Cannell Capital LLC holds a focused book of 35 stocks worth $154.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ethos Technologies Inc CL-A and trimmed North American Construction. Their largest long position is North American Construction at 8% of the equity book. They also disclosed $4.2M in put options (a bearish bet) and $4.6M in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1058854/holdings"
Use Arkolith to show CANNELL CAPITAL LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | North Amern Constr Group Ltd COM | $13.0M | 962.7K | 8.4% | ▼−10% Reduced · −113K sh | |
| 2 | SNDL Inc COM | $11.6M | 8.76M | 7.5% | —Held | |
| 3 | Ategrity Specialty In Co Ho COM | $9.6M | 486.5K | 6.2% | ▲+51% Added · +165K sh | |
| 4 | NPK International Inc COM SHS | $9.5M | 654.7K | 6.2% | ▼−30% Reduced · −286K sh | |
| 5 | Eton Pharmaceuticals Inc COM | $8.4M | 342.0K | 5.5% | ▲+58% Added · +125K sh | |
| 6 | Natural Gas Svcs Group Inc COM | $7.2M | 191.7K | 4.7% | ▼−41% Reduced · −135K sh | |
| 7 | Global Indemnity Group LLC COM CL A | $7.0M | 257.4K | 4.5% | ▲+31% Added · +61K sh | |
| 8 | Chegg Inc NOTE 9/0 | $6.6M | 6.91M | 4.3% | ▲+179% Added · +4.4M sh | |
| 9 | Turning PT Brands Inc COM | $6.2M | 71.7K | 4.0% | ▲+38% Added · +20K sh | |
| 10 | Gold Com Inc COM | $6.0M | 150.1K | 3.9% | ▼−34% Reduced · −78K sh | |
| 11 | Orasure Technologies Inc COM | $6.0M | 2.00M | 3.9% | ▲+2.5% Added · +49K sh | |
| 12 | Mimedx Group Inc COM | $5.9M | 1.50M | 3.8% | ▲+1.7% Added · +26K sh | |
| 13 | Calavo Growers Inc COM | $5.2M | 199.8K | 3.3% | ▲+26% Added · +42K sh | |
| 14 | Owlet Inc CL A NEW | $5.1M | 998.2K | 3.3% | ▲+131% Added · +567K sh | |
| 15 | Ethos Technologies Inc CL A | $5.1M | 452.3K | 3.3% | ▲New New position | |
| 16 | San Juan Basin Rty TR UNIT BEN INT | $4.4M | 909.5K | 2.8% | ▲+8.8% Added · +74K sh | |
| 17 | Gpgi Inc COM CL A | $4.1M | 238.2K | 2.6% | ▼−35% Reduced · −126K sh | |
| 18 | Build-A-Bear Workshop Inc COM | $4.0M | 107.0K | 2.6% | ▲+38% Added · +30K sh | |
| 19 | American Pub Ed Inc COM | $3.9M | 68.3K | 2.5% | ▼−14% Reduced · −11K sh | |
| 20 | Lee Enterprises Inc COM | $3.7M | 433.3K | 2.4% | ▲+110% Added · +227K sh | |
| 21 | Verrica Pharmaceuticals Inc COM SHS | $3.6M | 685.1K | 2.4% | ▲New New position | |
| 22 | Cavco Inds Inc Del COM | $2.8M | 5.8K | 1.8% | ▼−49% Reduced · −6K sh | |
| 23 | Hippo Hldgs Inc COM NEW | $2.5M | 96.6K | 1.6% | ▲New New position | |
| 24 | Root Inc CL A NEW | $2.3M | 52.3K | 1.5% | ▲New New position | |
| 25 | Primeenergy Resources Corp COM | $2.3M | 9.7K | 1.5% | —Held | |
| 26 | Accelerant Holdings CL A | $2.1M | 156.1K | 1.4% | ▲New New position | |
| 27 | Oportun Finl Corp COM | $1.7M | 372.7K | 1.1% | ▲New New position | |
| 28 | Network-1 Technologies Inc COM | $1.6M | 1.14M | 1.1% | —Held | |
| 29 | Donegal Group Inc CL A | $1.4M | 82.9K | 0.9% | —Held | |
| 30 | Chegg Inc COM | $303K | 409.2K | 0.2% | ▲New New position | |
| 31 | The Realreal Inc COM | $250K | 27.5K | 0.2% | ▲+70% Added · +11K sh | |
| 32 | Flowco Hldgs Inc COM CL A | $206K | 10.0K | 0.1% | ▲New New position | |
| 33 | Stitch Fix Inc COM CL A | $176K | 53.3K | 0.1% | ▲+106% Added · +27K sh | |
| 34 | Mamas Creations Inc COM | $166K | 10.8K | 0.1% | ▲New New position | |
| 35 | Outdoor Holding Co COM | $71K | 35.3K | 0.0% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | RACKSPACE TECHNOLOGY INCRXT | $2.6M | 27K |
| CALL · bullish | HIPPO HOLDINGS INCHIPO | $2.5M | 946 |
| CALL · bullish | STITCH FIX INC-CLASS ASFIX | $1.5M | 4K |
| PUT · bearish | ISHARES RUSSELL 2000 ETFIWM | $868K | 35 |
| CALL · bullish | CHEGG INCCHGG | $686K | 9K |
| PUT · bearish | CARVANA COCVNA | $685K | 109 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.