KANEN WEALTH MANAGEMENT LLC

PrivateCIK: 1681614
Location

COCONUT CREEK, FL

36
Positions
$412.58M
Total AUM (reported)
57.94M
Total Shares

Allocation by class

TOTAL AUM$412.58M36 positions
COM$161.34M39.1%
CL A$129.06M31.3%
COM NEW$42.92M10.4%
SHS$42.15M10.2%
COM CL A$30.72M7.4%
SPON ADS$4.20M1.0%
CL B$2.18M0.5%

Portfolio Concentration

Top 340.4%4–1037.8%11–2519.8%Rest1.9%TOP 1078.3%0%100%
Top 3$166.88M40.4%
4–10$156.11M37.8%
11–25$81.69M19.8%
Rest$7.90M1.9%

Top 3 weight

40.4%

Top 10 weight

78.3%

Voting Authority Distribution

Total shares with voting rights: 57.94M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

57.94M

shares

% of voting shares100.0%

Investment Discretion (by position count)

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

COMPASS INC

SOLE
CL A
Shares6.45M
TypeSH
Market value$79.72M
19.32%
Sole
0.00
Shared
0.00
None
6.45M

ENTRAVISION COMMUNICATIONS C

SOLE
CL A
Shares3.11M
TypeSH
Market value$44.24M
10.72%
Sole
0.00
Shared
0.00
None
3.11M

BARNES & NOBLE ED INC

SOLE
COM NEW
Shares3.38M
TypeSH
Market value$42.92M
10.40%
Sole
0.00
Shared
0.00
None
3.38M

ALLOT LTD

SOLE
SHS
Shares4.78M
TypeSH
Market value$42.15M
10.22%
Sole
0.00
Shared
0.00
None
4.78M

OUTDOOR HOLDING CO

SOLE
COM
Shares11.51M
TypeSH
Market value$26.37M
6.39%
Sole
0.00
Shared
0.00
None
11.51M

INSPIRED ENTMT INC

SOLE
COM
Shares2.55M
TypeSH
Market value$20.71M
5.02%
Sole
0.00
Shared
0.00
None
2.55M

THE REALREAL INC

SOLE
COM
Shares1.59M
TypeSH
Market value$18.94M
4.59%
Sole
0.00
Shared
0.00
None
1.59M

ARHAUS INC

SOLE
COM CL A
Shares2.20M
TypeSH
Market value$18.65M
4.52%
Sole
0.00
Shared
0.00
None
2.20M

SIX FLAGS ENTERTAINMENT CORP

SOLE
COM
Shares832.34K
TypeSH
Market value$17.49M
4.24%
Sole
0.00
Shared
0.00
None
832.34K

XPONENTIAL FITNESS INC

SOLE
COM CL A
Shares1.70M
TypeSH
Market value$11.80M
2.86%
Sole
0.00
Shared
0.00
None
1.70M

GEO GROUP INC

SOLE
COM
Shares370.59K
TypeSH
Market value$11.08M
2.69%
Sole
0.00
Shared
0.00
None
370.59K

THE ONE GROUP HOSPITALITY IN

SOLE
COM
Shares4.23M
TypeSH
Market value$8.27M
2.01%
Sole
0.00
Shared
0.00
None
4.23M

DUFF & PHELPS UTLITY AND INF

SOLE
COM
Shares519.54K
TypeSH
Market value$7.67M
1.86%
Sole
0.00
Shared
0.00
None
519.54K

HAVERTY FURNITURE COS INC

SOLE
COM
Shares291.40K
TypeSH
Market value$7.41M
1.80%
Sole
0.00
Shared
0.00
None
291.40K

NUVEEN FLOATING RATE INCOME

SOLE
COM
Shares959.15K
TypeSH
Market value$7.37M
1.79%
Sole
0.00
Shared
0.00
None
959.15K

IMMERSION CORP

SOLE
COM
Shares1.01M
TypeSH
Market value$7.02M
1.70%
Sole
0.00
Shared
0.00
None
1.01M

NUVEEN REAL ESTATE INCOME FD

SOLE
COM
Shares736.17K
TypeSH
Market value$6.27M
1.52%
Sole
0.00
Shared
0.00
None
736.17K

ZEVIA PBC

SOLE
CL A
Shares2.69M
TypeSH
Market value$4.59M
1.11%
Sole
0.00
Shared
0.00
None
2.69M

EATON VANCE LIMITED DURATION

SOLE
COM
Shares465.08K
TypeSH
Market value$4.36M
1.06%
Sole
0.00
Shared
0.00
None
465.08K

NATUZZI S P A

SOLE
SPON ADS
Shares2.23M
TypeSH
Market value$4.20M
1.02%
Sole
0.00
Shared
0.00
None
2.23M

FOSSIL GROUP INC

SOLE
COM
Shares872.80K
TypeSH
Market value$3.66M
0.89%
Sole
0.00
Shared
0.00
None
872.80K

DATA I O CORP

SOLE
COM
Shares839.42K
TypeSH
Market value$3.29M
0.80%
Sole
0.00
Shared
0.00
None
839.42K

NEUBERGER R/EST SECS INC FD

SOLE
COM
Shares738.80K
TypeSH
Market value$2.25M
0.54%
Sole
0.00
Shared
0.00
None
738.80K

MARCHEX INC

SOLE
CL B
Shares1.30M
TypeSH
Market value$2.18M
0.53%
Sole
0.00
Shared
0.00
None
1.30M

APPLE INC

SOLE
COM
Shares7.10K
TypeSH
Market value$2.06M
0.50%
Sole
0.00
Shared
0.00
None
7.10K
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