Kanen Makes a Big Bet on Housing. Should You Follow?

2026-02-19 09:40:16 ET

Kanen Wealth Management LLC reported a new stake in Trex (NYSE:TREX) in its Feb. 18, 2026, SEC filing . The fund purchased 250,000 shares, with an estimated transaction value of $8.83 million based on the quarter’s average share price. This was a new addition to the fund.

This is a new position, representing 2.68% of Kanen’s reportable U.S. equity assets under management after the trade.

Top five holdings post-filing:

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