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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 Q4 2023 · Filed November 14, 2023 · Accession 0000016972-23-000005

Total Value
$2.92B
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT531,483$167.8M5.74%
2ALPHABET INCGOOG860,354$113.4M3.88%
3BERKSHIRE HATHAWAY INC DELBRK-A271,172$95.0M3.25%
4VERTIV HOLDINGS COVRT2,193,875$81.6M2.79%
5APPLE INCAAPL463,228$79.3M2.71%
6SUPER MICRO COMPUTER INCSMCI262,634$72.0M2.46%
7LOWES COS INC548661107345,314$71.8M2.46%
8AMAZON COM INCAMZN539,878$68.6M2.35%
9CHESAPEAKE ENERGY CORPEXE766,529$66.1M2.26%
10BROOKFIELD CORP11271J1072,032,782$63.6M2.18%
11ANALOG DEVICES INCADI360,255$63.1M2.16%
12UBER TECHNOLOGIES INCUBER1,177,475$54.2M1.85%
13GOLDMAN SACHS GROUP INCGSCE158,869$51.4M1.76%
14HUMANA INCHUM102,758$50.0M1.71%
15NEW YORK CMNTY BANCORP INC6494451034,073,592$46.2M1.58%
16BOEING COBA-PA239,840$46.0M1.57%
17PERRIGO CO PLCPRGO1,423,577$45.5M1.56%
18WHITE MTNS INS GROUP LTDG9618E10730,394$45.5M1.56%
19EQT CORPEQT1,112,405$45.1M1.54%
20LABORATORY CORP AMER HLDGS50540R409210,420$42.3M1.45%
21HUNTINGTON INGALLS INDS INC446413106182,980$37.4M1.28%
22CONSTELLIUM SECSTM1,981,227$36.1M1.23%
23COSTCO WHSL CORP NEW22160K10563,170$35.7M1.22%
24FEDEX CORPFDX128,337$34.0M1.16%
25ABBVIE INCABBV226,746$33.8M1.16%
26ABBOTT LABSABLZF342,822$33.2M1.14%
27TJX COS INC NEW872540109367,786$32.7M1.12%
28MERCK & CO INCMRK313,603$32.3M1.10%
29COCA-COLA EUROPACIFIC PARTNECCEP508,109$31.7M1.09%
30DISNEY WALT CO254687106371,522$30.1M1.03%
31CHUBB LIMITEDCB133,168$27.7M0.95%
32HOME DEPOT INCHD89,394$27.0M0.92%
33GREEN PLAINS INCGPRE880,730$26.5M0.91%
34LOCKHEED MARTIN CORPLMT62,423$25.5M0.87%
35LENNAR CORPLEN-B225,983$25.4M0.87%
36CHEVRON CORP NEWCVX149,950$25.3M0.87%
37FRANCO NEV CORPFNV182,245$24.3M0.83%
38AIR LEASE CORPAIIR616,037$24.3M0.83%
39DANAHER CORPORATION23585110297,774$24.3M0.83%
40COLGATE PALMOLIVE COCL338,428$24.1M0.82%
41BERKSHIRE HATHAWAY INC DELBRK-A44$23.4M0.80%
42FERROGLOBE PLCGSM4,344,555$22.6M0.77%
43PEPSICO INCPEP131,002$22.2M0.76%
44AUTOMATIC DATA PROCESSING INADP91,870$22.1M0.76%
45SERVICENOW INCNOW39,061$21.8M0.75%
46KENVUE INCKVUE1,085,942$21.8M0.75%
47FORTIVE CORPFTV281,430$20.9M0.71%
48QUANTA SVCS INC74762E102111,001$20.8M0.71%
49BANK NEW YORK MELLON CORP064058100486,322$20.7M0.71%
50JOHNSON & JOHNSONJNJ128,982$20.1M0.69%
51COMCAST CORP NEWCCZ438,247$19.4M0.67%
52EXXON MOBIL CORPXOM164,684$19.4M0.66%
53ILLINOIS TOOL WKS INC45230810983,026$19.1M0.65%
54MONDELEZ INTL INC609207105266,050$18.5M0.63%
55ALPHABET INCGOOG138,054$18.1M0.62%
56BRISTOL-MYERS SQUIBB COCELG-RI299,390$17.4M0.59%
57FIDELITY NATL INFORMATION SV31620M106307,313$17.0M0.58%
58COCA COLA COKO294,479$16.5M0.56%
59AIR PRODS & CHEMS INCAIIR57,867$16.4M0.56%
60ADOBE INCADBE31,355$16.0M0.55%
61QUIDELORTHO CORPQDEL216,529$15.8M0.54%
62NEXTERA ENERGY PARTNERS LPNEE-PW512,238$15.2M0.52%
63HONEYWELL INTL INC43851610680,484$14.9M0.51%
64BAXTER INTL INC071813109393,293$14.8M0.51%
65NUTRIEN LTDNTR232,920$14.4M0.49%
66DELTA AIR LINES INC DELDAL380,996$14.1M0.48%
67PINTEREST INCPINS485,903$13.1M0.45%
68HCA HEALTHCARE INCHCA53,080$13.1M0.45%
69INTEL CORPINTC358,361$12.7M0.44%
70SPROTT PHYSICAL GOLD TRSII862,065$12.3M0.42%
71JPMORGAN CHASE & COVYLD82,233$11.9M0.41%
72CROWN HLDGS INCCCK134,617$11.9M0.41%
73SYSCO CORPSYY171,745$11.3M0.39%
74FIDELITY NATIONAL FINANCIALFNF271,509$11.2M0.38%
75PAR TECHNOLOGY CORPPAR288,411$11.1M0.38%
76FIRST CTZNS BANCSHARES INC N31946M1037,752$10.7M0.37%
77AFLAC INCAFL133,198$10.2M0.35%
78AGNICO EAGLE MINES LTDAEM217,093$9.9M0.34%
79UNION PAC CORPUNP47,247$9.6M0.33%
80RTX CORPORATIONRTX128,111$9.2M0.32%
81REGENERON PHARMACEUTICALSREGN10,917$9.0M0.31%
82INTERNATIONAL FLAVORS&FRAGRA459506101127,329$8.7M0.30%
83INTERCONTINENTAL EXCHANGE IN45866F10476,863$8.5M0.29%
84DEERE & CODE22,207$8.4M0.29%
85SPROTT PHYSICAL GOLD & SILVESII478,200$8.3M0.28%
86PROCTER AND GAMBLE CO74271810956,573$8.3M0.28%
87BALL CORPBALL157,602$7.8M0.27%
88CATERPILLAR INCCAT28,337$7.7M0.26%
89PFIZER INCPFE227,968$7.6M0.26%
90PACKAGING CORP AMER69515610948,650$7.5M0.26%
91CISCO SYS INCCSCO137,763$7.4M0.25%
92CARMAX INCKMX103,949$7.4M0.25%
93AXSOME THERAPEUTICS INCAXSM104,190$7.3M0.25%
94CORNING INCGLW231,999$7.1M0.24%
95THERMO FISHER SCIENTIFIC INCTMO13,449$6.8M0.23%
96ALPHA METALLURGICAL RESOUR I02076410623,085$6.0M0.21%
97ORACLE CORPORCL-PD55,575$5.9M0.20%
98GENERAL MTRS CO37045V100173,540$5.7M0.20%
99NEW YORK TIMES CONYT136,741$5.6M0.19%
100D R HORTON INC23331A10949,401$5.3M0.18%
101SPROTT INCSII162,666$5.0M0.17%
102INTERNATIONAL BUSINESS MACHSINTR34,793$4.9M0.17%
103VISA INCV20,528$4.7M0.16%
104OSISKO GOLD ROYALTIES LTD68827L101377,257$4.4M0.15%
105EMERSON ELEC COEMR45,627$4.4M0.15%
106BROOKFIELD INFRAST PARTNERSG16252101135,221$4.0M0.14%
107WILEY JOHN & SONS INC968223206104,509$3.9M0.13%
108MAG SILVER CORP55903Q104356,469$3.7M0.13%
109MITEK SYS INCMITK343,617$3.7M0.13%
110BLACKSTONE INCBX33,273$3.6M0.12%
111S&P GLOBAL INCSPGI9,507$3.5M0.12%
112CAPITAL ONE FINL CORP14040H10534,434$3.3M0.11%
113APOLLO GLOBAL MGMT INC03769M10635,813$3.2M0.11%
114PHILIP MORRIS INTL INC71817210934,702$3.2M0.11%
115ZIMMER BIOMET HOLDINGS INCZBH26,834$3.0M0.10%
116ENTERPRISE PRODS PARTNERS L293792107100,985$2.8M0.09%
117REVVITY INCRVTY24,009$2.7M0.09%
118SHELL PLCRYDAF39,630$2.6M0.09%
119DAVITA INCDVA26,430$2.5M0.09%
120SURGERY PARTNERS INCSGRY84,970$2.5M0.09%
121ECOLAB INCECL14,285$2.4M0.08%
122ROPER TECHNOLOGIES INCROP4,583$2.2M0.08%
123AMGEN INCAMGN8,055$2.2M0.07%
124KIMBERLY-CLARK CORPKMB16,773$2.0M0.07%
125BECTON DICKINSON & COBDX7,675$2.0M0.07%
126BROOKFIELD RENEWABLE CORPBEPC79,079$1.9M0.06%
127WATERS CORP9418481036,689$1.8M0.06%
128SEACOAST BKG CORP FLASE82,196$1.8M0.06%
129CSX CORPCSX58,475$1.8M0.06%
130MEDTRONIC PLCMDT22,800$1.8M0.06%
131WHEATON PRECIOUS METALS CORPWPM43,000$1.7M0.06%
132STANLEY BLACK & DECKER INCSWK19,548$1.6M0.06%
133ENERGY TRANSFER L PET-PI112,900$1.6M0.05%
134BROOKFIELD ASSET MANAGMT LTD11300410547,083$1.6M0.05%
135NEWMONT CORPNEMCL42,143$1.6M0.05%
136MARKEL GROUP INCMKL1,055$1.6M0.05%
1373M COMMM16,250$1.5M0.05%
138US BANCORP DELUSB-PS45,264$1.5M0.05%
139SPROTT PHYSICAL SILVER TRSII194,000$1.5M0.05%
140NEXTERA ENERGY INCNEE-PW25,221$1.4M0.05%
141NORTHERN TR CORPNTRSO20,394$1.4M0.05%
142SUNCOR ENERGY INC NEWSU38,700$1.3M0.05%
143HOULIHAN LOKEY INCHLI12,245$1.3M0.04%
144CUMMINS INCCMI5,574$1.3M0.04%
145TEXAS PACIFIC LAND CORPORATITPL684$1.2M0.04%
146INTUITINTU2,386$1.2M0.04%
147ANTERO MIDSTREAM CORPAM101,600$1.2M0.04%
148L3HARRIS TECHNOLOGIES INCLHX6,888$1.2M0.04%
149CONOCOPHILLIPSCOP9,938$1.2M0.04%
150PROLOGIS INC.PLDGP10,448$1.2M0.04%
151WALMART INCWMT7,238$1.2M0.04%
152MPLX LPMPLXP32,200$1.1M0.04%
153RITHM CAPITAL CORPRITM-PF121,300$1.1M0.04%
154DIGITALBRIDGE GROUP INCDBRG-PJ63,850$1.1M0.04%
155KIMBELL RTY PARTNERS LP49435R10269,000$1.1M0.04%
156MCDONALDS CORPMCD4,167$1.1M0.04%
157PURE CYCLE CORPPCYO114,000$1.1M0.04%
158UNITEDHEALTH GROUP INCUNH2,160$1.1M0.04%
159PHILLIPS 66PSX9,055$1.1M0.04%
160CRESTWOOD EQUITY PARTNERS LP22634420836,450$1.1M0.04%
161UNIVERSAL HEALTH RLTY INCOME91359E10526,283$1.1M0.04%
162KINROSS GOLD CORPKGCRF231,384$1.1M0.04%
163XYLEM INCXYL11,477$1.0M0.04%
164FORTREA HLDGS INCFTRE36,181$1.0M0.04%
165VERIZON COMMUNICATIONS INCVZ30,590$991,4220.03%
166MEDIAALPHA INCMAX117,705$972,2430.03%
167CLARIVATE PLCCLVT139,096$933,3340.03%
168SHERWIN WILLIAMS COSHW3,636$927,3620.03%
169VANGUARD INDEX FDS9229083632,237$878,4600.03%
170META PLATFORMS INCMETA2,792$838,1860.03%
171PNC FINL SVCS GROUP INC6934751056,795$834,2220.03%
172SHARECARE INC81948W104869,207$817,4020.03%
173SANDSTORM GOLD LTD80013R206162,000$754,9200.03%
174WILEY JOHN & SONS INC96822330520,000$747,6000.03%
175NXP SEMICONDUCTORS N VNXPI3,690$737,7050.03%
176PALANTIR TECHNOLOGIES INCPLTR45,812$732,9920.03%
177PEAPACK-GLADSTONE FINL CORP70469910727,449$704,0670.02%
178THE CIGNA GROUP1255231002,455$702,3020.02%
179ENSTAR GROUP LIMITEDG3075P1012,817$681,7140.02%
180GXO LOGISTICS INCORPORATEDGXO11,586$679,5190.02%
181MARTIN MARIETTA MATLS INC5732841061,610$660,8730.02%
182ACCELERATE DIAGNOSTICS INC00430H201114,690$659,4680.02%
183SPOTIFY TECHNOLOGY S ASPOT4,190$647,9420.02%
184TWO HBRS INVT CORP90187B80446,000$609,0400.02%
185INTUITIVE SURGICAL INCISRG2,075$606,5020.02%
186VERTEX PHARMACEUTICALS INCVRTX1,712$595,3310.02%
187TENARIS S A88031M10918,200$575,1200.02%
188COMMSCOPE HLDG CO INC20337X109171,000$574,5600.02%
189ALECTOR INCALEC88,252$571,8730.02%
190SOUTHWESTERN ENERGY CO84546710987,500$564,3750.02%
191CANADIAN NAT RES LTD1363851018,650$559,3960.02%
192TELEFLEX INCORPORATEDTFX2,800$549,9480.02%
193STRYKER CORPORATIONSYK2,004$547,6330.02%
194GLADSTONE LD CORP37654910138,267$544,5390.02%
195MEDICAL PPTYS TRUST INC58463J30492,500$504,1250.02%
196REDWOOD TRUST INCRWTQ70,700$504,0910.02%
197ISHARES TR4642878045,244$494,6670.02%
198AON PLCAON1,522$493,4630.02%
199BROWN & BROWN INCBRO7,050$492,3720.02%
200TOLL BROTHERS INCTOL6,650$491,8340.02%
201CULLEN FROST BANKERS INCCFR-PB5,270$480,6770.02%
202ARMSTRONG WORLD INDS INC NEW04247X1026,615$476,2800.02%
203NOVARTIS AGNVSEF4,545$462,9540.02%
204CONSOLIDATED EDISON INCED5,300$453,3090.02%
205VANGUARD TAX-MANAGED FDS9219438589,851$430,6860.01%
206INVESCO ACTVELY MNGD ETC FDIVZ28,496$426,0150.01%
207VALLEY NATL BANCORP91979410747,858$409,6640.01%
208SCHWAB CHARLES CORPSCHW-PJ7,431$407,9620.01%
209VANGUARD INDEX FDS9229087361,494$406,8310.01%
210J P MORGAN EXCHANGE TRADED F46641Q3327,500$401,7000.01%
211SCHLUMBERGER LTDSLB6,858$399,8210.01%
212FISERV INCFISV3,523$397,9580.01%
213WELLS FARGO CO NEW9497461019,550$390,2130.01%
214RANGE RES CORPRRC11,750$380,8180.01%
215T-MOBILE US INCTMUSZ2,630$368,3320.01%
216BIODESIX INCBDSX205,605$339,2480.01%
217CLARIVATE PLCCLVT11,575$338,3370.01%
218VANGUARD INDEX FDS9229086291,603$333,8090.01%
219GILEAD SCIENCES INCGILD4,425$331,6100.01%
220TESLA INCTSLA1,285$321,5330.01%
221VANGUARD INDEX FDS9229087511,693$320,0960.01%
222VANGUARD STAR FDS9219097685,800$310,4160.01%
223NORTHROP GRUMMAN CORPNOC700$308,1330.01%
224LOANDEPOT INCLDI171,000$294,1200.01%
225VANECK ETF TRUST92189F7919,125$294,0990.01%
226LAUDER ESTEE COS INC5184391042,025$292,7140.01%
227REYNOLDS CONSUMER PRODS INC76171L10611,400$292,1820.01%
228CVS HEALTH CORPCVS4,140$289,0550.01%
229MICRON TECHNOLOGY INCMU4,010$272,8000.01%
230ISHARES TR4642871011,314$263,7150.01%
231KINDER MORGAN INC DELEP-PC15,484$256,7250.01%
232COMSCORE INCSCOR390,161$239,5200.01%
233ROYAL BK CDA7800871022,611$228,3060.01%
234MASTERCARD INCORPORATEDMA575$227,6480.01%
235LAKELAND BANCORP INC51163710018,000$227,1600.01%
236MARATHON PETE CORPMARA1,500$227,0100.01%
237WASTE MGMT INC DEL94106L1091,450$221,0380.01%
238FORD MTR CO DEL34537086017,750$220,4550.01%
239OPTION CARE HEALTH INCOPCH6,750$218,3630.01%
240ELI LILLY & COLLY405$217,5380.01%
241SCORPIO TANKERS INCSTNG4,000$216,4800.01%
242TAYLOR MORRISON HOME CORPTMHC5,000$213,0500.01%
243VALERO ENERGY CORPVLO1,500$212,5650.01%
244BP PLCBPPFF5,350$207,1520.01%
245ISHARES TR464287614775$206,1420.01%
246EOG RES INCEOG1,600$202,8160.01%
247I-80 GOLD CORPIAUX-WT130,000$198,9000.01%
248MARCUS CORP DELMCS10,100$156,5500.01%
249AGNC INVT CORP00123Q10414,000$132,1600.00%
250NEW FOUND GOLD CORPNFGC30,000$125,1000.00%
251SIMPLIFY EXCHANGE TRADED FUN82889N78021,000$111,3000.00%
252ANNOVIS BIO INCANVS10,000$94,9000.00%
253YIELD10 BIOSCIENCE INC98585K862258,838$84,5620.00%
254IZEA WORLDWIDE INCIZEA25,000$54,0000.00%
255REMARK HLDGS INC75955K30067,745$33,7780.00%
256OPENDOOR TECHNOLOGIES INCOPENZ10,000$26,4000.00%
257AMERICAN WELL CORPAMWL16,500$19,3050.00%
258SYNAPTOGENIX INC87167T20130,000$13,2000.00%
259SHARECARE INC81948W11255,000$1,6500.00%