Fund HoldingsCannon Global Investment Management, LLC

Total Portfolio Value
$40.42M
Total Bought
$23.85M
Total Sold
$40.64M
Net Transaction
-$16.78M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ACADIA PHARMACEUTICALS INC0117,990+117,99002,1655.36%+2,165
DISCOVER FINL SVCS08,500+8,50001,4723.64%+1,472
UNITED STATES STL CORP NEW(Call)115,200151,000+35,8004,0705,132+1,062
SUN CMNTYS INC(SUI)08,300+8,30001,0212.53%+1,021
CASEYS GEN STORES INC(CASY)02,400+2,40009512.35%+951
AXIS CAP HLDGS LTD
SHS
09,200+9,20008152.02%+815
VEEVA SYS INC(VEEV)03,700+3,70007781.92%+778
ZOOM COMMUNICATIONS INC(ZM)09,500+9,50007751.92%+775
US FOODS HLDG CORP(USFD)010,000+10,00006751.67%+675
FERGUSON ENTERPRISES INC(FERG)2,0006,100+4,1003971,0592.62%+662
TALEN ENERGY CORP(TLN)03,100+3,10006251.55%+625
PROLOGIS INC.(PLD)05,800+5,80006131.52%+613
JOHN BEAN TECHNOLOGIES CORP(JBTM)04,500+4,50005721.42%+572
MICROSTRATEGY INC(MSTR)(Put)01,900+1,9000550+550
AMEDISYS INC06,000+6,00005451.35%+545
CHENIERE ENERGY INC(LNG)3,2005,200+2,0005751,1172.76%+542
SOFI TECHNOLOGIES INC(SOFI)035,000+35,00005391.33%+539
NATERA INC(NTRA)03,000+3,00004751.17%+475
CRH PLC
ORD
4,4009,500+5,1004088792.17%+471
ELANCO ANIMAL HEALTH INC(ELAN)037,500+37,50004541.12%+454
AZEK CO INC09,500+9,50004511.12%+451
INCYTE CORP(INCY)06,500+6,50004491.11%+449
CAVA GROUP INC(CAVA)03,800+3,80004291.06%+429
MAPLEBEAR INC(CART)010,000+10,00004141.02%+414
ROBINHOOD MKTS INC(HOOD)011,000+11,00004101.01%+410
NOBLE CORP PLC(NE)012,800+12,80004020.99%+402
NAPCO SEC TECHNOLOGIES INC(NSSC)010,300+10,30003660.91%+366
SEMRUSH HLDGS INC
CL A COM
029,700+29,70003530.87%+353
SPDR S&P 500 ETF TR(SPY)0600+60003520.87%+352
REYNOLDS CONSUMER PRODS INC(REYN)012,900+12,90003480.86%+348
MGE ENERGY INC(MGEE)03,400+3,40003190.79%+319
KADANT INC(KAI)7001,600+9002375521.37%+315
ATMUS FILTRATION TECHNOLOGIE(ATMU)08,000+8,00003130.78%+313
AMENTUM HOLDINGS INC013,500+13,50002840.70%+284
HAWKINS INC(HWKN)02,300+2,30002820.70%+282
ENACT HLDGS INC08,500+8,50002750.68%+275
ADT INC DEL(ADT)038,500+38,50002660.66%+266
TRINET GROUP INC(TNET)3,5006,300+2,8003395721.41%+232
BOK FINL CORP(BOKF)2,1004,200+2,1002204471.11%+227
RYMAN HOSPITALITY PPTYS INC(RHP)02,100+2,10002190.54%+219
PENNYMAC FINL SVCS INC NEW(PFSI)2,4004,800+2,4002744901.21%+217
STEELCASE INC018,200+18,20002150.53%+215
ARCADIUM LITHIUM PLC040,000+40,00002050.51%+205
MANNKIND CORP(MNKD)27,90055,000+27,1001753540.87%+178
LAUREATE EDUCATION INC(LAUR)12,20019,000+6,8002033480.86%+145
DUTCH BROS INC(BROS)7,0007,00002243670.91%+142
UNITED PARKS & RESORTS INC(PRKS)12,50013,235+7356337441.84%+111
MIMEDX GROUP INC25,00025,500+5001482450.61%+98
MODINE MFG CO(MOD)3,5004,800+1,3004655561.38%+92
CCC INTELLIGENT SOLUTIONS HL(CCC)51,00054,000+3,0005646331.57%+70
ICF INTL INC(ICFI)1,9003,100+1,2003173700.91%+53
ISHARES BITCOIN TRUST ETF(IBIT)5,8004,500-1,3002102390.59%+29
VERINT SYS INC20,50019,500-1,0005195351.32%+16
VERTEX INC(VERX)18,00012,704-5,2966936781.68%-15
BEACON ROOFING SUPPLY INC5,0004,014-9864324081.01%-24
POPULAR INC(BPOP)4,2004,000-2004213760.93%-45
WHITE MTNS INS GROUP LTD
COM
200150-503392920.72%-47
ANSYS INC4,4004,000-4001,4021,3493.34%-53
REVANCE THERAPEUTICS INC13,0000-13,000670-67
REVANCE THERAPEUTICS INC(Put)14,4000-14,400750-75
ACUSHNET HLDGS CORP9,5007,399-2,1016065261.30%-80
BUTTERFLY NETWORK INC(BFLY)56,4000-56,4001000-100
LAZARD INC(LAZ)8,5006,000-2,5004283090.76%-119
ENTEGRIS INC(ENTG)9,2008,800-4001,0358722.16%-164
ROYALTY PHARMA PLC(RPRX)34,50030,500-4,0009767781.92%-198
HERC HLDGS INC(HRI)3,1001,500-1,6004942840.70%-210
BENTLEY SYS INC(BSY)22,00018,500-3,5001,1188642.14%-254
MADISON SQUARE GARDEN ENTMT(MSGE)6,1000-6,1002590-259
COINBASE GLOBAL INC(COIN)1,5000-1,5002670-267
MORNINGSTAR INC(MORN)9000-9002870-287
F&G ANNUITIES & LIFE INC(FG)8,1000-8,1003620-362
CHAMPION HOMES INC(SKY)4,0000-4,0003790-379
SS&C TECHNOLOGIES HLDGS INC(SSNC)5,2000-5,2003860-386
CBIZ INC(CBZ)11,0003,900-7,1007403190.79%-421
DILLARDS INC(DDS)1,1000-1,1004220-422
SPOTIFY TECHNOLOGY S A(SPOT)1,4000-1,4005160-516
LEONARDO DRS INC(DRS)19,0000-19,0005360-536
REINSURANCE GRP OF AMERICA I(RGA)2,5000-2,5005450-545
TECHNIPFMC PLC(FTI)61,00036,000-25,0001,6001,0422.58%-558
WORKDAY INC(WDAY)2,3000-2,3005620-562
WILLSCOT HLDGS CORP(WSC)15,0000-15,0005640-564
DREAM FINDERS HOMES INC(DFH)16,0000-16,0005790-579
MARAVAI LIFESCIENCES HLDGS I(MRVI)71,0000-71,0005900-590
APOLLO GLOBAL MGMT INC(APO)5,0000-5,0006250-625
AGNC INVT CORP(AGNC)150,00087,500-62,5001,5698061.99%-763
PEGASYSTEMS INC(PEGA)10,5700-10,5707730-773
ALBERTSONS COS INC43,5000-43,5008040-804
ALLISON TRANSMISSION HLDGS I(ALSN)15,6856,100-9,5851,5076591.63%-848
CAPRI HOLDINGS LIMITED(Put)
SHS
20,0000-20,0008490-849
COREBRIDGE FINL INC(CRBD)30,0000-30,0008750-875
HESS CORP20,00013,600-6,4002,7161,8094.48%-907
DOCUSIGN INC(DOCU)14,7250-14,7259140-914
SURGERY PARTNERS INC(SGRY)29,0000-29,0009350-935
STERICYCLE INC16,0000-16,0009760-976
BRIGHT HORIZONS FAM SOL IN D(BFAM)9,5003,100-6,4001,3313440.85%-988
FTAI AVIATION LTD(FTAI)8,4000-8,4001,1160-1,116
CAPRI HOLDINGS LIMITED
SHS
32,0000-32,0001,3580-1,358
UNITED STATES STL CORP NEW50,01310,900-39,1131,7673700.92%-1,396
SIRIUSXM HOLDINGS INC(SIRI)81,9960-81,9961,9390-1,939
UNITED STATES STL CORP NEW(Put)60,0000-60,0002,1200-2,120
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