Kanen Wealth Management LLC Top Holdings and 13F Report (2024) About Kanen Wealth Management LLCInvestment ActivityKanen Wealth Management LLC has $187.53 million in total holdings as of September 30, 2024.Kanen Wealth Management LLC owns shares of 21 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 18.92% of the portfolio was purchased this quarter.About 12.20% of the portfolio was sold this quarter.This quarter, Kanen Wealth Management LLC has purchased 22 new stocks and bought additional shares in 8 stocks.Kanen Wealth Management LLC sold shares of 1 stock and completely divested from 6 stocks this quarter.Largest Holdings Compass $43,191,896EZCORP $27,873,373RealReal $23,039,361ONE Group Hospitality $17,536,507Caesars Entertainment $15,953,696 Largest New Holdings this Quarter BARNES & NOBLE ED INC $14,638,060 HoldingImmersion $2,899,000 HoldingAllot Communications $2,078,465 HoldingHaverty Furniture Companies $1,598,864 HoldingTesla $202,502 Holding Largest Purchases this Quarter BARNES & NOBLE ED INC 1,580,784 shares (about $14.64M)RealReal 4,124,280 shares (about $12.95M)Immersion 325,000 shares (about $2.90M)Allot Communications 699,820 shares (about $2.08M)Haverty Furniture Companies 58,204 shares (about $1.60M) Largest Sales this Quarter Caesars Entertainment 70,482 shares (about $2.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKanen Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOMPCompass$43,191,896$192,196 ▲0.4%7,069,05023.0%Computer and TechnologyEZPWEZCORP$27,873,373$93,346 ▲0.3%2,486,47414.9%FinanceREALRealReal$23,039,361$12,950,239 ▲128.4%7,337,37612.3%Consumer DiscretionarySTKSONE Group Hospitality$17,536,507$454,717 ▲2.7%4,820,7229.4%Retail/WholesaleCZRCaesars Entertainment$15,953,696$2,941,919 ▼-15.6%382,2168.5%Consumer DiscretionaryBARNES & NOBLE ED INC$14,638,060$14,638,060 ▲New Holding1,580,7847.8%COM NEWEGANeGain$12,690,6970.0%2,488,3726.8%Computer and TechnologyINSEInspired Entertainment$12,317,318$8,807 ▲0.1%1,328,7296.6%Business ServicesNTZNatuzzi$7,099,896$332,901 ▲4.9%1,632,1603.8%Consumer DiscretionaryIMMRImmersion$2,899,000$2,899,000 ▲New Holding325,0001.5%Computer and TechnologyDAIOData I/O$2,157,312$12,850 ▲0.6%839,4211.2%Computer and TechnologyALLTAllot Communications$2,078,465$2,078,465 ▲New Holding699,8201.1%Business ServicesAAPLApple$1,654,3000.0%7,1000.9%Computer and TechnologyHVTHaverty Furniture Companies$1,598,864$1,598,864 ▲New Holding58,2040.9%Retail/WholesaleGROWU.S. Global Investors$1,178,7630.0%456,8850.6%FinanceMAMastercard$493,8000.0%1,0000.3%Business ServicesAMZNAmazon.com$341,170$13,975 ▲4.3%1,8310.2%Retail/WholesaleMSFTMicrosoft$224,1960.0%5210.1%Computer and TechnologyVVisa$219,9600.0%8000.1%Business ServicesTSLATesla$202,502$202,502 ▲New Holding7740.1%Auto/Tires/TrucksEZCORP INC$144,9950.0%148,0000.1%NOTE2.375% 5/0Biote Corp Cl A$0$8,598,672 ▼-100.0%00.0%COMTUSKMammoth Energy Services$0$4,340,890 ▼-100.0%00.0%Oils/EnergyEzcorp Inc$0$2,729,623 ▼-100.0%00.0%COMCWHCamping World$0$2,687,126 ▼-100.0%00.0%Consumer DiscretionaryCVXChevron$0$1,564,200 ▼-100.0%00.0%Oils/EnergySWAGStran & Company, Inc.$0$18,151 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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