Kanen Wealth Management LLC - Q12026 Holdings

Kanen Wealth Management LLC holds 36 stocks with a total portfolio value of $ 278.05M as of Q12026. In Q12026, Kanen Wealth Management LLC added 12 new positions, increased stakes in 16 stocks, reduced 5 holdings, and fully exited 7 positions. The largest holding is Compass Inc (COMP), representing 16.85% of the total portfolio.