Fund HoldingsKanen Wealth Management LLC

Total Portfolio Value
$268.74M
Total Bought
$46.55M
Total Sold
$58.61M
Net Transaction
-$12.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
THE REALREAL INC(REAL)7,337,3766,374,858-962,51823,03969,67725.93%+46,638
ALLOT LTD699,8202,815,875+2,116,0552,07816,7546.23%+14,676
BARNES & NOBLE ED INC1,580,7842,365,360+784,57614,63823,7488.84%+9,110
QUIPT HOME MEDICAL CORP01,425,012+1,425,01204,3461.62%+4,346
EGAIN CORP2,488,3722,659,823+171,45112,69116,5716.17%+3,880
DUFF & PHELPS UTLITY AND INF0273,122+273,12203,1931.19%+3,193
HAVERTY FURNITURE COS INC58,204213,477+155,2731,5994,7521.77%+3,153
IMMERSION CORP325,000600,000+275,0002,8995,2381.95%+2,339
EATON VANCE LTD DURATION INC
COM
0229,225+229,22502,2400.83%+2,240
BIOTE CORP0289,803+289,80301,7910.67%+1,791
NATUZZI S P A1,632,1601,666,246+34,0867,1007,9982.98%+898
EUROPEAN WAX CTR INC
CLASS A COM
095,435+95,43506370.24%+637
DATA I O CORP839,421839,42102,1572,3250.87%+168
APPLE INC(AAPL)7,1007,10001,6541,7780.66%+124
TESLA INC(TSLA)774766-82033090.11%+107
AMAZON COM INC(AMZN)1,8311,83103414020.15%+61
VISA INC(V)80080002202530.09%+33
MASTERCARD INCORPORATED(MA)1,0001,00004945270.20%+33
MICROSOFT CORP(MSFT)52152102242240.08%0
U S GLOBAL INVS INC456,885456,88501,1791,1150.41%-64
EZCORP INC148,0000-148,0001450-145
INSPIRED ENTMT INC1,328,7291,329,029+30012,31712,0284.48%-290
EZCORP INC(EZPW)2,486,4742,201,347-285,12727,87326,90010.01%-973
CAESARS ENTERTAINMENT INC NE(CZR)382,216378,502-3,71415,95412,6504.71%-3,304
COMPASS INC(COMP)7,069,0506,761,355-307,69543,19239,55414.72%-3,638
THE ONE GROUP HOSPITALITY IN4,820,7224,806,564-14,15817,53713,7355.11%-3,801
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