Cannell Capital LLC
Cannell Capital LLC reported 36 holdings worth US$149M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 18, 2026
Cannell Capital LLC reported 36 holdings worth US$149M as of Jun 30, 2026. Largest: Ategrity Specialty Insurance Company Holdings, Sndl Inc. and North American Construction Group Ltd. Filed Aug 18, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$149M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Ategrity Specialty Insurance Company Holdings | 490K | US$11.8M | 7.9% |
| Sndl Inc. | 8.64M | US$11.7M | 7.8% |
| North American Construction Group Ltd. | 784K | US$10.4M | 7.0% |
| Ethos Technologies Inc. | 408K | US$7.41M | 5.0% |
| Mimedx Group, Inc | 1.87M | US$7.2M | 4.8% |
| Owlet, Inc. | 1.23M | US$7.08M | 4.8% |
| Global Indemnity Group, Llc | 258K | US$6.45M | 4.3% |
| Orasure Technologies, Inc. | 1.43M | US$6.37M | 4.3% |
| Gold.com, Inc. | 153K | US$6.35M | 4.3% |
| Eton Pharmaceuticals, Inc. | 171K | US$6.18M | 4.1% |
| Npk International Inc. | 360K | US$5.73M | 3.8% |
| Vitesse Energy Inc. | 362K | US$5.7M | 3.8% |
| Natural Gas Services Group, Inc. | 122K | US$5.28M | 3.5% |
| Verrica Pharmaceuticals Inc. | 784K | US$4.8M | 3.2% |
| Shimmick Corporation | 958K | US$4.38M | 2.9% |
| San Juan Basin Royalty Trust | 1.21M | US$3.89M | 2.6% |
| Pure Cycle Corporation | 315K | US$3.37M | 2.3% |
| Build-a-bear Workshop, Inc. | 103K | US$3.16M | 2.1% |
| Lee Enterprises, Incorporated | 344K | US$3.09M | 2.1% |
| Root, Inc. | 52,331 | US$2.93M | 2.0% |
| Hippo Holdings Inc. | 96,642 | US$2.73M | 1.8% |
| Accelerant Holdings | 171K | US$2.01M | 1.3% |
| Network-1 Technologies, Inc. | 1.28M | US$1.87M | 1.3% |
| Donegal Group, Inc. | 82,939 | US$1.56M | 1.0% |
| Kvh Industries, Inc. | 115K | US$1.14M | 0.76% |
| Chegg, Inc. | 863K | US$872K | 0.58% |
| Outdoor Holding Company | 337K | US$767K | 0.51% |
| American Public Education, Inc. | 7,107 | US$382K | 0.26% |
| The Realreal, Inc. | 23,039 | US$272K | 0.18% |
| Stitch Fix, Inc. | 54,527 | US$224K | 0.15% |
| Lincoln Educational Services Corporation | 4,056 | US$202K | 0.14% |
| Compass, Inc. | 12,057 | US$149K | 0.10% |
| Cronos Group Inc | 43,726 | US$122K | 0.08% |
| Oportun Financial Corporation | 0 | US$0 | 0.00% |
| Primeenergy Resources Corporation | 0 | US$0 | 0.00% |
| Turning Point Brands, Inc. | 0 | US$0 | 0.00% |
| Calavo Growers, Inc. | 0 | US$0 | 0.00% |
| Cavco Industries, Inc. | 0 | US$0 | 0.00% |
| Flowco Holdings Inc. | 0 | US$0 | 0.00% |
| Gpgi, Inc. | 0 | US$0 | 0.00% |
| Mama's Creations, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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