Kanen Wealth Management LLC

Position in EVV — Eaton Vance Ltd Duration Income Fund

CIK 1681614 COCONUT CREEK, FL

Position in EVV

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$3,589,261

+$70,062 QoQ

Shares Held

379,816

+7.0% QoQ

Ownership

0.327%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Kanen Wealth Management LLC holds $25,501,545 across 9 Asset Management names. EVV ranks #4 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DPG	Duff & Phelps Utility & Infrastructure Fund Inc.	523,585	$7,560,567
2	JFR	Nuveen Floating Rate Income Fund	813,234	$6,115,519
3	JRS	Nuveen Real Estate Income Fund	528,047	$3,939,230
4	EVV	Eaton Vance Ltd Duration Income Fund This page	379,816	$3,589,261
5	HIO	Western Asset High Income Opportunity Fund Inc.	490,454	$1,780,348
6	HYT	Blackrock Corporate High Yield Fund, Inc.	117,800	$1,003,656
7	GDV	Gabelli Dividend & Income Trust	26,800	$721,724
8	NRO	Neuberger Real Estate Securities Income Fund Inc	241,000	$684,440

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,589,261	379,816	+7.0%	Shares	Sole	2026-05-18
2025-12-31	$3,519,199	355,116	-11.5%	Shares	Sole	2026-02-18
2025-09-30	$4,074,352	401,414	-0.0%	Shares	Sole	2025-11-14
2025-06-30	$4,120,097	401,569	+9.4%	Shares	Sole	2025-07-15
2025-03-31	$3,664,845	367,219	+60.2%	Shares	Sole	2025-06-13
2024-12-31	$2,239,528	229,225	—	Shares	Sole	2025-01-16
No filing history on record for this holder in this stock.