Keenan Capital, LLC
Keenan Capital, LLC reported 11 positions worth $505.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: APP (19.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | APP | SH | $98.5M | 19.48% | 191,225 | — | — | |
| ▸ 2 | GLBE | SH | $67.9M | 13.43% | 1,955,262 | — | — | |
| ▸ 3 | APPF | SH | $53.6M | 10.61% | 334,557 | — | — | |
| ▸ 4 | DT | SH | $49.5M | 9.78% | 1,126,280 | — | — | |
| ▸ 5 | ARX | SH | $46.8M | 9.25% | 3,992,923 | — | — | |
| ▸ 6 | SAIL | SH | $41.9M | 8.29% | 2,862,119 | — | — | |
| ▸ 7 | GDDY | SH | $39.7M | 7.85% | 467,640 | — | — | |
| ▸ 8 | TOST | SH | $31.0M | 6.14% | 1,115,979 | — | — | |
| ▸ 9 | GOOG | SH | $26.9M | 5.31% | 76,000 | — | — | |
| ▸ 10 | WDAY | SH | $25.9M | 5.11% | 211,241 | — | — |
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Frequently Asked Questions
What stocks does Keenan Capital, LLC hold as of Q2 2026?
Keenan Capital, LLC reported 11 positions worth $505.8M in its Q2 2026 13F filing. Largest positions: APP (19.5%), GLBE (13.4%), APPF (10.6%), DT (9.8%) and ARX (9.3%).
What did Keenan Capital, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Keenan Capital, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.