StockDriftsStockDriftsTop 49 Cannell & Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.24% | 523.3K | $196.8M | -1.55%(-8.22K) | — | 2023-12-31 | |
| GOOG | ALPHABET INC | 3.79% | 846.8K | $119.3M | -1.58%(-13.57K) | — | 2023-12-31 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.06% | 270.2K | $96.4M | -0.37%(-995) | — | 2023-12-31 | |
| AMZN | AMAZON COM INC | 2.83% | 587.9K | $89.3M | +8.89%(+48.01K) | — | 2023-12-31 | |
| AAPL | APPLE INC | 2.76% | 452.3K | $87.1M | -2.36%(-10.93K) | — | 2023-12-31 | |
| LOW | LOWES COS INC | 2.62% | 371.5K | $82.7M | +7.59%(+26.22K) | — | 2023-12-31 | |
| BN | BROOKFIELD CORP | 2.53% | 1.99M | $79.8M | -2.19%(-44.53K) | — | 2023-12-31 | |
| LH | LABORATORY CORP AMER HLDGS | 2.46% | 340.9K | $77.5M | +61.99%(+130.45K) | — | 2023-12-31 | |
| VRT | VERTIV HOLDINGS CO | 2.21% | 1.45M | $69.7M | -33.83%(-742.23K) | — | 2023-12-31 | |
| ADI | ANALOG DEVICES INC | 2.09% | 331.1K | $65.7M | -8.10%(-29.18K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Cannell & Co. reports $3.15B in US-listed equity holdings across 269 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.2%), GOOG (3.8%) and BRKB (3.1%). Figures reflect the Q4 2023 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 & Co.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 16972). View Cannell & Co.’s 13F filings on SEC