Kanen Wealth Management LLC
Net buyer this quarter
$413M
36
+$49.4M
77.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 COMP | $79.7M | 19.32% | 0.86% | +0.6% | Q4 2023 |
 BNED | $42.9M | 10.40% | 9.81% | -1.3% | Q3 2024 |
 ALLT | $42.2M | 10.22% | 9.83% | +2.8% | Q3 2024 |
 EVC | $40.7M | 9.88% | Not reported | New | Q2 2026 |
 POWW | $26.4M | 6.39% | 9.92% | -1.5% | Q1 2025 |
 INSE | $20.7M | 5.02% | 9.68% | -4.8% | Q3 2022 |
 REAL | $18.9M | 4.59% | 1.31% | +14.2% | Q1 2024 |
 ARHS | $18.7M | 4.52% | 1.61% | New | Q2 2026 |
 FUN | $17.5M | 4.24% | 0.81% | -1.9% | Q1 2026 |
 XPOF | $11.8M | 2.86% | Not reported | +101.3% | Q4 2025 |
 GEO | $11.1M | 2.69% | 0.28% | New | Q2 2026 |
 STKS | $8.27M | 2.01% | 13.34% | Not reported | Q3 2021 |
 DPG | $7.67M | 1.86% | Not reported | -0.8% | Q4 2024 |
 HVT | $7.41M | 1.80% | 1.56% | Not reported | Q3 2024 |
 JFR | $7.37M | 1.79% | Not reported | +17.9% | Q2 2025 |
 IMMR | $7.02M | 1.70% | 3.06% | +43.0% | Q3 2024 |
| JRS | $6.27M | 1.52% | Not reported | +39.4% | Q3 2025 |
 ZVIA | $4.59M | 1.11% | Not reported | +115.5% | Q1 2026 |
 EVV | $4.36M | 1.06% | Not reported | +22.5% | Q4 2024 |
| NTZ | $4.2M | 1.02% | 4.05% | +0.5% | Q3 2021 |
 FOSL | $3.66M | 0.89% | 1.48% | -23.0% | Q4 2025 |
 DAIO | $3.29M | 0.80% | 8.07% | Not reported | Q3 2021 |
 NRO | $2.25M | 0.54% | Not reported | +206.6% | Q4 2025 |
 MCHX | $2.18M | 0.53% | Not reported | Not reported | Q1 2025 |
 AAPL | $2.06M | 0.50% | 0.00% | 0.0% | Q3 2021 |
 SKYX | $2.04M | 0.49% | 1.36% | +60.3% | Q1 2026 |
 HIO | $1.79M | 0.43% | Not reported | Not reported | Q1 2025 |
 HYT | $1.01M | 0.24% | Not reported | Not reported | Q4 2025 |
 GDV | $788K | 0.19% | Not reported | Not reported | Q4 2025 |
 MA | $514K | 0.12% | 0.00% | Not reported | Q3 2021 |
 AMZN | $494K | 0.12% | 0.00% | -2.8% | Q4 2023 |
 APYX | $336K | 0.08% | 0.18% | New | Q2 2026 |
 TSLA | $319K | 0.08% | 0.00% | Not reported | Q3 2021 |
 V | $274K | 0.07% | 0.00% | Not reported | Q4 2023 |
 FIX | $240K | 0.06% | 0.00% | New | Q2 2026 |
| HYI | $106K | 0.03% | Not reported | Not reported | Q4 2025 |
| Q1 2026 | |||||
| COMP | $46.8M | 16.85% | 0.86% | +0.1% | Q4 2023 |
| ALLT | $31M | 11.15% | 9.57% | +1.1% | Q3 2024 |
| BNED | $30.2M | 10.87% | 9.98% | +0.7% | Q3 2024 |
| POWW | $23.5M | 8.45% | 10.00% | Not reported | Q1 2025 |
| INSE | $19.1M | 6.87% | 10.05% | -0.1% | Q3 2022 |
| FUN | $15.1M | 5.42% | 0.83% | New | Q1 2026 |
| REAL | $12.6M | 4.55% | 1.16% | -25.1% | Q1 2024 |
 DIBS | $11.4M | 4.09% | 5.84% | +75.8% | Q4 2025 |
 STLN | $8.53M | 3.07% | 2.78% | -6.7% | Q3 2025 |
 LOVE | $8.06M | 2.90% | 3.74% | Not reported | Q3 2025 |
| DPG | $7.56M | 2.72% | Not reported | +1.2% | Q4 2024 |
 PTON | $7.56M | 2.72% | Not reported | New | Q1 2026 |
| STKS | $7.32M | 2.63% | 13.42% | 0.0% | Q3 2021 |
| NTZ | $6.78M | 2.44% | 4.04% | +2.8% | Q3 2021 |
| JFR | $6.12M | 2.20% | Not reported | +6.0% | Q2 2025 |
| XPOF | $5.09M | 1.83% | Not reported | +426.2% | Q4 2025 |
| FOSL | $4.88M | 1.76% | 1.94% | -22.3% | Q4 2025 |
| JRS | $3.94M | 1.42% | Not reported | +9.8% | Q3 2025 |
| IMMR | $3.87M | 1.39% | 2.15% | +51.0% | Q3 2024 |
| EVV | $3.59M | 1.29% | Not reported | +7.0% | Q4 2024 |
| DAIO | $2.12M | 0.76% | 8.94% | Not reported | Q3 2021 |
| MCHX | $2.02M | 0.72% | Not reported | +4.1% | Q1 2025 |
| AAPL | $1.8M | 0.65% | 0.00% | Not reported | Q3 2021 |
| HIO | $1.78M | 0.64% | Not reported | +2.1% | Q1 2025 |
| ZVIA | $1.46M | 0.53% | Not reported | New | Q1 2026 |
| SKYX | $1.29M | 0.46% | 0.86% | New | Q1 2026 |
| HYT | $1M | 0.36% | Not reported | +43.7% | Q4 2025 |
| GDV | $722K | 0.26% | Not reported | +37.4% | Q4 2025 |
| NRO | $684K | 0.25% | Not reported | +25.5% | Q4 2025 |
| MA | $500K | 0.18% | 0.00% | Not reported | Q3 2021 |
 STGW | $497K | 0.18% | 0.03% | New | Q1 2026 |
| AMZN | $444K | 0.16% | 0.00% | Not reported | Q4 2023 |
| TSLA | $282K | 0.10% | 0.00% | Not reported | Q3 2021 |
| V | $242K | 0.09% | 0.00% | Not reported | Q4 2023 |
| HYI | $107K | 0.04% | Not reported | Not reported | Q4 2025 |
 DOUG | $25.4K | 0.01% | 0.02% | New | Q1 2026 |
| Q4 2025 | |||||
| COMP | $67.6M | 20.52% | 1.14% | +32.6% | Q4 2023 |
| ALLT | $45M | 13.67% | 9.46% | -0.1% | Q3 2024 |
| BNED | $30.8M | 9.35% | 9.98% | +10.1% | Q3 2024 |
| REAL | $29.3M | 8.91% | 1.57% | -55.7% | Q1 2024 |
| INSE | $24.8M | 7.54% | 9.99% | 0.0% | Q3 2022 |
| POWW | $19.8M | 6.02% | 9.97% | +1.7% | Q1 2025 |
| STLN | $10.7M | 3.25% | 3.01% | +61.6% | Q3 2025 |
 EGAN | $10.6M | 3.22% | 3.77% | -58.9% | Q3 2022 |
 TREX | $8.83M | 2.68% | 0.24% | New | Q4 2025 |
 GROW | $8.44M | 2.56% | 3.15% | -24.9% | Q3 2022 |
| STKS | $7.23M | 2.20% | 13.54% | -2.4% | Q3 2021 |
| DIBS | $7.02M | 2.13% | 3.19% | New | Q4 2025 |
 EZPW | $6.99M | 2.12% | Not reported | -2.3% | Q3 2021 |
| DPG | $6.61M | 2.01% | Not reported | +2.2% | Q4 2024 |
| JFR | $6M | 1.82% | Not reported | +51.1% | Q2 2025 |
| FOSL | $5.52M | 1.67% | 2.67% | New | Q4 2025 |
| NTZ | $5.16M | 1.57% | 3.93% | Not reported | Q3 2021 |
 NVO | $3.96M | 1.20% | Not reported | New | Q4 2025 |
| JRS | $3.67M | 1.11% | Not reported | +3975.8% | Q3 2025 |
| EVV | $3.53M | 1.07% | Not reported | -11.5% | Q4 2024 |
| IMMR | $3.01M | 0.92% | 1.43% | -22.9% | Q3 2024 |
| MCHX | $2.1M | 0.64% | Not reported | +10.9% | Q1 2025 |
| HIO | $1.78M | 0.54% | Not reported | -31.1% | Q1 2025 |
| DAIO | $1.73M | 0.53% | 8.94% | Not reported | Q3 2021 |
| XPOF | $1.31M | 0.40% | Not reported | New | Q4 2025 |
| HYT | $730K | 0.22% | Not reported | New | Q4 2025 |
| NRO | $584K | 0.18% | Not reported | New | Q4 2025 |
| GDV | $541K | 0.16% | Not reported | New | Q4 2025 |
| HYI | $112K | 0.03% | Not reported | New | Q4 2025 |
 DHX | $78K | 0.02% | 0.14% | New | Q4 2025 |
| Q3 2025 | |||||
| ALLT | $48.6M | 16.25% | 9.91% | +1.7% | Q3 2024 |
| REAL | $44.6M | 14.92% | 3.60% | -10.9% | Q1 2024 |
| COMP | $38.5M | 12.86% | 0.86% | -12.8% | Q4 2023 |
| BNED | $30.5M | 10.18% | 9.07% | -0.1% | Q3 2024 |
| INSE | $25.1M | 8.39% | 9.97% | +12.4% | Q3 2022 |
| EGAN | $21.9M | 7.33% | 9.32% | -6.2% | Q3 2022 |
| POWW | $16.9M | 5.65% | 9.81% | +32.2% | Q1 2025 |
| STKS | $12.4M | 4.16% | 13.93% | -7.4% | Q3 2021 |
| EZPW | $6.78M | 2.27% | Not reported | -56.8% | Q3 2021 |
| DPG | $6.56M | 2.19% | Not reported | +0.7% | Q4 2024 |
| STLN | $6.42M | 2.15% | 1.89% | New | Q3 2025 |
 CWH | $4.81M | 1.61% | Not reported | Not reported | Q3 2021 |
| QIPT | $4.55M | 1.52% | 3.96% | -10.8% | Q4 2024 |
| IMMR | $4.43M | 1.48% | 1.86% | Not reported | Q3 2024 |
| JFR | $4.15M | 1.39% | Not reported | +266.9% | Q2 2025 |
| EVV | $4.09M | 1.37% | Not reported | 0.0% | Q4 2024 |
| LOVE | $4.02M | 1.35% | 1.65% | New | Q3 2025 |
| DAIO | $2.82M | 0.94% | 8.94% | Not reported | Q3 2021 |
| HIO | $2.68M | 0.89% | Not reported | +77.4% | Q1 2025 |
 CZR | $2.22M | 0.74% | 0.04% | -83.7% | Q3 2021 |
| MCHX | $1.95M | 0.65% | Not reported | +62.9% | Q1 2025 |
| AAPL | $1.81M | 0.60% | 0.00% | Not reported | Q3 2021 |
| GROW | $1.26M | 0.42% | 4.19% | Not reported | Q3 2022 |
| MA | $569K | 0.19% | 0.00% | Not reported | Q3 2021 |
| AMZN | $468K | 0.16% | 0.00% | Not reported | Q4 2023 |
| TSLA | $341K | 0.11% | 0.00% | Not reported | Q3 2021 |
| V | $273K | 0.09% | 0.00% | Not reported | Q4 2023 |
 MSFT | $264K | 0.09% | 0.00% | Not reported | Q1 2024 |
| JRS | $96.5K | 0.03% | Not reported | New | Q3 2025 |
 SMRT | $25.6K | 0.01% | 0.01% | New | Q3 2025 |