KANEN WEALTH MANAGEMENT LLC

PrivateCIK: 1681614
Location

COCONUT CREEK, FL

36
Positions
$278.05M
Total AUM (reported)
55.17M
Total Shares

Allocation by class

TOTAL AUM$278.05M36 positions
COM$145.83M52.4%
CL A$48.81M17.6%
SHS$30.99M11.1%
COM NEW$30.23M10.9%
CL A COM$7.56M2.7%
SPON ADS$6.78M2.4%
COM CL A$5.83M2.1%

Portfolio Concentration

Top 338.9%4–1035.3%11–2523.7%Rest2.1%TOP 1074.2%0%100%
Top 3$108.07M38.9%
4–10$98.29M35.3%
11–25$65.89M23.7%
Rest$5.79M2.1%

Top 3 weight

38.9%

Top 10 weight

74.2%

Voting Authority Distribution

Total shares with voting rights: 55.17M

Sole

Full voting authority

55.17M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:

COMPASS INC

SOLE
CL A
Shares6.41M
TypeSH
Market value$46.85M
16.85%
Sole
6.41M
Shared
0.00
None
0.00

ALLOT LTD

SOLE
SHS
Shares4.65M
TypeSH
Market value$30.99M
11.15%
Sole
4.65M
Shared
0.00
None
0.00

BARNES & NOBLE ED INC

SOLE
COM NEW
Shares3.42M
TypeSH
Market value$30.23M
10.87%
Sole
3.42M
Shared
0.00
None
0.00

OUTDOOR HOLDING CO

SOLE
COM
Shares11.69M
TypeSH
Market value$23.50M
8.45%
Sole
11.69M
Shared
0.00
None
0.00

INSPIRED ENTMT INC

SOLE
COM
Shares2.68M
TypeSH
Market value$19.12M
6.87%
Sole
2.68M
Shared
0.00
None
0.00

SIX FLAGS ENTERTAINMENT CORP

SOLE
COM
Shares848.64K
TypeSH
Market value$15.06M
5.42%
Sole
848.64K
Shared
0.00
None
0.00

THE REALREAL INC

SOLE
COM
Shares1.39M
TypeSH
Market value$12.64M
4.55%
Sole
1.39M
Shared
0.00
None
0.00

1STDIBS COM INC

SOLE
COM
Shares2.07M
TypeSH
Market value$11.38M
4.09%
Sole
2.07M
Shared
0.00
None
0.00

THE ONCOLOGY INSTITUTE INC

SOLE
COM
Shares2.78M
TypeSH
Market value$8.53M
3.07%
Sole
2.78M
Shared
0.00
None
0.00

LOVESAC COMPANY

SOLE
COM
Shares545.96K
TypeSH
Market value$8.06M
2.90%
Sole
545.96K
Shared
0.00
None
0.00

DUFF & PHELPS UTLITY AND INF

SOLE
COM
Shares523.59K
TypeSH
Market value$7.56M
2.72%
Sole
523.59K
Shared
0.00
None
0.00

PELOTON INTERACTIVE INC

SOLE
CL A COM
Shares1.76M
TypeSH
Market value$7.56M
2.72%
Sole
1.76M
Shared
0.00
None
0.00

THE ONE GROUP HOSPITALITY IN

SOLE
COM
Shares4.23M
TypeSH
Market value$7.32M
2.63%
Sole
4.23M
Shared
0.00
None
0.00

NATUZZI S P A

SOLE
SPON ADS
Shares2.22M
TypeSH
Market value$6.78M
2.44%
Sole
2.22M
Shared
0.00
None
0.00

NUVEEN FLOATING RATE INCOME

SOLE
COM
Shares813.23K
TypeSH
Market value$6.12M
2.20%
Sole
813.23K
Shared
0.00
None
0.00

XPONENTIAL FITNESS INC

SOLE
COM CL A
Shares845.92K
TypeSH
Market value$5.09M
1.83%
Sole
845.92K
Shared
0.00
None
0.00

FOSSIL GROUP INC

SOLE
COM
Shares1.13M
TypeSH
Market value$4.88M
1.76%
Sole
1.13M
Shared
0.00
None
0.00

NUVEEN REAL ESTATE INCOME FD

SOLE
COM
Shares528.05K
TypeSH
Market value$3.94M
1.42%
Sole
528.05K
Shared
0.00
None
0.00

IMMERSION CORP

SOLE
COM
Shares709K
TypeSH
Market value$3.87M
1.39%
Sole
709K
Shared
0.00
None
0.00

EATON VANCE LIMITED DURATION

SOLE
COM
Shares379.82K
TypeSH
Market value$3.59M
1.29%
Sole
379.82K
Shared
0.00
None
0.00

DATA I O CORP

SOLE
COM
Shares839.42K
TypeSH
Market value$2.12M
0.76%
Sole
839.42K
Shared
0.00
None
0.00

MARCHEX INC

SOLE
CL B
Shares1.30M
TypeSH
Market value$2.02M
0.72%
Sole
1.30M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares7.10K
TypeSH
Market value$1.80M
0.65%
Sole
7.10K
Shared
0.00
None
0.00

WESTERN ASSET HIGH INCOME OP

SOLE
COM
Shares490.45K
TypeSH
Market value$1.78M
0.64%
Sole
490.45K
Shared
0.00
None
0.00

ZEVIA PBC

SOLE
CL A
Shares1.25M
TypeSH
Market value$1.46M
0.53%
Sole
1.25M
Shared
0.00
None
0.00
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