The Analysis of Kanen Wealth Management LLC's Holdings

Currently, Kanen Wealth Management LLC holds 30 types of securities in its portfolio with a total value $299.1M. In the most recent quarter, they have increased their positions in TOI (+1.8M shares, valued at $6.4M), CWH (+300.0K shares, valued at $4.8M), POWW (+2.8M shares, valued at $4.1M); decreased their positions in CZR (-421.0K shares, valued at $11.4M), EZPW (-477.1K shares, valued at $8.9M), COMP (-709.5K shares, valued at $5.7M); initiated new positions in TOI (+1.8M shares, valued at $6.4M), CWH (+300.0K shares, valued at $4.8M), LOVE (+241.0K shares, valued at $4.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALLT ALLOT LTD4.6M shares1.73%2025-09-302025-11-14

REAL THE REALREAL INC4.2M shares-10.86%2025-09-302025-11-14

COMP COMPASS INC4.8M shares-12.81%2025-09-302025-11-14

BNED BARNES & NOBLE ED INC3.1M shares-0.06%2025-09-302025-11-14

INSE INSPIRED ENTMT INC2.7M shares12.35%2025-09-302025-11-14

EGAN EGAIN CORP2.5M shares-6.18%2025-09-302025-11-14

POWW OUTDOOR HOLDING CO11.5M shares32.24%2025-09-302025-11-14

STKS THE ONE GROUP HOSPITALITY IN4.3M shares-7.35%2025-09-302025-11-14

Sponsored

EZPW EZCORP INC363.3K shares-56.77%2025-09-302025-11-14

DPG DUFF & PHELPS UTLITY AND INF506.3K shares0.74%2025-09-302025-11-14

TOI THE ONCOLOGY INSTITUTE INC1.8M sharesnew addition2025-09-302025-11-14

CWH CAMPING WORLD HLDGS INC300.0K sharesnew addition2025-09-302025-11-14

QIPT QUIPT HOME MEDICAL CORP1.7M shares-10.78%2025-09-302025-11-14

IMMR IMMERSION CORP609.0K shares0.00%2025-09-302025-11-14

JFR NUVEEN FLOATING RATE INCOME507.9K shares266.85%2025-09-302025-11-14

EVV EATON VANCE LIMITED DURATION401.4K shares-0.04%2025-09-302025-11-14