KANEN WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | POWW | 11.69M | $19.83M |
 | COMP | 6.40M | $67.59M |
 | ALLT | 4.60M | $45.04M |
 | STKS | 4.23M | $7.23M |
 | BNED | 3.40M | $30.81M |
 | TOI | 2.98M | $10.71M |
 | INSE | 2.68M | $24.84M |
 | NTZ | 2.16M | $5.16M |
 | REAL | 1.86M | $29.34M |
 | FOSL | 1.46M | $5.51M |
 | MCHX | 1.25M | $2.10M |
 | DIBS | 1.18M | $7.02M |
 | EGAN | 1.03M | $10.61M |
 | DAIO | 839K | $1.73M |
 | IMMR | 470K | $3.01M |
 | EZPW | 355K | $6.99M |
 | GROW | 343K | $8.44M |
 | TREX | 250K | $8.83M |
 | XPOF | 161K | $1.31M |
 | NVO | 76K | $3.96M |
Outdoor Holding Company
POWW
Shares Held
11.69M
Value
$19.83M
Compass, Inc.
COMP
Shares Held
6.40M
Value
$67.59M
Allot Ltd.
ALLT
Shares Held
4.60M
Value
$45.04M
The ONE Group Hospitality, Inc.
STKS
Shares Held
4.23M
Value
$7.23M
Barnes & Noble Education, Inc.
BNED
Shares Held
3.40M
Value
$30.81M
The Oncology Institute, Inc.
TOI
Shares Held
2.98M
Value
$10.71M
Inspired Entertainment, Inc.
INSE
Shares Held
2.68M
Value
$24.84M
Natuzzi S.p.A.
NTZ
Shares Held
2.16M
Value
$5.16M
The RealReal, Inc.
REAL
Shares Held
1.86M
Value
$29.34M
Fossil Group, Inc.
FOSL
Shares Held
1.46M
Value
$5.51M
Marchex, Inc.
MCHX
Shares Held
1.25M
Value
$2.10M
1stdibs.Com, Inc.
DIBS
Shares Held
1.18M
Value
$7.02M
eGain Corporation
EGAN
Shares Held
1.03M
Value
$10.61M
Data I/O Corporation
DAIO
Shares Held
839K
Value
$1.73M
Immersion Corporation
IMMR
Shares Held
470K
Value
$3.01M
EZCORP, Inc.
EZPW
Shares Held
355K
Value
$6.99M
U.S. Global Investors, Inc.
GROW
Shares Held
343K
Value
$8.44M
Trex Company, Inc.
TREX
Shares Held
250K
Value
$8.83M
Xponential Fitness, Inc.
XPOF
Shares Held
161K
Value
$1.31M
Novo Nordisk A/S
NVO
Shares Held
76K
Value
$3.96M