Long-term investor
Cannell & Spears LLC @cannellspearsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001426319).
Record
- Tracked since 2025-06-30 (441 days), 118 trades recorded
- Returns: week n/a · month n/a · 90 days +6.8% · 6 months n/a · 1 year +15.7% · all +15.7%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOG · 4.6% · long · since 2025-06-30
- MSFT · 4.3% · long · since 2025-06-30
- AAPL · 3.7% · long · since 2025-06-30
- BRK-B · 3.1% · long · since 2025-06-30
- AMZN · 2.9% · long · since 2025-06-30
- VRT · 2.7% · long · since 2025-06-30
- CB · 2.5% · long · since 2025-06-30
- BN · 2.2% · long · since 2025-06-30
- GOOGL · 2.2% · long · since 2025-06-30
- MRP · 2.0% · long · since 2025-06-30
- FTAI · 2.0% · long · since 2025-06-30
- UNP · 1.7% · long · since 2025-06-30