Canonical: https://ownershiptrace.com/13f/investors/132

# Cannell Capital portfolio — 13F holdings Q2 2026

Cannell Capital (J. Carlo Cannell) reported 33 long positions worth $143.2 million as of 2026-06-30. Top holdings: Ategrity Specialty Insurance Co Holdings, SNDL Inc., North American Construction Group Ltd., CHEGG, INC, Ethos Technologies Inc.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.

## Reported share positions (up to 20)

| Company | Report period | Value | Portfolio weight | Change | Source |
|  --- | --- | --- | --- | --- | --- |
| [Ategrity Specialty Insurance Co Holdings](https://ownershiptrace.com/13f/companies/4372) | 2026-06-30 | 11791187.00 USD | 8.23% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [SNDL Inc.](https://ownershiptrace.com/13f/companies/6771) | 2026-06-30 | 11663164.00 USD | 8.14% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [North American Construction Group Ltd.](https://ownershiptrace.com/13f/companies/5145) | 2026-06-30 | 10423090.00 USD | 7.28% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [CHEGG, INC](https://ownershiptrace.com/13f/companies/1871) | 2026-06-30 | 8561535.00 USD | 5.98% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [Ethos Technologies Inc.](https://ownershiptrace.com/13f/companies/193) | 2026-06-30 | 7410117.00 USD | 5.17% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [MIMEDX GROUP, INC.](https://ownershiptrace.com/13f/companies/3406) | 2026-06-30 | 7201179.00 USD | 5.03% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [Owlet, Inc.](https://ownershiptrace.com/13f/companies/572) | 2026-06-30 | 7083464.00 USD | 4.95% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [Global Indemnity Group, LLC](https://ownershiptrace.com/13f/companies/6349) | 2026-06-30 | 6454611.00 USD | 4.51% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [ORASURE TECHNOLOGIES INC](https://ownershiptrace.com/13f/companies/2051) | 2026-06-30 | 6366289.00 USD | 4.44% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [Gold.com, Inc.](https://ownershiptrace.com/13f/companies/754) | 2026-06-30 | 6353473.00 USD | 4.44% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [Eton Pharmaceuticals, Inc.](https://ownershiptrace.com/13f/companies/4166) | 2026-06-30 | 6181041.00 USD | 4.32% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [NPK International Inc.](https://ownershiptrace.com/13f/companies/2358) | 2026-06-30 | 5725723.00 USD | 4.00% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [Vitesse Energy, Inc.](https://ownershiptrace.com/13f/companies/744) | 2026-06-30 | 5703899.00 USD | 3.98% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [NATURAL GAS SERVICES GROUP INC](https://ownershiptrace.com/13f/companies/2702) | 2026-06-30 | 5279775.00 USD | 3.69% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [Verrica Pharmaceuticals Inc.](https://ownershiptrace.com/13f/companies/6060) | 2026-06-30 | 4797609.00 USD | 3.35% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [Shimmick Corp](https://ownershiptrace.com/13f/companies/6396) | 2026-06-30 | 4376255.00 USD | 3.06% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [SAN JUAN BASIN ROYALTY TRUST](https://ownershiptrace.com/13f/companies/2329) | 2026-06-30 | 3892960.00 USD | 2.72% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [PURE CYCLE CORP](https://ownershiptrace.com/13f/companies/2998) | 2026-06-30 | 3369794.00 USD | 2.35% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [BUILD-A-BEAR WORKSHOP INC](https://ownershiptrace.com/13f/companies/3331) | 2026-06-30 | 3155524.00 USD | 2.20% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| [LEE ENTERPRISES, Inc](https://ownershiptrace.com/13f/companies/767) | 2026-06-30 | 3085367.00 USD | 2.15% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-18 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001852-index.html) |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-001100-index.html) |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-26-000561-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001420506-25-003414-index.html) |
| 2025-06-30 | 2025-08-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001941040-25-000491-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001941040-25-000312-index.html) |
| 2024-12-31 | 2025-02-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001941040-25-000151-index.html) |
| 2024-09-30 | 2025-02-11 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001941040-25-000111-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001941040-24-000378-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001941040-24-000259-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001941040-24-000122-index.html) |
| 2023-09-30 | 2023-11-22 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001941040-23-000355-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001062993-23-016417-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001062993-23-011100-index.html) |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001062993-23-003468-index.html) |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001062993-22-022029-index.html) |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001447387-22-000006-index.html) |
| 2022-03-31 | 2022-05-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001447387-22-000004-index.html) |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001447387-22-000002-index.html) |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1058854/0001447387-21-000008-index.html) |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

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