Portfolio (Quarterly) Guide ↗

Keenan Capital, LLC

· CIK 0001647363

13F Portfolio $473.9B AUM 9 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 6 Added 1 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	JAMF HLDG CORP	—	1,120,000	$14.6M	2.65%	SOLD

Sector Allocation

Technology 76.6%

Consumer Cyclical 12.1%

Financial Services 11.3%