Kanen Wealth Management LLC

CIK
1681614
City
COCONUT CREEK
State / Country
FL

Top Portfolio Positions

36 positions · $278,250,871 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
COMP
Compass, Inc.
Real Estate
6,408,499 $46,846,127 16.84%
ALLT
Allot Ltd.
Technology
4,653,697 $30,993,622 11.14%
BNED
Barnes & Noble Education, Inc.
Consumer Cyclical
3,423,782 $30,231,995 10.87%
POWW
Outdoor Holding Co
Industrials
11,691,882 $23,500,682 8.45%
INSE
Inspired Entertainment, Inc.
Consumer Cyclical
2,680,968 $19,115,301 6.87%
FUN
Six Flags Entertainment Corporation/NEW
Consumer Cyclical
848,643 $15,063,413 5.41%
REAL
TheRealReal, Inc.
Consumer Cyclical
1,391,907 $12,638,515 4.54%
DIBS
1stdibs.com, Inc.
Communication Services
2,068,723 $11,377,976 4.09%
TOI
Oncology Institute, Inc.
Healthcare
2,777,858 $8,528,024 3.06%
LOVE
Lovesac Co
Consumer Cyclical
545,963 $8,063,873 2.90%

Portfolio Trend

21 quarters · across all stocks

Holdings in FUN

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Report Date Value (USD) Shares
2026-03-31 $15,063,413 848,643