David Kanen
Kanen Wealth Management Llc
Assets Managed
$278.047M
Holdings
36
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
-15.58%(2Q avg: -2.73%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Kanen Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 36 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 278.047M in assets, with a quarterly growth rate of -15.58% and a 2-quarter average growth rate of -2.73%. The portfolio is managed by David Kanen, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
COMP Compass Inc - Class A
| 16.85% | $46.846M 6.408M shares@ $7.32 avg price | Increased 0.12% |
ALLT Allot Ltd
| 11.15% | $30.994M 4.654M shares@ $6.66 avg price | Increased 1.11% |
BNED Barnes & Noble Education Inc
| 10.88% | $30.232M 3.424M shares@ $8.83 avg price | Increased 0.71% |
POWW Ammo Inc
| 8.46% | $23.501M 11.692M shares@ $2.02 avg price | |
INSE Inspired Entertainment Inc
| 6.88% | $19.115M 2.681M shares@ $7.14 avg price | Decreased -0.09% |
FUN Six Flags Entertainment Corp
| 5.42% | $15.063M 848,643 shares@ $17.75 avg price | New Position |
REAL Realreal Inc The
| 4.55% | $12.639M 1.392M shares@ $9.09 avg price | Decreased -25.09% |
DIBS 1stdibs.com Inc
| 4.1% | $11.378M 2.069M shares@ $5.51 avg price | Increased 75.78% |
TOI Oncology Institute Inc The
| 3.07% | $8.528M 2.778M shares@ $3.07 avg price | Decreased -6.66% |
LOVE Lovesac Co The
| 2.91% | $8.064M 545,963 shares@ $14.78 avg price | New Position |
1-10 of 36