Institutions / Cannell Capital LLC

Cannell Capital LLC

CIK 1058854 · Institution · as of Mar 31, 2026
Portfolio value
$154.04M
Positions
35
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$154.04M-1.7%
$156.71M$155.38M$154.04MQ4 '25Q1 '26

Positions

35-2.8%
363635Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 35 →
CompanyClassValueShares% of portfolio
North American Construction Group Ltd.$12.98M962,7318.4%
Sndl Inc$11.56M8,761,1557.5%
Ategrity Specialty Insurance Co HoldingsASICCommon Stock$9.62M486,5046.2%
NPK International Inc.$9.49M654,6896.2%
Eton Pharmaceuticals, Inc.$8.44M341,9855.5%
Natural Gas Services Group Inc$7.23M191,6814.7%
Global Indemnity Group, LLCGBLICommon Stock$7.01M257,3604.5%
Chegg Inc$6.60M6,914,0004.3%
Turning Point Brands, Inc.$6.22M71,6924.0%
Gold.com, Inc.GOLDCommon Stock$6.01M150,0663.9%
OraSure Technologies Inc$6.01M2,003,2713.9%
Mimedx Group, Inc.MDXGCommon Stock$5.91M1,497,1863.8%
Calavo Growers, Inc.$5.15M199,7503.3%
Owlet, Inc.OWLTCommon Stock$5.13M998,1653.3%
Ethos Technologies Inc.$5.05M452,3373.3%
San Juan Basin Royalty Trust$4.37M909,4632.8%
GPGI, Inc. ("Issuer") (formerly, CompoSecure, Inc.)$4.07M238,1752.6%
Build-a-Bear Workshop, Inc.$4.01M107,0352.6%
American Public Education Inc$3.89M68,3292.5%
LEE ENTERPRISES, IncLEECommon Stock$3.73M433,2812.4%
Verrica Pharmaceuticals Inc.VRCACommon Stock$3.62M685,1232.4%
Cavco Industries, Inc.$2.79M5,7591.8%
Hippo Holdings Inc.HIPOCommon Stock$2.52M96,6421.6%
Root, Inc.$2.31M52,3311.5%
Primeenergy Resources CorpPNRGCommon Stock$2.25M9,6701.5%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
ExitCompass, Inc.$-5.45M-515K
-100.00%
medium
Q1 2026
as of
ExitSVV
Savers Value Village, Inc.
Common Stock
$-5.45M-583K
-100.00%
medium
Q1 2026
as of
TrimNatural Gas Services Group Inc$-5.08M-135K
-41.25%
191,681
4.70% of portfolio
medium
Q1 2026
as of
NewEthos Technologies Inc.$5.05M+452K
452,337
3.28% of portfolio
medium
Q1 2026
as of
Add163092Af6$4.23M+4.4M
+178.68%
6,914,000
4.29% of portfolio
low
Q1 2026
as of
TrimNPK International Inc.$-4.15M-286K
-30.41%
654,689
6.16% of portfolio
low
Q1 2026
as of
NewVRCA
Verrica Pharmaceuticals Inc.
Common Stock
$3.62M+685K
685,123
2.35% of portfolio
low
Q1 2026
as of
AddASIC
Ategrity Specialty Insurance Co Holdings
Common Stock
$3.27M+165K
+51.46%
486,504
6.24% of portfolio
low
Q1 2026
as of
TrimGOLD
Gold.com, Inc.
Common Stock
$-3.12M-78K
-34.14%
150,066
3.90% of portfolio
low
Q1 2026
as of
AddEton Pharmaceuticals, Inc.$3.09M+125K
+57.66%
341,985
5.48% of portfolio
low