Kanen Wealth Management LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 22, 2024), Kanen Wealth Management LLC reported 22 stock positions worth $161.6 million. Its top holding was Ezcorp Class A (EZPW) at 16.1% of the portfolio, followed by Compass Class A (COMP, 15.7%) and One Group Hospitality (STKS, 12.6%). Compared with Q1 2024, it opened 4 new positions, added to 6 and reduced 5. The biggest buy was Realreal (REAL, shares +218%) and the biggest sale One Group Hospitality (STKS, shares −1%).

Most Recent 13F
Q2 2026
Location
COCONUT CREEK, FL
CIK
0001681614
Portfolio Value
$161.6M (Q2 2024)
SEC Filing
0001681614-24-000006 ↗ filed Aug 22, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $157.5M Q1 2024 Q2 2024: $161.6M $161.6M Q2 2024 Q3 2024: $187.5M Q3 2024 Q4 2024: $268.7M Q4 2024 Q1 2025: $248.2M Q1 2025 Q2 2025: $261.4M Q2 2025 Q3 2025: $299.1M Q3 2025 Q4 2025: $329.4M Q4 2025 Q1 2026: $278.0M Q1 2026 Q2 2026: $409.1M Q2 2026

Holdings 22 stocks · $161.6M
EZPW Ezcorp Inc. Class A 16.06% 2,478,147 $25.9M No change
COMP Compass Inc. Class A 15.69% 7,037,594 $25.4M Reduce -0.1%
STKS One Group Hospitality Inc. filed as THE ONE GROUP HOSPITALITY IN 12.55% 4,820,722 $20.3M Reduce -1.1%
CZR Caesars Entertainment Inc. 11.13% 452,698 $18.0M Reduce -0.1%
EGAN Egain Corp. 9.72% 2,488,372 $15.7M Add +5.1%
INSE Inspired Entertainment Inc. 7.52% 1,327,779 $12.1M Add +2.0%
REAL The Realreal Inc. filed as THE REALREAL INC 6.34% 3,213,096 $10.2M Add +217.5%
Biote Corp Cl A 5.32% 1,151,094 $8.6M Reduce -22.7%
NTZ Natuzzi SPA-SP ADR 4.72% 1,555,631 $7.6M Add +42.8%
TUSK Mammoth Energy Services Inc. 2.69% 1,323,442 $4.3M Reduce -9.4%
EZCORP INC (EZPW 2.875 07/01/24) 1.69% 2,360,000 $2.7M No change
CWH Camping World Holdings Inc. Class A 1.66% 150,455 $2.7M New
DAIO Data I/O Corp. 1.43% 834,421 $2.3M No change
CVX Chevron Corp. 0.97% 10,000 $1.6M New
AAPL Apple Inc. 0.93% 7,100 $1.5M New
GROW U.S. Global Investors Inc. Class A 0.74% 456,885 $1.2M No change
MA Mastercard Inc. Class A 0.27% 1,000 $441K No change
AMZN Amazon.com Inc. 0.21% 1,756 $339K Add +1.5%
MSFT Microsoft Corp. 0.14% 521 $233K Add +2.4%
V Visa Inc. Class A 0.13% 800 $210K No change
EZCORP INC (EZPW 2.375 05/01/25) 0.09% 148,000 $145K No change
SWAG Stran & Co. Inc. 0.01% 16,206 $18K New

Portfolio Sells Q1 2024 → Q2 2024
STKS One Group Hospitality Inc. Reduce -1.1% 12.55% −4.56
TUSK Mammoth Energy Services Inc. Reduce -9.4% 2.69% −0.69
COMP Compass Inc. Class A Reduce -0.1% 15.69% −0.42
Biote Corp Cl A Reduce -22.7% 5.32% −0.16
CZR Caesars Entertainment Inc. Reduce -0.1% 11.13% +1.01

Portfolio Buys Q1 2024 → Q2 2024
REAL The Realreal Inc. Add +217.5% 6.34% +3.83
CWH Camping World Holdings Inc. Class A New 1.66% +1.66
CVX Chevron Corp. New 0.97% +0.97
AAPL Apple Inc. New 0.93% +0.93
NTZ Natuzzi SPA-SP ADR Add +42.8% 4.72% +0.39
EGAN Egain Corp. Add +5.1% 9.72% +0.02
AMZN Amazon.com Inc. Add +1.5% 0.21% +0.01
SWAG Stran & Co. Inc. New 0.01% +0.01
MSFT Microsoft Corp. Add +2.4% 0.14% +0.01
INSE Inspired Entertainment Inc. Add +2.0% 7.52% −0.63

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 36$409.1MCOMP, BNED, ALLT, EVC, POWW
Q1 2026 36$278.0MCOMP, ALLT, BNED, POWW, INSE
Q4 2025 31$329.4MCOMP, ALLT, BNED, REAL, INSE
Q3 2025 30$299.1MALLT, REAL, COMP, BNED, INSE
Q2 2025 27$261.4MALLT, BNED, COMP, REAL, INSE
Q1 2025Amended 23$248.2MCOMP, BNED, EZPW, ALLT, REAL
Q4 2024 25$268.7MREAL, COMP, EZPW, BNED, ALLT
Q3 2024 21$187.5MCOMP, EZPW, REAL, STKS, CZR
Q2 2024Amended 22$161.6MEZPW, COMP, STKS, CZR, EGAN
Q1 2024Amended 18$157.5MEZPW, STKS, COMP, CZR, EGAN