| Issuer | % of Class | Filed | ||||
|---|---|---|---|---|---|---|
| Schedule 13D · 5 securities · may seek to influence control | ||||||
|
Allot Ltd.
13D
ALLT · M0854Q105
|
9.8% |
6/25/2026
Event 6/18/2026
|
||||
| Philotimo Fund, LP | 4.7% | |||||
| Philotimo Focused Growth & Income Fund | 2.5% | |||||
| Kanen Wealth Management LLC | 9.7% | |||||
| Kanen David | 9.8% | |||||
|
EGAIN Corp
13D/A
EGAN · 28225C806
|
4.4% |
11/13/2025
Event 11/13/2025
|
||||
| Philotimo Fund, LP | 2.3% | |||||
| Philotimo Focused Growth & Income Fund | 1.7% | |||||
| Kanen Wealth Management LLC | 4.3% | |||||
| Kanen David | 4.4% | |||||
|
ONE Group Hospitality, Inc.
13D/A
STKS · 88338K103
|
14.1% |
7/10/2025
Event 7/9/2025
|
||||
| Philotimo Fund, LP | 5.9% | |||||
| Philotimo Focused Growth & Income Fund | 1.3% | |||||
| Kanen Wealth Management LLC | 14.0% | |||||
| Kanen David | 14.1% | |||||
|
Quipt Home Medical Corp.
13D/A
QIPT · 74880P104
|
4.4% |
5/28/2025
Event 5/20/2025
|
||||
| Philotimo Fund, LP | 1.8% | |||||
| Philotimo Focused Growth & Income Fund | 2.5% | |||||
| Kanen Wealth Management LLC | 4.4% | |||||
| Kanen David | 4.4% | |||||
|
TheRealReal, Inc.
13D/A
REAL · 88339P101
|
3.9% |
1/30/2025
Event 1/28/2025
|
||||
| Philotimo Fund, LP | 1.7% | |||||
| Philotimo Focused Growth & Income Fund | 1.4% | |||||
| Kanen Wealth Management LLC | 3.9% | |||||
| Kanen David | 3.9% | |||||
| Schedule 13G · 9 securities · passive | ||||||
|
Apyx Medical Corp
13G
APYX · 03837C106
|
5.4% |
10/28/2026
Event 10/21/2026
|
||||
| Philotimo Fund, LP | 3.4% | |||||
| Philotimo Focused Growth & Income Fund | 2.0% | |||||
| Kanen Wealth Management LLC | 5.4% | |||||
| Kanen David | 5.4% | |||||
|
Fossil Group, Inc.
13G
FOSL · 34988V106
|
5.1% |
9/17/2026
Event 9/11/2026
|
||||
| Philotimo Fund, LP | 2.9% | |||||
| Philotimo Focused Growth & Income Fund | 1.7% | |||||
| Kanen Wealth Management LLC | 5.1% | |||||
| Kanen David | 5.1% | |||||
|
Lovesac Co
13G/A
LOVE · 54738L109
|
0% |
5/14/2026
Event 4/28/2026
|
||||
| Philotimo Fund, LP | 0% | |||||
| Philotimo Focused Growth & Income Fund | 0% | |||||
| Kanen Wealth Management LLC | 0% | |||||
| Kanen David | 0% | |||||
|
1stdibs.com, Inc.
13G
DIBS · 320551104
|
5.3% |
2/6/2026
Event 2/2/2026
|
||||
| Philotimo Fund, LP | 3.3% | |||||
| Kanen Wealth Management LLC | 5.3% | |||||
| Philotimo Focused Growth & Income Fund | 2.0% | |||||
| Kanen David | 5.3% | |||||
|
Outdoor Holding Co
13G/A
POWW · 00175J107
|
9.8% |
11/12/2025
Event 9/30/2025
|
||||
| Philotimo Fund, LP | 6.1% | |||||
| Philotimo Focused Growth & Income Fund | 3.4% | |||||
| Kanen Wealth Management LLC | 9.8% | |||||
| Kanen David | 9.8% | |||||
|
Inspired Entertainment, Inc.
13G/A
INSE · 45782N108
|
10.0% |
11/12/2025
Event 9/30/2025
|
||||
| Philotimo Fund, LP | 5.4% | |||||
| Philotimo Focused Growth & Income Fund | 2.6% | |||||
| Kanen Wealth Management LLC | 9.5% | |||||
| Kanen David | 10.0% | |||||
|
Aytu BioPharma, Inc.
13G/A
AYTU · 054754858
|
0% |
11/12/2025
Event 9/30/2025
|
||||
| Philotimo Fund, LP | 0% | |||||
| Philotimo Focused Growth & Income Fund | 0% | |||||
| Kanen Wealth Management LLC | 0% | |||||
| Kanen David | 0% | |||||
|
Data I/O Corp
13G/A
DAIO · 237690102
|
9.1% |
5/22/2025
Event 5/22/2025
|
||||
| Philotimo Fund, LP | 5.3% | |||||
| Philotimo Focused Growth & Income Fund | 3.5% | |||||
| Kanen Wealth Management LLC | 8.9% | |||||
| Kanen David | 9.1% | |||||
|
Barnes & Noble Education, Inc.
13G/A
BNED · 06777U200
|
9.1% |
5/15/2025
Event 3/31/2025
|
||||
| Philotimo Fund, LP | 4.9% | |||||
| Philotimo Focused Growth & Income Fund | 1.9% | |||||
| Kanen Wealth Management LLC | 9.1% | |||||
| Kanen David | 9.1% | |||||
Includes filings since 12/18/2024, when the SEC began requiring structured 13D and 13G data.