Investor
CANNELL CAPITAL LLC
CIK 0001058854 · filed 2026-05-15 · SEC filing
13F book
$162.9M
Positions
35
10 new · 11 sold
Largest name
8.0%
North Amern Constr Group Ltd
Est. mark
−$8.71M
Price effect on 25 names still held. Flow $6.04M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| North Amern Constr Group Ltd | — | 962.7K | $13M | 8.0% | −$856.8K | Cut−$2.47M |
| SNDL Inc. | SNDL | 8.76M | $11.6M | 7.1% | −$2.98M | Held |
| Ategrity Specialty In Co Ho | — | 486.5K | $9.62M | 5.9% | −$398.3K | Added$2.87M |
| NPK International Inc. | NPKI | 654.7K | $9.49M | 5.8% | $1.68M | Cut−$1.73M |
| Eton Pharmaceuticals, Inc. | ETON | 342K | $8.44M | 5.2% | $1.69M | Added$4.77M |
| Natural Gas Svcs Group Inc | — | 191.7K | $7.23M | 4.4% | $784K | Cut−$3.74M |
| Global Indemnity Group, LLC | GBLI | 257.4K | $7.01M | 4.3% | −$225.3K | Added$1.45M |
| Chegg, Inc | CHGG | 6.91M | $6.6M | 4.1% | $165K | Added$4.4M |
| Turning Pt Brands Inc | — | 71.7K | $6.22M | 3.8% | −$1.12M | Added$598.8K |
| Gold Com Inc | — | 150.1K | $6.01M | 3.7% | $904.9K | Cut−$1.74M |
| Orasure Technologies Inc | OSUR | 2M | $6.01M | 3.7% | $1.13M | Added$1.28M |
| Mimedx Group, Inc. | MDXG | 1.5M | $5.91M | 3.6% | −$4.15M | Added−$4.05M |
| Calavo Growers Inc | — | 199.8K | $5.15M | 3.2% | $639K | Added$1.71M |
| Owlet, Inc. | OWLT | 998.2K | $5.13M | 3.1% | −$4.77M | Added−$1.86M |
| Ethos Technologies Inc. | LIFE | 452.3K | $5.05M | 3.1% | — | New |
| San Juan Basin Rty Tr | — | 909.5K | $4.37M | 2.7% | −$677K | Added−$322.7K |
| Composecure Inc | GPGI | 238.2K | $4.07M | 2.5% | −$519.2K | Cut−$2.94M |
| Build-A-Bear Workshop Inc | BBW | 107K | $4.01M | 2.5% | −$1.84M | Added−$733.5K |
| American Pub Ed Inc | — | 68.3K | $3.89M | 2.4% | $1.3M | Cut$880.8K |
| LEE ENTERPRISES, Inc | LEE | 433.3K | $3.73M | 2.3% | $786.3K | Added$2.74M |
| Verrica Pharmaceuticals Inc. | VRCA | 685.1K | $3.62M | 2.2% | — | New |
| Cavco Inds Inc Del | — | 5.76K | $2.79M | 1.7% | −$613K | Cut−$3.92M |
| Hippo Hldgs Inc | — | 96.6K | $2.52M | 1.5% | — | New |
| Root, Inc. | ROOT | 52.3K | $2.31M | 1.4% | — | New |
| Primeenergy Resources Corp | PNRG | 9.67K | $2.25M | 1.4% | $598.1K | Held |
| Accelerant Holdings | ARX | 156.1K | $2.09M | 1.3% | — | New |
| Oportun Finl Corp | — | 372.7K | $1.72M | 1.1% | — | New |
| Network-1 Technologies, Inc. | NTIP | 1.14M | $1.64M | 1.0% | $148.5K | Held |
| Donegal Group Inc | — | 82.9K | $1.42M | 0.9% | −$232.2K | Held |
| Chegg, Inc | CHGG | 409.2K | $303.4K | 0.2% | — | New |
| The Realreal Inc | — | 27.5K | $249.7K | 0.2% | −$108.1K | Added−$4.83K |
| Flowco Hldgs Inc | — | 10K | $206K | 0.1% | — | New |
| Stitch Fix, Inc. | SFIX | 53.3K | $176.3K | 0.1% | −$50.1K | Added$40.8K |
| Mamas Creations Inc | — | 10.8K | $165.7K | 0.1% | — | New |
| Outdoor Holding Co | — | 35.3K | $71K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.