Kanen Wealth Management LLC - Portfolio Stock Holdings

Kanen Wealth Management LLC disclosed 43 stock positions in a recent SEC 13F filing. $278,187,923 of stock holdings were filed, with the largest holdings including COMP, ALLT, and BNED. This filing represented positions held on March 31, 2026, and was filed on May 16, 2026.

We estimate the fund has a total AUM of $404,611,703 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.