FCHI8,072.13-0.39%
GDAXI23,954.56-0.27%
DJI48,861.81-0.57%
XLE59.032.29%
STOXX50E5,816.48-0.34%
XLF51.920.14%
FTSE10,213.11-1.16%
IXIC24,673.240.04%
RUT2,739.47-0.60%
GSPC7,135.95-0.04%
Temp30.2°C
UV3.8
Feels36.9°C
Humidity70%
Wind24.5 km/h
Air QualityAQI 1
Cloud Cover50%
Rain86%
Sunrise05:58 AM
Sunset06:47 PM
Time4:46 PM
Markets
13F
Insiders
Press Releases
Companies
People
Cayman Journal
29 April 2026
13F HOLDINGS REPORT

Cannell & Co.

Quarter ended Q2 2023 · Filed May 8, 2023 · Accession 0000016972-23-000003

Total Value
$2.80B
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT554,245$159.8M5.71%
2BERKSHIRE HATHAWAY INC DELBRK-A281,103$86.8M3.10%
3ALPHABET INCGOOG799,865$83.2M2.97%
4APPLE INCAAPL490,554$80.9M2.89%
5LOWES COS INC548661107353,831$70.8M2.53%
6BROOKFIELD CORP11271J1072,049,544$66.8M2.39%
7ANALOG DEVICES INCADI328,254$64.7M2.31%
8CHESAPEAKE ENERGY CORPEXE784,184$59.6M2.13%
9GOLDMAN SACHS GROUP INCGSCE144,770$47.4M1.69%
10WHITE MTNS INS GROUP LTDG9618E10733,240$45.8M1.64%
11VERTIV HOLDINGS COVRT3,150,455$45.1M1.61%
12TECK RESOURCES LTDTCKRF1,218,396$44.5M1.59%
13AIR LEASE CORPAIIR1,013,716$39.9M1.43%
14DELTA AIR LINES INC DELDAL1,126,596$39.3M1.41%
15GREEN PLAINS INCGPRE1,250,670$38.8M1.38%
16BOEING COBA-PA180,078$38.3M1.37%
17SUPER MICRO COMPUTER INCSMCI355,015$37.8M1.35%
18CROWN HLDGS INCCCK456,836$37.8M1.35%
19ABBVIE INCABBV235,476$37.5M1.34%
20DISNEY WALT CO254687106365,754$36.6M1.31%
21PERRIGO CO PLCPRGO983,517$35.3M1.26%
22MERCK & CO INCMRK330,671$35.2M1.26%
23UBER TECHNOLOGIES INCUBER1,061,430$33.6M1.20%
24ABBOTT LABSABLZF329,739$33.4M1.19%
25COSTCO WHSL CORP NEW22160K10563,553$31.6M1.13%
26FEDEX CORPFDX132,788$30.3M1.08%
27LOCKHEED MARTIN CORPLMT63,911$30.2M1.08%
28DENBURY INC24790A101344,685$30.2M1.08%
29TJX COS INC NEW872540109379,996$29.8M1.06%
30LABORATORY CORP AMER HLDGS50540R409127,545$29.3M1.05%
31CONSTELLIUM SECSTM1,829,487$28.0M1.00%
32AMAZON COM INCAMZN267,497$27.6M0.99%
33FRANCO NEV CORPFNV188,072$27.4M0.98%
34HOME DEPOT INCHD92,594$27.3M0.98%
35EOG RES INCEOG237,375$27.2M0.97%
36COCA-COLA EUROPACIFIC PARTNECCEP451,507$26.7M0.95%
37CHUBB LIMITEDCB137,483$26.7M0.95%
38NEXTERA ENERGY PARTNERS LPNEE-PW435,128$26.4M0.94%
39COLGATE PALMOLIVE COCL340,674$25.6M0.91%
40WILEY JOHN & SONS INC968223206643,856$25.0M0.89%
41PEPSICO INCPEP134,647$24.5M0.88%
42CHEVRON CORP NEWCVX149,853$24.5M0.87%
43LENNAR CORPLEN-B232,306$24.4M0.87%
44SERVICENOW INCNOW52,297$24.3M0.87%
45DANAHER CORPORATION23585110289,607$22.6M0.81%
46BANK NEW YORK MELLON CORP064058100483,673$22.0M0.78%
47BRISTOL-MYERS SQUIBB COCELG-RI313,115$21.7M0.78%
48JOHNSON & JOHNSONJNJ135,655$21.0M0.75%
49ILLINOIS TOOL WKS INC45230810984,945$20.7M0.74%
50QUIDELORTHO CORPQDEL230,354$20.5M0.73%
51BERKSHIRE HATHAWAY INC DELBRK-A44$20.5M0.73%
52AUTOMATIC DATA PROCESSING INADP91,855$20.4M0.73%
53FERROGLOBE PLCGSM4,011,705$19.8M0.71%
54MONDELEZ INTL INC609207105283,380$19.8M0.71%
55EXXON MOBIL CORPXOM173,963$19.1M0.68%
56INTERNATIONAL FLAVORS&FRAGRA459506101201,358$18.5M0.66%
57COCA COLA COKO295,649$18.3M0.65%
58FIDELITY NATL INFORMATION SV31620M106318,139$17.3M0.62%
59QUANTA SVCS INC74762E102101,910$17.0M0.61%
60COMCAST CORP NEWCCZ444,365$16.8M0.60%
61FORTIVE CORPFTV244,185$16.6M0.59%
62PAR TECHNOLOGY CORPPAR488,773$16.6M0.59%
63BAXTER INTL INC071813109392,325$15.9M0.57%
64HCA HEALTHCARE INCHCA59,585$15.7M0.56%
65JPMORGAN CHASE & COVYLD118,101$15.4M0.55%
66ALPHABET INCGOOG147,546$15.3M0.55%
67CISCO SYS INCCSCO268,328$14.0M0.50%
68SYSCO CORPSYY181,410$14.0M0.50%
69HONEYWELL INTL INC43851610671,270$13.6M0.49%
70RAYTHEON TECHNOLOGIES CORPRTX138,850$13.6M0.49%
71SPROTT PHYSICAL GOLD TRSII877,970$13.6M0.48%
72AIR PRODS & CHEMS INCAIIR46,285$13.3M0.47%
73BLACK KNIGHT INC09215C105223,029$12.8M0.46%
74ADOBE SYSTEMS INCORPORATEDADBE31,905$12.3M0.44%
75AGNICO EAGLE MINES LTDAEM240,173$12.2M0.44%
76INTEL CORPINTC362,231$11.8M0.42%
77HUNTINGTON INGALLS INDS INC44641310654,225$11.2M0.40%
78PACKAGING CORP AMER69515610972,360$10.0M0.36%
79FIDELITY NATIONAL FINANCIALFNF281,608$9.8M0.35%
80PFIZER INCPFE235,848$9.6M0.34%
81DEERE & CODE22,922$9.5M0.34%
82UNION PAC CORPUNP45,463$9.1M0.33%
83SPROTT PHYSICAL GOLD & SILVESII478,200$9.0M0.32%
84REGENERON PHARMACEUTICALSREGN10,847$8.9M0.32%
85AFLAC INCAFL134,403$8.7M0.31%
86PROCTER AND GAMBLE CO74271810957,692$8.6M0.31%
87CORNING INCGLW237,934$8.4M0.30%
88THERMO FISHER SCIENTIFIC INCTMO14,324$8.3M0.29%
89BALL CORPBALL149,392$8.2M0.29%
90ALPHA METALLURGICAL RESOUR I02076410649,905$7.8M0.28%
91FIRST CTZNS BANCSHARES INC N31946M1037,969$7.8M0.28%
92MARTIN MARIETTA MATLS INC57328410621,253$7.5M0.27%
93AXSOME THERAPEUTICS INCAXSM119,210$7.4M0.26%
94CARMAX INCKMX111,829$7.2M0.26%
95ASTRAZENECA PLCAZN102,095$7.1M0.25%
96OSISKO GOLD ROYALTIES LTD68827L101440,357$7.0M0.25%
97CATERPILLAR INCCAT29,323$6.7M0.24%
98CSX CORPCSX219,750$6.6M0.23%
99QUALCOMM INCQCOM49,416$6.3M0.23%
100SPROTT INCSII162,666$5.9M0.21%
101SURGERY PARTNERS INCSGRY162,210$5.6M0.20%
102GENERAL MTRS CO37045V100151,655$5.6M0.20%
103NEW YORK TIMES CONYT136,741$5.3M0.19%
104MAG SILVER CORP55903Q104409,719$5.2M0.19%
105INTERCONTINENTAL EXCHANGE IN45866F10449,515$5.2M0.18%
106ORACLE CORPORCL-PD55,025$5.1M0.18%
107BROOKFIELD INFRAST PARTNERSG16252101150,053$5.1M0.18%
108HUMANA INCHUM10,148$4.9M0.18%
109D R HORTON INC23331A10949,236$4.8M0.17%
110VISA INCV20,331$4.6M0.16%
111INTERNATIONAL BUSINESS MACHSINTR34,793$4.6M0.16%
112EMERSON ELEC COEMR48,742$4.2M0.15%
113MEDIAALPHA INCMAX260,160$3.9M0.14%
114PERKINELMER INCRVTY27,903$3.7M0.13%
115ZIMMER BIOMET HOLDINGS INCZBH26,924$3.5M0.12%
116MITEK SYS INCMITK361,653$3.5M0.12%
117BROOKFIELD RENEWABLE CORPBEPC98,984$3.5M0.12%
118BLACKSTONE INCBX38,984$3.4M0.12%
119PHILIP MORRIS INTL INC71817210934,902$3.4M0.12%
120S&P GLOBAL INCSPGI9,507$3.3M0.12%
121BROOKFIELD ASSET MANAGMT LTD11300410592,570$3.0M0.11%
122NEW YORK CMNTY BANCORP INC649445103294,532$2.7M0.10%
123CLARIVATE PLCCLVT282,940$2.7M0.09%
124ENTERPRISE PRODS PARTNERS L293792107100,465$2.6M0.09%
125UGI CORP NEW90268110571,517$2.5M0.09%
126ECOLAB INCECL14,895$2.5M0.09%
127KIMBERLY-CLARK CORPKMB16,917$2.3M0.08%
128SHELL PLCRYDAF39,430$2.3M0.08%
129APOLLO GLOBAL MGMT INC03769M10635,855$2.3M0.08%
130WATERS CORP9418481037,145$2.2M0.08%
131DAVITA INCDVA26,430$2.1M0.08%
132NEWMONT CORPNEMCL43,268$2.1M0.08%
133WHEATON PRECIOUS METALS CORPWPM43,000$2.1M0.07%
134ROPER TECHNOLOGIES INCROP4,582$2.0M0.07%
135SEACOAST BKG CORP FLASE82,196$1.9M0.07%
136AMGEN INCAMGN8,055$1.9M0.07%
137NEXTERA ENERGY INCNEE-PW25,121$1.9M0.07%
138BECTON DICKINSON & COBDX7,675$1.9M0.07%
139MARKEL CORPMKL1,475$1.9M0.07%
140GENERAL AMERN INVS CO INC36880210447,894$1.9M0.07%
141MEDTRONIC PLCMDT22,800$1.8M0.07%
142NORTHERN TR CORPNTRSO20,394$1.8M0.06%
143L3HARRIS TECHNOLOGIES INCLHX9,128$1.8M0.06%
144EQT CORPEQT56,030$1.8M0.06%
1453M COMMM16,550$1.7M0.06%
146STANLEY BLACK & DECKER INCSWK21,353$1.7M0.06%
147SHARECARE INC81948W1041,203,336$1.7M0.06%
148AT&T INCT-PC86,877$1.7M0.06%
149US BANCORP DELUSB-PS45,971$1.7M0.06%
150SPROTT PHYSICAL SILVER TRSII194,000$1.6M0.06%
151ENERGY TRANSFER L PET-PI113,900$1.4M0.05%
152HOULIHAN LOKEY INCHLI15,320$1.3M0.05%
153CUMMINS INCCMI5,549$1.3M0.05%
154UNIVERSAL HEALTH RLTY INCOME91359E10526,283$1.3M0.05%
155PROLOGIS INC.PLDGP10,081$1.3M0.04%
156VERIZON COMMUNICATIONS INCVZ32,055$1.2M0.04%
157CRESTWOOD EQUITY PARTNERS LP22634420848,450$1.2M0.04%
158SUNCOR ENERGY INC NEWSU38,700$1.2M0.04%
159XYLEM INCXYL11,177$1.2M0.04%
160TEXAS PACIFIC LAND CORPORATITPL684$1.2M0.04%
161SCHWAB CHARLES CORPSCHW-PJ22,056$1.2M0.04%
162WALMART INCWMT7,564$1.1M0.04%
163MPLX LPMPLXP32,200$1.1M0.04%
164KINROSS GOLD CORPKGCRF231,384$1.1M0.04%
165PURE CYCLE CORPPCYO114,000$1.1M0.04%
166ANTERO MIDSTREAM CORPAM101,600$1.1M0.04%
167KIMBELL RTY PARTNERS LP49435R10269,000$1.1M0.04%
168INTUITINTU2,327$1.0M0.04%
169ENSTAR GROUP LIMITEDG3075P1014,473$1.0M0.04%
170CONOCOPHILLIPSCOP9,938$985,9490.04%
171PHILLIPS 66PSX9,705$983,8930.04%
172RITHM CAPITAL CORPRITM-PF121,300$970,4000.03%
173COMMSCOPE HLDG CO INC20337X109149,400$951,6780.03%
174VIRNETX HLDG CORPVHC722,930$947,0380.03%
175MCDONALDS CORPMCD3,317$927,4660.03%
176SPOTIFY TECHNOLOGY S ASPOT6,585$879,8880.03%
177PNC FINL SVCS GROUP INC6934751056,795$863,6450.03%
178UNITEDHEALTH GROUP INCUNH1,780$841,2100.03%
179SHERWIN WILLIAMS COSHW3,636$817,2640.03%
180VANGUARD INDEX FDS9229083632,090$786,0070.03%
181ACCELERATE DIAGNOSTICS INC00430H1021,111,919$778,3430.03%
182WILEY JOHN & SONS INC96822330520,000$744,0000.03%
183YIELD10 BIOSCIENCE INC98585K862258,838$714,3930.03%
184PEAPACK-GLADSTONE FINL CORP70469910723,999$710,8500.03%
185TELEFLEX INCORPORATEDTFX2,800$709,2680.03%
186NXP SEMICONDUCTORS N VNXPI3,690$688,0930.02%
187ALECTOR INCALEC110,277$682,6150.02%
188LILLY ELI & COLLY1,905$654,2150.02%
189GLADSTONE LD CORP37654910138,267$637,1460.02%
190THE CIGNA GROUP1255231002,467$630,3930.02%
191GXO LOGISTICS INCORPORATEDGXO12,316$621,4650.02%
192META PLATFORMS INCMETA2,917$618,2290.02%
193MAGELLAN MIDSTREAM PRTNRS LP55908010611,100$602,2860.02%
194STRYKER CORPORATIONSYK1,996$569,7980.02%
195SOUTHWESTERN ENERGY CO845467109113,340$566,7000.02%
196LORDSTOWN MOTORS CORP54405Q100847,779$562,1620.02%
197CULLEN FROST BANKERS INCCFR-PB5,270$555,1420.02%
198ARMSTRONG WORLD INDS INC NEW04247X1027,775$553,8910.02%
199VERTEX PHARMACEUTICALS INCVRTX1,712$539,4000.02%
200LAUDER ESTEE COS INC5184391042,175$536,0510.02%
201LOANDEPOT INCLDI330,650$532,3470.02%
202INTUITIVE SURGICAL INCISRG2,075$530,1000.02%
203SHAW COMMUNICATIONS INC82028K20017,600$526,4160.02%
204SCHLUMBERGER LTDSLB10,458$513,4880.02%
205CONSOLIDATED EDISON INCED5,300$507,0510.02%
206WELLS FARGO CO NEW94974610113,230$494,5370.02%
207TWO HBRS INVT CORP90187B80433,500$492,7850.02%
208COMSCORE INCSCOR398,583$490,2570.02%
209AON PLCAON1,512$476,7180.02%
210CLARIVATE PLCCLVT11,350$466,1450.02%
211HESS CORPHESM3,504$463,7190.02%
212CVR PARTNERS LPUAN5,025$448,0790.02%
213VANGUARD TAX-MANAGED FDS9219438589,851$444,9700.02%
214VALLEY NATL BANCORP91979410747,858$442,2080.02%
215NOVARTIS AGNVSEF4,686$431,1120.02%
216ISHARES GOLD TRIAU11,450$427,8870.02%
217GENERAL MLS INC3703341044,995$426,8730.02%
218GILEAD SCIENCES INCGILD4,925$408,6270.01%
219FISERV INCFISV3,523$398,2050.01%
220BIODESIX INCBDSX205,605$382,4250.01%
221VANGUARD INDEX FDS9229087361,494$372,6630.01%
222VANECK ETF TRUST92189F7919,125$360,4380.01%
223TOLL BROTHERS INCTOL5,850$351,1760.01%
224CVS HEALTH CORPCVS4,690$348,5140.01%
225REYNOLDS CONSUMER PRODS INC76171L10612,600$346,5000.01%
226GENERAL ELECTRIC CO3696043013,610$345,1160.01%
227NORTHROP GRUMMAN CORPNOC700$323,2040.01%
228RANGE RES CORPRRC11,750$311,0230.01%
229MICRON TECHNOLOGY INCMU5,130$309,5440.01%
230PALANTIR TECHNOLOGIES INCPLTR35,812$302,6110.01%
231CANADIAN NAT RES LTD1363851015,400$298,8900.01%
232BROWN & BROWN INCBRO5,050$289,9710.01%
233TAYLOR MORRISON HOME CORPTMHC7,500$286,9500.01%
234TESLA INCTSLA1,350$280,0710.01%
235VANGUARD INDEX FDS9229086291,289$271,8760.01%
236KINDER MORGAN INC DELEP-PC15,484$271,1250.01%
237VANGUARD INDEX FDS9229087511,368$259,3180.01%
238ISHARES TR4642871011,364$255,0380.01%
239ROYAL BK CDA SUSTAINABL7800871022,611$249,5590.01%
240BROOKFIELD INFRASTRUCTURE COBIPC5,249$241,7690.01%
241WASTE MGMT INC DEL94106L1091,450$236,5970.01%
242TARGET CORPTGT1,425$236,0230.01%
243LAKELAND BANCORP INC51163710015,000$234,6000.01%
244GREEN PLAINS PARTNERS LPGPRE18,154$230,5560.01%
245MID-AMER APT CMNTYS INC59522J1031,500$226,5600.01%
246FORD MTR CO DEL34537086017,750$223,6500.01%
247XENCOR INCXNCR7,725$215,4500.01%
248BP PLCBPPFF5,612$212,9190.01%
249VALERO ENERGY CORPVLO1,500$209,4000.01%
250AMERICAN ELEC PWR CO INC0255371012,225$202,4530.01%
251MARATHON PETE CORPMARA1,500$202,2450.01%
252IDEXX LABS INC45168D104400$200,0320.01%
253I-80 GOLD CORPIAUX-WT80,000$196,0000.01%
254SIMPLIFY EXCHANGE TRADED FUN82889N78021,000$195,4300.01%
255MARCUS CORP DELMCS10,100$161,6000.01%
256ANNOVIS BIO INCANVS10,000$154,1000.01%
257REMARK HLDGS INC75955K30076,335$104,5790.00%
258NEW FOUND GOLD CORPNFGC20,000$100,0000.00%
259IZEA WORLDWIDE INCIZEA125,000$81,3630.00%
260DATA I O CORPDAIO10,000$49,7000.00%
261OPENDOOR TECHNOLOGIES INCOPENZ24,000$42,2400.00%
262ASPIRA WOMENS HEALTH INC04537Y109111,200$40,6990.00%
263AMERICAN WELL CORPAMWL16,500$38,9400.00%
264SYNAPTOGENIX INC87167T20130,000$23,9970.00%
265WEWORK INC96209A10425,000$19,4330.00%
266SHARECARE INC81948W11270,000$9,1000.00%
267CROWN ELECTROKINETICS CORPCRKN13,500$1,9370.00%
268WHEELS UP EXPERIENCE INCWSUPW24,000$1,1180.00%