Fund HoldingsKanen Wealth Management LLC

Total Portfolio Value
$278.05M
Total Bought
$199.93M
Total Sold
$52.63M
Net Transaction
+$147.30M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
COMPASS INC(COMP)06,408,499+6,408,499046,84616.85%+46,846
ALLOT LTD04,653,697+4,653,697030,99411.15%+30,994
BARNES & NOBLE ED INC03,423,782+3,423,782030,23210.87%+30,232
OUTDOOR HOLDING CO11,691,88211,691,88202023,5018.45%+23,481
INSPIRED ENTMT INC2,683,4292,680,968-2,4612519,1156.87%+19,090
SIX FLAGS ENTERTAINMENT CORP(FUN)0848,643+848,643015,0635.42%+15,063
THE REALREAL INC(REAL)1,858,3101,391,907-466,4032912,6394.55%+12,609
1STDIBS COM INC1,176,9222,068,723+891,801711,3784.09%+11,371
THE ONCOLOGY INSTITUTE INC2,976,1442,777,858-198,286118,5283.07%+8,517
LOVESAC COMPANY0545,963+545,96308,0642.90%+8,064
DUFF & PHELPS UTLITY AND INF0523,585+523,58507,5612.72%+7,561
PELOTON INTERACTIVE INC(PTON)01,762,197+1,762,19707,5602.72%+7,560
THE ONE GROUP HOSPITALITY IN4,228,8274,227,456-1,37177,3212.63%+7,314
NATUZZI S P A02,222,276+2,222,27606,7782.44%+6,778
NUVEEN FLOATING RATE INCOME(JFR)0813,234+813,23406,1162.20%+6,116
XPONENTIAL FITNESS INC0845,922+845,92205,0921.83%+5,092
FOSSIL GROUP INC1,458,6781,132,802-325,87664,8821.76%+4,877
NUVEEN REAL ESTATE INCOME FD0528,047+528,04703,9391.42%+3,939
IMMERSION CORP469,682709,000+239,31833,8711.39%+3,868
EATON VANCE LIMITED DURATION
COM
0379,816+379,81603,5891.29%+3,589
DATA I O CORP839,421839,421022,1240.76%+2,122
MARCHEX INC01,300,388+1,300,38802,0160.72%+2,016
APPLE INC(AAPL)07,100+7,10001,8020.65%+1,802
WESTERN ASSET HIGH INCOME OP0490,454+490,45401,7800.64%+1,780
ZEVIA PBC01,250,000+1,250,00001,4630.53%+1,463
SKYX PLATFORMS CORP01,150,121+1,150,12101,2880.46%+1,288
BLACKROCK CORPOR HI YLD FD I(HYT)0117,800+117,80001,0040.36%+1,004
GABELLI DIVID & INCOME TR
COM
026,800+26,80007220.26%+722
NEUBERGER R/EST SECS INC FD
COM
0241,000+241,00006840.25%+684
MASTERCARD INCORPORATED(MA)01,000+1,00005000.18%+500
STAGWELL INC(STGW)078,988+78,98804970.18%+497
AMAZON COM INC(AMZN)02,131+2,13104440.16%+444
TESLA INC(TSLA)0758+75802820.10%+282
VISA INC(V)0800+80002420.09%+242
WESTERN ASSET HIGH YIELD OPP010,000+10,00001070.04%+107
DOUGLAS ELLIMAN INC015,500+15,5000250.01%+25
WILDBRAIN LTD F63,2250-63,22500-0
WESTERN ASSET HIGH YIELD10,0000-10,00000-0
GABELLI DIVIDEND & INCOM
COM
19,5000-19,50010-1
NEUBERGER REAL EST SEC I
COM
192,0000-192,00010-1
BLACKROCK CORPORATE HIGH(HYT)82,0000-82,00010-1
XPONENTIAL FITNESS INC160,7730-160,77310-1
WESTRN ASST HIGH INCM OP480,4540-480,45420-2
Marchex, Inc1,249,3990-1,249,39920-2
EATON VANCE LIMITED DURA
COM
355,1160-355,11640-4
NUVEEN REAL ESTATE INCOM480,9390-480,93940-4
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS(NVO)75,5000-75,50040-4
NATUZZI S P A FUNSPONSORED ADR 1 ADR REPS 5 ORD SHS2,162,1360-2,162,13650-5
SYLOGIST LTD1,351,0270-1,351,02760-6
NUVEEN FLOATING RATE INC(JFR)767,4340-767,43460-6
DUFF PHELPS UTILITY AND517,1600-517,16070-7
EZCORP INC CLASS CLASS A(EZPW)354,9100-354,91070-7
U.S. Global Investors343,0920-343,09280-8
TREX Company, Inc(TREX)250,0000-250,00090-9
EGAIN CORP1,031,4060-1,031,406110-11
BARNES & NOBLE EDUCA EQUCLASS EQUITY3,399,9820-3,399,982310-31
ALLOT LTD F4,602,6680-4,602,668450-45
COMPASS INC CLASS CLASS A(COMP)6,401,1470-6,401,147680-68
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