Cannell & Spears
Cannell & Spears reported 444 stocks worth $5.6B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are GOOG (4.6%), MSFT (4.3%) and AAPL (3.8%). Compared with Q1 2026, the fund opened new positions in SNDK, ESAB and WDC, added to BRK.B, AMZN and BN, trimmed GOOG, MSFT and AAPL and sold out of HAS, RYAAY and CPT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG Alphabet Inc | $257M | 4.6% | 727K | −90K (−11%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $242M | 4.3% | 649K | −7,513 (−1%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $209M | 3.8% | 722K | −3,643 (−1%) | 8 of 8 | |
| 4 |  BRK.B Berkshire Hathaway Inc Del | $173M | 3.1% | 346K | +6,094 (+2%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $165M | 3.0% | 694K | +1,631 (+0%) | 8 of 8 | |
| 6 |  VRT Vertiv Holdings Co | $150M | 2.7% | 448K | −67K (−13%) | 8 of 8 | |
| 7 |  CB Chubb Ltd F | $138M | 2.5% | 404K | −6,224 (−2%) | 8 of 8 | |
| 8 |  BN Brookfield Corp Fclass A | $126M | 2.3% | 3M | +255K (+9%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $124M | 2.2% | 347K | −15K (−4%) | 8 of 8 | |
| 10 |  MRP Millrose Pptys Inc | $111M | 2.0% | 3.7M | +26K (+1%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $27M | 120K |
 HAS Hasbro Inc | $5M | 54K |
 RYAAY Ryanair Holdings PLC | $4.4M | 76K |
 CPT Camden Ppty TR | $2.3M | 24K |
 FLG Flagstar Financial Inc | $1.8M | 136K |
🔒 Free account: see all 23.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cannell & Spears 13F FAQ
What does Cannell & Spears own?
Cannell & Spears reported 444 stocks worth $5.6B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are GOOG (4.6%), MSFT (4.3%) and AAPL (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did Cannell & Spears buy and sell in Q2 2026?
Compared with Q1 2026: 48 new positions, 79 added to, 186 trimmed and 23 sold out. New positions include SNDK, ESAB and WDC. It sold all of HAS, RYAAY and CPT.
When will Cannell & Spears file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cannell & Spears's portfolio worth?
The Q2 2026 filing reports $5.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.