Kanen Wealth Management
Kanen Wealth Management reported 36 stocks worth $409M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are COMP (19.5%), BNED (10.5%) and ALLT (10.3%). Compared with Q1 2026, the fund opened new positions in EVC, ARHS and GEO, added to COMP, ALLT and REAL, trimmed BNED, POWW and INSE and sold out of DIBS, STLN and LOVE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  COMP Compass Inc | $79.7M | 19.5% | 6.4M | +39K (+1%) | 8 of 8 | |
| 2 |  BNED BARNES & NOBLE ED INC | $42.9M | 10.5% | 3.4M | −45K (−1%) | 8 of 8 | |
| 3 |  ALLT Allot Ltd | $42.2M | 10.3% | 4.8M | +129K (+3%) | 8 of 8 | |
| 4 |  EVC Entravision Communications C | $40.7M | 10.0% | 3.1M | New position | 1 of 8 | |
| 5 |  POWW Outdoor Holding Co | $26.4M | 6.5% | 11.5M | −179K (−2%) | 6 of 8 | |
| 6 |  INSE Inspired Entmt Inc | $20.7M | 5.1% | 2.6M | −129K (−5%) | 8 of 8 | |
| 7 |  REAL The Realreal Inc | $18.9M | 4.6% | 1.6M | +198K (+14%) | 8 of 8 | |
| 8 |  ARHS Arhaus Inc | $18.7M | 4.6% | 2.2M | New position | 1 of 8 | |
| 9 |  FUN Six Flags Entertainment Corp | $17.5M | 4.3% | 832K | −16K (−2%) | 2 of 8 | |
| 10 |  XPOF Xponential Fitness Inc | $11.8M | 2.9% | 1.7M | +857K (+101%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DIBS 1STDIBS Com Inc | $11.4M | 2.1M |
 STLN The Oncology Institute Inc | $8.5M | 2.8M |
 LOVE Lovesac Company | $8.1M | 546K |
 PTON Peloton Interactive Inc | $7.6M | 1.8M |
 STGW Stagwell Inc | $497K | 79K |
🔒 Free account: see all 6.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
EVC Entravision Communications C | Call | $3.5M | 4,367 | +4,367 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kanen Wealth Management 13F FAQ
What does Kanen Wealth Management own?
Kanen Wealth Management reported 36 stocks worth $409M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are COMP (19.5%), BNED (10.5%) and ALLT (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did Kanen Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 12 added to, 7 trimmed and 6 sold out. New positions include EVC, ARHS and GEO. It sold all of DIBS, STLN and LOVE.
When will Kanen Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kanen Wealth Management's portfolio worth?
The Q2 2026 filing reports $409M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.