Cannell Capital LLC Top Holdings and 13F Report (2024) → On June 10, Nvidia makes its next big move (From Weiss Ratings) (Ad) About Cannell Capital LLCInvestment ActivityCannell Capital LLC has $465.61 million in total holdings as of March 31, 2024.Cannell Capital LLC owns shares of 54 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 21.57% of the portfolio was purchased this quarter.About 21.32% of the portfolio was sold this quarter.This quarter, Cannell Capital LLC has purchased 57 new stocks and bought additional shares in 16 stocks.Cannell Capital LLC sold shares of 16 stocks and completely divested from 14 stocks this quarter.Largest Holdings North American Construction Group $37,276,267TrueCar $29,014,166Cavco Industries $25,546,624Arlo Technologies $25,037,108Viad $22,874,385 Largest New Holdings this Quarter Compass $8,052,887 HoldingNextdoor $6,304,939 HoldingSNDL $5,836,924 HoldingCOMPOSECURE HOLDINGS LLC $5,570,696 HoldingSharecare $4,458,206 Holding Largest Purchases this Quarter Universal Technical Institute 1,137,404 shares (about $18.13M)Clean Harbors 49,333 shares (about $9.93M)Compass 2,236,913 shares (about $8.05M)Zillow Group 163,573 shares (about $7.98M)Nextdoor 2,802,195 shares (about $6.30M) Largest Sales this Quarter Build-A-Bear Workshop 404,437 shares (about $12.08M)Tile Shop 1,499,291 shares (about $10.54M)OraSure Technologies 1,623,032 shares (about $9.98M)Arlo Technologies 501,485 shares (about $6.34M)Lee Enterprises 270,291 shares (about $3.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCannell Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNOANorth American Construction Group$37,276,267$4,326,063 ▲13.1%1,673,0828.0%ConstructionTRUETrueCar$29,014,166$1,383,523 ▲5.0%8,558,7516.2%Computer and TechnologyCVCOCavco Industries$25,546,624$4,815,058 ▲23.2%64,0175.5%ConstructionARLOArlo Technologies$25,037,108$6,343,785 ▼-20.2%1,979,2185.4%Computer and TechnologyVVIViad$22,874,385$25,076 ▲0.1%579,2454.9%Business ServicesMDXGMiMedx Group$18,737,904$365,558 ▼-1.9%2,433,4944.0%MedicalUTIUniversal Technical Institute$18,706,323$18,130,220 ▲3,147.0%1,173,5464.0%Consumer DiscretionaryTIPTTiptree$17,612,173$4,786,093 ▲37.3%1,019,2233.8%FinanceINSEInspired Entertainment$17,131,040$1,700,899 ▲11.0%1,737,4283.7%Business ServicesCAVACAVA Group$16,987,125$1,260,900 ▼-6.9%242,5003.6%Retail/WholesaleLPROOpen Lending$15,642,544$926,618 ▼-5.6%2,498,8093.4%FinanceLINCLincoln Educational Services$14,916,975$3,473,907 ▲30.4%1,444,0443.2%Consumer DiscretionaryCLHClean Harbors$13,551,183$9,931,226 ▲274.3%67,3152.9%Business ServicesZZillow Group$13,070,357$7,979,091 ▲156.7%267,9452.8%FinanceCMPOCompoSecure$12,930,530$788,063 ▲6.5%1,788,4552.8%Business ServicesBBWBuild-A-Bear Workshop$12,846,997$12,080,533 ▼-48.5%430,0972.8%Retail/WholesaleLDIloanDepot$12,778,425$1,563,267 ▲13.9%4,933,7552.7%FinanceEEXEmerald$12,034,925$3,910,929 ▲48.1%1,767,2432.6%Consumer DiscretionarySWKHSWK$11,877,688$2,470,330 ▼-17.2%681,8422.6%FinanceOSUROraSure Technologies$11,845,011$9,981,647 ▼-45.7%1,926,0182.5%MedicalSTIMNeuronetics$11,725,099$1,456,617 ▼-11.1%2,463,2562.5%MedicalSPWHSportsman's Warehouse$11,576,7320.0%3,722,4222.5%Retail/WholesaleZILLOW GROUP INC$8,238,8280.0%7,800,0001.8%NOTE 2.750% 5/1COMPCompass$8,052,887$8,052,887 ▲New Holding2,236,9131.7%Computer and TechnologyKINDNextdoor$6,304,939$6,304,939 ▲New Holding2,802,1951.4%Computer and TechnologySNDLSNDL$5,836,924$5,836,924 ▲New Holding2,911,1841.3%MedicalCOMPOSECURE HOLDINGS LLC$5,570,696$5,570,696 ▲New Holding5,626,0001.2%DEBT 7.000%12/1LAZYLazydays$5,149,014$188,926 ▼-3.5%1,277,6711.1%Consumer DiscretionaryTTSHTile Shop$4,740,505$10,540,016 ▼-69.0%674,3251.0%Retail/WholesaleSHCRSharecare$4,458,206$4,458,206 ▲New Holding5,808,6051.0%MedicalLEELee Enterprises$4,216,719$3,602,979 ▼-46.1%316,3330.9%Consumer StaplesGBLIGlobal Indemnity Group$3,866,044$492,907 ▲14.6%126,6310.8%FinanceASPSAltisource Portfolio Solutions$3,110,276$717,509 ▲30.0%1,603,2350.7%FinanceSOUNSoundHound AI$3,058,677$3,058,677 ▲New Holding519,3000.7%Computer and TechnologyFTHMFathom$2,750,610$522,100 ▼-16.0%1,382,2160.6%Business ServicesMNTXManitex International$2,527,224$476,852 ▼-15.9%368,4000.5%Industrial ProductsAMRKA-Mark Precious Metals$2,210,938$155,752 ▼-6.6%72,0410.5%Consumer DiscretionaryVIAOVIA optronics$1,828,514$1,185,000 ▲184.1%2,314,5750.4%Computer and TechnologyYNDXYandex$1,475,6500.0%341,1040.3%Computer and TechnologyNTIPNetwork-1 Technologies$1,107,2620.0%534,9090.2%Computer and TechnologyPPIHPerma-Pipe International$1,078,2870.0%136,4920.2%Industrial ProductsDGICADonegal Group$840,7930.0%59,4620.2%FinanceWINAWinmark$795,7400.0%2,2000.2%Retail/WholesalePNRGPrimeEnergy Resources$691,7250.0%6,9000.1%Oils/EnergyNB BANCORP INC$691,073$691,073 ▲New Holding50,5910.1%COMTYGTortoise Energy Infrastructure$665,8010.0%21,5400.1%FinanceTTPTortoise Pipeline & Energy Fund$644,7340.0%20,3900.1%Financial ServicesTACTTransAct Technologies$468,299$468,299 ▲New Holding89,3700.1%Computer and TechnologyFSFGFirst Savings Financial Group$348,350$348,350 ▲New Holding20,7970.1%FinanceMQMarqeta$347,098$236,260 ▼-40.5%58,2380.1%Business ServicesGRWGGrowGeneration$273,862$273,862 ▲New Holding95,7560.1%Basic MaterialsGTXGarrett Motion$253,639$178,751 ▼-41.3%25,5170.1%Auto/Tires/TrucksURGENTLY INC$147,828$147,828 ▲New Holding78,6320.0%COMFORUM ENERGY TECHNOLOGIES IN$143,1490.0%140,0000.0%NOTE 9.000% 8/0TDWTidewater$0$16,537,491 ▼-100.0%00.0%Oils/EnergyMIXTMiX Telematics$0$7,717,883 ▼-100.0%00.0%Computer and TechnologyROOTRoot$0$7,514,611 ▼-100.0%00.0%FinancePINSPinterest$0$5,046,181 ▼-100.0%00.0%Computer and TechnologyWISHContextLogic$0$2,763,668 ▼-100.0%00.0%Consumer CyclicalCHMICherry Hill Mortgage Investment$0$2,516,330 ▼-100.0%00.0%FinancePLUGPlug Power$0$1,722,150 ▼-100.0%00.0%Industrial ProductsAJXGreat Ajax$0$1,715,917 ▼-100.0%00.0%FinanceFUBOTV INC$0$1,087,500 ▼-100.0%00.0%NOTE 3.250% 2/1AEYEAudioEye$0$615,577 ▼-100.0%00.0%Computer and TechnologyAMTXAemetis$0$524,000 ▼-100.0%00.0%Oils/EnergyNINENine Energy Service$0$355,116 ▼-100.0%00.0%Oils/EnergyCVRChicago Rivet & Machine$0$195,032 ▼-100.0%00.0%Industrial ProductsSSKNSTRATA Skin Sciences$0$151,721 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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