Fund HoldingsCannon Global Investment Management, LLC

Total Portfolio Value
$21.47M
Total Bought
$14.22M
Total Sold
$29.78M
Net Transaction
-$15.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
PROTAGONIST THERAPEUTICS INC069,900+69,90002,42211.28%+2,422
CAPRI HOLDINGS LIMITED
SHS
070,096+70,09602,31910.80%+2,319
SPDR SER TR
ST STR SP INS
023,700+23,70001,1815.50%+1,181
TECHNIPFMC PLC(FTI)031,000+31,00008113.78%+811
DOCUSIGN INC(DOCU)014,300+14,30007653.56%+765
BENTLEY SYS INC(BSY)014,900+14,90007353.43%+735
DILLARDS INC(DDS)01,000+1,00004402.05%+440
GATES INDL CORP PLC
ORD SHS
027,000+27,00004271.99%+427
MODINE MFG CO(MOD)04,000+4,00004011.87%+401
ACUSHNET HLDGS CORP05,800+5,80003681.71%+368
BEACON ROOFING SUPPLY INC04,022+4,02203641.70%+364
TPG INC(TPG)08,600+8,60003561.66%+356
SELECT SECTOR SPDR TR
ST STR MATER ETF
04,000+4,00003531.65%+353
CNH INDL N V
SHS
51,000100,000+49,0006611,0134.72%+352
LAZARD INC(LAZ)09,000+9,00003441.60%+344
HERC HLDGS INC(HRI)02,500+2,50003331.55%+333
PEGASYSTEMS INC(PEGA)05,200+5,20003151.47%+315
STEELCASE INC020,000+20,00002591.21%+259
PENNYMAC FINL SVCS INC NEW(PFSI)02,700+2,70002551.19%+255
UNITED PARKS & RESORTS INC(PRKS)04,000+4,00002171.01%+217
SKYLINE CHAMPION CORPORATION(SKY)03,200+3,20002171.01%+217
SHARECARE INC0150,000+150,00002030.94%+203
LIBERTY MEDIA CORP DEL13,20026,100+12,9003925782.69%+186
DREAM FINDERS HOMES INC(DFH)5,20016,000+10,8002274131.92%+186
MIMEDX GROUP INC017,000+17,00001180.55%+118
UNITED STATES STL CORP NEW50,40056,500+6,1002,0552,1369.95%+80
DELL TECHNOLOGIES INC(DELL)1,8002,000+2002052761.28%+70
LIBERTY MEDIA CORP DEL18,60026,700+8,1005525912.75%+39
GAN LTD62,50037,000-25,50079550.25%-25
FRANKLIN STR PPTYS CORP11,1000-11,100250-25
SCILEX HOLDING CO25,0000-25,000400-40
AKEBIA THERAPEUTICS INC28,0000-28,000510-51
STANDARD BIOTOOLS INC20,0000-20,000540-54
RUMBLEON INC10,0000-10,000650-65
BLEND LABS INC20,0000-20,000650-65
TAYSHA GENE THERAPIES INC(TSHA)24,2000-24,200690-69
NN INC18,0000-18,000850-85
SHATTUCK LABS INC10,2000-10,200910-91
TELOS CORP MD22,5320-22,532940-94
REKOR SYSTEMS INC41,0000-41,000940-94
AVANTOR INC(AVTR)32,10033,900+1,8008217193.35%-102
ABSCI CORPORATION18,2720-18,2721040-104
HONEST CO INC30,0000-30,0001220-121
VERASTEM INC11,1000-11,1001310-131
TSCAN THERAPEUTICS INC17,5000-17,5001390-139
AMERICAN PUB ED INC(APEI)10,2000-10,2001450-145
WHEELS UP EXPERIENCE INC50,5000-50,5001450-145
SURGERY PARTNERS INC(SGRY)20,60018,000-2,6006144281.99%-186
UR-ENERGY INC139,8000-139,8002240-224
R1 RCM INC18,2000-18,2002340-234
TRANSOCEAN LTD(RIG)39,7000-39,7002490-249
FOX FACTORY HLDG CORP5,0000-5,0002600-260
DIEBOLD NIXDORF INC(DBD)8,0000-8,0002760-276
DIVERSIFIED ENERGY COMPANY P23,4000-23,4002820-282
PALANTIR TECHNOLOGIES INC(PLTR)12,4000-12,4002850-285
SPHERE ENTERTAINMENT CO(SPHR)5,9000-5,9002900-290
LINCOLN ELEC HLDGS INC(LECO)1,2000-1,2003070-307
U HAUL HOLDING COMPANY4,9000-4,9003310-331
ZURN ELKAY WATER SOLNS CORP(ZWS)10,2000-10,2003410-341
PARAMOUNT GLOBAL29,2000-29,2003440-344
AMERICAN SUPERCONDUCTOR CORP25,5000-25,5003450-345
LEONARDO DRS INC(DRS)32,80012,000-20,8007253061.43%-418
CONSTRUCTION PARTNERS INC(ROAD)8,2000-8,2004600-460
DENTSPLY SIRONA INC(XRAY)13,9000-13,9004610-461
TEXAS PACIFIC LAND CORPORATI(TPL)8000-8004630-463
VIPER ENERGY INC(VNOM)12,1000-12,1004650-465
SPDR SER TR
ST STR SP DIV
3,8000-3,8004990-499
SOLENO THERAPEUTICS INC11,8000-11,8005050-505
UNITED STATES CELLULAR CORP(AD)14,3000-14,3005220-522
DUTCH BROS INC(BROS)24,8006,500-18,3008182691.25%-549
WORKDAY INC(WDAY)4,9003,500-1,4001,3367823.64%-554
WILLSCOT MOBIL MINI HLDNG CO(WSC)12,0000-12,0005580-558
INDIVIOR PLC26,3000-26,3005630-563
BURFORD CAP LTD
ORD SHS
39,4000-39,4006290-629
ATKORE INC3,4000-3,4006470-647
CHENIERE ENERGY INC(LNG)8,4004,000-4,4001,3556993.26%-655
VERTEX INC(VERX)21,2000-21,2006730-673
CYTOKINETICS INC(CYTK)9,7000-9,7006800-680
BIOMARIN PHARMACEUTICAL INC(BMRN)7,8000-7,8006810-681
CRH PLC
ORD
9,8000-9,8008450-845
CLEARWATER ANALYTICS HLDGS I48,5000-48,5008580-858
SOLVENTUM CORP(SOLV)13,0000-13,0009040-904
FIRST TR EXCHANGE-TRADED FD20,4000-20,4004,1840-4,184
CALLON PETE CO DEL210,0000-210,0007,5100-7,510
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