Keenan Capital, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Keenan Capital, LLC disclosed 8 US equity positions worth $512.3m in its Q3 2025 13F filing. The largest position was APP at 28.9% of the reported book, followed by WDAY and DT. Against the Q2 2025 filing, it opened 0 new positions, added to 4 and reduced 1 among the top 8 holdings.
What did Keenan Capital, LLC own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 28.9% | $147.8m | 205,710 | -23% | reduced |
| 2 | WDAY WORKDAY INC | Technology | 13.7% | $70.4m | 292,281 | 20% | added |
| 3 | DT DYNATRACE INC | Technology | 13.7% | $70.3m | 1,450,534 | 37% | added |
| 4 | GDDY GODADDY INC | Technology | 13.2% | $67.5m | 493,531 | 5% | added |
| 5 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 12.4% | $63.3m | 1,769,274 | 0% | held |
| 6 | MERIDIANLINK INC | 11.0% | $56.1m | 2,815,242 | 0% | held | |
| 7 | JAMF JAMF HLDG CORP | 6.5% | $33.3m | 3,111,125 | 20% | added | |
| 8 | SAIL SAILPOINT INC | Technology | 0.7% | $3.6m | 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.