Position in EAF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$367,643
-$54,120 QoQ
Shares Held
62,207
0.0% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 88 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EAF Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Cannell & Spears LLC holds $193,772,287 across 6 Electrical Equipment & Parts names. EAF ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
447,943 | $149,980,275 | |
| 2 | NVT |
nVent Electric plc
|
211,202 | $35,821,971 | |
| 3 | ENS |
EnerSys
|
29,741 | $6,954,040 | |
| 4 | ENVX |
Enovix Corp
|
70,571 | $428,365 | |
| 5 | EAF |
Graftech International Ltd
This page
|
62,207 | $367,643 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
590 | $219,993 |
All Filings in EAF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,643 | 62,207 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $421,763 | 62,207 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $964,830 | 62,207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $989,986 | 77,222 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $615,158 | 632,229 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $552,547 | 632,205 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,941,328 | 1,122,155 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $621,594 | 470,905 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,662,945 | 2,745,305 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $82,455 | 59,750 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||