Kanen Wealth Management as of Dec. 31, 2025
Portfolio Holdings for Kanen Wealth Management
Kanen Wealth Management holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Compass (COMP) | 20.5 | $68M | 6.4M | 10.56 | |
| Allot Ltd F Fgo (ALLT) | 13.7 | $45M | 4.6M | 9.79 | |
| Barnes & Noble Ed (BNED) | 9.4 | $31M | 3.4M | 9.06 | |
| Realreal (REAL) | 8.9 | $29M | 1.9M | 15.79 | |
| Inspired Entmt (INSE) | 7.5 | $25M | 2.7M | 9.26 | |
| Ammo (POWW) | 6.0 | $20M | 12M | 1.70 | |
| Oncology Institu (TOI) | 3.3 | $11M | 3.0M | 3.60 | |
| eGain Communications Corporation (EGAN) | 3.2 | $11M | 1.0M | 10.29 | |
| Trex Company (TREX) | 2.7 | $8.8M | 250k | 35.32 | |
| U.S. Global Investors (GROW) | 2.6 | $8.4M | 343k | 24.61 | |
| One Group Hospitality In (STKS) | 2.2 | $7.2M | 4.2M | 1.71 | |
| 1stdibs (DIBS) | 2.1 | $7.0M | 1.2M | 5.96 | |
| Ez (EZPW) | 2.1 | $7.0M | 355k | 19.69 | |
| Duff Phelps Utility And Cem (DPG) | 2.0 | $6.6M | 517k | 12.78 | |
| Nuveen Floating Rate Cem (JFR) | 1.8 | $6.0M | 767k | 7.82 | |
| Sylogist | 1.7 | $5.7M | 1.4M | 4.19 | |
| Fossil (FOSL) | 1.7 | $5.5M | 1.5M | 3.78 | |
| Natuzzi S P A Funsponsored Adr 1 Adr Reps 5 Ord Adr (NTZ) | 1.6 | $5.2M | 2.2M | 2.39 | |
| Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO) | 1.2 | $4.0M | 76k | 52.38 | |
| Nuveen Real Estate Incom Cem (JRS) | 1.1 | $3.7M | 481k | 7.63 | |
| Eaton Vance Limited Dura Cem (EVV) | 1.1 | $3.5M | 355k | 9.93 | |
| Immersion Corporation (IMMR) | 0.9 | $3.0M | 470k | 6.42 | |
| Marchex (MCHX) | 0.6 | $2.1M | 1.2M | 1.68 | |
| Westrn Asst High Incm Op Cem (HIO) | 0.5 | $1.8M | 481k | 3.71 | |
| Data I/O Corporation (DAIO) | 0.5 | $1.7M | 839k | 2.06 | |
| Xponential Fitness Inc-a (XPOF) | 0.4 | $1.3M | 161k | 8.17 | |
| Blackrock Corporate High Cem (HYT) | 0.2 | $730k | 82k | 8.90 | |
| Neuberger Real Est Sec I Cem (NRO) | 0.2 | $584k | 192k | 3.04 | |
| Gabelli Dividend & Incom Cem (GDV) | 0.2 | $541k | 20k | 27.74 | |
| Western Asset High Yield Cem (HYI) | 0.0 | $112k | 10k | 11.20 | |
| Wildbrain Ltd F FGC | 0.0 | $78k | 63k | 1.23 |