Kanen Wealth Management LLC Portfolio Holdings by Sector

Kanen Wealth Management LLC

$248 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology COMP EGAN IMMR 3 stocks	$65.9 Million 30.59% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services EZPW MA V 3 stocks	$24.2 Million 11.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ALLT 1 stocks	$21.3 Million 9.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical REAL 1 stocks	$20.1 Million 9.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical INSE 1 stocks	$18.9 Million 8.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical STKS 1 stocks	$14.1 Million 6.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services DPG EVV HIO 3 stocks	$12.3 Million 5.7% of portfolio	3	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$9.42 Million 4.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical NTZ 1 stocks	$7.74 Million 3.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare QIPT 1 stocks	$6.92 Million 3.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials POWW 1 stocks	$5.11 Million 2.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services BOWL 1 stocks	$4.47 Million 2.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology DAIO 1 stocks	$2.06 Million 0.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.58 Million 0.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services MCHX 1 stocks	$813,484 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$373,861 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts

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