Kanen Wealth Management LLC

CIK 0001681614 · Q2 2026

13F Equity AUM

$412.6M

+48.4% QoQ

Positions

-36 QoQ

AUM Rank

#5,528

Top 44%

Skill Alpha (FF)

+19.9%/yr^ns

No Clear Edge

Rank #101 · Top 1%

vs S&P +1.2%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 57.0%Top 10: 78.3%Top 20: 94.8%

COMP19.3%

EVC10.7%

BNED10.4%

ALLT10.2%

POWW6.4%

INSE5.0%

REAL4.6%

ARHS4.5%

FUN4.2%

XPOF2.9%

Others (26)21.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 36Median: 1.08%Avg: 2.78%

0–0.5%

12(2.4%)

0.5–1%

4(2.8%)

1–3%

11(19.4%)

3–5%

3(13.3%)

5%+

6(62.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 36vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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