Cannell Capital LLC Top Holdings and 13F Report (2025) About Cannell Capital LLCInvestment ActivityCannell Capital LLC has $487.33 million in total holdings as of December 31, 2024.Cannell Capital LLC owns shares of 51 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 14.14% of the portfolio was purchased this quarter.About 21.22% of the portfolio was sold this quarter.This quarter, Cannell Capital LLC has purchased 49 new stocks and bought additional shares in 22 stocks.Cannell Capital LLC sold shares of 17 stocks and completely divested from 8 stocks this quarter.Largest Holdings Cavco Industries $37,464,578North American Construction Group $36,746,595Universal Technical Institute $36,185,514MiMedx Group $35,012,423CompoSecure $34,932,870 Largest New Holdings this Quarter Caesars Entertainment $13,497,736 HoldingCOLOMBIER ACQUISITION CORP I $6,453,723 HoldingEton Pharmaceuticals $5,079,222 HoldingCronos Group $3,323,346 HoldingMitek Systems $2,164,384 Holding Largest Purchases this Quarter Caesars Entertainment 403,882 shares (about $13.50M)Cavco Industries 16,407 shares (about $7.32M)COLOMBIER ACQUISITION CORP I 549,253 shares (about $6.45M)Arko 971,158 shares (about $6.40M)Eton Pharmaceuticals 381,323 shares (about $5.08M) Largest Sales this Quarter Viad 350,801 shares (about $14.91M)Arlo Technologies 918,857 shares (about $10.28M)Build-A-Bear Workshop 151,822 shares (about $6.99M)TrueCar 1,211,253 shares (about $4.52M)Tiptree 212,796 shares (about $4.44M) 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 PortfolioSectorCVCOCavco Industries$37,464,578$7,321,296 ▲24.3%83,9587.7%ConstructionNOANorth American Construction Group$36,746,595$3,480,442 ▼-8.7%1,700,4447.5%ConstructionUTIUniversal Technical Institute$36,185,514$2,098,039 ▼-5.5%1,407,4497.4%Consumer DiscretionaryMDXGMiMedx Group$35,012,423$387,061 ▲1.1%3,639,5457.2%MedicalCMPOCompoSecure$34,932,870$2,591,797 ▲8.0%2,278,7267.2%Business ServicesTRUETrueCar$22,989,415$4,517,974 ▼-16.4%6,163,3824.7%Computer and TechnologySNDLSNDL$18,215,586$3,481,631 ▲23.6%10,176,3053.7%MedicalARKOArko$17,863,987$6,399,931 ▲55.8%2,710,7723.7%Consumer StaplesCOMPCompass$16,763,807$4,328,725 ▲34.8%2,865,6083.4%Computer and TechnologyCLHClean Harbors$16,434,758$2,383,100 ▲17.0%71,4123.4%Business ServicesKINDNextdoor$15,958,570$1,242,691 ▲8.4%6,733,5743.3%Computer and TechnologyINSEInspired Entertainment$15,831,744$1,964,483 ▼-11.0%1,749,3643.2%Business ServicesGCIGannett$15,044,240$304,845 ▼-2.0%2,973,1703.1%Business ServicesLPROOpen Lending$14,920,642$517,778 ▼-3.4%2,499,2703.1%FinanceBBWBuild-A-Bear Workshop$14,593,621$6,989,885 ▼-32.4%316,9773.0%Retail/WholesaleVVIViad$14,458,459$14,912,551 ▼-50.8%340,1193.0%Business ServicesCZRCaesars Entertainment$13,497,736$13,497,736 ▲New Holding403,8822.8%Consumer DiscretionaryTIPTTiptree$11,360,752$4,438,924 ▼-28.1%544,6192.3%FinanceEEXEmerald$10,512,550$502,721 ▲5.0%2,181,0272.2%Consumer DiscretionaryLDIloanDepot$8,886,079$1,243,135 ▼-12.3%4,355,9211.8%FinanceGBLIGlobal Indemnity Group$8,853,624$1,662,012 ▲23.1%245,9341.8%FinanceSJTSan Juan Basin Royalty Trust$7,009,835$1,699,003 ▲32.0%1,830,2441.4%Oils/EnergyCOLOMBIER ACQUISITION CORP I$6,453,723$6,453,723 ▲New Holding549,2531.3%COM SHS CL ASWKHSWK$5,619,610$436,340 ▼-7.2%354,3261.2%FinanceARLOArlo Technologies$5,537,427$10,282,009 ▼-65.0%494,8551.1%Computer and TechnologyOSUROraSure Technologies$5,293,087$3,630,917 ▼-40.7%1,466,2291.1%MedicalSPWHSportsman's Warehouse$5,214,350$1,508,280 ▼-22.4%1,952,9401.1%Retail/WholesaleETONEton Pharmaceuticals$5,079,222$5,079,222 ▲New Holding381,3231.0%MedicalCRONCronos Group$3,323,346$3,323,346 ▲New Holding1,645,2210.7%MedicalLEELee Enterprises$3,180,035$19,983 ▲0.6%215,1580.7%Consumer StaplesMNTXManitex International$2,502,410$238,090 ▲10.5%431,4500.5%Industrial ProductsMITKMitek Systems$2,164,384$2,164,384 ▲New Holding194,4640.4%Computer and TechnologyPPIHPerma-Pipe International$1,782,055$80,939 ▼-4.3%119,2010.4%Industrial ProductsTTSHTile Shop$1,770,664$645,294 ▲57.3%255,5070.4%Retail/WholesaleAMRKA-Mark Precious Metals$1,612,709$78,720 ▲5.1%58,8580.3%Consumer DiscretionaryGLOBALSTAR INC$1,571,552$642,853 ▲69.2%759,2040.3%COMBOWLBowlero$1,469,278$252,122 ▲20.7%146,7810.3%Consumer DiscretionaryPNRGPrimeEnergy Resources$1,329,178$41,063 ▲3.2%6,0530.3%Oils/EnergyPRTSCarParts.com$1,249,123$1,249,123 ▲New Holding1,156,5950.3%Auto/Tires/TrucksLAZYLazydays$1,164,204$173,122 ▲17.5%1,219,0620.2%Consumer DiscretionaryDGICADonegal Group$1,115,3870.0%72,1000.2%FinanceWISHContextLogic$1,111,928$679,091 ▲156.9%158,1690.2%Consumer CyclicalFTHMFathom$1,096,389$570,461 ▼-34.2%716,5940.2%Business ServicesCDMOAvid Bioservices$1,062,248$1,062,248 ▲New Holding86,0120.2%MedicalWINAWinmark$864,7540.0%2,2000.2%Retail/WholesaleCMPOWCompoSecure$697,500$458,723 ▲192.1%150,0000.1%IndustrialsFLWS1-800-FLOWERS.COM$628,028$628,028 ▲New Holding76,8700.1%Retail/WholesaleNTIPNetwork-1 Technologies$461,896$138,130 ▼-23.0%347,2900.1%Computer and TechnologyHYFMHydrofarm Holdings Group$261,796$38,639 ▲17.3%451,3720.1%Basic MaterialsARKOWArko$136,166$136,166 ▲New Holding302,5900.0%Consumer CyclicalCOLOMBIER ACQUISITION CORP I$37,280$37,280 ▲New Holding23,3000.0%*W EXP 11/24/202CAVACAVA Group$0$30,033,625 ▼-100.0%00.0%Retail/WholesaleLMBLimbach$0$8,864,147 ▼-100.0%00.0%ConstructionCOMPOSECURE HOLDINGS LLC$0$3,695,885 ▼-100.0%00.0%DEBT 7.000%12/1YNDXYandex$0$1,790,796 ▼-100.0%00.0%Computer and TechnologySTIMNeuronetics$0$998,579 ▼-100.0%00.0%MedicalGRWGGrowGeneration$0$374,371 ▼-100.0%00.0%Basic MaterialsAPLDApplied Digital$0$347,828 ▼-100.0%00.0%FinanceTACTTransAct Technologies$0$193,627 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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