Keenan Capital, LLC Portfolio Holdings by Sector
Keenan Capital, LLC
- $509 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
APP WDAY DT MLNK JAMF 5 stocks |
$377,844
74.28% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
GDDY 1 stocks |
$67,529
13.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
GLBE 1 stocks |
$63,269
12.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|