Cannell Capital LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Cannell Capital LLC disclosed 34 US equity positions worth $143.2m in its Q2 2026 13F filing. The largest position was ASIC at 8.2% of the reported book, followed by SNDL and NOA. Against the Q1 2026 filing, it opened 7 new positions, added to 12 and reduced 11 among the top 34 holdings.
What did Cannell Capital LLC own in Q2 2026? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ASIC ATEGRITY SPECIALTY IN CO HO | 8.2% | $11.8m | 490,482 | 1% | added | |
| 2 | SNDL SNDL INC | 8.1% | $11.7m | 8,639,381 | -1% | reduced | |
| 3 | NOA NORTH AMERN CONSTR GROUP LTD | Energy | 7.3% | $10.4m | 783,691 | -19% | reduced |
| 4 | CHEGG INC | 5.4% | $7.7m | 8,126,000 | 18% | added | |
| 5 | LIFE ETHOS TECHNOLOGIES INC | 5.2% | $7.4m | 408,496 | -10% | reduced | |
| 6 | MDXG MIMEDX GROUP INC | Healthcare | 5.0% | $7.2m | 1,870,436 | 25% | added |
| 7 | OWLT OWLET INC | 4.9% | $7.1m | 1,234,053 | 24% | added | |
| 8 | GBLI GLOBAL INDEMNITY GROUP LLC | 4.5% | $6.5m | 257,875 | 0% | held | |
| 9 | OSUR ORASURE TECHNOLOGIES INC | Healthcare | 4.4% | $6.4m | 1,427,419 | -29% | reduced |
| 10 | GOLD GOLD COM INC | Financial Services | 4.4% | $6.4m | 152,691 | 2% | added |
| 11 | ETON ETON PHARMACEUTICALS INC | 4.3% | $6.2m | 170,747 | -50% | reduced | |
| 12 | NPKI NPK INTERNATIONAL INC | Industrials | 4.0% | $5.7m | 359,882 | -45% | reduced |
| 13 | VTS VITESSE ENERGY INC | 4.0% | $5.7m | 361,693 | – | new | |
| 14 | NGS NATURAL GAS SVCS GROUP INC | Energy | 3.7% | $5.3m | 122,387 | -36% | reduced |
| 15 | VRCA VERRICA PHARMACEUTICALS INC | 3.3% | $4.8m | 783,923 | 14% | added | |
| 16 | SHIM SHIMMICK CORPORATION | 3.1% | $4.4m | 957,605 | – | new | |
| 17 | SAN JUAN BASIN RTY TR | 2.7% | $3.9m | 1,212,760 | 33% | added | |
| 18 | PCYO PURE CYCLE CORP | 2.4% | $3.4m | 314,640 | – | new | |
| 19 | BBW BUILD-A-BEAR WORKSHOP INC | Consumer Cyclical | 2.2% | $3.2m | 103,088 | -4% | reduced |
| 20 | LEE LEE ENTERPRISES INC | 2.2% | $3.1m | 344,349 | -21% | reduced | |
| 21 | ROOT ROOT INC | Financial Services | 2.0% | $2.9m | 52,331 | 0% | held |
| 22 | HIPO HIPPO HLDGS INC | Financial Services | 1.9% | $2.7m | 96,642 | 0% | held |
| 23 | ARX ACCELERANT HOLDINGS | 1.4% | $2.0m | 171,080 | 10% | added | |
| 24 | NTIP NETWORK-1 TECHNOLOGIES INC | 1.3% | $1.9m | 1,275,213 | 12% | added | |
| 25 | DGICA DONEGAL GROUP INC | 1.1% | $1.6m | 82,939 | 0% | held | |
| 26 | KVHI KVH INDS INC | Communication Services | 0.8% | $1.1m | 114,934 | – | new |
| 27 | CHGG CHEGG INC | Consumer Defensive | 0.6% | $871.9k | 863,268 | 111% | added |
| 28 | POWW OUTDOOR HOLDING CO | 0.5% | $767.3k | 336,524 | 853% | added | |
| 29 | APEI AMERICAN PUB ED INC | Consumer Defensive | 0.3% | $381.6k | 7,107 | -90% | reduced |
| 30 | REAL THE REALREAL INC | Consumer Cyclical | 0.2% | $271.6k | 23,039 | -16% | reduced |
| 31 | SFIX STITCH FIX INC | Consumer Cyclical | 0.2% | $224.1k | 54,527 | 2% | added |
| 32 | LINC LINCOLN EDL SVCS CORP | Consumer Defensive | 0.1% | $202.4k | 4,056 | – | new |
| 33 | COMP COMPASS INC | Real Estate | 0.1% | $148.7k | 12,057 | – | new |
| 34 | CRON CRONOS GROUP INC | Healthcare | 0.1% | $121.6k | 43,726 | – | new |
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.