Kanen Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
Coconut Creek, FL
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$283,988
Net value change ($000)
-128,592 (-31.2%)
New positions
2
Sold out positions
5
Turnover %
16.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
FOSL 16,421 448.0%
APYX 3,483 1036.6%
EVV 683 15.7%
IMMR 386 5.5%
AAPL 260 12.7%
PTY 154 NEW
JPC 115 NEW
MA 37 7.2%
V 13 4.7%
Top Reduces (Value $000, Stocks/ETFs)
COMP -43,540 -54.6%
ARHS -18,653 -100.0%
FUN -17,493 -100.0%
EVC -14,648 -36.0%
INSE -12,667 -61.2%
HVT -7,414 -100.0%
GEO -5,821 -52.5%
BNED -4,514 -10.5%
XPOF -4,029 -34.2%
NTZ -3,397 -80.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type