1y return+40.2%S&P 500 +20.9%
3y return+14.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2023: $114 against $168 in the S&P 500.2
Kanen Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| COMPCompass Inc | $79.7M | 19.5% | |
| BNEDBarnes & Noble Ed Inc | $42.9M | 10.5% | −1.3% |
| Allot LtdCUSIP M0854Q105 | $42.2M | 10.3% | +2.8% |
| EVCEntravision Communications C | $40.7M | 10.0% | New |
| POWWOutdoor Holding Co | $26.4M | 6.4% | −1.5% |
| INSEInspired Entmt Inc | $20.7M | 5.1% | −4.8% |
| REALThe Realreal Inc | $18.9M | 4.6% | +14.2% |
| ARHSArhaus Inc | $18.7M | 4.6% | New |
| FUNSix Flags Entertainment Corp | $17.5M | 4.3% | −1.9% |
| XPOFXponential Fitness Inc | $11.8M | 2.9% | +101.3% |
| GEOGeo Group Inc | $11.1M | 2.7% | New |
| STKSThe One Group Hospitality In | $8.3M | 2.0% | |
| DPGDuff & Phelps Utlity And Inf | $7.7M | 1.9% | |
| HVTHaverty Furniture Cos Inc | $7.4M | 1.8% | New |
| JFRNuveen Floating Rate Income | $7.4M | 1.8% | +17.9% |
| IMMRImmersion Corp | $7.0M | 1.7% | +43.0% |
| JRSNuveen Real Estate Income Fd | $6.3M | 1.5% | +39.4% |
| ZVIAZevia Pbc | $4.6M | 1.1% | +115.5% |
| XEVVXEaton Vance Limited Duration | $4.4M | 1.1% | +22.4% |
| Natuzzi S P ACUSIP 63905A200 | $4.2M | 1.0% | |
| FOSLFossil Group Inc | $3.7M | 0.9% | −23.0% |
| DAIOData I O Corp | $3.3M | 0.8% | |
| XNROXNeuberger R/est Secs Inc Fd | $2.2M | 0.5% | +206.6% |
| MCHXMarchex Inc | $2.2M | 0.5% | |
| AAPLApple Inc | $2.1M | 0.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| COMPCompass Inc | December 31, 2023 | +227.9% | $79.7M |
| Allot LtdCUSIP M0854Q105 | September 30, 2024 | +198.0% | $42.2M |
| POWWOutdoor Holding Co | March 31, 2025 | +65.2% | $26.4M |
| ZVIAZevia Pbc | March 31, 2026 | +39.3% | $4.6M |
| BNEDBarnes & Noble Ed Inc | September 30, 2024 | +35.6% | $42.9M |
| DPGDuff & Phelps Utlity And Inf | December 31, 2024 | +26.9% | $7.7M |
| FUNSix Flags Entertainment Corp | March 31, 2026 | +20.0% | $17.5M |
| AMZNAmazon Com Inc | March 31, 2026 | +14.4% | $494K |
| AAPLApple Inc | March 31, 2026 | +14.0% | $2.1M |
| VVisa Inc | March 31, 2026 | +13.5% | $274K |
Sold off last quarter
- DIBS1stdibs Com Inc was $11.4M
- STLNThe Oncology Institute Inc was $8.5M
- LOVELovesac Company was $8.1M
- PTONPeloton Interactive Inc was $7.6M
- STGWStagwell Inc was $497K
- DOUGDouglas Elliman Inc was $25K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +28.9% | +14.8% |
| March 31, 2026 | −16.9% | −4.6% |
| December 31, 2025 | +9.2% | +2.4% |
| September 30, 2025 | +19.9% | +7.8% |
| June 30, 2025 | +1.5% | +10.5% |
| March 31, 2025 | −8.0% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +10.5% | +5.4% |
| June 30, 2024 | −8.5% | +4.0% |
| March 31, 2024 | −5.3% | +10.0% |
| December 31, 2023 | +1.5% | +11.2% |
| September 30, 2023 | −10.2% | −3.6% |
| March 31, 2023 | −0.2% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kanen Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1681614&type=13F-HR&dateb=&owner=include&count=40CIK 1681614
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1681614/000168161426000003/Filed August 13, 2026 · accession 0001681614-26-000003