Cannell Capital LLC Top Holdings and 13F Report (2024) About Cannell Capital LLCInvestment ActivityCannell Capital LLC has $486.68 million in total holdings as of September 30, 2024.Cannell Capital LLC owns shares of 49 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 9.38% of the portfolio was purchased this quarter.About 11.59% of the portfolio was sold this quarter.This quarter, Cannell Capital LLC has purchased 60 new stocks and bought additional shares in 18 stocks.Cannell Capital LLC sold shares of 24 stocks and completely divested from 13 stocks this quarter.Largest Holdings North American Construction Group $34,810,069CAVA Group $30,033,625CompoSecure $29,577,419Cavco Industries $28,928,040TrueCar $25,442,491 Largest New Holdings this Quarter CompoSecure $719,927 HoldingContextLogic $335,557 Holding Largest Purchases this Quarter Gannett 2,368,370 shares (about $13.31M)SNDL 3,524,399 shares (about $7.26M)Arko 928,439 shares (about $6.52M)Nextdoor 2,228,496 shares (about $5.53M)North American Construction Group 151,756 shares (about $2.84M) Largest Sales this Quarter CompoSecure 361,884 shares (about $5.07M)TrueCar 1,383,534 shares (about $4.77M)SWK 252,220 shares (about $4.36M)COMPOSECURE HOLDINGS LLC 3,000,000 shares (about $4.22M)Clean Harbors 16,512 shares (about $3.99M) 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 PortfolioSectorNOANorth American Construction Group$34,810,069$2,837,837 ▲8.9%1,861,5017.2%ConstructionCAVACAVA Group$30,033,6250.0%242,5006.2%Retail/WholesaleCMPOCompoSecure$29,577,419$5,073,614 ▼-14.6%2,109,6596.1%Business ServicesCVCOCavco Industries$28,928,040$1,504,835 ▲5.5%67,5515.9%ConstructionTRUETrueCar$25,442,491$4,773,192 ▼-15.8%7,374,6355.2%Computer and TechnologyVVIViad$24,755,664$924,020 ▲3.9%690,9205.1%Business ServicesUTIUniversal Technical Institute$24,212,002$783,130 ▲3.3%1,489,0535.0%Consumer DiscretionaryMDXGMiMedx Group$21,271,922$1,639,221 ▲8.3%3,599,3104.4%MedicalINSEInspired Entertainment$18,228,843$239,898 ▲1.3%1,966,4343.7%Business ServicesARLOArlo Technologies$17,120,052$2,634,409 ▼-13.3%1,413,7123.5%Computer and TechnologyGCIGannett$17,047,798$13,310,239 ▲356.1%3,033,4163.5%Business ServicesSNDLSNDL$16,956,396$7,260,262 ▲74.9%8,231,2603.5%MedicalBBWBuild-A-Bear Workshop$16,112,622$133,906 ▲0.8%468,7993.3%Retail/WholesaleLPROOpen Lending$15,826,320$255,816 ▼-1.6%2,586,0003.3%FinanceKINDNextdoor$15,398,895$5,526,670 ▲56.0%6,209,2323.2%Computer and TechnologyTIPTTiptree$14,822,612$2,425,760 ▼-14.1%757,4153.0%FinanceCLHClean Harbors$14,758,087$3,991,115 ▼-21.3%61,0573.0%Business ServicesLDIloanDepot$13,555,272$1,440,315 ▼-9.6%4,965,3012.8%FinanceCOMPCompass$12,987,752$1,882,974 ▼-12.7%2,125,6552.7%Computer and TechnologyARKOArko$12,212,090$6,517,642 ▲114.5%1,739,6142.5%Consumer StaplesOSUROraSure Technologies$10,555,538$581,472 ▼-5.2%2,472,0232.2%MedicalEEXEmerald$10,362,873$1,030,191 ▲11.0%2,076,7282.1%Consumer DiscretionaryLMBLimbach$8,864,147$487,970 ▼-5.2%117,0031.8%ConstructionSPWHSportsman's Warehouse$6,823,344$2,354,348 ▼-25.7%2,517,8391.4%Retail/WholesaleGBLIGlobal Indemnity Group$6,638,257$643,632 ▲10.7%199,7671.4%FinanceSWKHSWK$6,601,979$4,360,884 ▼-39.8%381,8381.4%FinanceSJTSan Juan Basin Royalty Trust$5,130,568$1,690,256 ▲49.1%1,386,6401.1%Oils/EnergyCOMPOSECURE HOLDINGS LLC$3,695,885$4,222,260 ▼-53.3%2,626,0000.8%DEBT 7.000%12/1FTHMFathom$2,821,660$710,844 ▼-20.1%1,089,4440.6%Business ServicesAMRKA-Mark Precious Metals$2,472,298$709,033 ▼-22.3%55,9850.5%Consumer DiscretionaryMNTXManitex International$2,197,9520.0%390,4000.5%Industrial ProductsLEELee Enterprises$1,862,250$805,196 ▼-30.2%213,8060.4%Consumer StaplesYNDXYandex$1,790,7960.0%341,1040.4%Computer and TechnologyPPIHPerma-Pipe International$1,617,503$508,751 ▼-23.9%124,6150.3%Industrial ProductsLAZYLazydays$1,556,673$477,216 ▼-23.5%1,037,7820.3%Consumer DiscretionaryBOWLBowlero$1,427,514$53,898 ▲3.9%121,5940.3%Consumer DiscretionaryTTSHTile Shop$1,070,157$483,976 ▼-31.1%162,3910.2%Retail/WholesaleDGICADonegal Group$1,062,7540.0%72,1000.2%FinanceSTIMNeuronetics$998,579$810,734 ▼-44.8%1,314,2660.2%MedicalWINAWinmark$842,4460.0%2,2000.2%Retail/WholesalePNRGPrimeEnergy Resources$808,335$374,540 ▼-31.7%5,8660.2%Oils/EnergyCMPOWCompoSecure$719,927$719,927 ▲New Holding51,3500.1%IndustrialsNTIPNetwork-1 Technologies$631,606$117,267 ▼-15.7%451,1470.1%Computer and TechnologyGSATGlobalstar$556,322$357,419 ▲179.7%448,6470.1%Computer and TechnologyGRWGGrowGeneration$374,371$410,362 ▼-52.3%175,7610.1%Basic MaterialsAPLDApplied Digital$347,828$95,197 ▲37.7%42,1610.1%FinanceWISHContextLogic$335,557$335,557 ▲New Holding61,5700.1%Consumer CyclicalHYFMHydrofarm Holdings Group$265,095$69,577 ▲35.6%384,7530.1%Basic MaterialsTACTTransAct Technologies$193,627$280,349 ▼-59.1%39,8410.0%Computer and TechnologyMEGMontrose Environmental Group$0$4,666,011 ▼-100.0%00.0%Business ServicesLINCLincoln Educational Services$0$3,715,311 ▼-100.0%00.0%Consumer DiscretionarySOUNSoundHound AI$0$1,261,235 ▼-100.0%00.0%Computer and TechnologyIIPRInnovative Industrial Properties$0$1,022,190 ▼-100.0%00.0%FinanceCRONCronos Group$0$1,012,234 ▼-100.0%00.0%MedicalNB BANCORP INC$0$762,912 ▼-100.0%00.0%COMTYGTortoise Energy Infrastructure$0$751,100 ▼-100.0%00.0%FinanceTTPTortoise Pipeline & Energy Fund$0$737,710 ▼-100.0%00.0%Financial ServicesSHCRSharecare$0$565,043 ▼-100.0%00.0%MedicalASPSAltisource Portfolio Solutions$0$552,026 ▼-100.0%00.0%FinanceDELLDell Technologies$0$521,300 ▼-100.0%00.0%Computer and TechnologyPETWag! Group$0$505,318 ▼-100.0%00.0%Consumer DiscretionaryFORUM ENERGY TECHNOLOGIES IN$0$139,644 ▼-100.0%00.0%NOTE 9.000% 8/0Showing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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