Cannell Capital LLC Top Holdings and 13F Report (2025) About Cannell Capital LLCInvestment ActivityCannell Capital LLC has $149.12 million in total holdings as of June 30, 2025.Cannell Capital LLC owns shares of 36 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 18.78% of the portfolio was purchased this quarter.About 31.75% of the portfolio was sold this quarter.This quarter, Cannell Capital LLC has purchased 38 new stocks and bought additional shares in 14 stocks.Cannell Capital LLC sold shares of 13 stocks and completely divested from 9 stocks this quarter.Largest Holdings ATEGRITY SPECIALTY IN CO HO $11,791,187SNDL $11,663,164North American Construction Group $10,423,090CHEGG INC $7,689,634ETHOS TECHNOLOGIES INC $7,410,117 Largest New Holdings this Quarter 92852X103 - Vitesse Energy $5,703,899 Holding82455M109 - SHIMMICK CORPORATION $4,376,255 Holding746228303 - Pure Cycle $3,369,794 Holding482738101 - KVH Industries $1,138,996 Holding533535100 - Lincoln Educational Services $202,394 Holding Largest Purchases this Quarter Vitesse Energy 361,693 shares (about $5.70M)Rackspace Technology 842,952 shares (about $5.50M)SHIMMICK CORPORATION 957,605 shares (about $4.38M)Pure Cycle 314,640 shares (about $3.37M)MiMedx Group 373,250 shares (about $1.44M) Largest Sales this Quarter Eton Pharmaceuticals 171,238 shares (about $6.20M)NPK INTERNATIONAL INC 294,807 shares (about $4.69M)American Public Education 61,222 shares (about $3.29M)Natural Gas Services Group 69,294 shares (about $2.99M)OraSure Technologies 575,852 shares (about $2.57M) 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 PortfolioSectorATEGRITY SPECIALTY IN CO HO$11,791,187$95,631 â–²0.8%490,4827.9%COMSNDLSNDL$11,663,164$164,395 â–¼-1.4%8,639,3817.8%Consumer DiscretionaryNOANorth American Construction Group$10,423,090$2,381,232 â–¼-18.6%783,6917.0%MaterialsCHEGG INC$7,689,634$1,146,916 â–²17.5%8,126,0005.2%NOTE 9/0ETHOS TECHNOLOGIES INC$7,410,117$795,276 â–¼-9.7%408,4965.0%CL AMDXGMiMedx Group$7,201,179$1,437,013 â–²24.9%1,870,4364.8%HealthcareOWLTOwlet$7,083,464$1,353,997 â–²23.6%1,234,0534.8%HealthcareGBLIGlobal Indemnity Group$6,454,611$12,890 â–²0.2%257,8754.3%FinanceOSUROraSure Technologies$6,366,289$2,568,300 â–¼-28.7%1,427,4194.3%HealthcareAMRKA-Mark Precious Metals$6,353,473$109,226 â–²1.7%152,6914.3%IndustrialsETONEton Pharmaceuticals$6,181,041$6,198,815 â–¼-50.1%170,7474.1%HealthcareNPK INTERNATIONAL INC$5,725,723$4,690,380 â–¼-45.0%359,8823.8%COM SHSVTSVitesse Energy$5,703,899$5,703,899 â–²New Holding361,6933.8%EnergyRXTRackspace Technology$5,679,141$5,504,477 â–²3,151.5%869,7003.8%TechnologyNGSNatural Gas Services Group$5,279,775$2,989,343 â–¼-36.2%122,3873.5%EnergyVERRICA PHARMACEUTICALS INC$4,797,609$604,656 â–²14.4%783,9233.2%COM SHSSHIMMICK CORPORATION$4,376,255$4,376,255 â–²New Holding957,6052.9%COMSJTSan Juan Basin Royalty Trust$3,892,960$973,583 â–²33.3%1,212,7602.6%EnergyPCYOPure Cycle$3,369,794$3,369,794 â–²New Holding314,6402.3%UtilitiesBBWBuild-A-Bear Workshop$3,155,524$120,818 â–¼-3.7%103,0882.1%Consumer DiscretionaryLEELee Enterprises$3,085,367$796,831 â–¼-20.5%344,3492.1%Communication ServicesROOTRoot$2,926,3500.0%52,3312.0%FinanceHIPOHippo$2,731,103$26,734 â–¼-1.0%96,6421.8%FinanceACCELERANT HOLDINGS$2,005,058$174,991 â–²9.6%171,0801.3%CL ANTIPNetwork-1 Technologies$1,874,563$195,860 â–²11.7%1,275,2131.3%TechnologyDGICADonegal Group$1,564,2300.0%82,9391.0%FinanceKVHIKVH Industries$1,138,996$1,138,996 â–²New Holding114,9340.8%Communication ServicesCHGGChegg$871,901$449,221 â–²106.3%863,2680.6%Consumer DiscretionaryPOWWOutdoor$767,275$686,757 â–²852.9%336,5240.5%Consumer DiscretionaryAPEIAmerican Public Education$381,646$3,287,622 â–¼-89.6%7,1070.3%Consumer DiscretionaryREALRealReal$271,630$52,642 â–¼-16.2%23,0390.2%Consumer DiscretionarySFIXStitch Fix$224,106$13,251 â–¼-5.6%54,5270.2%Consumer DiscretionaryIWMiShares Russell 2000 ETF$210,315$199,799 â–²1,900.0%7000.1%ETFLINCLincoln Educational Services$202,394$202,394 â–²New Holding4,0560.1%Consumer DiscretionaryCOMPCompass$148,663$148,663 â–²New Holding12,0570.1%Real EstateCRONCronos Group$121,558$121,558 â–²New Holding43,7260.1%HealthcareTPBTurning Point Brands$0$6,222,149 â–¼-100.0%00.0%Consumer StaplesCVGWCalavo Growers$0$5,151,553 â–¼-100.0%00.0%Consumer StaplesCMPOCompoSecure$0$4,072,792 â–¼-100.0%00.0%IndustrialsCVCOCavco Industries$0$2,789,026 â–¼-100.0%00.0%Consumer DiscretionaryPNRGPrimeEnergy$0$2,251,660 â–¼-100.0%00.0%EnergyOPRTOportun Financial$0$1,718,133 â–¼-100.0%00.0%FinanceCVNACarvana$0$685,348 â–¼-100.0%00.0%Consumer DiscretionaryFLOWCO HLDGS INC$0$206,000 â–¼-100.0%00.0%COM CL AMAMAMama's Creations$0$165,657 â–¼-100.0%00.0%Consumer StaplesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
