CS

Cannell & Spears LLC

13F
Cannell & Spears LLC
Last update 2024-08-12 366 Stocks (18 new)
Value $4.82 Bil Turnover 8 %
Countries:
Top Holdings: MSFT(7.82%)GOOG(4.10%)AAPL(3.87%)BRK.B(3.15%)AMZN(2.32%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cannell & Spears LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
843,804
377138.260
-1.63%
7.820
-0.12%
0.010
-3.93%
+14.79%
3191040.542
Software
GOOG 		Alphabet Inc
1,078,050
197735.930
-8.99%
4.100
-0.34%
0.010
-9.36%
+16.41%
2005587.250
Interactive Media
AAPL 		Apple Inc
884,505
186294.520
-1.03%
3.870
-0.03%
0.010
+9.38%
+18.56%
3457420.754
Hardware
BRK.B 		Berkshire Hathaway Inc
373,328
151869.830
-0.19%
3.150
-0.01%
0.020
+9.80%
+27.45%
980743.431
Insurance
AMZN 		Amazon.com Inc
578,011
111700.630
-1.15%
2.320
-0.03%
0.010
+4.56%
+27.70%
2036454.842
Retail - Cyclical
CB 		Chubb Ltd
338,780
86416.000
-1.21%
1.790
-0.02%
0.080
+9.23%
+29.49%
117043.978
Insurance
QSR 		Restaurant Brands International Inc
1,205,233
84812.250
+200.73%
1.760
+1.17%
0.380
+1.47%
-7.40%
22708.305
Restaurants
GOOGL 		Alphabet Inc
465,585
84806.310
-3.21%
1.760
-0.05%
0.000
-9.31%
+16.49%
2005587.250
Interactive Media
BN 		Brookfield Corp
1,993,162
82795.950
+0.89%
1.720
+0.02%
0.130
+27.72%
+32.33%
79062.260
Asset Management
ORCL 		Oracle Corp
533,592
75343.190
+0.56%
1.560
+0.01%
0.020
+18.86%
+58.83%
459426.494
Software

Cannell & Spears LLC's Historical Top Holdings Breakdowns

Cannell & Spears LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ILMN 		Illumina Inc2024-06-30Add
+1.54%
●
98.22 ($112.1) 129.83
$128.75
14.85%
Add 45800.91%
709,628
708,082
QSR 		Restaurant Brands International Inc2024-06-30Add
+1.17%
●
66.29 ($71.43) 78.45
$70.64
-1.11%
Add 200.73%
1,205,233
804,461
LW 		Lamb Weston Holdings Inc2024-06-30New Buy
+1.14%
●
77.8 ($85.31) 104.98
$64.84
-23.99%
New holding
652,695
652,695
EQT 		EQT Corp2024-06-30Add
+1.03%
●
36.04 ($39.18) 41.92
$35.64
-9.04%
Add 2539.98%
1,392,720
1,339,965
W 		Wayfair Inc2024-06-30Reduce
-0.91%
●
49.8 ($59.38) 72.94
$54.03
-9.01%
Reduce -98.76%
8,140
-650,123
ALIT 		Alight Inc2024-06-30Sold Out
-0.86%
●
7.19 ($8.32) 9.65
$7.26
-12.74%
Sold Out
0
-4,224,350
LH 		Labcorp Holdings Inc2024-06-30Reduce
-0.80%
●
192.5 ($203.42) 216.35
$220.60
8.45%
Reduce -51.78%
165,335
-177,536
NSC 		Norfolk Southern Corp2024-06-30Sold Out
-0.68%
●
209.9 ($232.04) 253.39
$246.93
6.42%
Sold Out
0
-129,203
HII 		Huntington Ingalls Industries Inc2024-06-30Add
+0.64%
●
238.46 ($259.91) 287.6
$257.32
-1.00%
Add 151.3%
207,343
124,836
LHX 		L3Harris Technologies Inc2024-06-30Reduce
-0.46%
●
200.34 ($216.07) 226.69
$234.74
8.64%
Reduce -81.03%
24,413
-104,257

Cannell & Spears LLC Total Holding History ($B)

To

Cannell & Spears LLC's Asset Allocation

To

Cannell & Spears LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cannell & Spears LLC's Hypothetical Growth since 2024-06-30

Cannell & Spears LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cannell & Spears LLC's Holdings Heat Map

Size field:

Cannell & Spears LLC's Holdings Bubble Chart

Cannell & Spears LLC News

  • 1

Discussions on Cannell & Spears LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.