HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
523,266 | -8,217 | $196,769 |
| MSFT | 523,266 | -8,217 | $196,769 |
 BERKSHIRE HATHAWAY INC DEL |
$120,237 | ||
| BRK.B | 270,177 | -995 | $96,361 |
| BRK.A | 44 | UNCH | $23,876 |
| ALPHABET INC |
846,786 | -13,568 | $119,338 |
| GOOG | 846,786 | -13,568 | $119,338 |
| AMAZON COM INC |
587,885 | +48,007 | $89,323 |
| AMZN | 587,885 | +48,007 | $89,323 |
| APPLE INC |
452,296 | -10,932 | $87,081 |
| AAPL | 452,296 | -10,932 | $87,081 |
| LOWES COS INC |
371,534 | +26,220 | $82,685 |
| LOW | 371,534 | +26,220 | $82,685 |
| BROOKFIELD CORP |
1,988,248 | -44,534 | $79,769 |
| BN | 1,988,248 | -44,534 | $79,769 |
| LABORATORY CORP AMER HLDGS |
340,869 | +130,449 | $77,476 |
| LH | 340,869 | +130,449 | $77,476 |
| VERTIV HOLDINGS CO |
1,451,650 | -742,225 | $69,723 |
| VRT | 1,451,650 | -742,225 | $69,723 |
| ANALOG DEVICES INC |
331,077 | -29,178 | $65,739 |
| ADI | 331,077 | -29,178 | $65,739 |
| CHESAPEAKE ENERGY CORP |
824,782 | +58,253 | $63,459 |
| CHK | 824,782 | +58,253 | $63,459 |
| UBER TECHNOLOGIES INC |
1,014,439 | -163,036 | $62,459 |
| UBER | 1,014,439 | -163,036 | $62,459 |
| SUPER MICRO COMPUTER INC |
216,758 | -45,876 | $61,616 |
| SMCI | 216,758 | -45,876 | $61,616 |
| BOEING CO |
222,462 | -17,378 | $57,987 |
| BA | 222,462 | -17,378 | $57,987 |
| GOLDMAN SACHS GROUP INC |
146,455 | -12,414 | $56,498 |
| GS | 146,455 | -12,414 | $56,498 |
| CONSTELLIUM SE |
2,561,727 | +580,500 | $51,132 |
| CSTM | 2,561,727 | +580,500 | $51,132 |
| CRH PLC |
714,012 | +714,012 | $49,381 |
| CRH | 714,012 | +714,012 | $49,381 |
| NEW YORK CMNTY BANCORP INC |
4,574,137 | +500,545 | $46,793 |
| NYCB | 4,574,137 | +500,545 | $46,793 |
| PINTEREST INC |
1,233,723 | +747,820 | $45,697 |
| PINS | 1,233,723 | +747,820 | $45,697 |
| WHITE MTNS INS GROUP LTD |
30,269 | -125 | $45,555 |
| WTM | 30,269 | -125 | $45,555 |
| EQT CORP |
1,130,960 | +18,555 | $43,723 |
| EQT | 1,130,960 | +18,555 | $43,723 |
| COSTCO WHSL CORP NEW |
62,959 | -211 | $41,558 |
| COST | 62,959 | -211 | $41,558 |
| ABBOTT LABS |
347,795 | +4,973 | $38,282 |
| ABT | 347,795 | +4,973 | $38,282 |
| HUNTINGTON INGALLS INDS INC |
142,778 | -40,202 | $37,071 |
| HII | 142,778 | -40,202 | $37,071 |
| ABBVIE INC |
230,806 | +4,060 | $35,768 |
| ABBV | 230,806 | +4,060 | $35,768 |
| MERCK & CO INC |
315,918 | +2,315 | $34,441 |
| MRK | 315,918 | +2,315 | $34,441 |
| TJX COS INC NEW |
363,176 | -4,610 | $34,070 |
| TJX | 363,176 | -4,610 | $34,070 |
| CHEVRON CORP NEW |
223,256 | +73,306 | $33,301 |
| CVX | 223,256 | +73,306 | $33,301 |
| COCA COLA EUROPACIFIC PARTNE |
492,594 | -15,515 | $32,876 |
| CCEP | 492,594 | -15,515 | $32,876 |
| DISNEY WALT CO |
360,505 | -11,017 | $32,550 |
| DIS | 360,505 | -11,017 | $32,550 |
| FEDEX CORP |
124,576 | -3,761 | $31,514 |
| FDX | 124,576 | -3,761 | $31,514 |
| HOME DEPOT INC |
89,545 | +151 | $31,032 |
| HD | 89,545 | +151 | $31,032 |
| PERRIGO CO PLC |
955,167 | -468,410 | $30,737 |
| PRGO | 955,167 | -468,410 | $30,737 |
| LENNAR CORP |
206,023 | -19,960 | $30,706 |
| LEN | 206,023 | -19,960 | $30,706 |
| CHUBB LIMITED |
132,873 | -295 | $30,029 |
| CB | 132,873 | -295 | $30,029 |
| LOCKHEED MARTIN CORP |
62,058 | -365 | $28,127 |
| LMT | 62,058 | -365 | $28,127 |
| QUANTA SVCS INC |
129,078 | +18,077 | $27,855 |
| PWR | 129,078 | +18,077 | $27,855 |
| FERROGLOBE PLC |
4,141,905 | -202,650 | $26,964 |
| GSM | 4,141,905 | -202,650 | $26,964 |
| COLGATE PALMOLIVE CO |
331,664 | -6,764 | $26,437 |
| CL | 331,664 | -6,764 | $26,437 |
| BANK NEW YORK MELLON CORP |
484,752 | -1,570 | $25,231 |
| BK | 484,752 | -1,570 | $25,231 |
| SERVICENOW INC |
35,617 | -3,444 | $25,163 |
| NOW | 35,617 | -3,444 | $25,163 |
| AIR LEASE CORP |
591,730 | -24,307 | $24,817 |
| AL | 591,730 | -24,307 | $24,817 |
| DANAHER CORPORATION |
98,639 | +865 | $22,819 |
| DHR | 98,639 | +865 | $22,819 |
| PEPSICO INC |
131,111 | +109 | $22,268 |
| PEP | 131,111 | +109 | $22,268 |
| ILLINOIS TOOL WKS INC |
82,016 | -1,010 | $21,483 |
| ITW | 82,016 | -1,010 | $21,483 |
| FORTIVE CORP |
284,335 | +2,905 | $20,936 |
| FTV | 284,335 | +2,905 | $20,936 |
| AUTOMATIC DATA PROCESSING IN |
87,470 | -4,400 | $20,378 |
| ADP | 87,470 | -4,400 | $20,378 |
| JOHNSON & JOHNSON |
129,265 | +283 | $20,261 |
| JNJ | 129,265 | +283 | $20,261 |
| FIDELITY NATL INFORMATION SV |
335,159 | +27,846 | $20,133 |
| FIS | 335,159 | +27,846 | $20,133 |
| GENERAL ELECTRIC CO |
156,490 | +156,490 | $19,973 |
| GE | 156,490 | +156,490 | $19,973 |
See Full List: All Stocks Held By Cannell & Co.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cannell & Co.
|
Size ($ in 1000's)
At 12/31/2023: $3,151,301 At 09/30/2023: $2,922,262 Cannell & Co. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cannell & Co. 13F filings. Link to 13F filings: SEC filings |
