Kanen Wealth Management LLC 13F Holdings

CIK 0001681614 · CORAL SPRINGS, FL

As of Sep 30, 2025, Kanen Wealth Management LLC reported 30 positions worth $299.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALLOT LTDALLTTechnology4,606,003$48.6M16.25%
THEREALREAL INCREALConsumer Cyclical4,197,130$44.6M14.92%
COMPASS INCCOMPTechnology4,827,197$38.5M12.86%
BARNES & NOBLE EDUCATION INCBNEDConsumer Cyclical3,087,928$30.5M10.18%
INSPIRED ENTMT INCINSEConsumer Cyclical2,683,969$25.1M8.39%
EGAIN CORPEGANTechnology2,507,587$21.9M7.33%
OUTDOOR HOLDING COPOWW—11,494,006 6.9M5.65%
THE ONE GROUP HOSPITALITY INCSTKSConsumer Cyclical4,330,683 2.4M4.16%
EZCORP INCEZPWFinancial Services363,299$6.8M2.27%
DUFF & PHELPS UTLITY AND INF——506,268$6.6M2.19%
THE ONCOLOGY INSTITUTE INCTOIHealthcare1,842,101$6.4M2.15%
CAMPING WORLD HOLDINGS INCCWHConsumer Cyclical300,000$4.8M1.61%
QUIPT HOME MEDICAL CORPQIPTHealthcare1,720,738$4.5M1.52%
IMMERSION CORPIMMRTechnology609,000$4.4M1.48%
NUVEEN FLOATING RATE INCOMEJFR—507,900$4.1M1.39%
EATON VANCE LTD DURATION INCOME FUNDEVV—401,414$4.1M1.37%
LOVESAC COLOVEConsumer Cyclical241,000$4.0M1.35%
DATA I O CORPDAIOTechnology839,421$2.8M0.94%
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INCHIO—697,018$2.7M0.89%
CAESARS ENTERTAINMENT INCCZRConsumer Cyclical82,059$2.2M0.74%
MARCHEX INCMCHXCommunication Services1,126,388 .9M0.65%
APPLE INCAAPLTechnology7,100 .8M0.60%
U S GLOBAL INVS INCGROWFinancial Services456,885 .3M0.42%
MASTERCARD INCMAFinancial Services1,000$568.8K0.19%
AMAZON.COM INCAMZNEquity2,131$467.9K0.16%