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Steve Solano

@Kanen Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$268.744MTotal holdings25
Assets growth rate43.31%Assets growth rate (2-Q avg)29.68%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Kanen Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Kanen Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 268.744M in assets, with a quarterly growth rate of 43.31% and a 2-quarter average growth rate of 29.68%. The portfolio is managed by Steve Solano, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IMMRImmersion Corp
Recent Activity
Increased 84.62%
1.95%
$5.238M
600,000 shares@ $8.73 avg price
HVTHaverty Furniture Cos Inc
Recent Activity
Increased 266.78%
1.77%
$4.752M
213,477 shares@ $22.26 avg price
QIPTQuipt Home Medical Corp
Recent Activity
New Position
1.62%
$4.346M
1.425M shares@ $3.06 avg price
DPGDuff & Phelps Utlity And Inf
Recent Activity
New Position
1.19%
$3.193M
273,122 shares@ $11.69 avg price
DAIOData I O Corp
Recent Activity
0.87%
$2.325M
839,421 shares@ $2.77 avg price
XEVVXEaton Vance Ltd Duration Inc
Recent Activity
New Position
0.84%
$2.24M
229,225 shares@ $9.77 avg price
BTMDBiote Corp
Recent Activity
New Position
0.67%
$1.791M
289,803 shares@ $6.19 avg price
AAPLApple Inc
Recent Activity
0.67%
$1.778M
7,100 shares@ $250.42 avg price
GROWU S Global Invs Inc
Recent Activity
0.42%
$1.115M
456,885 shares@ $2.44 avg price
EWCZEuropean Wax Ctr Inc
Recent Activity
New Position
0.24%
$636,551
95,435 shares@ $6.67 avg price