Cannell Capital Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 18, 2026, Cannell Capital Llc disclosed 33 stock positions valued at approximately $143.23M as of quarter-end June 30, 2026. The largest holdings include ATEGRITY SPECIALTY IN CO HO, SNDL INC, and NORTH AMERN CONSTR GROUP LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 33
- Portfolio Value
- $143.23M
Holdings by Sector
Cannell Capital Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ATEGRITY SPECIALTY IN CO HO | ASIC | Financial Services | 8.23% | 490,482 | +3,978 | +0.82% | $11,791,187 |
| SNDL INC | SNDL | Consumer Defensive | 8.14% | 8,639,381 | -121,774 | -1.39% | $11,663,164 |
| NORTH AMERN CONSTR GROUP LTD | NOA | Energy | 7.28% | 783,691 | -179,040 | -18.60% | $10,423,090 |
| ETHOS TECHNOLOGIES INC | LIFE | Other | 5.17% | 408,496 | -43,841 | -9.69% | $7,410,117 |
| MIMEDX GROUP INC | MDXG | Healthcare | 5.03% | 1,870,436 | +373,250 | +24.93% | $7,201,179 |
| OWLET INC | OWLT | Healthcare | 4.95% | 1,234,053 | +235,888 | +23.63% | $7,083,464 |
| GLOBAL INDEMNITY GROUP LLC | GBLI | Financial Services | 4.51% | 257,875 | +515 | +0.20% | $6,454,611 |
| ORASURE TECHNOLOGIES INC | OSUR | Healthcare | 4.44% | 1,427,419 | -575,852 | -28.75% | $6,366,289 |
| GOLD COM INC | AMRK | Financial Services | 4.44% | 152,691 | +2,625 | +1.75% | $6,353,473 |
| ETON PHARMACEUTICALS INC | ETON | Healthcare | 4.32% | 170,747 | -171,238 | -50.07% | $6,181,041 |
| NPK INTERNATIONAL INC | NR | Energy | 4.00% | 359,882 | -294,807 | -45.03% | $5,725,723 |
| VITESSE ENERGY INC | VTS | Energy | 3.98% | 361,693 | +361,693 | +100.00% | $5,703,899 |
| NATURAL GAS SVCS GROUP INC | NGS | Energy | 3.69% | 122,387 | -69,294 | -36.15% | $5,279,775 |
| VERRICA PHARMACEUTICALS INC | VRCA | Other | 3.35% | 783,923 | +98,800 | +14.42% | $4,797,609 |
| SHIMMICK CORPORATION | SHIM | Industrials | 3.06% | 957,605 | +957,605 | +100.00% | $4,376,255 |
| SAN JUAN BASIN RTY TR | SJT | Energy | 2.72% | 1,212,760 | +303,297 | +33.35% | $3,892,960 |
| PURE CYCLE CORP | PCYO | Utilities | 2.35% | 314,640 | +314,640 | +100.00% | $3,369,794 |
| BUILD-A-BEAR WORKSHOP INC | BBW | Consumer Cyclical | 2.20% | 103,088 | -3,947 | -3.69% | $3,155,524 |
| LEE ENTERPRISES INC | LEE | Communication Services | 2.15% | 344,349 | -88,932 | -20.53% | $3,085,367 |
| ROOT INC | ROOT | Financial Services | 2.04% | 52,331 | - | - | $2,926,350 |
| HIPPO HLDGS INC | HIPO | Financial Services | 1.91% | 96,642 | - | - | $2,731,103 |
| ACCELERANT HOLDINGS | ARX | Other | 1.40% | 171,080 | +14,931 | +9.56% | $2,005,058 |
| NETWORK-1 TECHNOLOGIES INC | NTIP | Industrials | 1.31% | 1,275,213 | +133,238 | +11.67% | $1,874,563 |
| DONEGAL GROUP INC | DGICA | Financial Services | 1.09% | 82,939 | - | - | $1,564,230 |
| KVH INDS INC | KVHI | Technology | 0.80% | 114,934 | +114,934 | +100.00% | $1,138,996 |
| CHEGG INC | CHGG | Consumer Defensive | 0.61% | 863,268 | +454,032 | +110.95% | $871,901 |
| OUTDOOR HOLDING CO | POWW | Industrials | 0.54% | 336,524 | +301,209 | +852.92% | $767,275 |
| AMERICAN PUB ED INC | APEI | Consumer Defensive | 0.27% | 7,107 | -61,222 | -89.60% | $381,646 |
| THE REALREAL INC | REAL | Consumer Cyclical | 0.19% | 23,039 | -4,465 | -16.23% | $271,630 |
| STITCH FIX INC | SFIX | Consumer Cyclical | 0.16% | 54,527 | +1,259 | +2.36% | $224,106 |
Showing 30 of 33 holdings in the latest reporting period.
Cannell Capital Llc Options Holdings in Q2 2026