CANNELL & SPEARS LLC

PrivateCIK: 1426319
Location

NEW YORK, NY

398
Positions
$5.05B
Total AUM (reported)
85.78M
Total Shares

Allocation by class

TOTAL AUM$5.05B398 positions
COM$3.20B63.4%
COM CL A$289.00M5.7%
CAP STK CL C$231.85M4.6%
CL A$194.64M3.9%
CL B NEW$162.60M3.2%
SHS$142.48M2.8%
COM SHS$134.75M2.7%

Portfolio Concentration

Top 313.0%4–1017.5%11–2521.4%Rest48.2%TOP 1030.4%0%100%
Top 3$653.88M13.0%
4–10$881.67M17.5%
11–25$1.08B21.4%
Rest$2.43B48.2%

Top 3 weight

13.0%

Top 10 weight

30.4%

Voting Authority Distribution

Total shares with voting rights: 85.78M

Sole

Full voting authority

85.78M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole398
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings398
Rows:

MICROSOFT CORP

SOLE
COM
Shares656.45K
TypeSH
Market value$240.04M
4.76%
Sole
656.45K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares818.53K
TypeSH
Market value$231.85M
4.59%
Sole
818.53K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares727.89K
TypeSH
Market value$181.99M
3.61%
Sole
727.89K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares340.20K
TypeSH
Market value$162.60M
3.22%
Sole
340.20K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares692.87K
TypeSH
Market value$143.36M
2.84%
Sole
692.87K
Shared
0.00
None
0.00

CHUBB LTD SWITZ

SOLE
COM
Shares410.64K
TypeSH
Market value$133.74M
2.65%
Sole
410.64K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares515.14K
TypeSH
Market value$129.06M
2.56%
Sole
515.14K
Shared
0.00
None
0.00

BROOKFIELD CORP

SOLE
CL A LTD VT SH
Shares2.70M
TypeSH
Market value$109.28M
2.17%
Sole
2.70M
Shared
0.00
None
0.00

MILLROSE PPTYS INC

SOLE
COM CL A
Shares3.68M
TypeSH
Market value$102.72M
2.04%
Sole
3.68M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares363.24K
TypeSH
Market value$100.90M
2.00%
Sole
363.24K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares798.22K
TypeSH
Market value$95.88M
1.90%
Sole
798.22K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares293.26K
TypeSH
Market value$91.88M
1.82%
Sole
293.26K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares371.60K
TypeSH
Market value$90.13M
1.79%
Sole
371.60K
Shared
0.00
None
0.00

FTAI AVIATION LTD

SOLE
SHS
Shares351.13K
TypeSH
Market value$85.54M
1.69%
Sole
351.13K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares473.62K
TypeSH
Market value$82.26M
1.63%
Sole
473.62K
Shared
0.00
None
0.00

AGNICO EAGLE MINES LTD

SOLE
COM
Shares389.14K
TypeSH
Market value$78.97M
1.56%
Sole
389.14K
Shared
0.00
None
0.00

GILDAN ACTIVEWEAR INC

SOLE
COM
Shares1.24M
TypeSH
Market value$69.03M
1.37%
Sole
1.24M
Shared
0.00
None
0.00

TIDAL TRUST III

SOLE
BEEHIVE ETF
Shares2.84M
TypeSH
Market value$67.21M
1.33%
Sole
2.84M
Shared
0.00
None
0.00

QUANTA SVCS INC

SOLE
COM
Shares122.28K
TypeSH
Market value$67.13M
1.33%
Sole
122.28K
Shared
0.00
None
0.00

CRH PLC

SOLE
ORD
Shares590.96K
TypeSH
Market value$62.06M
1.23%
Sole
590.96K
Shared
0.00
None
0.00

WHITE MTNS INS GROUP LTD

SOLE
COM
Shares28.03K
TypeSH
Market value$61.57M
1.22%
Sole
28.03K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares209.22K
TypeSH
Market value$60.02M
1.19%
Sole
209.22K
Shared
0.00
None
0.00

BARRICK MNG CORP

SOLE
COM SHS
Shares1.43M
TypeSH
Market value$58.23M
1.15%
Sole
1.43M
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares550.44K
TypeSH
Market value$56.34M
1.12%
Sole
550.44K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares248.68K
TypeSH
Market value$54.03M
1.07%
Sole
248.68K
Shared
0.00
None
0.00
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