Keenan Capital, LLC - Q42025 Holdings

Keenan Capital, LLC holds 9 stocks with a total portfolio value of $ 549.01M as of Q42025. In Q42025, Keenan Capital, LLC added 2 new positions, increased stakes in 3 stocks, reduced 2 holdings, and fully exited 1 position. The largest holding is Applovin Corp (APP), representing 21.69% of the total portfolio.