1y return+23.6%S&P 500 +20.9%
3y return+25.0%S&P 500 +68.5%
5y return−11.9%S&P 500 +74.5%
10y return+209.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $309 against $357 in the S&P 500.2
Cannell Capital LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ASICAtegrity Specialty In Co Ho | $11.8M | 8.2% | |
| SNDLSndl Inc | $11.7M | 8.1% | −1.4% |
| NOANorth Amern Constr Group Ltd | $10.4M | 7.3% | −18.6% |
| Chegg IncCUSIP 163092AF6 | $7.7M | 5.4% | +17.5% |
| LIFEEthos Technologies Inc | $7.4M | 5.2% | −9.7% |
| MDXGMimedx Group Inc | $7.2M | 5.0% | +24.9% |
| OWLTOwlet Inc | $7.1M | 4.9% | +23.6% |
| GBLIGlobal Indemnity Group LLC | $6.5M | 4.5% | |
| OSUROrasure Technologies Inc | $6.4M | 4.4% | −28.7% |
| GOLDGold Com Inc | $6.4M | 4.4% | +1.7% |
| ETONEton Pharmaceuticals Inc | $6.2M | 4.3% | −50.1% |
| NPKINpk International Inc | $5.7M | 4.0% | −45.0% |
| VTSVitesse Energy Inc | $5.7M | 4.0% | New |
| NGSNatural Gas Svcs Group Inc | $5.3M | 3.7% | −36.2% |
| VRCAVerrica Pharmaceuticals Inc | $4.8M | 3.3% | +14.4% |
| SHIMShimmick Corporation | $4.4M | 3.1% | New |
| SJTSan Juan Basin Rty Tr | $3.9M | 2.7% | +33.3% |
| PCYOPure Cycle Corp | $3.4M | 2.4% | New |
| BBWBuild-a-bear Workshop Inc | $3.2M | 2.2% | −3.7% |
| LEELee Enterprises Inc | $3.1M | 2.2% | −20.5% |
| ROOTRoot Inc | $2.9M | 2.0% | |
| HIPOHippo Hldgs Inc | $2.7M | 1.9% | |
| Accelerant HoldingsCUSIP G00894108 | $2.0M | 1.4% | +9.6% |
| NTIPNetwork-1 Technologies Inc | $1.9M | 1.3% | +11.7% |
| DGICADonegal Group Inc | $1.6M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BBWBuild-a-bear Workshop Inc | June 30, 2020 | +1304.2% | $3.2M |
| GOLDGold Com Inc | June 30, 2020 | +336.8% | $6.4M |
| ETONEton Pharmaceuticals Inc | December 31, 2024 | +171.8% | $6.2M |
| REALThe Realreal Inc | March 31, 2025 | +118.7% | $272K |
| NOANorth Amern Constr Group Ltd | June 30, 2020 | +112.6% | $10.4M |
| NGSNatural Gas Svcs Group Inc | March 31, 2025 | +96.4% | $5.3M |
| NPKINpk International Inc | June 30, 2025 | +87.0% | $5.7M |
| LIFEEthos Technologies Inc | March 31, 2026 | +62.4% | $7.4M |
| DGICADonegal Group Inc | September 30, 2022 | +39.8% | $1.6M |
| CHGGChegg Inc | March 31, 2026 | +36.2% | $872K |
Sold off last quarter
- TPBTurning Pt Brands Inc was $6.2M
- Calavo Growers IncCUSIP 128246105 was $5.2M
- GPGIGpgi Inc was $4.1M
- CVCOCavco Inds Inc Del was $2.8M
- PNRGPrimeenergy Resources Corp was $2.3M
- OPRTOportun Finl Corp was $1.7M
- FLOCFlowco Hldgs Inc was $206K
- MAMAMamas Creations Inc was $166K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.1% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | −2.5% | +2.4% |
| September 30, 2025 | +20.8% | +7.8% |
| June 30, 2025 | +0.9% | +10.5% |
| March 31, 2025 | −16.3% | −4.6% |
| December 31, 2024 | +9.4% | +2.1% |
| September 30, 2024 | +10.4% | +5.4% |
| June 30, 2024 | −8.9% | +4.0% |
| March 31, 2024 | +1.0% | +10.0% |
| December 31, 2023 | +12.8% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +2.5% | +7.0% |
| December 31, 2022 | +18.1% | +7.1% |
| September 30, 2022 | −10.5% | −5.3% |
| June 30, 2022 | −22.4% | −16.5% |
| March 31, 2022 | −13.9% | −4.9% |
| December 31, 2021 | −0.3% | +10.7% |
| September 30, 2021 | −7.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cannell Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1058854&type=13F-HR&dateb=&owner=include&count=40CIK 1058854
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1058854/000142050626001852/Filed August 18, 2026 · accession 0001420506-26-001852