Kanen Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Coconut Creek, FL
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$278,047
Net value change ($000)
-51,328 (-15.6%)
New positions
12
Sold out positions
7
Turnover %
29.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FUN 15,063 NEW
LOVE 8,064 NEW
PTON 7,560 NEW
DIBS 4,360 62.1%
XPOF 3,779 287.8%
POWW 3,668 18.5%
AAPL 1,802 NEW
NTZ 1,614 31.3%
ZVIA 1,463 NEW
SKYX 1,288 NEW
Top Reduces (Value $000, Stocks/ETFs)
COMP -20,744 -30.7%
REAL -16,696 -56.9%
ALLT -14,046 -31.2%
EGAN -10,613 -100.0%
TREX -8,830 -100.0%
GROW -8,444 -100.0%
EZPW -6,988 -100.0%
INSE -5,729 -23.1%
SYZLF -5,655 -100.0%
NVO -3,955 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type