Kanen Wealth Management LLC

RIA/Wealth

Kanen Wealth Management LLC is a RIA/Wealth based in Coconut Creek, FL led by David Lawrence Kanen, reporting $340.9M in AUM as of Q3 2025 with 42% Consumer Cyclical concentration, 84% concentrated in top 10 holdings, and 16% allocation to ALLT.

MemberDavid Lawrence Kanen

Portfolio Value: $299.1M
Positions: 30
Top Holding: ALLT at 16.26%
Last Reported: Q3 2025

Address6810 Lyons Technology Circle, Suite 160, Coconut Creek, FL, 33073, United States

Top Holdings

Largest long holdings in Kanen Wealth Management LLC's portfolio (84.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Allot Ltd. ALLT	Software - Infrastructure Technology	$48.6M	16.26%	+$825.3K Bought	10.01% 4.6M shares	Q3 2024 Held for 1y 2m
2 The RealReal REAL	Luxury Goods Consumer Cyclical	$44.6M	14.92%	-$5.4M Sold	3.64% 4.2M shares	Q1 2024 Held for 1y 8m
3 Compass COMP	Software - Application Technology	$38.5M	12.87%	-$5.7M Sold	0.87% 4.8M shares	Q4 2023 Held for 1y 11m
4 Barnes & Noble Education BNED	Specialty Retail Consumer Cyclical	$30.5M	10.19%	-$19.3K Sold	9.07% 3.1M shares	Q3 2024 Held for 1y 2m
5 Inspired Entertainment INSE	Gambling, Resorts & Casinos Consumer Cyclical	$25.1M	8.39%	+$2.8M Bought	9.97% 2.7M shares	Q3 2022 Held for 3y 2m
6 eGain EGAN	Software - Application Technology	$21.9M	7.34%	-$1.4M Sold	9.33% 2.5M shares	Q1 2022 Held for 3y 8m
7 AMMO, Inc. POWW	Aerospace & Defense Industrials	$16.9M	5.65%	+$4.1M Bought	9.81% 11.5M shares	Q1 2025 Held for 8 months
8 The ONE Group Hospitality STKS	Restaurants Consumer Cyclical	$12.4M	4.16%	-$986.9K Sold	13.99% 4.3M shares	Q1 2021 Held for 4y 8m
9 Ezcorp EZPW	Financial - Credit Services Financial Services	$6.8M	2.27%	-$8.9M Sold	0.60% 363.3K shares	Q3 2021 Held for 4y 2m
10 DPG Duff & Phelps Utility and Infrastructure Fund DPG	Unknown Unknown	$6.6M	2.19%	+$48.3K Bought	— 506.3K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Kanen Wealth Management LLC's latest filing

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Market Value

$299.1M

Prior: $261.4M

Q/Q Change

+14.42%

+$37.7M

Net Flows % of MV

-6.09%

Turnover Ratio

11.61%

New Purchases

4 stocks

$10.6M

Added To

7 stocks

+$12.7M

Sold Out Of

2 stocks

$7.1M

Reduced Holdings

9 stocks

-$34.4M

Increased Positions

Position	Shares Δ	Change
1 The Oncology Institute, Inc. TOI	New	0 → 1.8M +$6.4M
2 Lovesac LOVE	New	0 → 241.0K +$4.0M
3 JRS Nuveen Real Estate Income Fund JRS	New	0 → 11.8K +$96.5K
4 SmartRent SMRT	New	0 → 18.1K +$25.6K
5 JFR Nuveen Floating Rate Income Fund JFR	+266.85%	138.5K → 507.9K +$3.0M

Decreased Positions

Position	Shares Δ	Change
1 Natuzzi NTZ	Sold	1.8M → 0 −$5.8M
2 AYTU BioPharma, Inc. AYTU	Sold	573.4K → 0 −$1.2M
3 Caesars Entertainment, Inc. CZR	-83.69%	503.1K → 82.1K −$11.4M
4 Ezcorp EZPW	-56.77%	840.4K → 363.3K −$8.9M
5 Compass COMP	-12.81%	5.5M → 4.8M −$5.7M