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CANNELL CAPITAL LLC

Q1 2026 · Filed 2026-05-15
Market Value
$119M
-6.7%
Holdings
40
-17
New Purchases
8
Added To
11
Closed
11
Reduced
7
Top 10 Concentration
64.8%
Turnover
47.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LIFE 4.25% 0.00% +4.25% $5M
ETON 7.10% 2.88% +4.22% $8M
VRCA 3.05% 0.00% +3.05% $4M
ASIC 8.09% 5.30% +2.79% $10M
LEE 3.14% 0.77% +2.36% $4M
ARX 1.75% 0.00% +1.75% $2M
CVGW 4.33% 2.70% +1.63% $5M
OPRT 1.44% 0.00% +1.44% $2M
OSUR 5.05% 3.71% +1.34% $6M
APEI 3.27% 2.36% +0.91% $4M
TPB 5.23% 4.41% +0.82% $6M
PNRG 1.89% 1.30% +0.60% $2M
CHGG 0.26% 0.00% +0.26% $303K
NTIP 1.38% 1.17% +0.21% $2M
FLOC 0.17% 0.00% +0.17% $206K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COMP 0.00% 4.27% -4.27% $0
SVV 0.00% 4.27% -4.27% $0
CVCO 2.35% 5.27% -2.92% $3M
MDXG 4.97% 7.82% -2.85% $6M
NGS 6.08% 8.62% -2.53% $7M
GPGI 3.43% 5.51% -2.08% $4M
GSAT 0.00% 1.40% -1.40% $0
NOA 10.91% 12.13% -1.21% $13M
GOLD 5.06% 6.09% -1.03% $6M
SWKH 0.00% 0.85% -0.85% $0
NPKI 7.98% 8.80% -0.82% $9M
WINA 0.00% 0.52% -0.52% $0
PPIH 0.00% 0.36% -0.36% $0
BBW 3.37% 3.72% -0.35% $4M
OGI 0.00% 0.21% -0.21% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $0 0.0%
Mid Cap 6 $9M 7.9%
Small Cap 19 $88M 74.0%
Micro Cap 14 $21M 18.1%

Portfolio Analytics

Avg Market Cap
$1.3B
Median Market Cap
$537M
Avg P/E
47.3
Median P/E
20.5
Avg Dividend Yield
0.01%
Avg Beta
1.17
# Stocks
39
# ETFs / Funds
1

Top Holdings (40 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NOA 10.91% 962,731 $13M $13.48 -$2M -112,576 -10.5%
2 ASIC 8.09% 486,504 $10M $19.77 $3M +165,293 +51.5%
3 NPKI 7.98% 654,689 $9M $14.49 -$2M -286,067 -30.4%
4 ETON 7.10% 341,985 $8M $24.68 $5M +125,068 +57.7%
5 NGS 6.08% 191,681 $7M $37.74 -$4M -134,571 -41.2%
6 TPB 5.23% 71,692 $6M $86.79 $599K +19,816 +38.2%
7 GOLD 5.06% 150,066 $6M $40.08 -$2M -77,796 -34.1%
8 OSUR 5.05% 2,003,271 $6M $3.00 $1M +49,259 +2.5%
9 MDXG 4.97% 1,497,186 $6M $3.95 -$4M +25,635 +1.7%
10 CVGW 4.33% 199,750 $5M $25.79 $2M +41,586 +26.3%
11 LIFE 4.25% 452,337 $5M $11.17 +452,337 NEW
12 SJT 3.68% 909,463 $4M $4.81 -$323K +73,664 +8.8%
13 GPGI 3.43% 238,175 $4M $17.10 -$3M -125,815 -34.6%
14 BBW 3.37% 107,035 $4M $37.45 -$733K +29,641 +38.3%
15 APEI 3.27% 68,329 $4M $56.88 $881K -11,189 -14.1%
16 LEE 3.14% 433,281 $4M $8.61 $3M +227,435 +110.5%
17 VRCA 3.05% 685,123 $4M $5.29 +685,123 NEW
18 CVCO 2.35% 5,759 $3M $484.29 -$4M -5,601 -49.3%
19 PNRG 1.89% 9,670 $2M $232.85 $598K
20 ARX 1.75% 156,149 $2M $13.36 +156,149 NEW
21 OPRT 1.44% 372,697 $2M $4.61 +372,697 NEW
22 NTIP 1.38% 1,141,975 $2M $1.44 $148K
23 DGICA 1.20% 82,939 $1M $17.18 -$232K
24 CHGG 0.26% 409,236 $303K $0.74 +409,236 NEW
25 REAL 0.21% 27,504 $250K $9.08 -$5K +11,372 +70.5%
26 FLOC 0.17% 10,000 $206K $20.60 +10,000 NEW
27 SFIX 0.15% 53,268 $176K $3.31 $41K +27,455 +106.4%
28 MAMA 0.14% 10,799 $166K $15.34 +10,799 NEW
29 POWW 0.06% 35,315 $71K $2.01 +35,315 NEW
30 COMP —% -$5M -515,309 -100.0% SOLD
31 GSAT —% -$2M -29,268 -100.0% SOLD
32 OGI —% -$262K -155,682 -100.0% SOLD
33 CRON —% -$91K -34,699 -100.0% SOLD
34 WINA —% -$667K -1,647 -100.0% SOLD
35 SWKH —% -$1M -63,069 -100.0% SOLD
36 LPRO —% -$63K -40,740 -100.0% SOLD
37 SONM —% -$43K -13,626 -100.0% SOLD
38 MLCI —% -$140K -17,018 -100.0% SOLD
39 SVV —% -$5M -583,008 -100.0% SOLD
40 PPIH —% -$458K -15,071 -100.0% SOLD

Options Breakdown

3 Calls $2M Call Value 15 Puts $4M Put Value 1.92 P/C Ratio

Top Calls

SymbolSharesValueStatus
SFIX 4,483 $1M NEW
CHGG 9,259 $686K NEW
NPKI $0 SOLD

Top Puts

SymbolSharesValueStatus
RXT 26,748 $3M NEW
IWM 35 $868K NEW
CVNA 109 $685K
FFIE $0 SOLD
RGTI $0 SOLD
ABAT $0 SOLD
MVST $0 SOLD
ASPI $0 SOLD
EOSE $0 SOLD
QS $0 SOLD

New Positions

SymbolValue% Port
LIFE $5M 4.25%
VRCA $4M 3.05%
ARX $2M 1.75%
OPRT $2M 1.44%
CHGG $303K 0.26%
FLOC $206K 0.17%
MAMA $166K 0.14%
POWW $71K 0.06%

Sold Out Positions

SymbolValue% Port
SVV —%
COMP —%
CRON —%
GSAT —%
LPRO —%
PPIH —%
WINA —%
SONM —%
MLCI —%
OGI —%
SWKH —%
View SEC EDGAR Filings for CANNELL CAPITAL LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms