Cannell Capital LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Cannell Capital LLC disclosed 35 US equity positions worth $154.0m in its Q1 2026 13F filing. The largest position was NOA at 8.4% of the reported book, followed by SNDL and ASIC.
What did Cannell Capital LLC own in Q1 2026? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NOA NORTH AMERN CONSTR GROUP LTD | Energy | 8.4% | $13.0m | 962,731 | – | |
| 2 | SNDL SNDL INC | 7.5% | $11.6m | 8,761,155 | – | ||
| 3 | ASIC ATEGRITY SPECIALTY IN CO HO | 6.2% | $9.6m | 486,504 | – | ||
| 4 | NPKI NPK INTERNATIONAL INC | Industrials | 6.2% | $9.5m | 654,689 | – | |
| 5 | ETON ETON PHARMACEUTICALS INC | 5.5% | $8.4m | 341,985 | – | ||
| 6 | NGS NATURAL GAS SVCS GROUP INC | Energy | 4.7% | $7.2m | 191,681 | – | |
| 7 | GBLI GLOBAL INDEMNITY GROUP LLC | 4.5% | $7.0m | 257,360 | – | ||
| 8 | CHEGG INC | 4.3% | $6.6m | 6,914,000 | – | ||
| 9 | TPB TURNING PT BRANDS INC | Consumer Defensive | 4.0% | $6.2m | 71,692 | – | |
| 10 | GOLD GOLD COM INC | Financial Services | 3.9% | $6.0m | 150,066 | – | |
| 11 | OSUR ORASURE TECHNOLOGIES INC | Healthcare | 3.9% | $6.0m | 2,003,271 | – | |
| 12 | MDXG MIMEDX GROUP INC | Healthcare | 3.8% | $5.9m | 1,497,186 | – | |
| 13 | CALAVO GROWERS INC | 3.3% | $5.2m | 199,750 | – | ||
| 14 | OWLT OWLET INC | 3.3% | $5.1m | 998,165 | – | ||
| 15 | LIFE ETHOS TECHNOLOGIES INC | 3.3% | $5.1m | 452,337 | – | ||
| 16 | SAN JUAN BASIN RTY TR | 2.8% | $4.4m | 909,463 | – | ||
| 17 | GPGI GPGI INC | Industrials | 2.6% | $4.1m | 238,175 | – | |
| 18 | BBW BUILD-A-BEAR WORKSHOP INC | Consumer Cyclical | 2.6% | $4.0m | 107,035 | – | |
| 19 | APEI AMERICAN PUB ED INC | Consumer Defensive | 2.5% | $3.9m | 68,329 | – | |
| 20 | LEE LEE ENTERPRISES INC | 2.4% | $3.7m | 433,281 | – | ||
| 21 | VRCA VERRICA PHARMACEUTICALS INC | 2.4% | $3.6m | 685,123 | – | ||
| 22 | CVCO CAVCO INDS INC DEL | Consumer Cyclical | 1.8% | $2.8m | 5,759 | – | |
| 23 | HIPO HIPPO HLDGS INC | Financial Services | 1.6% | $2.5m | 96,642 | – | |
| 24 | ROOT ROOT INC | Financial Services | 1.5% | $2.3m | 52,331 | – | |
| 25 | PNRG PRIMEENERGY RESOURCES CORP | 1.5% | $2.3m | 9,670 | – | ||
| 26 | ARX ACCELERANT HOLDINGS | 1.4% | $2.1m | 156,149 | – | ||
| 27 | OPRT OPORTUN FINL CORP | 1.1% | $1.7m | 372,697 | – | ||
| 28 | NTIP NETWORK-1 TECHNOLOGIES INC | 1.1% | $1.6m | 1,141,975 | – | ||
| 29 | DGICA DONEGAL GROUP INC | 0.9% | $1.4m | 82,939 | – | ||
| 30 | CHGG CHEGG INC | Consumer Defensive | 0.2% | $303.4k | 409,236 | – | |
| 31 | REAL THE REALREAL INC | Consumer Cyclical | 0.2% | $249.7k | 27,504 | – | |
| 32 | FLOC FLOWCO HLDGS INC | 0.1% | $206.0k | 10,000 | – | ||
| 33 | SFIX STITCH FIX INC | Consumer Cyclical | 0.1% | $176.3k | 53,268 | – | |
| 34 | MAMA MAMAS CREATIONS INC | 0.1% | $165.7k | 10,799 | – | ||
| 35 | POWW OUTDOOR HOLDING CO | 0.0% | $71.0k | 35,315 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.