13F HOLDINGS REPORT
Kanen Wealth Management LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001681614-23-000004
Total Value
$133.7M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | THE ONE GROUP HOSPITALITY INC | 88338K103 | 4,459,532 | $24.5M | 18.35% |
| 2 | EZCORP INC | EZPW | 2,495,147 | $20.6M | 15.40% |
| 3 | INSPIRED ENTMT INC | 45782N108 | 1,311,265 | $15.7M | 11.73% |
| 4 | EGAIN CORP | EGAN | 2,111,665 | $12.9M | 9.68% |
| 5 | CARPARTS COM INC | PRTS | 3,082,655 | $12.7M | 9.50% |
| 6 | NATUZZI S P A SPONS ADS | NTZ | 1,227,685 | $8.7M | 6.48% |
| 7 | MAMMOTH ENERGY SVCS INC | 56155L108 | 1,690,570 | $7.8M | 5.87% |
| 8 | MIMEDX GROUP INC | MDXG | 922,523 | $6.7M | 5.03% |
| 9 | CAESARS ENTERTAINMENT INC | 12769G100 | 96,942 | $4.5M | 3.36% |
| 10 | BIOTE CORP | BTMD | 837,643 | $4.3M | 3.21% |
| 11 | EZCORP INC | EZPW | 3,824,000 | $3.9M | 2.93% |
| 12 | DATA I O CORP | DAIO | 806,528 | $3.1M | 2.30% |
| 13 | ORION ENERGY SYS INC COM | OESX | 2,155,567 | $2.7M | 2.03% |
| 14 | AQUA METALS INC | AQMS | 1,468,425 | $1.7M | 1.24% |
| 15 | U S GLOBAL INVS INC | 902952100 | 456,885 | $1.3M | 0.97% |
| 16 | APPLE INC | AAPL | 7,110 | $1.2M | 0.91% |
| 17 | EZCORP INC | EZPW | 1,000,000 | $932,500 | 0.70% |
| 18 | MASTERCARD INC CLASS A | MA | 1,000 | $395,910 | 0.30% |