StockDriftsStockDriftsTop 33 Cannell Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASIC | ATEGRITY SPECIALTY IN CO HO | 8.23% | 490.5K | $11.8M | +0.82%(+3.98K) | $20.49(+21.02%) | 2026-06-30 | |
| SNDL | SNDL INC | 8.14% | 8.64M | $11.7M | -1.39%(-121.77K) | $1.92(-33.06%) | 2026-06-30 | |
| NOA | NORTH AMERN CONSTR GROUP LTD | 7.28% | 783.7K | $10.4M | -18.60%(-179.04K) | $10.33(+31.72%) | 2026-06-30 | |
| LIFE | ETHOS TECHNOLOGIES INC | 5.17% | 408.5K | $7.4M | -9.69%(-43.84K) | $11.17(+199.73%) | 2026-06-30 | |
| MDXG | MIMEDX GROUP INC | 5.03% | 1.87M | $7.2M | +24.93%(+373.25K) | $5.78(-22.70%) | 2026-06-30 | |
| OWLT | OWLET INC | 4.95% | 1.23M | $7.1M | +23.63%(+235.89K) | $10.19(-42.00%) | 2026-06-30 | |
| GBLI | GLOBAL INDEMNITY GROUP LLC | 4.51% | 257.9K | $6.5M | +0.20%(+515) | $30.33(-14.28%) | 2026-06-30 | |
| OSUR | ORASURE TECHNOLOGIES INC | 4.44% | 1.43M | $6.4M | -28.75%(-575.85K) | $4.75(-21.35%) | 2026-06-30 | |
| GOLD | GOLD COM INC | 4.44% | 152.7K | $6.4M | +1.75%(+2.62K) | $23.64(+91.97%) | 2026-06-30 | |
| ETON | ETON PHARMACEUTICALS INC | 4.32% | 170.7K | $6.2M | -50.07%(-171.24K) | $15.36(+296.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.54% | +35.05% | +0.35% | +1.75% |
| Top 20 Holdings Unweighted | +12.11% | +40.90% | +1.24% | +6.38% |
Cannell Capital LLC reports $149.12M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are ASIC (8.2%), SNDL (8.1%) and NOA (7.3%). The top 20 holdings account for 86.05% of reported assets. Its disclosed equity book has returned +35.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cannell Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1058854). View Cannell Capital LLC’s 13F filings on SEC