Kanen Wealth Management LLC: JFR position timeline

Kanen Wealth Management LLC held 959,147 JFR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 959,147 shares

   Change vs previous 13F +145,913 shares

   1.8% of the 13F portfolio, value $7,369,592.

   13F-HR 0001681614-26-000003 filed by Kanen Wealth Management LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 813,234 shares

   Change vs previous 13F +45,800 shares

   2.2% of the 13F portfolio, value $6,115,520.

   13F-HR 0001681614-26-000002 filed by Kanen Wealth Management LLC
   Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 767,434 shares

   Change vs previous 13F +259,534 shares

   1.82% of the 13F portfolio, value $6,004,000.

   13F-HR 0001681614-26-000001 filed by Kanen Wealth Management LLC
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 507,900 shares

   Change vs previous 13F +369,450 shares

   1.39% of the 13F portfolio, value $4,147,122.

   13F-HR 0001681614-25-000012 filed by Kanen Wealth Management LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 138,450 shares

   Change vs previous 13F not available

   0.45% of the 13F portfolio, value $1,172,672.

   13F-HR 0001681614-25-000005 filed by Kanen Wealth Management LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).