Keenan Capital, LLC - Portfolio Stock Holdings

Keenan Capital, LLC disclosed 9 stock positions in a recent SEC 13F filing. $473,714,658 of stock holdings were filed, with the largest holdings including APP, DT, and GLBE. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $687,596,707 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.