StockDriftsStockDriftsTop 47 Cannon Global Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | 6.26% | 6.6K | $2.1M | -5.71%(-400) | $280.23(+19.97%) | 2026-06-30 | |
| STEL | STELLAR BANCORP INC | 5.92% | 50.0K | $2.0M | new | $37.67(+4.38%) | 2026-06-30 | |
| SUI | SUN CMNTYS INC | 4.91% | 13.6K | $1.6M | +14.29%(+1.70K) | $127.71(-7.01%) | 2026-06-30 | |
| WBD | WARNER BROS DISCOVERY INC | 4.82% | 60.0K | $1.6M | +166.67%(+37.50K) | $22.61(+19.30%) | 2026-06-30 | |
| ZM | ZOOM COMMUNICATIONS INC | 3.51% | 13.5K | $1.2M | -17.18%(-2.80K) | $79.27(+34.52%) | 2026-06-30 | |
| GTLS | CHART INDS INC | 3.15% | 5.0K | $1.0M | +28.21%(+1.10K) | $191.31(+9.72%) | 2026-06-30 | |
| FOX | FOX CORP | 3.03% | 21.5K | $1.0M | +11.98%(+2.30K) | $59.70(-6.15%) | 2026-06-30 | |
| UNF | UNIFIRST CORP MASS | 2.87% | 3.6K | $952K | +44.00%(+1.10K) | $203.53(+43.59%) | 2026-06-30 | |
| CZR | CAESARS ENTERTAINMENT INC NE | 2.81% | 30.9K | $933K | +209.04%(+20.90K) | $26.89(+11.19%) | 2026-06-30 | |
| RTAC | RENATUS TACTICAL ACQUIS | 2.68% | 84.9K | $890K | -8.41%(-7.80K) | $11.52(-9.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.70% | +93.91% | +5.57% | +31.16% |
| Top 20 Holdings Unweighted | +24.41% | +92.55% | +6.09% | +34.36% |
Cannon Global Investment Management, LLC reports $35.35M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are NSC (6.3%), STEL (5.9%) and SUI (4.9%). The top 20 holdings account for 63.13% of reported assets. Its disclosed equity book has returned +93.91% 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 Cannon Global Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844427). View Cannon Global Investment Management, LLC’s 13F filings on SEC