. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.

Reported share positions (up to 20)

Reported share positions (up to 20)
CompanyReport periodValuePortfolio weightChangeSource
Compass, Inc.2026-06-3079715582.00 USD19.49%addOriginal filing
Barnes & Noble Education, Inc.2026-06-3042922059.00 USD10.49%reduceOriginal filing
Allot Ltd.2026-06-3042150798.00 USD10.30%addOriginal filing
ENTRAVISION COMMUNICATIONS CORP2026-06-3040744785.00 USD9.96%buyOriginal filing
Outdoor Holding Co2026-06-3026366880.00 USD6.45%reduceOriginal filing
Inspired Entertainment, Inc.2026-06-3020706376.00 USD5.06%reduceOriginal filing
TheRealReal, Inc.2026-06-3018944811.00 USD4.63%addOriginal filing
Arhaus, Inc.2026-06-3018652928.00 USD4.56%buyOriginal filing
Six Flags Entertainment Corporation/NEW2026-06-3017492962.00 USD4.28%reduceOriginal filing
Xponential Fitness, Inc.2026-06-3011795486.00 USD2.88%addOriginal filing
GEO GROUP INC2026-06-3011083878.00 USD2.71%buyOriginal filing
ONE Group Hospitality, Inc.2026-06-308273738.00 USD2.02%holdOriginal filing
Duff & Phelps Utility & Infrastructure Fund Inc.2026-06-307674523.00 USD1.88%reduceOriginal filing
HAVERTY FURNITURE COMPANIES INC2026-06-307414242.00 USD1.81%buyOriginal filing
NUVEEN FLOATING RATE INCOME FUND2026-06-307369592.00 USD1.80%addOriginal filing
IMMERSION CORP2026-06-307022749.00 USD1.72%addOriginal filing
NUVEEN REAL ESTATE INCOME FUND2026-06-306265866.00 USD1.53%addOriginal filing
Zevia PBC2026-06-304594561.00 USD1.12%addOriginal filing
Eaton Vance Ltd Duration Income Fund2026-06-304355272.00 USD1.06%addOriginal filing
NATUZZI S P A2026-06-304198295.00 USD1.03%addOriginal filing

Recent source filings (up to 20)

Recent source filings (up to 20)
Report periodFiledFormSource
2026-06-302026-08-13 00:00:0013F-HROriginal filing
2026-03-312026-05-18 00:00:0013F-HROriginal filing
2025-12-312026-02-18 00:00:0013F-HROriginal filing
2025-09-302025-11-14 00:00:0013F-HROriginal filing
2025-06-302025-07-15 00:00:0013F-HROriginal filing
2025-03-312025-06-13 00:00:0013F-HR/AOriginal filing
2024-12-312025-01-16 00:00:0013F-HROriginal filing
2024-09-302024-10-16 00:00:0013F-HROriginal filing
2024-06-302024-08-22 00:00:0013F-HR/AOriginal filing
2024-03-312024-09-06 00:00:0013F-HR/AOriginal filing
2023-12-312024-09-09 00:00:0013F-HR/AOriginal filing
2023-09-302024-09-18 00:00:0013F-HR/AOriginal filing
2023-06-302025-05-30 00:00:0013F-HR/AOriginal filing
2023-03-312023-05-15 00:00:0013F-HROriginal filing
2022-12-312023-02-13 00:00:0013F-HROriginal filing
2022-09-302022-11-14 00:00:0013F-HR/AOriginal filing
2021-12-312022-02-15 00:00:0013F-HROriginal filing
2021-09-302021-11-15 00:00:0013F-HROriginal filing

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

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