Kanen Wealth Management LLC
13F filer · CIK 1681614 · Coconut Creek, FL
Summary
Kanen Wealth Management LLC reported $412.58M across 37 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are COMP (19.3%), BNED (10.4%), ALLT (10.2%). Versus 2026 Q1, leaving options aside, it opened 6 new positions, added to 13, trimmed 7 and sold out of 6.
Reported value$412.58M
Positions37incl. options
Report period2026 Q2
FiledAug 13, 2026
New positions6
Added13
Trimmed7
Sold out6
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 19.3%Value $79.72MPrice $9.10Shares 6.45M +0.61%Since Jun 30 -26.40%
Weight 10.4%Value $42.92MPrice $11.38Shares 3.38M -1.30%Since Jun 30 -10.41%
Weight 10.2%Value $42.15MPrice $8.44Shares 4.78M +2.78%Since Jun 30 -4.23%
Weight 9.9%Value $40.74MPrice $7.28Shares 3.11MSince Jun 30 -44.50%
Weight 6.4%Value $26.37MPrice $2.27Shares 11.51M -1.53%Since Jun 30 -0.88%
Weight 5.0%Value $20.71MPrice $3.99Shares 2.55M -4.80%Since Jun 30 -50.82%
Weight 4.6%Value $18.94MPrice $8.81Shares 1.59M +14.19%Since Jun 30 -26.09%
Weight 4.5%Value $18.65MPrice $9.46Shares 2.20MSince Jun 30 +11.52%
Weight 4.2%Value $17.49MPrice $11.54Shares 832K -1.92%Since Jun 30 -45.09%
Weight 2.9%Value $11.80MPrice $3.91Shares 1.70M +101.28%Since Jun 30 -43.56%
Weight 2.7%Value $11.08MPrice $30.22Shares 371KSince Jun 30 +1.04%
Weight 2.0%Value $8.27MPrice $1.67Shares 4.23MSince Jun 30 -14.67%
Weight 1.9%Value $7.67MPrice $12.79Shares 520K -0.77%Since Jun 30 -13.42%
Weight 1.8%Value $7.41MPrice $27.83Shares 291KSince Jun 30 +9.38%
Weight 1.8%Value $7.37MPrice $7.26Shares 959K +17.94%Since Jun 30 -5.51%
Weight 1.7%Value $7.02MPrice $7.25Shares 1.01M +42.98%Since Jun 30 +4.65%
Weight 1.5%Value $6.27MPrice $7.29Shares 736K +39.41%Since Jun 30 -14.35%
Weight 1.1%Value $4.59MPrice $1.27Shares 2.69M +115.46%Since Jun 30 -25.56%
Weight 1.1%Value $4.36MPrice $9.64Shares 465K +22.45%Since Jun 30 +2.94%
Weight 1.0%Value $4.20MPrice $1.00Shares 2.23M +0.47%Since Jun 30 -46.82%
Weight 0.9%Value $3.66MPrice $6.02Shares 873K -22.95%Since Jun 30 +43.38%
Weight 0.8%Value $3.29MPrice $2.85Shares 839KSince Jun 30 -27.23%
Weight 0.5%Value $2.25MPrice $2.95Shares 739K +206.56%Since Jun 30 -3.02%
Weight 0.5%Value $2.18MPrice $1.32Shares 1.30MSince Jun 30 -21.43%
Weight 0.5%Value $2.06MPrice $329.40Shares 7,103 +0.04%Since Jun 30 +13.84%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 19.3% | $79.72M | -26.40% | +0.61% | Add | |
| 10.4% | $42.92M | -10.41% | -1.30% | Trim | |
| 10.2% | $42.15M | -4.23% | +2.78% | Add | |
| 9.9% | $40.74M | -44.50% | — | New | |
| 6.4% | $26.37M | -0.88% | -1.53% | Trim | |
| 5.0% | $20.71M | -50.82% | -4.80% | Trim | |
| 4.6% | $18.94M | -26.09% | +14.19% | Add | |
| 4.5% | $18.65M | +11.52% | — | New | |
| 4.2% | $17.49M | -45.09% | -1.92% | Trim | |
| 2.9% | $11.80M | -43.56% | +101.28% | Add | |
| 2.7% | $11.08M | +1.04% | — | New | |
| 2.0% | $8.27M | -14.67% | — | Hold | |
| 1.9% | $7.67M | -13.42% | -0.77% | Trim | |
| 1.8% | $7.41M | +9.38% | — | New | |
| 1.8% | $7.37M | -5.51% | +17.94% | Add | |
| 1.7% | $7.02M | +4.65% | +42.98% | Add | |
| 1.5% | $6.27M | -14.35% | +39.41% | Add | |
| 1.1% | $4.59M | -25.56% | +115.46% | Add | |
| 1.1% | $4.36M | +2.94% | +22.45% | Add | |
| 1.0% | $4.20M | -46.82% | +0.47% | Add | |
| 0.9% | $3.66M | +43.38% | -22.95% | Trim | |
| 0.8% | $3.29M | -27.23% | — | Hold | |
| 0.5% | $2.25M | -3.02% | +206.56% | Add | |
| 0.5% | $2.18M | -21.43% | — | Hold | |
| 0.5% | $2.06M | +13.84% | +0.04% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.