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Midas Edge

13-F holdings, Q2 2026

Cannell Capital LLC

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$143.2M
Positions
34
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. ASIC$11.8M
    490,482 shares8.2% of the book
  2. SNDL$11.7M
    8,639,381 shares8.1% of the book
  3. NOA$10.4M
    783,691 shares7.3% of the book
  4. LIFE$7.4M
    408,496 shares5.2% of the book
  5. MDXG$7.2M
    1,870,436 shares5% of the book
  6. OWLT$7.1M
    1,234,053 shares4.9% of the book
  7. GBLI$6.5M
    257,875 shares4.5% of the book
  8. OSUR$6.4M
    1,427,419 shares4.4% of the book
  9. GOLD$6.4M
    152,691 shares4.4% of the book
  10. ETON$6.2M
    170,747 shares4.3% of the book

What changed this quarter

7 new positions and 8 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • VTS

    VITESSE ENERGY INC

    +$5.7M

    New

  • SHIM

    SHIMMICK CORPORATION

    +$4.4M

    New

  • PCYO

    PURE CYCLE CORP

    +$3.4M

    New

  • MDXG

    MIMEDX GROUP INC

    +$1.4M

    +24.9% shares

  • OWLT

    OWLET INC

    +$1.4M

    +23.6% shares

Largest sells

  • TPB

    TURNING PT BRANDS INC

    −$6.2M

    Sold out, was 4% of the book

  • ETON

    ETON PHARMACEUTICALS INC

    −$6.2M

    -50.1% shares

  • CVGW

    CALAVO GROWERS INC

    −$5.2M

    Sold out, was 3.3% of the book

  • NPKI

    NPK INTERNATIONAL INC

    −$4.7M

    -45% shares

  • GPGI

    GPGI INC

    −$4.1M

    Sold out, was 2.6% of the book

What was sold out, by size

  • 6 real positions, 0.25% of the book or more
  • 2 small, between 0.015% and 0.25%

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.