Keenan Capital, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Keenan Capital, LLC disclosed 8 US equity positions worth $428.3m in its Q2 2025 13F filing. The largest position was APP at 21.8% of the reported book, followed by GDDY and GLBE. Against the Q1 2025 filing, it opened 0 new positions, added to 2 and reduced 0 among the top 8 holdings.
What did Keenan Capital, LLC own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 21.8% | $93.3m | 266,510 | 0% | held |
| 2 | GDDY GODADDY INC | Technology | 19.7% | $84.4m | 468,531 | 0% | held |
| 3 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 13.9% | $59.3m | 1,769,274 | 11% | added |
| 4 | WDAY WORKDAY INC | Technology | 13.7% | $58.6m | 244,281 | 0% | held |
| 5 | DT DYNATRACE INC | Technology | 13.7% | $58.5m | 1,060,279 | 0% | held |
| 6 | MERIDIANLINK INC | 10.7% | $45.7m | 2,815,242 | 4% | added | |
| 7 | JAMF JAMF HLDG CORP | 5.8% | $24.6m | 2,591,125 | 0% | held | |
| 8 | SAIL SAILPOINT INC | Technology | 0.9% | $3.8m | 164,515 | 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.