Kanen Wealth Management LLC — 13F holdings

Kanen Wealth Management LLC reported 37 holdings worth $413M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. COMP COMPASS INC — $79.7M (19.3%)
2. EVC ENTRAVISION COMMUNICATIONS C — $44.2M (10.7%)
3. BNED BARNES & NOBLE ED INC — $42.9M (10.4%)
4. ALLT ALLOT LTD — $42.2M (10.2%)
5. POWW OUTDOOR HOLDING CO — $26.4M (6.4%)
6. INSE INSPIRED ENTMT INC — $20.7M (5.0%)
7. REAL THE REALREAL INC — $18.9M (4.6%)
8. ARHS ARHAUS INC — $18.7M (4.5%)
9. FUN SIX FLAGS ENTERTAINMENT CORP — $17.5M (4.2%)
10. XPOF XPONENTIAL FITNESS INC — $11.8M (2.9%)