Cannon Global Investment Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Cannon Global Investment Management, LLC disclosed 50 US equity positions worth $33.2m in its Q2 2026 13F filing. The largest position was NSC at 6.3% of the reported book, followed by STELLAR BANCORP INC and SUI. Against the Q1 2026 filing, it opened 19 new positions, added to 20 and reduced 11 among the top 50 holdings.
What did Cannon Global Investment Management, LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NSC NORFOLK SOUTHN CORP | Industrials | 6.3% | $2.1m | 6,600 | -6% | reduced |
| 2 | STELLAR BANCORP INC | 5.9% | $2.0m | 49,960 | – | new | |
| 3 | SUI SUN CMNTYS INC | Real Estate | 4.9% | $1.6m | 13,600 | 14% | added |
| 4 | WBD WARNER BROS DISCOVERY INC | Communication Services | 4.8% | $1.6m | 60,000 | 167% | added |
| 5 | ZM ZOOM COMMUNICATIONS INC | Technology | 3.5% | $1.2m | 13,500 | -17% | reduced |
| 6 | CHART INDS INC | 3.1% | $1.0m | 5,000 | 28% | added | |
| 7 | FOX FOX CORP | Communication Services | 3.0% | $1.0m | 21,500 | 12% | added |
| 8 | UNF UNIFIRST CORP MASS | Industrials | 2.9% | $952.1k | 3,600 | 44% | added |
| 9 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 2.8% | $932.7k | 30,904 | 209% | added |
| 10 | RENATUS TACTICAL ACQUIS | 2.7% | $889.8k | 84,900 | -8% | reduced | |
| 11 | MNRO MONRO INC | Consumer Cyclical | 2.6% | $859.5k | 50,234 | 97% | added |
| 12 | EA ELECTRONIC ARTS INC | Communication Services | 2.5% | $840.7k | 4,100 | -32% | reduced |
| 13 | FERG FERGUSON ENTERPRISES INC | Industrials | 2.4% | $806.9k | 3,400 | 13% | added |
| 14 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 2.4% | $805.4k | 1,500 | 88% | added |
| 15 | CANTOR EQUITY PARTNERS IV IN | 2.4% | $793.5k | 76,300 | 1% | added | |
| 16 | INFLECTION PT ACQUISIT CORP | 2.4% | $791.0k | 76,500 | – | new | |
| 17 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.3% | $752.6k | 2,500 | 4% | added |
| 18 | RVMD REVOLUTION MEDICINES INC | Healthcare | 2.3% | $749.1k | 4,000 | -53% | reduced |
| 19 | ABVX ABIVAX SA | Healthcare | 2.1% | $706.3k | 5,300 | -12% | reduced |
| 20 | PRGO PERRIGO CO PLC | Healthcare | 2.1% | $693.0k | 66,700 | – | new |
| 21 | PD PAGERDUTY INC | Technology | 2.1% | $681.3k | 70,600 | – | new |
| 22 | CRS CARPENTER TECHNOLOGY CORP | Industrials | 1.9% | $616.8k | 1,000 | – | new |
| 23 | HENNESSY CAP INVT CORP VII | 1.8% | $610.3k | 58,400 | 1% | added | |
| 24 | RDDT REDDIT INC | Communication Services | 1.8% | $607.5k | 3,500 | 46% | added |
| 25 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.8% | $597.0k | 59,700 | 124% | added |
| 26 | PEN PENUMBRA INC | Healthcare | 1.7% | $568.4k | 1,800 | 12% | added |
| 27 | TXNM TXNM ENERGY INC | Utilities | 1.7% | $567.8k | 10,000 | – | new |
| 28 | IGV ISHARES TR | 1.7% | $561.7k | 6,200 | – | new | |
| 29 | INBX INHIBRX BIOSCIENCES INC | Healthcare | 1.7% | $559.0k | 5,900 | – | new |
| 30 | TRIP TRIPADVISOR INC | Consumer Cyclical | 1.6% | $534.7k | 39,000 | -16% | reduced |
| 31 | ALAB ASTERA LABS INC | Technology | 1.6% | $531.3k | 1,100 | – | new |
| 32 | ATI ATI INC | Industrials | 1.5% | $492.8k | 2,500 | – | new |
| 33 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 1.3% | $444.2k | 2,600 | – | new |
| 34 | BERTO ACQUISITION CORP | 1.3% | $441.6k | 42,100 | 1% | added | |
| 35 | CANTOR EQUITY PARTNERS I INC | 1.3% | $434.4k | 49,200 | -58% | reduced | |
| 36 | IBIT ISHARES BITCOIN TRUST ETF | 1.2% | $389.5k | 11,700 | 10% | added | |
| 37 | JBLU JETBLUE AIRWAYS CORP | Industrials | 1.1% | $369.6k | 64,500 | -45% | reduced |
| 38 | URI UNITED RENTALS INC | Industrials | 1.0% | $339.9k | 300 | – | new |
| 39 | DYNAMIX CORP | 1.0% | $325.9k | 30,200 | – | new | |
| 40 | BOLD EAGLE ACQUISITION CORP | 0.9% | $306.0k | 28,655 | 1% | added | |
| 41 | WED WEBSTER FINL CORP | 0.9% | $305.7k | 4,000 | – | new | |
| 42 | HRI HERC HLDGS INC | Industrials | 0.9% | $301.0k | 2,100 | – | new |
| 43 | ARI APOLLO COML REAL ESTATE FIN | Real Estate | 0.8% | $274.5k | 25,700 | – | new |
| 44 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 0.8% | $271.9k | 1,000 | – | new |
| 45 | ZIM ZIM INTEGRATED SHIPPING SERV | Industrials | 0.8% | $260.0k | 10,000 | – | new |
| 46 | DIGITAL ASSET ACQUISITION CO | 0.6% | $212.8k | 20,500 | 6% | added | |
| 47 | ALKT ALKAMI TECHNOLOGY INC | Technology | 0.5% | $181.2k | 10,000 | – | new |
| 48 | TBPH THERAVANCE BIOPHARMA INC | Healthcare | 0.5% | $175.5k | 10,321 | -36% | reduced |
| 49 | LAUNCH TWO ACQUISITION CORP. | 0.4% | $137.2k | 12,800 | 2% | added | |
| 50 | GEN DIGITAL INC | 0.1% | $23.3k | 18,400 | -73% | reduced |
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.