Cannell Capital LLC

Sector-focusedMomentum followerQuality / disciplined sizing

Total reported value

$162.9M

Reporting period: 2026-03-31 · Number of holdings: 41

CANNELL CAPITAL LLC disclosed 41 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $162.9M and a quarterly turnover rate of 75.2%.

Personality snowflake

Concentration: 16.38
Portfolio Stability: 75.19
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 76
Sizing Uniformity: 92.44

Recent moves

Add ETON
+57.7%　$4.8M
Add CHGG 0 09-01-26
+178.7%　$4.4M
Add ASIC
+51.5%　$2.9M
Trim CVNA
0.0%　-$3.9M
Add LEE
+110.5%　$2.7M
Add GBLI
+31.4%　$1.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 38 holdings (of 41 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NOA	North American Construction	Stock-Other	8.38%	+0.48%	-10.47%
2	SNDL	Sndl INC	Stock-Other	7.47%	+0.05%	—
3	ASIC	Ategrity Specialty Holdings	Stock-Other	6.21%	+2.64%	+51.46%
4	NPKI	Npk International INC	Stock-Other	6.13%	-0.95%	-30.58%
5	ETON	Eton Pharmaceuticals INC	Stock-Other	5.45%	+3.40%	+57.66%
6	NGS	Natural Gas Services Group	Stock-Other	4.67%	-0.88%	-41.25%
7	GBLI	Global Indemnity Group Llc-a	Stock-Other	4.53%	+1.60%	+31.37%
8	CHGG 0 09-01-26	Chegg INC	Stock-Consumer Staples	4.27%	+2.98%	+178.68%
9	TPB	Turning Point Brands INC	Stock-Other	4.02%	+1.09%	+38.20%
10	GOLD	Gold.com INC	Stock-Other	3.89%	-0.07%	-34.14%
11	OSUR	Orasure Technologies INC	Stock-Other	3.88%	+1.40%	+2.52%
12	MDXG	Mimedx Group INC	Stock-Other	3.82%	-1.20%	+1.74%
13	✓	Calavo Growers INC	Stock-Other	3.33%	+1.49%	+26.29%
14	OWLT	Owlet INC	Stock-Other	3.31%	-0.24%	+131.26%
15	LIFE	Ethos Technologies INC Cl-a	Stock-Other	3.26%	+3.10%	NEW
16	SJT	San Juan Basin Royalty Tr	Stock-Other	2.83%	+0.41%	+8.81%
17	GPGI	Gpgi INC	Stock-Other	2.63%	-0.90%	-34.57%
18	BBW	Build-a-bear Workshop INC	Stock-Other	2.59%	+0.16%	+38.30%
19	APEI	American Public Education	Stock-Other	2.51%	+0.93%	-14.07%
20	LEE	Lee Enterprises	Stock-Other	2.41%	+1.81%	+110.49%
21	VRCA	Verrica Pharmaceuticals INC	Stock-Other	2.34%	+2.23%	NEW
22	CVCO	Cavco Industries INC	Stock-Consumer Disc	1.80%	-1.54%	-49.30%
23	HIPO	Hippo Holdings INC	Stock-Other	1.64%	+3.06%	NEW
24	ROOT	Root Inc/oh -class A	Stock-Other	1.49%	+1.42%	NEW
25	PNRG	Primeenergy Resources CORP	Stock-Other	1.45%	+0.58%	—
26	ARX	Accelerant Holdings	Stock-Other	1.35%	+1.28%	NEW
27	OPRT	Oportun Financial CORP	Stock-Other	1.11%	+1.06%	NEW
28	NTIP	Network-1 Technologies INC	Stock-Other	1.06%	—	—
29	DGICA	Donegal Group Inc-cl A	Stock-Other	0.92%	—	—
30	CVNA	Carvana Co	Stock-Consumer Disc	0.44%	-1.81%	—
31	CHGG	Chegg INC	Stock-Consumer Staples	0.20%	+0.61%	NEW
32	REAL	Realreal Inc/the	Stock-Other	0.16%	—	+70.49%
33	FLOC	Flowco Holdings Inc-cl A	Stock-Other	0.13%	—	—
34	SFIX	Stitch Fix Inc-class A	Stock-Other	0.12%	+0.95%	+123.73%
35	MAMA	Mama's Creations INC	Stock-Other	0.11%	—	—
36	POWW	Outdoor Holding Co	Stock-Other	0.05%	—	—
37	RXT	Rackspace Technology INC	Stock-Other	0.02%	+1.61%	NEW
38	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.01%	+0.53%	NEW

Portfolio Performance

Performance for Q3 2026

+7.4%

Performance Last 4 Quarters

+26.8%

Based on 53% of reported portfolio value with available pricing

Stdev: +23.3%
Beta: +0.91
Alpha: 0%
Max Drawdown: -21.3%
Annualized Perf: +13.3%
Batting Avg vs S&P: +56.5%
Sortino: +1.05
Stutzer: +0.19
Treynor: +0.17
Sterling: +0.57
Calmar: +0.63
Information Ratio: -0.07
Tracking Error: +20.1%
Stdev Down: +14.4%
Winning Months %: +65.2%
Losing Months %: +34.8%
Best 12 Months: +31.1%
Worst 12 Months: +5.2%
Efficiency Ratio: +0.23
Sharpe: +0.65
Stdev Sectors: +18.6%
Skewness: -0.04
Kurtosis: +0.55
Upside Potential: +2.69

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	41	$162.9M	75	1NOA 2SNDL 3ASIC Top holdings2026-03-31 1.NOA 2.SNDL 3.ASIC 4.NPKI 5.ETON 6.NGS 7.GBLI 8.CHGG 0 09-01-26 9.TPB 10.GOLD
2025-12-31	51	$206.3M	100	1NOA 2EOSE 3SNDL Top holdings2025-12-31 1.NOA 2.EOSE 3.SNDL 4.NPKI 5.NGS 6.MDXG 7.FLNC 8.GOLD 9.RGTI 10.GPGI
2025-09-30	58	$656.1M	100	1IWM 2SNDL 3GPGI Top holdings2025-09-30 1.IWM 2.SNDL 3.GPGI 4.CVCO 5.NOA 6.TPB 7.NPKI 8.COMP 9.MDXG 10.LINC
2025-06-30	58	$334.3M	0	1GPGI 2NOA 3CVCO Top holdings2025-06-30 1.GPGI 2.NOA 3.CVCO 4.IWM 5.SJT 6.NPKI 7.UTI 8.MDXG 9.OPRT 10.SNDL
2025-03-31	51	$300.5M	100	1NOA 2CVCO 3GPGI Top holdings2025-03-31 1.NOA 2.CVCO 3.GPGI 4.SJT 5.COMP 6.UTI 7.MDXG 8.SNDL 9.CRON 10.INSE
2024-12-31	52	$487.3M	0	1CVCO 2NOA 3UTI Top holdings2024-12-31 1.CVCO 2.NOA 3.UTI 4.MDXG 5.GPGI 6.5TC 7.SNDL 8.ARKO 9.COMP 10.CLH
2024-09-30	49	$486.2M	0	1NOA 2CAVA 3GPGI Top holdings2024-09-30 1.NOA 2.CAVA 3.GPGI 4.CVCO 5.5TC 6.PRSU 7.UTI 8.MDXG 9.INSE 10.ARLO
2024-06-30	60	$441.7M	0	1NOA 25TC 3MDXG Top holdings2024-06-30 1.NOA 2.5TC 3.MDXG 4.UTI 5.PRSU 6.CAVA 7.CVCO 8.ARLO 9.INSE 10.CLH
2024-03-31	55	$465.6M	0	1NOA 25TC 3CVCO Top holdings2024-03-31 1.NOA 2.5TC 3.CVCO 4.ARLO 5.PRSU 6.MDXG 7.UTI 8.TIPT 9.INSE 10.CAVA
2023-12-31	57	$461.2M	0	1NOA 2OSUR 35TC Top holdings2023-12-31 1.NOA 2.OSUR 3.5TC 4.ARLO 5.LPRO 6.MDXG 7.PRSU 8.BBW 9.CVCO 10.TDW
2023-09-30	48	$3.0B	0	1AEYE 2BBW 3HCCIUSD Top holdings2023-09-30 1.AEYE 2.BBW 3.HCCIUSD 4.NOA 5.ARLO 6.TDW 7.PRSU 8.CVCO 9.5TC 10.INSE
2023-06-30	66	$501.0M	0	1NOA 2TDW 3HCCIUSD Top holdings2023-06-30 1.NOA 2.TDW 3.HCCIUSD 4.BBW 5.ARLO 6.PRSU 7.CRTO 8.SPWH 9.CVCO 10.5TC
2023-03-31	90	$517.2M	0	1NOA 2BBW 3SPWH Top holdings2023-03-31 1.NOA 2.BBW 3.SPWH 4.HCCIUSD 5.TDW 6.CVCO 7.WTTR 8.CRTO 9.WOW 10.PRSU
2022-12-31	89	$496.2M	0	1BBW 2SPWH 3WTTR Top holdings2022-12-31 1.BBW 2.SPWH 3.WTTR 4.HCCIUSD 5.NOA 6.STIM 7.INSE 8.TDW 9.PRSU 10.FRG1USD
2022-09-30	89	$436.8M	0	1SPWH 2FRG1USD 3WTTR Top holdings2022-09-30 1.SPWH 2.FRG1USD 3.WTTR 4.PRSU 5.NOA 6.BBW 7.HCCIUSD 8.CRTO 9.SWKH 10.TDW
2022-06-30	90	$498.1M	0	1HCCIUSD 2NOA 3FRG1USD Top holdings2022-06-30 1.HCCIUSD 2.NOA 3.FRG1USD 4.SPWH 5.BBW 6.WTTR 7.PRTSEUR 8.PRSU 9.ARLO 10.SD
2022-03-31	72	$661.6M	0	1NOA 2FRG1USD 3HCCIUSD Top holdings2022-03-31 1.NOA 2.FRG1USD 3.HCCIUSD 4.ODP1 5.BBW 6.PRSU 7.SPWH 8.TBLA 9.WTTR 10.ARLO
2021-12-31	70	$629.8M	0	1NOA 2FRG1USD 3IRT Top holdings2021-12-31 1.NOA 2.FRG1USD 3.IRT 4.HCCIUSD 5.PRSU 6.TBLA 7.ODP1 8.ARLO 9.FTHM 10.EMKREUR
2021-09-30	67	$606.8M	0	1NOA 2PRSU 3IRT Top holdings2021-09-30 1.NOA 2.PRSU 3.IRT 4.ODP1 5.SD 6.HCCIUSD 7.CRTO 8.FRG1USD 9.BBW 10.ARLO
2021-06-30	71	$623.3M	80	1NOA 2FRG1USD 3CRTO Top holdings2021-06-30 1.NOA 2.FRG1USD 3.CRTO 4.PRSU 5.TTS1EUR 6.HCCIUSD 7.G2C 8.PRTSEUR 9.ODP1 10.EMKREUR
2021-03-31	69	$446.7M	59	1FRG1USD 2NOA 3HCCIUSD Top holdings2021-03-31 1.FRG1USD 2.NOA 3.HCCIUSD 4.PRSU 5.EMKREUR 6.IRT 7.HOG 8.AIOT 9.CRTO 10.38046W
2020-12-31	58	$351.2M	64	1NOA 2PRSU 3MGNI Top holdings2020-12-31 1.NOA 2.PRSU 3.MGNI 4.FRG1USD 5.IRT 6.HCCIUSD 7.EMKREUR 8.HNGRUSD 9.G2C 10.AIOT
2020-09-30	47	$273.4M	76	1FRG1USD 2MGNI 3NOA Top holdings2020-09-30 1.FRG1USD 2.MGNI 3.NOA 4.SPWH 5.IRT 6.ARLO 7.PRSU 8.HNGRUSD 9.AIOT 10.PRTSEUR
2020-06-30	51	$266.6M	57	1SPWH 2FRG1USD 3HIIQEUR Top holdings2020-06-30 1.SPWH 2.FRG1USD 3.HIIQEUR 4.NOA 5.FTDR 6.90343C 7.IRT 8.AIOT 9.PRSU 10.HCCIUSD
2020-03-31	48	$240.4M	69	1HIIQEUR 2SPWH353261M Top holdings2020-03-31 1.HIIQEUR 2.SPWH 3.53261M 4.FTDR 5.NOA 6.FRG1USD 7.INSGEUR 8.HNGRUSD 9.AIOT 10.IRT
2019-12-31	39	$307.8M	54	1FRG1USD 2NOA 3SPWH Top holdings2019-12-31 1.FRG1USD 2.NOA 3.SPWH 4.42225K 5.AIOT 6.TASTUSD 7.HNGRUSD 8.FTDR 9.53261M 10.IRT
2019-09-30	46	$308.2M	100	1NOA242225K3TASTUSD Top holdings2019-09-30 1.NOA 2.42225K 3.TASTUSD 4.FTDR 5.HNGRUSD 6.449489 7.EXTNUSD 8.53261M 9.SIENUSD 10.SD
2019-06-30	49	$352.8M	100	135905a2NOA342225k Top holdings2019-06-30 1.35905a 2.NOA 3.42225k 4.41043f 5.14574x 6.14161w 7.449489 8.80007p 9.92337f 10.30227h
2019-03-31	50	$411.4M	44	1VCYT 2NOA 3FTDR Top holdings2019-03-31 1.VCYT 2.NOA 3.FTDR 4.42225K 5.HNGRUSD 6.TASTUSD 7.449489 8.EXTNUSD 9.SD 10.88368Q
2018-12-31	60	$358.2M	46	1NOA 2VCYT342225K Top holdings2018-12-31 1.NOA 2.VCYT 3.42225K 4.HNGRUSD 5.REI 6.EHTH 7.EXTNUSD 8.TASTUSD 9.449489 10.RKLB
2018-09-30	56	$376.4M	48	1NOA242225K3TASTUSD Top holdings2018-09-30 1.NOA 2.42225K 3.TASTUSD 4.EHTH 5.VCYT 6.REI 7.HCCIUSD 8.EXTNUSD 9.46187J 10.449489
2018-06-30	62	$371.5M	38	142225K2TASTUSD 3EHTH Top holdings2018-06-30 1.42225K 2.TASTUSD 3.EHTH 4.VCYT 5.REI 6.SD 7.HCCIUSD 8.TACOEUR 9.449489 10.EXTNUSD
2018-03-31	59	$311.2M	33	1REI242225K3TASTUSD Top holdings2018-03-31 1.REI 2.42225K 3.TASTUSD 4.EHTH 5.HCCIUSD 6.RKLB 7.VCYT 8.SIENUSD 9.449489 10.USA
2017-12-31	62	$343.9M	30	1REI242225K3TASTUSD Top holdings2017-12-31 1.REI 2.42225K 3.TASTUSD 4.EHTH 5.BEATEUR 6.HCCIUSD 7.NOC 8.SIENUSD 9.VCYT 10.RKLB
2017-09-30	63	$340.5M	39	1EHTH 2REI 3SIENUSD Top holdings2017-09-30 1.EHTH 2.REI 3.SIENUSD 4.TASTUSD 5.BEATEUR 6.42225K 7.VCYT 8.449489 9.RKLB 10.NOC
2017-06-30	76	$350.3M	36	1EHTH 2REI 3BEATEUR Top holdings2017-06-30 1.EHTH 2.REI 3.BEATEUR 4.42225K 5.TASTUSD 6.SIENUSD 7.76658B 8.VCYT 9.NOC 10.EXTNUSD
2017-03-31	67	$315.4M	34	1BEATEUR 2REI342225K Top holdings2017-03-31 1.BEATEUR 2.REI 3.42225K 4.76658B 5.TASTUSD 6.EXTNUSD 7.VCYT 8.NOC 9.EHTH 10.SD
2016-12-31	61	$313.5M	51	1REI246118H3EXTNUSD Top holdings2016-12-31 1.REI 2.46118H 3.EXTNUSD 4.42225K 5.BEATEUR 6.76658B 7.TASTUSD 8.SD 9.BBW 10.NOC
2016-09-30	54	$251.5M	26	1BEATEUR 2REI346118H Top holdings2016-09-30 1.BEATEUR 2.REI 3.46118H 4.76658B 5.GTT1USD 6.EXTNUSD 7.CPE3EUR 8.SIENUSD 9.PTS1EUR 10.CARBUSD
2016-06-30	56	$246.1M	42	1BEATEUR 2GTT1USD 3REI Top holdings2016-06-30 1.BEATEUR 2.GTT1USD 3.REI 4.46118H 5.76658B 6.EXTNUSD 7.CPE3EUR 8.GTLS 9.NOC 10.BBW
2016-03-31	51	$238.1M	32	1GTT1USD 2BEATEUR346118H Top holdings2016-03-31 1.GTT1USD 2.BEATEUR 3.46118H 4.76658B 5.EXTNUSD 6.RM 7.BBW 8.911268 9.PTS1EUR 10.CPE3EUR
2015-12-31	53	$237.7M	39	1GTT1USD246118H3BEATEUR Top holdings2015-12-31 1.GTT1USD 2.46118H 3.BEATEUR 4.BBW 5.76658B 6.RM 7.AVBC 8.911268 9.EVLVUSD 10.6SS
2015-09-30	64	$266.7M	34	1GTT1USD 2BEATEUR346118H Top holdings2015-09-30 1.GTT1USD 2.BEATEUR 3.46118H 4.BBW 5.EVLVUSD 6.87929J 7.RM 8.GENNQ 9.PTS1EUR 10.CVCO
2015-06-30	63	$305.7M	100	1GTT1USD246118H3BEATEUR Top holdings2015-06-30 1.GTT1USD 2.46118H 3.BEATEUR 4.BBW 5.CVCO 6.AVBC 7.EVLVUSD 8.87929J 9.CPE3EUR 10.GENNQ
2015-03-31	62	$319.9M	100	1GTT1USD 2EVLVUSD346118h Top holdings2015-03-31 1.GTT1USD 2.EVLVUSD 3.46118h 4.13123x 5.BEATEUR 6.87929j 7.CVCO 8.BBW 9.37185x 10.09228f
2014-12-31	73	$302.5M	47	1GTT1USD246118H3EVLVUSD Top holdings2014-12-31 1.GTT1USD 2.46118H 3.EVLVUSD 4.BEATEUR 5.83066R 6.BBW 7.BB 8.CVCO 9.87929J 10.CPE3EUR
2014-09-30	67	$266.0M	100	1GTT1USD292047K346118H Top holdings2014-09-30 1.GTT1USD 2.92047K 3.46118H 4.NOC 5.BBW 6.PTS1EUR 7.37951D 8.BEATEUR 9.87929J 10.CVCO
2014-06-30	62	$288.0M	100	1GTT1USD 2NOC346118h Top holdings2014-06-30 1.GTT1USD 2.NOC 3.46118h 4.BBW 5.92047k 6.CVCO 7.87929j 8.37951d 9.98974v 10.09228f
2014-03-31	69	$280.1M	63	1GTT1USD 2BBW337951D Top holdings2014-03-31 1.GTT1USD 2.BBW 3.37951D 4.NOC 5.CVCO 6.92047K 7.98974V 8.649295 9.87929J 10.88368Q
2013-12-31	65	$246.4M	48	1378979292047K346118H Top holdings2013-12-31 1.378979 2.92047K 3.46118H 4.37951D 5.CVCO 6.BBW 7.NOC 8.98974V 9.87929J 10.649295
2013-09-30	74	$204.6M	64	1378979292047K3BBW Top holdings2013-09-30 1.378979 2.92047K 3.BBW 4.46118H 5.649295 6.NOC 7.87929J 8.98974V 9.CVCO 10.CALD
2013-06-30	69	$168.6M	0	192047K262544X346118H Top holdings2013-06-30 1.92047K 2.62544X 3.46118H 4.649295 5.87929J 6.BBW 7.USCR 8.CALD 9.PULS 7 12-15-14 10.PTS1EUR

Holding changes this quarter

Cannell Capital LLC's most significant position changes for 2026-03-31: Sold out: Eos Energy Enterprises INC (EOSE); Sold out: Fluence Energy INC (FLNC); Sold out: Rigetti Computing INC (RGTI); Sold out: Compass INC - Class A (COMP); Sold out: Savers Value Village INC (SVV).

Position changes disclosed by Cannell Capital LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ETON	Eton Pharmaceuticals INC	+3.4%	+57.66%	Add
2	CHGG 0 09-01-26	Chegg INC	+3%	+178.68%	Add
3	ASIC	Ategrity Specialty Holdings	+2.6%	+51.46%	Add
4	LEE	Lee Enterprises	+1.8%	+110.49%	Add
5	GBLI	Global Indemnity Group Llc-a	+1.6%	+31.37%	Add
6	✓	Calavo Growers INC	+1.5%	+26.29%	Add
7	OSUR	Orasure Technologies INC	+1.4%	+2.52%	Add
8	TPB	Turning Point Brands INC	+1.1%	+38.20%	Add
9	SFIX	Stitch Fix Inc-class A	+1%	+123.73%	Add
10	APEI	American Public Education	+0.9%	-14.07%	Trim
11	PNRG	Primeenergy Resources CORP	+0.6%	—	Unchanged
12	NOA	North American Construction	+0.5%	-10.47%	Trim
13	SJT	San Juan Basin Royalty Tr	+0.4%	+8.81%	Add
14	BBW	Build-a-bear Workshop INC	+0.2%	+38.30%	Add
15	SNDL	Sndl INC	+0.1%	—	Unchanged
16	GOLD	Gold.com INC	-0.1%	-34.14%	Trim
17	OWLT	Owlet INC	-0.2%	+131.26%	Add
18	NGS	Natural Gas Services Group	-0.9%	-41.25%	Trim
19	GPGI	Gpgi INC	-0.9%	-34.57%	Trim
20	NPKI	Npk International INC	-1%	-30.58%	Trim
21	MDXG	Mimedx Group INC	-1.2%	+1.74%	Add
22	CVCO	Cavco Industries INC	-1.5%	-49.30%	Trim
23	CVNA	Carvana Co	-1.8%	—	Unchanged
24	EOSE	Eos Energy Enterprises INC	—	EXIT	Sold out
25	FLNC	Fluence Energy INC	—	EXIT	Sold out
26	RGTI	Rigetti Computing INC	—	EXIT	Sold out
27	COMP	Compass INC - Class A	—	EXIT	Sold out
28	SVV	Savers Value Village INC	—	EXIT	Sold out
29	LIFE	Ethos Technologies INC Cl-a	—	NEW	New buy
30	HIPO	Hippo Holdings INC	—	NEW	New buy
31	VRCA	Verrica Pharmaceuticals INC	—	NEW	New buy
32	RXT	Rackspace Technology INC	—	NEW	New buy
33	QS	Quantumscape CORP	—	EXIT	Sold out
34	ROOT	Root Inc/oh -class A	—	NEW	New buy
35	ARX	Accelerant Holdings	—	NEW	New buy
36	SES	Ses Ai CORP	—	EXIT	Sold out
37	FCEL	Fuelcell Energy INC	—	EXIT	Sold out
38	GSAT	Globalstar INC	—	EXIT	Sold out
39	OPRT	Oportun Financial CORP	—	NEW	New buy
40	FFAI	Faraday Future Intelligent E	—	EXIT	Sold out
41	SWKH	Swk Holdings CORP	—	EXIT	Sold out
42	CHGG	Chegg INC	—	NEW	New buy
43	IWM	Ishares Russell 2000 ETF	—	NEW	New buy
44	MVST	Microvast Holdings INC	—	EXIT	Sold out
45	WINA	Winmark CORP	—	EXIT	Sold out
46	LWLG	Lightwave Logic INC	—	EXIT	Sold out
47	ASPI	Asp Isotopes INC	—	EXIT	Sold out
48	PPIH	Perma-pipe International Hol	—	EXIT	Sold out
49	PLUG	Plug Power INC	—	EXIT	Sold out
50	ABAT	American Battery Technology	—	EXIT	Sold out

FAQ

What is Cannell Capital LLC and what type of investor is it?

Cannell Capital LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $162.9M, spread across 41 disclosed positions.

What are Cannell Capital LLC's largest equity positions?

Based on the latest 13F filing, Cannell Capital LLC's top holdings by market value are: 1. North American Construction (NOA) — $13.0M (8.4%) 2. Sndl INC (SNDL) — $11.6M (7.5%) 3. Ategrity Specialty Holdings (ASIC) — $9.6M (6.2%) 4. Npk International INC (NPKI) — $9.5M (6.1%) 5. Eton Pharmaceuticals INC (ETON) — $8.4M (5.5%)

What changes did Cannell Capital LLC make in its most recent portfolio filing?

In the latest reported quarter, Cannell Capital LLC made 47 notable position adjustments: 9 new positions were initiated, 13 existing holdings were added to, 7 positions were partially reduced, and 18 were completely exited. The largest of these moves: Sold out: Eos Energy Enterprises INC (EOSE); Sold out: Fluence Energy INC (FLNC); Sold out: Rigetti Computing INC (RGTI); Sold out: Compass INC - Class A (COMP); Sold out: Savers Value Village INC (SVV)

What sectors does Cannell Capital LLC focus on?

Cannell Capital LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Staples: 68.6% • Consumer Discretionary: 31.4%