Keenan Capital, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Keenan Capital, LLC disclosed 11 US equity positions worth $505.8m in its Q2 2026 13F filing. The largest position was APP at 19.5% of the reported book, followed by GLBE and APPF. Against the Q1 2026 filing, it opened 3 new positions, added to 1 and reduced 4 among the top 11 holdings.
What did Keenan Capital, LLC own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 19.5% | $98.5m | 191,225 | 0% | held |
| 2 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 13.4% | $67.9m | 1,955,262 | 5% | added |
| 3 | APPF APPFOLIO INC | Technology | 10.6% | $53.6m | 334,557 | 0% | held |
| 4 | DT DYNATRACE INC | Technology | 9.8% | $49.5m | 1,126,280 | -32% | reduced |
| 5 | ARX ACCELERANT HOLDINGS | 9.3% | $46.8m | 3,992,923 | 0% | held | |
| 6 | SAIL SAILPOINT INC | Technology | 8.3% | $41.9m | 2,862,119 | -33% | reduced |
| 7 | GDDY GODADDY INC | Technology | 7.8% | $39.7m | 467,640 | -23% | reduced |
| 8 | TOST TOAST INC | Technology | 6.1% | $31.0m | 1,115,979 | – | new |
| 9 | GOOG ALPHABET INC | Communication Services | 5.3% | $26.9m | 76,000 | – | new |
| 10 | WDAY WORKDAY INC | Technology | 5.1% | $25.9m | 211,241 | -37% | reduced |
| 11 | AMZN AMAZON COM INC | Consumer Cyclical | 4.8% | $24.1m | 101,000 | – | new |
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.