KANEN WEALTH MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | POWW | 11.69M | $23.50M |
 | COMP | 6.41M | $46.85M |
 | ALLT | 4.65M | $30.99M |
 | STKS | 4.23M | $7.32M |
 | BNED | 3.42M | $30.23M |
 | TOI | 2.78M | $8.53M |
 | INSE | 2.68M | $19.12M |
 | DIBS | 2.07M | $11.38M |
 | PTON | 1.76M | $7.56M |
 | REAL | 1.39M | $12.64M |
 | MCHX | 1.30M | $2.02M |
 | ZVIA | 1.25M | $1.46M |
 | SKYX | 1.15M | $1.29M |
 | FOSL | 1.13M | $4.88M |
 | FUN | 849K | $15.06M |
 | XPOF | 846K | $5.09M |
 | DAIO | 839K | $2.12M |
 | IMMR | 709K | $3.87M |
 | LOVE | 546K | $8.06M |
 | STGW | 79K | $496.83K |
Outdoor Holding Company
POWW
Shares Held
11.69M
Value
$23.50M
Compass, Inc.
COMP
Shares Held
6.41M
Value
$46.85M
Allot Ltd.
ALLT
Shares Held
4.65M
Value
$30.99M
The ONE Group Hospitality, Inc.
STKS
Shares Held
4.23M
Value
$7.32M
Barnes & Noble Education, Inc.
BNED
Shares Held
3.42M
Value
$30.23M
The Oncology Institute, Inc.
TOI
Shares Held
2.78M
Value
$8.53M
Inspired Entertainment, Inc.
INSE
Shares Held
2.68M
Value
$19.12M
1stdibs.Com, Inc.
DIBS
Shares Held
2.07M
Value
$11.38M
Peloton Interactive, Inc.
PTON
Shares Held
1.76M
Value
$7.56M
The RealReal, Inc.
REAL
Shares Held
1.39M
Value
$12.64M
Marchex, Inc.
MCHX
Shares Held
1.30M
Value
$2.02M
Zevia PBC
ZVIA
Shares Held
1.25M
Value
$1.46M
SKYX Platforms Corp.
SKYX
Shares Held
1.15M
Value
$1.29M
Fossil Group, Inc.
FOSL
Shares Held
1.13M
Value
$4.88M
Six Flags Entertainment Corporation
FUN
Shares Held
849K
Value
$15.06M
Xponential Fitness, Inc.
XPOF
Shares Held
846K
Value
$5.09M
Data I/O Corporation
DAIO
Shares Held
839K
Value
$2.12M
Immersion Corporation
IMMR
Shares Held
709K
Value
$3.87M
The Lovesac Company
LOVE
Shares Held
546K
Value
$8.06M
Stagwell Inc.
STGW
Shares Held
79K
Value
$496.83K