Keenan Capital, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Keenan Capital, LLC disclosed 9 US equity positions worth $473.9m in its Q1 2026 13F filing. The largest position was APP at 16.1% of the reported book, followed by DT and GLBE.
What did Keenan Capital, LLC own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 16.1% | $76.1m | 191,225 | – | |
| 2 | DT DYNATRACE INC | Technology | 12.9% | $60.9m | 1,647,534 | – | |
| 3 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 12.1% | $57.5m | 1,865,262 | – | |
| 4 | SAIL SAILPOINT INC | Technology | 12.0% | $56.7m | 4,281,411 | – | |
| 5 | ARX ACCELERANT HOLDINGS | 11.3% | $53.3m | 3,992,923 | – | ||
| 6 | APPF APPFOLIO INC | Technology | 11.1% | $52.8m | 334,557 | – | |
| 7 | GDDY GODADDY INC | Technology | 10.5% | $49.9m | 604,031 | – | |
| 8 | WDAY WORKDAY INC | Technology | 9.2% | $43.8m | 337,241 | – | |
| 9 | CWAN CLEARWATER ANALYTICS HLDGS I | Technology | 4.8% | $22.7m | 960,212 | – |
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.