Keenan Capital, LLC Portfolio Holdings by Sector
Keenan Capital, LLC
- $429 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
APP WDAY MLNK DT JAMF NCNO 6 stocks |
$288,123
67.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
GDDY 1 stocks |
$84,401
19.65% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
GLBE 1 stocks |
$56,942
13.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|