Keenan Capital, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Keenan Capital, LLC disclosed 10 US equity positions worth $434.9m in its Q1 2025 13F filing. The largest position was GDDY at 19.4% of the reported book, followed by APP and WDAY. Against the Q4 2024 filing, it opened 1 new position, added to 3 and reduced 0 among the top 10 holdings.
What did Keenan Capital, LLC own in Q1 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GDDY GODADDY INC | Technology | 19.4% | $84.4m | 468,531 | 0% | held |
| 2 | APP APPLOVIN CORP | Communication Services | 16.2% | $70.4m | 265,510 | 48% | added |
| 3 | WDAY WORKDAY INC | Technology | 13.1% | $57.0m | 244,281 | 0% | held |
| 4 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 13.1% | $56.9m | 1,597,274 | 24% | added |
| 5 | MERIDIANLINK INC | 11.6% | $50.3m | 2,714,740 | 0% | held | |
| 6 | DT DYNATRACE INC | Technology | 11.5% | $50.0m | 1,060,279 | 0% | held |
| 7 | JAMF JAMF HLDG CORP | 7.2% | $31.5m | 2,591,125 | 0% | held | |
| 8 | NCNO NCINO INC | Technology | 6.7% | $28.9m | 1,053,783 | 10% | added |
| 9 | SAIL SAILPOINT INC | Technology | 0.7% | $3.1m | 164,515 | – | new |
| 10 | TTAN SERVICETITAN INC | Technology | 0.5% | $2.4m | 24,887 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.