Cannell Capital LLC Top Holdings and 13F Report (2025) About Cannell Capital LLCInvestment ActivityCannell Capital LLC has $300.52 million in total holdings as of March 31, 2025.Cannell Capital LLC owns shares of 48 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 14.02% of the portfolio was purchased this quarter.About 52.75% of the portfolio was sold this quarter.This quarter, Cannell Capital LLC has purchased 51 new stocks and bought additional shares in 13 stocks.Cannell Capital LLC sold shares of 25 stocks and completely divested from 10 stocks this quarter.Largest Holdings North American Construction Group $28,387,499Cavco Industries $26,251,708CompoSecure $22,993,550San Juan Basin Royalty Trust $19,712,282Compass $19,518,298 Largest New Holdings this Quarter 88339P101 - RealReal $4,394,801 Holding76134H101 - RESOLUTE HLDGS MGMT INC $4,290,321 Holding63886Q109 - Natural Gas Services Group $1,920,683 Holding378973507 - GLOBALSTAR INC $1,058,436 Holding90041L105 - Turning Point Brands $992,529 Holding Largest Purchases this Quarter San Juan Basin Royalty Trust 1,734,364 shares (about $9.59M)Cronos Group 4,686,021 shares (about $8.48M)RealReal 815,362 shares (about $4.39M)RESOLUTE HLDGS MGMT INC 136,896 shares (about $4.29M)Eton Pharmaceuticals 310,044 shares (about $4.02M) Largest Sales this Quarter Universal Technical Institute 768,304 shares (about $19.73M)Cavco Industries 33,438 shares (about $17.38M)MiMedx Group 1,506,585 shares (about $11.45M)Tiptree 396,203 shares (about $9.54M)Viad 260,160 shares (about $9.21M) 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$28,387,499$1,537,488 ▲5.7%1,797,8159.4%ConstructionCVCOCavco Industries$26,251,708$17,375,388 ▼-39.8%50,5208.7%ConstructionCMPOCompoSecure$22,993,550$1,776,201 ▼-7.2%2,115,3227.7%Business ServicesSJTSan Juan Basin Royalty Trust$19,712,282$9,591,033 ▲94.8%3,564,6086.6%EnergyCOMPCompass$19,518,298$5,498,459 ▼-22.0%2,235,7736.5%Computer and TechnologyUTIUniversal Technical Institute$16,413,244$19,730,047 ▼-54.6%639,1455.5%Consumer DiscretionaryMDXGMiMedx Group$16,210,496$11,450,046 ▼-41.4%2,132,9605.4%MedicalSNDLSNDL$12,682,138$1,666,452 ▼-11.6%8,994,4244.2%MedicalCRONCronos Group$11,459,548$8,481,698 ▲284.8%6,331,2423.8%MedicalINSEInspired Entertainment$9,822,939$5,116,630 ▼-34.2%1,150,2273.3%Business ServicesGBLIGlobal Indemnity Group$9,593,360$1,120,934 ▲13.2%278,4723.2%FinanceARKOArko$9,451,157$1,256,392 ▼-11.7%2,392,6983.1%Consumer StaplesETONEton Pharmaceuticals$8,973,944$4,024,371 ▲81.3%691,3673.0%MedicalKINDNextdoor$8,722,700$1,579,668 ▼-15.3%5,701,1112.9%Computer and TechnologyTRUETrueCar$7,556,099$2,182,045 ▼-22.4%4,782,3412.5%Computer and TechnologyCLHClean Harbors$6,231,908$7,843,398 ▼-55.7%31,6182.1%Business ServicesSWKHSWK$6,169,259$7,530 ▲0.1%354,7592.1%FinanceBBWBuild-A-Bear Workshop$5,733,212$6,048,822 ▼-51.3%154,2431.9%Retail/WholesaleLPROOpen Lending$5,304,289$1,593,696 ▼-23.1%1,921,8441.8%FinanceAMRKA-Mark Precious Metals$4,738,507$3,245,280 ▲217.3%186,7761.6%Consumer DiscretionaryOSUROraSure Technologies$4,699,307$241,885 ▼-4.9%1,394,4531.6%MedicalGCIGannett$4,409,233$4,183,229 ▼-48.7%1,525,6861.5%Business ServicesREALRealReal$4,394,801$4,394,801 ▲New Holding815,3621.5%Consumer DiscretionaryRESOLUTE HLDGS MGMT INC$4,290,321$4,290,321 ▲New Holding136,8961.4%COMTIPTTiptree$3,575,341$9,544,529 ▼-72.7%148,4161.2%FinanceVVIViad$2,829,749$9,207,062 ▼-76.5%79,9590.9%Business ServicesLEELee Enterprises$2,345,911$112,571 ▲5.0%226,0030.8%Consumer StaplesNGSNatural Gas Services Group$1,920,683$1,920,683 ▲New Holding87,4230.6%EnergyPRTSCarParts.com$1,789,521$632,926 ▲54.7%1,789,5210.6%Auto/Tires/TrucksTTSHTile Shop$1,496,861$158,825 ▼-9.6%230,9970.5%Retail/WholesaleDGICADonegal Group$1,415,3230.0%72,1000.5%FinancePNRGPrimeEnergy Resources$1,379,4180.0%6,0530.5%EnergyPPIHPerma-Pipe International$1,368,555$113,113 ▼-7.6%110,1010.5%IndustrialsWISHContextLogic$1,203,254$99,235 ▲9.0%172,3860.4%Consumer CyclicalGLOBALSTAR INC$1,058,436$1,058,436 ▲New Holding50,7400.4%COM NEWTPBTurning Point Brands$992,529$992,529 ▲New Holding16,6980.3%Consumer StaplesMITKMitek Systems$876,150$728,178 ▼-45.4%106,2000.3%Computer and TechnologyBOWLBowlero$716,296$716,286 ▼-50.0%73,3910.2%Consumer DiscretionaryCMPOWCompoSecure$676,537$103,537 ▲18.1%177,1040.2%IndustrialsEEXEmerald$641,765$7,929,670 ▼-92.5%163,2990.2%Consumer DiscretionaryLDIloanDepot$590,822$4,592,725 ▼-88.6%496,4890.2%FinanceWINAWinmark$523,532$175,782 ▼-25.1%1,6470.2%Retail/WholesaleNTIPNetwork-1 Technologies$477,477$26,000 ▲5.8%367,2900.2%Computer and TechnologyLAZYLazydays$394,507$956 ▼-0.2%1,216,1140.1%Consumer DiscretionaryCHAIN BRIDGE BANCORP INC$367,924$367,924 ▲New Holding15,4720.1%CL AOPRTOportun Financial$122,658$122,658 ▲New Holding22,3420.0%FinanceARKOWArko$21,111$3,742 ▲21.5%367,7900.0%Consumer CyclicalCOLOMBIER ACQUISITION CORP I$18,6400.0%23,3000.0%*W EXP 11/24/202CZRCaesars Entertainment$0$13,497,736 ▼-100.0%00.0%Consumer DiscretionaryCOLOMBIER ACQUISITION CORP I$0$6,453,723 ▼-100.0%00.0%COM SHS CL AARLOArlo Technologies$0$5,537,427 ▼-100.0%00.0%Computer and TechnologySPWHSportsman's Warehouse$0$5,214,350 ▼-100.0%00.0%Retail/WholesaleMNTXManitex International$0$2,502,410 ▼-100.0%00.0%IndustrialsGLOBALSTAR INC$0$1,571,552 ▼-100.0%00.0%COMFTHMFathom$0$1,096,389 ▼-100.0%00.0%Business ServicesCDMOAvid Bioservices$0$1,062,248 ▼-100.0%00.0%MedicalFLWS1-800-FLOWERS.COM$0$628,028 ▼-100.0%00.0%Retail/WholesaleHYFMHydrofarm Holdings Group$0$261,796 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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