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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
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Cayman Journal
29 April 2026
13F HOLDINGS REPORT

Cannell & Co.

Quarter ended Q3 2023 · Filed August 9, 2023 · Accession 0000016972-23-000004

Total Value
$3.01B
Positions
261
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (261)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT536,171$182.6M6.07%
2ALPHABET INCGOOG840,849$101.7M3.38%
3BERKSHIRE HATHAWAY INC DELBRK-A274,891$93.7M3.11%
4APPLE INCAAPL474,189$92.0M3.06%
5LOWES COS INC548661107355,968$80.3M2.67%
6VERTIV HOLDINGS COVRT2,729,085$67.6M2.25%
7ANALOG DEVICES INCADI341,157$66.5M2.21%
8CHESAPEAKE ENERGY CORPEXE762,794$63.8M2.12%
9SUPER MICRO COMPUTER INCSMCI236,392$58.9M1.96%
10BROOKFIELD CORP11271J1071,718,492$57.8M1.92%
11NEXTERA ENERGY PARTNERS LPNEE-PW957,624$56.2M1.87%
12GOLDMAN SACHS GROUP INCGSCE162,995$52.6M1.75%
13EQT CORPEQT1,173,095$48.2M1.60%
14BOEING COBA-PA223,484$47.2M1.57%
15UBER TECHNOLOGIES INCUBER1,062,120$45.9M1.52%
16WHITE MTNS INS GROUP LTDG9618E10731,899$44.3M1.47%
17NEW YORK CMNTY BANCORP INC6494451033,929,132$44.2M1.47%
18AMAZON COM INCAMZN329,432$42.9M1.43%
19PERRIGO CO PLCPRGO1,142,837$38.8M1.29%
20DENBURY INC24790A101445,282$38.4M1.28%
21MERCK & CO INCMRK318,489$36.8M1.22%
22ABBOTT LABSABLZF333,994$36.4M1.21%
23HUMANA INCHUM76,474$34.2M1.14%
24COSTCO WHSL CORP NEW22160K10563,300$34.1M1.13%
25CONSTELLIUM SECSTM1,971,807$33.9M1.13%
26GREEN PLAINS INCGPRE1,024,575$33.0M1.10%
27FEDEX CORPFDX131,726$32.7M1.08%
28DISNEY WALT CO254687106364,540$32.5M1.08%
29LABORATORY CORP AMER HLDGS50540R409132,124$31.9M1.06%
30TJX COS INC NEW872540109370,431$31.4M1.04%
31ABBVIE INCABBV230,716$31.1M1.03%
32AIR LEASE CORPAIIR715,401$29.9M0.99%
33COCA-COLA EUROPACIFIC PARTNECCEP462,612$29.8M0.99%
34DELTA AIR LINES INC DELDAL622,801$29.6M0.98%
35LOCKHEED MARTIN CORPLMT62,408$28.7M0.95%
36LENNAR CORPLEN-B227,773$28.5M0.95%
37HOME DEPOT INCHD90,402$28.1M0.93%
38COLGATE PALMOLIVE COCL341,379$26.3M0.87%
39FRANCO NEV CORPFNV182,245$26.0M0.86%
40CHUBB LIMITEDCB133,838$25.8M0.86%
41HUNTINGTON INGALLS INDS INC446413106110,865$25.2M0.84%
42PEPSICO INCPEP130,957$24.3M0.81%
43CHEVRON CORP NEWCVX150,233$23.6M0.79%
44DANAHER CORPORATION23585110295,315$22.9M0.76%
45BERKSHIRE HATHAWAY INC DELBRK-A44$22.8M0.76%
46JOHNSON & JOHNSONJNJ133,915$22.2M0.74%
47SERVICENOW INCNOW39,316$22.1M0.73%
48QUANTA SVCS INC74762E102111,966$22.0M0.73%
49BANK NEW YORK MELLON CORP064058100482,094$21.5M0.71%
50FERROGLOBE PLCGSM4,498,780$21.5M0.71%
51FORTIVE CORPFTV281,435$21.0M0.70%
52ILLINOIS TOOL WKS INC45230810982,661$20.7M0.69%
53AUTOMATIC DATA PROCESSING INADP91,765$20.2M0.67%
54BRISTOL-MYERS SQUIBB COCELG-RI310,465$19.9M0.66%
55MONDELEZ INTL INC609207105268,086$19.6M0.65%
56BLACK KNIGHT INC09215C105317,703$19.0M0.63%
57COMCAST CORP NEWCCZ441,630$18.3M0.61%
58QUIDELORTHO CORPQDEL219,929$18.2M0.61%
59EXXON MOBIL CORPXOM169,429$18.2M0.60%
60SPIRIT AEROSYSTEMS HLDGS INC848574109608,455$17.8M0.59%
61COCA COLA COKO294,589$17.7M0.59%
62BAXTER INTL INC071813109377,775$17.2M0.57%
63FIDELITY NATL INFORMATION SV31620M106310,178$17.0M0.56%
64ALPHABET INCGOOG141,629$17.0M0.56%
65HCA HEALTHCARE INCHCA53,330$16.2M0.54%
66AIR PRODS & CHEMS INCAIIR52,367$15.7M0.52%
67HONEYWELL INTL INC43851610672,400$15.0M0.50%
68ADOBE SYSTEMS INCORPORATEDADBE29,994$14.7M0.49%
69RAYTHEON TECHNOLOGIES CORPRTX148,731$14.6M0.48%
70SPROTT PHYSICAL GOLD TRSII877,970$13.1M0.44%
71INTERNATIONAL FLAVORS&FRAGRA459506101164,497$13.1M0.43%
72SYSCO CORPSYY172,450$12.8M0.43%
73ALPHA METALLURGICAL RESOUR I02076410673,920$12.1M0.40%
74INTEL CORPINTC360,896$12.1M0.40%
75AGNICO EAGLE MINES LTDAEM240,173$12.0M0.40%
76JPMORGAN CHASE & COVYLD81,826$11.9M0.40%
77PAR TECHNOLOGY CORPPAR329,078$10.8M0.36%
78CSX CORPCSX312,185$10.6M0.35%
79CROWN HLDGS INCCCK118,876$10.3M0.34%
80FIRST CTZNS BANCSHARES INC N31946M1037,804$10.0M0.33%
81FIDELITY NATIONAL FINANCIALFNF271,484$9.8M0.32%
82AFLAC INCAFL134,403$9.4M0.31%
83UNION PAC CORPUNP45,737$9.4M0.31%
84DEERE & CODE22,557$9.1M0.30%
85BALL CORPBALL154,362$9.0M0.30%
86CARMAX INCKMX105,129$8.8M0.29%
87PROCTER AND GAMBLE CO74271810956,807$8.6M0.29%
88SPROTT PHYSICAL GOLD & SILVESII478,200$8.6M0.29%
89AXSOME THERAPEUTICS INCAXSM119,210$8.6M0.28%
90PFIZER INCPFE229,393$8.4M0.28%
91CORNING INCGLW232,034$8.1M0.27%
92REGENERON PHARMACEUTICALSREGN10,927$7.9M0.26%
93CISCO SYS INCCSCO139,533$7.2M0.24%
94CATERPILLAR INCCAT29,323$7.2M0.24%
95DELL TECHNOLOGIES INCDELL131,875$7.1M0.24%
96THERMO FISHER SCIENTIFIC INCTMO13,594$7.1M0.24%
97OSISKO GOLD ROYALTIES LTD68827L101461,357$7.1M0.24%
98PACKAGING CORP AMER69515610952,948$7.0M0.23%
99ORACLE CORPORCL-PD54,375$6.5M0.22%
100GENERAL MTRS CO37045V100158,880$6.1M0.20%
101INTERCONTINENTAL EXCHANGE IN45866F10449,515$5.6M0.19%
102D R HORTON INC23331A10945,736$5.6M0.18%
103NEW YORK TIMES CONYT136,741$5.4M0.18%
104SPROTT INCSII162,666$5.3M0.18%
105BROOKFIELD INFRAST PARTNERSG16252101142,470$5.2M0.17%
106VISA INCV20,631$4.9M0.16%
107KNIGHT-SWIFT TRANSN HLDGS IN49904910486,970$4.8M0.16%
108INTERNATIONAL BUSINESS MACHSINTR34,793$4.7M0.15%
109MAG SILVER CORP55903Q104409,719$4.6M0.15%
110EMERSON ELEC COEMR47,427$4.3M0.14%
111MITEK SYS INCMITK390,478$4.2M0.14%
112ASTRAZENECA PLCAZN57,185$4.1M0.14%
113WILEY JOHN & SONS INC968223206116,467$4.0M0.13%
114ZIMMER BIOMET HOLDINGS INCZBH26,859$3.9M0.13%
115TECK RESOURCES LTDTCKRF90,651$3.8M0.13%
116S&P GLOBAL INCSPGI9,507$3.8M0.13%
117BLACKSTONE INCBX38,984$3.6M0.12%
118MARTIN MARIETTA MATLS INC5732841067,680$3.5M0.12%
119PHILIP MORRIS INTL INC71817210934,702$3.4M0.11%
120REVVITY INCRVTY27,658$3.3M0.11%
121MEDIAALPHA INCMAX316,780$3.3M0.11%
122BROOKFIELD RENEWABLE CORPBEPC100,154$3.2M0.10%
123APOLLO GLOBAL MGMT INC03769M10635,828$2.8M0.09%
124ECOLAB INCECL14,685$2.7M0.09%
125DAVITA INCDVA26,430$2.7M0.09%
126ENTERPRISE PRODS PARTNERS L293792107100,465$2.6M0.09%
127SHELL PLCRYDAF39,430$2.4M0.08%
128CLARIVATE PLCCLVT244,048$2.3M0.08%
129KIMBERLY-CLARK CORPKMB16,773$2.3M0.08%
130ROPER TECHNOLOGIES INCROP4,572$2.2M0.07%
131MARKEL GROUP INCMKL1,475$2.0M0.07%
132BECTON DICKINSON & COBDX7,675$2.0M0.07%
133MEDTRONIC PLCMDT22,800$2.0M0.07%
134STANLEY BLACK & DECKER INCSWK21,353$2.0M0.07%
135WATERS CORP9418481037,145$1.9M0.06%
136NEXTERA ENERGY INCNEE-PW25,221$1.9M0.06%
137WHEATON PRECIOUS METALS CORPWPM43,000$1.9M0.06%
138NEWMONT CORPNEMCL43,268$1.8M0.06%
139SHARECARE INC81948W1041,052,592$1.8M0.06%
140BROOKFIELD ASSET MANAGMT LTD11300410556,009$1.8M0.06%
141SEACOAST BKG CORP FLASE82,196$1.8M0.06%
142AMGEN INCAMGN8,055$1.8M0.06%
143L3HARRIS TECHNOLOGIES INCLHX9,103$1.8M0.06%
1443M COMMM16,550$1.7M0.06%
145NORTHERN TR CORPNTRSO20,394$1.5M0.05%
146SPROTT PHYSICAL SILVER TRSII194,000$1.5M0.05%
147ENERGY TRANSFER L PET-PI113,900$1.4M0.05%
148CUMMINS INCCMI5,574$1.4M0.05%
149US BANCORP DELUSB-PS41,189$1.4M0.05%
150PROLOGIS INC.PLDGP10,567$1.3M0.04%
151XYLEM INCXYL11,477$1.3M0.04%
152CRESTWOOD EQUITY PARTNERS LP22634420848,450$1.3M0.04%
153AT&T INCT-PC79,327$1.3M0.04%
154PURE CYCLE CORPPCYO114,000$1.3M0.04%
155UNIVERSAL HEALTH RLTY INCOME91359E10526,283$1.3M0.04%
156HOULIHAN LOKEY INCHLI12,245$1.2M0.04%
157WALMART INCWMT7,564$1.2M0.04%
158ANTERO MIDSTREAM CORPAM101,600$1.2M0.04%
159VERIZON COMMUNICATIONS INCVZ31,680$1.2M0.04%
160SUNCOR ENERGY INC NEWSU38,700$1.1M0.04%
161RITHM CAPITAL CORPRITM-PF121,300$1.1M0.04%
162MCDONALDS CORPMCD3,742$1.1M0.04%
163KINROSS GOLD CORPKGCRF231,384$1.1M0.04%
164MPLX LPMPLXP32,200$1.1M0.04%
165ENSTAR GROUP LIMITEDG3075P1014,413$1.1M0.04%
166INTUITINTU2,327$1.1M0.04%
167CONOCOPHILLIPSCOP9,938$1.0M0.03%
168KIMBELL RTY PARTNERS LP49435R10269,000$1.0M0.03%
169DIGITALBRIDGE GROUP INCDBRG-PJ68,200$1.0M0.03%
170SHERWIN WILLIAMS COSHW3,636$965,4310.03%
171PHILLIPS 66PSX9,705$925,6630.03%
172SPOTIFY TECHNOLOGY S ASPOT5,640$905,5020.03%
173LILLY ELI & COLLY1,930$905,1310.03%
174TEXAS PACIFIC LAND CORPORATITPL684$900,4860.03%
175VANGUARD INDEX FDS9229083632,120$863,4560.03%
176PNC FINL SVCS GROUP INC6934751056,795$855,8300.03%
177UNITEDHEALTH GROUP INCUNH1,780$855,5390.03%
178SANDSTORM GOLD LTD80013R206162,000$829,4400.03%
179META PLATFORMS INCMETA2,792$801,2480.03%
180NXP SEMICONDUCTORS N VNXPI3,690$755,2690.03%
181PEAPACK-GLADSTONE FINL CORP70469910727,449$743,3190.02%
182GXO LOGISTICS INCORPORATEDGXO11,586$727,8330.02%
183INTUITIVE SURGICAL INCISRG2,075$709,5260.02%
184PALANTIR TECHNOLOGIES INCPLTR45,812$702,2980.02%
185THE CIGNA GROUP1255231002,455$688,8730.02%
186CANADIAN NAT RES LTD13638510112,125$682,1530.02%
187TELEFLEX INCORPORATEDTFX2,800$677,6840.02%
188ALECTOR INCALEC110,277$662,7650.02%
189WILEY JOHN & SONS INC96822330520,000$660,0000.02%
190TWO HBRS INVT CORP90187B80446,000$638,4800.02%
191GLADSTONE LD CORP37654910138,267$622,6040.02%
192STRYKER CORPORATIONSYK1,996$608,9600.02%
193VERTEX PHARMACEUTICALS INCVRTX1,712$602,4700.02%
194YIELD10 BIOSCIENCE INC98585K862258,838$574,6200.02%
195CULLEN FROST BANKERS INCCFR-PB5,270$566,6830.02%
196ARMSTRONG WORLD INDS INC NEW04247X1027,545$554,2560.02%
197TENARIS S A88031M10918,200$545,0900.02%
198SOUTHWESTERN ENERGY CO84546710987,500$525,8750.02%
199AON PLCAON1,512$521,9420.02%
200SCHLUMBERGER LTDSLB10,458$513,6970.02%
201CONSOLIDATED EDISON INCED5,300$479,1200.02%
202HESS CORPHESM3,504$476,3690.02%
203CLARIVATE PLCCLVT11,350$465,9180.02%
204TOLL BROTHERS INCTOL5,850$462,5600.02%
205VANGUARD ADMIRAL FDS INC9219327944,607$456,6460.02%
206NOVARTIS AGNVSEF4,524$456,5170.02%
207VANGUARD TAX-MANAGED FDS9219438589,851$454,9190.02%
208REDWOOD TRUST INCRWTQ70,700$450,3590.01%
209FISERV INCFISV3,523$444,4260.01%
210LAUDER ESTEE COS INC5184391042,175$427,1270.01%
211VANGUARD INDEX FDS9229087361,494$422,7420.01%
212SCHWAB CHARLES CORPSCHW-PJ7,431$421,1890.01%
213BROWN & BROWN INCBRO6,050$416,4820.01%
214J P MORGAN EXCHANGE TRADED F46641Q3327,500$414,9750.01%
215WELLS FARGO CO NEW9497461019,550$407,5940.01%
216LOANDEPOT INCLDI192,000$407,0400.01%
217GILEAD SCIENCES INCGILD4,925$379,5700.01%
218VALLEY NATL BANCORP91979410747,858$370,9000.01%
219RANGE RES CORPRRC11,750$345,4500.01%
220TESLA INCTSLA1,285$336,3740.01%
221VIRNETX HLDG CORPVHC722,930$336,1620.01%
222VANECK ETF TRUST92189F7919,125$325,3980.01%
223CVS HEALTH CORPCVS4,690$324,2200.01%
224MICRON TECHNOLOGY INCMU5,130$323,7540.01%
225REYNOLDS CONSUMER PRODS INC76171L10611,400$322,0500.01%
226NORTHROP GRUMMAN CORPNOC700$319,0600.01%
227COMSCORE INCSCOR390,161$316,0300.01%
228VANGUARD INDEX FDS9229086291,334$293,6930.01%
229I-80 GOLD CORPIAUX-WT130,000$292,5000.01%
230VANGUARD INDEX FDS9229087511,415$281,4290.01%
231ISHARES TR4642871011,314$272,1530.01%
232GENERAL ELECTRIC CO3696043012,450$269,1330.01%
233FORD MTR CO DEL34537086017,750$268,5580.01%
234KINDER MORGAN INC DELEP-PC15,484$266,6340.01%
235BIODESIX INCBDSX205,605$252,8940.01%
236WASTE MGMT INC DEL94106L1091,450$251,4590.01%
237ROYAL BK CDA7800871022,611$249,3770.01%
238TAYLOR MORRISON HOME CORPTMHC5,000$243,8500.01%
239LAKELAND BANCORP INC51163710018,000$241,0200.01%
240BROOKFIELD INFRASTRUCTURE COBIPC5,249$239,2490.01%
241GREEN PLAINS PARTNERS LPGPRE18,154$234,9130.01%
242MID-AMER APT CMNTYS INC59522J1031,500$227,7900.01%
243INGREDION INCINGR2,125$225,1440.01%
244OPTION CARE HEALTH INCOPCH6,750$219,3080.01%
245COMMSCOPE HLDG CO INC20337X10938,150$214,7850.01%
246ISHARES TR464287614775$213,2650.01%
247ISHARES TR4642878042,024$201,6920.01%
248IDEXX LABS INC45168D104400$200,8920.01%
249MARCUS CORP DELMCS10,100$149,7830.00%
250NEW FOUND GOLD CORPNFGC30,000$148,5000.00%
251ANNOVIS BIO INCANVS10,000$142,9000.00%
252SIMPLIFY EXCHANGE TRADED FUN82889N78021,000$122,6510.00%
253LORDSTOWN MOTORS CORP54405Q20956,517$120,3810.00%
254OPENDOOR TECHNOLOGIES INCOPENZ24,000$96,4800.00%
255IZEA WORLDWIDE INCIZEA31,250$75,6250.00%
256REMARK HLDGS INC75955K30076,335$74,8080.00%
257AMERICAN WELL CORPAMWL16,500$34,6500.00%
258SYNAPTOGENIX INC87167T20130,000$28,2000.00%
259SHARECARE INC81948W11270,000$13,3000.00%
260WEWORK INC96209A10425,000$6,3850.00%
261CROWN ELECTROKINETICS CORPCRKN13,500$1,7700.00%