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Keenan Capital, LLC - Portfolio Stock Holdings

Keenan Capital, LLC disclosed 12 stock positions in a recent SEC 13F filing. $505,756,118 of stock holdings were filed, with the largest holdings including APP, GLBE, and APPF. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 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.

Report Period:

June 30, 2026

No. of Stocks:

12

Est. Stock Holding Value:

$505,756,118

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Keenan Capital, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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