Cannon Global Investment Management, LLC

CIK

1844427

Location

DAVIE, FL

Portfolio Value

Micro $33,760,630

Diversification

Diversified

Filing Date

Global Rank

#7,634 / 8,710 ▲ 826

Top Industry

Shell Companies 14.8%

Period ended 3 months ago

Filed Jul 30, 2026 · 52d

22 quarters · since Dec 2020

Portfolio Concentration

48 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.4%

−10.1 pts

Top 5

27.9%

−2.7 pts

Top 10

42.7%

−1.5 pts

HHI

303

Diversified−125

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	27.9%	$9,412,864	11
Financial Services	21.4%	$7,212,633	12
Healthcare	16.6%	$5,606,243	9
Technology	9.8%	$3,291,676	6
Communication Services	9.0%	$3,047,794	3
Consumer Cyclical	6.9%	$2,326,875	3
Real Estate	5.6%	$1,905,252	2
Utilities	1.7%	$567,800	1
Unclassified	1.2%	$389,493	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
WBD	Warner Bros. Discovery, Inc.	+37,500	60,000	$1,599,600
BCRX	Biocryst Pharmaceuticals Inc	+33,100	59,700	$597,000
MNRO	Monro, Inc.	+24,734	50,234	$859,503
CZR	Caesars Entertainment, Inc.	+20,904	30,904	$932,682
SUI	Sun Communities Inc	+1,700	13,600	$1,630,776
UNF	Unifirst Corp	+1,100	3,600	$952,056
IBIT	iShares Bitcoin Trust ETF	+1,100	11,700	$389,493
RDDT	Reddit, Inc.	+1,100	3,500	$607,530
DAAQ	Digital Asset Acquisition Corp.	+1,100	20,500	$212,790
—		+1,100	5,000	$1,044,700
CEPF	Cantor Equity Partners IV, Inc.	+600	76,300	$793,520
HVII	Hennessy Capital Investment Corp. VII	+400	58,400	$610,280
FERG	Ferguson Enterprises Inc. /DE/	+400	3,400	$806,922
TACO	Berto Acquisition Corp.	+400	42,100	$441,629
BEAG	Bold Eagle Acquisition Corp.	+355	28,655	$306,035
LPBB	Launch Two Acquisition Corp.	+200	12,800	$137,216
PEN	Penumbra Inc	+200	1,800	$568,350
ALNY	Alnylam Pharmaceuticals, Inc.	+100	2,500	$752,575
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
CEPO	Cantor Equity Partners I, Inc.	−68,800	49,200	$434,436
JBLU	Jetblue Airways Corp	−53,500	64,500	$369,585
RTAC	Renatus Tactical Acquisition Corp I	−7,800	84,900	$889,752
TRIP	TripAdvisor, Inc.	−7,200	39,000	$534,690
TBPH	Theravance Biopharma, Inc.	−5,726	10,321	$175,457
RVMD	Revolution Medicines, Inc.	−4,500	4,000	$749,120
ZM	Zoom Communications, Inc.	−2,800	13,500	$1,165,185
—		−1,900	4,100	$840,664
MDGL	Madrigal Pharmaceuticals, Inc.	−1,300	1,500	$805,425
ABVX	Abivax S.A.	−700	5,300	$706,278
NSC	Norfolk Southern Corp	−400	6,600	$2,076,294
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	12,600	$2,152,836
—		49,960	$1,964,427
IPFX	Inflection Point Acquisition Corp. VI	76,500	$791,010
PRGO	PERRIGO Co plc	66,700	$693,013
PD	PagerDuty, Inc.	70,600	$681,290
CRS	Carpenter Technology Corp	1,000	$616,840
TXNM	Txnm Energy Inc	10,000	$567,800
INBX	Inhibrx Biosciences, Inc.	5,900	$559,025
ALAB	Astera Labs, Inc.	1,100	$531,322
ATI	Ati Inc	2,500	$492,750
MSTR	Strategy Inc	5,300	$460,729
URI	United Rentals, Inc.	300	$339,867
DYNC	Dynamix Corp	30,200	$325,858
—		4,000	$305,680
HRI	Herc Holdings Inc	2,100	$301,014
ARI	Apollo Commercial Real Estate Finance, Inc.	25,700	$274,476
CRDO	Credo Technology Group Holding Ltd	1,000	$271,950
ZIM	ZIM Integrated Shipping Services Ltd.	10,000	$260,000
ALKT	Alkami Technology, Inc.	10,000	$181,200
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	13,000	$7,503,340
LNG	Cheniere Energy, Inc.	5,100	$1,447,176
QGEN	Qiagen N.V.	34,400	$1,377,376
FOXA	Fox Corp	19,200	$1,019,520
MRVL	Marvell Technology, Inc.	9,800	$970,690
SSNC	SS&C Technologies Holdings Inc	14,000	$945,980
BPOP	Popular, Inc.	5,700	$764,769
ESTA	Establishment Labs Holdings Inc.	13,000	$738,140
CLBT	Cellebrite DI Ltd.	52,500	$723,450
FROG	JFrog Ltd	14,100	$661,713
HNGE	Hinge Health, Inc.	15,900	$613,104
CHYM	Chime Financial, Inc.	31,004	$580,704
KNSA	Kiniksa Pharmaceuticals International, plc	11,000	$529,650
SUNB	Sunbelt Rentals Holdings, Inc.	8,000	$520,720
CTMX	CytomX Therapeutics, Inc.	96,100	$451,670
DNTH	Dianthus Therapeutics, Inc. /DE/	5,100	$427,992
GFL	GFL Environmental Inc.	10,000	$417,200
STAA	Staar Surgical Co	21,800	$407,660
LWLG	Lightwave Logic, Inc.	55,000	$386,650
DLO	dLocal Ltd	27,900	$361,863
BW	Babcock & Wilcox Enterprises, Inc.	24,500	$359,905
BCEM	Baron Emerging Markets Select ETF	15,600	$356,772
RNA	Atrium Therapeutics, Inc.	25,087	$335,413
BHF	Brighthouse Financial, Inc.	5,000	$299,400
ULS	UL Solutions Inc.	3,400	$291,414
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 tracked positions · $33,760,630 total · filing declares 52 positions · $35,352,688 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPCX	Space Exploration Technologies Corp PUT + SHARES Industrials	NEW	12,600	NEW	$2,152,836	NEW	6.38%
NSC	Norfolk Southern Corp Industrials	Reduced	6,600	-400	$2,076,294	+3.3%	6.15%
		NEW	49,960	NEW	$1,964,427	NEW	5.82%
SUI	Sun Communities Inc Real Estate	Added	13,600	+1,700	$1,630,776	+8.8%	4.83%
WBD	Warner Bros. Discovery, Inc. Communication Services	Added	60,000	+37,500	$1,599,600	+158.9%	4.74%
ZM	Zoom Communications, Inc. Technology	Reduced	13,500	-2,800	$1,165,185	−11.1%	3.45%
		Added	5,000	+1,100	$1,044,700	—	3.09%
UNF	Unifirst Corp Industrials	Added	3,600	+1,100	$952,056	+51.4%	2.82%
CZR	Caesars Entertainment, Inc. Consumer Cyclical	Added	30,904	+20,904	$932,682	+252.9%	2.76%
RTAC	Renatus Tactical Acquisition Corp I Financial Services	Reduced	84,900	-7,800	$889,752	−6.6%	2.64%
MNRO	Monro, Inc. Consumer Cyclical	Added	50,234	+24,734	$859,503	+110.1%	2.55%
		Reduced	4,100	-1,900	$840,664	−31.3%	2.49%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	3,400	+400	$806,922	+15.3%	2.39%
MDGL	Madrigal Pharmaceuticals, Inc. Healthcare	Reduced	1,500	-1,300	$805,425	−45.0%	2.39%
CEPF	Cantor Equity Partners IV, Inc. Financial Services	Added	76,300	+600	$793,520	+2.9%	2.35%
IPFX	Inflection Point Acquisition Corp. VI Financial Services	NEW	76,500	NEW	$791,010	NEW	2.34%
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Added	2,500	+100	$752,575	−5.2%	2.23%
RVMD	Revolution Medicines, Inc. Healthcare	Reduced	4,000	-4,500	$749,120	−9.4%	2.22%
ABVX	Abivax S.A. Healthcare	Reduced	5,300	-700	$706,278	+5.7%	2.09%
PRGO	PERRIGO Co plc Healthcare	NEW	66,700	NEW	$693,013	NEW	2.05%
PD	PagerDuty, Inc. Technology	NEW	70,600	NEW	$681,290	NEW	2.02%
CRS	Carpenter Technology Corp Industrials	NEW	1,000	NEW	$616,840	NEW	1.83%
HVII	Hennessy Capital Investment Corp. VII Financial Services	Added	58,400	+400	$610,280	+1.7%	1.81%
RDDT	Reddit, Inc. Communication Services	Added	3,500	+1,100	$607,530	+88.0%	1.80%
BCRX	Biocryst Pharmaceuticals Inc Healthcare	Added	59,700	+33,100	$597,000	+135.8%	1.77%
PEN	Penumbra Inc Healthcare	Added	1,800	+200	$568,350	+8.2%	1.68%
TXNM	Txnm Energy Inc Utilities	NEW	10,000	NEW	$567,800	NEW	1.68%
INBX	Inhibrx Biosciences, Inc. Healthcare	NEW	5,900	NEW	$559,025	NEW	1.66%
TRIP	TripAdvisor, Inc. Consumer Cyclical	Reduced	39,000	-7,200	$534,690	+8.6%	1.58%
ALAB	Astera Labs, Inc. Technology	NEW	1,100	NEW	$531,322	NEW	1.57%
ATI	Ati Inc Industrials	NEW	2,500	NEW	$492,750	NEW	1.46%
MSTR	Strategy Inc PUT Technology	NEW	5,300	NEW	$460,729	NEW	1.36%
TACO	Berto Acquisition Corp. Financial Services	Added	42,100	+400	$441,629	+3.3%	1.31%
CEPO	Cantor Equity Partners I, Inc. Financial Services	Reduced	49,200	-68,800	$434,436	−64.9%	1.29%
IBIT	iShares Bitcoin Trust ETF	Added	11,700	+1,100	$389,493	−4.4%	1.15%
JBLU	Jetblue Airways Corp Industrials	Reduced	64,500	-53,500	$369,585	−29.1%	1.09%
URI	United Rentals, Inc. Industrials	NEW	300	NEW	$339,867	NEW	1.01%
DYNC	Dynamix Corp Financial Services	NEW	30,200	NEW	$325,858	NEW	0.97%
BEAG	Bold Eagle Acquisition Corp. Financial Services	Added	28,655	+355	$306,035	+2.5%	0.91%
		NEW	4,000	NEW	$305,680	NEW	0.91%
HRI	Herc Holdings Inc Industrials	NEW	2,100	NEW	$301,014	NEW	0.89%
ARI	Apollo Commercial Real Estate Finance, Inc. Real Estate	NEW	25,700	NEW	$274,476	NEW	0.81%
CRDO	Credo Technology Group Holding Ltd Technology	NEW	1,000	NEW	$271,950	NEW	0.81%
ZIM	ZIM Integrated Shipping Services Ltd. Industrials	NEW	10,000	NEW	$260,000	NEW	0.77%
DAAQ	Digital Asset Acquisition Corp. Financial Services	Added	20,500	+1,100	$212,790	+7.1%	0.63%
ALKT	Alkami Technology, Inc. Technology	NEW	10,000	NEW	$181,200	NEW	0.54%
TBPH	Theravance Biopharma, Inc. Healthcare	Reduced	10,321	-5,726	$175,457	−32.6%	0.52%
LPBB	Launch Two Acquisition Corp. Financial Services	Added	12,800	+200	$137,216	+2.5%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.