Cannon Global Investment Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Cannon Global Investment Management, LLC reported 77 stock positions worth $41.1 million. Its top holding was Norfolk Southern (NSC) at 4.9% of the portfolio, followed by Sun Communities (SUI, 3.6%) and Cheniere Energy (LNG, 3.5%). Compared with Q4 2025, it opened 48 new positions, sold out of 27, added to 21 and reduced 7. The biggest buy was a new position in Sun Communities (SUI) and the biggest sale an exit from Walmart (WMT).
- Most Recent 13F
- Q2 2026
- Location
- DAVIE, FL
- CIK
- 0001844427
- Portfolio Value
- $41.1M (Q1 2026)
- SEC Filing
- 0001844427-26-000003 ↗ filed Apr 21, 2026
Holdings Value
Holdings 77 stocks · $41.1M
| NSC Norfolk Southern Corp. | 4.89% | 7,000 | $2.0M | Add +12.9% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 3.65% | 11,900 | $1.5M | New |
| LNG Cheniere Energy Inc. | 3.52% | 5,100 | $1.4M | Reduce -7.3% |
| QGEN Qiagen N.V. | 3.35% | 34,400 | $1.4M | New |
| ZM Zoom Communications Inc. | 3.19% | 16,300 | $1.3M | Add +23.5% |
| CEPO Cantor Equity Partners I-A | 3.02% | 118,000 | $1.2M | Add +15.1% |
| EA Electronic Arts Inc. | 2.98% | 6,000 | $1.2M | Add +445.4% |
| FOX Fox Corp. Class B | 2.48% | 19,200 | $1.0M | Add +15.7% |
| MRVL Marvell Technology Inc. | 2.36% | 9,800 | $971K | Reduce -40.6% |
| CEPT Cantor Equity Partners Class A | 2.33% | 88,000 | $958K | Add +126.2% |
| RTAC Renatus Tactical Acquisiti-A | 2.32% | 92,700 | $953K | Add +21.9% |
| SSNC Ss&c Technologies Holdings | 2.30% | 14,000 | $946K | Add +62.8% |
| CAEP Cantor Equity Partners III-A | 2.10% | 83,800 | $864K | Add +13.2% |
| RVMD Revolution Medicines Inc. | 2.01% | 8,500 | $827K | New |
| GTLS Chart Industries Inc. | 1.96% | 3,900 | $806K | Add +18.2% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.93% | 2,400 | $794K | New |
| CEPF Cantor Equity Partners Class A | 1.88% | 75,700 | $771K | Add +16.5% |
| BPOP Popular Inc. | 1.86% | 5,700 | $765K | Add +119.2% |
| ESTA Establishment Labs Holdings | 1.80% | 13,000 | $738K | New |
| CLBT Cellebrite Di Ltd. | 1.76% | 52,500 | $723K | New |
| FERG Ferguson Enterprises Inc. | 1.70% | 3,000 | $700K | New |
| ABVX Abivax SA-ADR | 1.63% | 6,000 | $668K | Add +175.0% |
| FROG Jfrog Ltd. | 1.61% | 14,100 | $662K | New |
| UNF Unifirst Corp. | 1.53% | 2,500 | $629K | Reduce -63.2% |
| WBD Warner Bros Discovery Inc. | 1.50% | 22,500 | $618K | Reduce -60.5% |
| HNGE Hinge Health Inc. Class A | 1.49% | 15,900 | $613K | New |
| ONEN One Nuclear Energy Inc. filed as HENNESSY CAP INVT CORP VII | 1.46% | 58,000 | $600K | Add +14.2% |
| CHYM Chime Financial Inc. Class A | 1.41% | 31,004 | $581K | New |
| KNSA Kiniksa Pharmaceuticals Inte | 1.29% | 11,000 | $530K | New |
| PEN Penumbra Inc. | 1.28% | 1,600 | $525K | New |
| JBLU Jetblue Airways Corp. | 1.27% | 118,000 | $522K | New |
| SUNB Sunbelt Rentals Holdings Inc. | 1.27% | 8,000 | $521K | New |
| CWAN Clearwater Analytics HDS-A | 1.20% | 20,900 | $494K | New |
| TRIP Tripadvisor Inc. | 1.20% | 46,200 | $492K | New |
| TERN Terns Pharmaceuticals Inc. | 1.16% | 9,000 | $474K | New |
| CTMX Cytomx Therapeutics Inc. | 1.10% | 96,100 | $452K | New |
| DNTH Dianthus Therapeutics Inc. | 1.04% | 5,100 | $428K | New |
| TACO Berto Acquisition Corp. | 1.04% | 41,700 | $427K | Add +12.7% |
| MDGL Madrigal Pharmaceuticals Inc. | 1.02% | 800 | $419K | Add +14.3% |
| GFL GFL Environmental Inc.-Sub VT | 1.02% | 10,000 | $417K | New |
| MNRO Monro Inc. | 1.00% | 25,500 | $409K | New |
| STAA Staar Surgical Co. | 0.99% | 21,800 | $408K | Add +32.1% |
| IBIT iShares Bitcoin Trust ETF | 0.99% | 10,600 | $407K | No change |
| LWLG Lightwave Logic Inc. | 0.94% | 55,000 | $387K | New |
| DLO Dlocal Ltd. | 0.88% | 27,900 | $362K | New |
| BW Babcock & Wilcox Enterpr | 0.88% | 24,500 | $360K | New |
| RONB Baron First Principles ETF | 0.87% | 15,600 | $357K | New |
| RNA Atrium Therapeutics Inc. | 0.82% | 25,087 | $335K | New |
| RDDT Reddit Inc. Class A | 0.79% | 2,400 | $323K | Reduce -25.0% |
| BHF Brighthouse Financial Inc. | 0.73% | 5,000 | $299K | Reduce -67.7% |
| BEAG Bold Eagle Acquisition Cor-A | 0.73% | 28,300 | $299K | Add +13.2% |
| ULS Ul Solutions Inc. Class A | 0.71% | 3,400 | $291K | New |
| GFUZ General Fusion Group Ltd. filed as SPRING VY ACQUISITION CORP I | 0.68% | 27,500 | $279K | New |
| MDLN Medline Inc. Class A | 0.65% | 6,000 | $267K | New |
| HOLX Hologic Inc. | 0.64% | 3,500 | $265K | New |
| CZR Caesars Entertainment Inc. | 0.64% | 10,000 | $264K | New |
| TBPH Theravance Biopharma Inc. | 0.63% | 16,047 | $260K | New |
| PAY Paymentus Holdings Inc. Class A | 0.62% | 10,100 | $257K | New |
| BCRX Biocryst Pharmaceuticals Inc. | 0.62% | 26,600 | $253K | New |
| DMRA Damora Therapeutics Inc. | 0.59% | 9,300 | $241K | New |
| GDEN Golden Entertainment Inc. | 0.57% | 8,800 | $235K | New |
| BF.B Brown-Forman Corp. Class B | 0.57% | 8,800 | $233K | New |
| IVVD Invivyd Inc. | 0.51% | 161,000 | $209K | New |
| VOR Vor Biopharma Inc. | 0.51% | 11,700 | $209K | New |
| QURE Uniqure NV | 0.49% | 12,200 | $199K | New |
| DAAQ Digital Asset Acquisiti Class A | 0.48% | 19,400 | $199K | Add +17.6% |
| CBIO Crescent Biopharma Inc. | 0.46% | 10,200 | $187K | New |
| GPAT GP-Act III Acquisition-A | 0.44% | 16,700 | $181K | Add +15.2% |
| CTNM Contineum Therapeutics Inc. Class A | 0.41% | 13,000 | $170K | New |
| LPBB Launch Two Acquisition Class A | 0.33% | 12,600 | $134K | Add +14.6% |
| OCGN Ocugen Inc. | 0.31% | 70,000 | $127K | New |
| KDK Kodiak AI Inc. | 0.29% | 17,200 | $119K | New |
| KW Kennedy-Wilson Holdings Inc. | 0.28% | 10,500 | $114K | Reduce -61.8% |
| IPSC Century Therapeutics Inc. | 0.27% | 49,000 | $111K | New |
| FOSL Fossil Group Inc. | 0.27% | 25,600 | $110K | New |
| NERV Minerva Neurosciences Inc. | 0.26% | 17,758 | $107K | New |
| OBIO Orchestra Biomed Holdings Inc. | 0.23% | 22,607 | $96K | New |
Options reported separately and not counted above: QQQ puts ($7.5M), TERN calls ($1.3M), MDGL calls ($1.0M).
Other holdings (2): bonds, preferreds, convertibles and warrants · $254K (not counted above)
Total filed on the 13F, all lines: $41.3M.
Portfolio Sells Q4 2025 → Q1 2026
| WMT Walmart Inc. | Sold out | 0.00% | −5.11 |
| WBD Warner Bros Discovery Inc. | Reduce -60.5% | 1.50% | −2.87 |
| RNAM Avidity Biosciences Inc. | Sold out | 0.00% | −2.79 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −2.76 |
| AGNC AGNC Investment Corp. | Sold out | 0.00% | −2.55 |
| MRLN Merlin Inc. | Sold out | 0.00% | −2.53 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −1.99 |
| BROS Dutch Bros Inc. Class A | Sold out | 0.00% | −1.99 |
| UNF Unifirst Corp. | Reduce -63.2% | 1.53% | −1.96 |
| BHF Brighthouse Financial Inc. | Reduce -67.7% | 0.73% | −1.95 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −1.85 |
| DAY Dayforce Inc. | Sold out | 0.00% | −1.84 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −1.78 |
| LYFT LYFT Inc. Class A | Sold out | 0.00% | −1.63 |
| AHR American Healthcare REIT Inc. | Sold out | 0.00% | −1.59 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −1.59 |
| MOD Modine Manufacturing Co. | Sold out | 0.00% | −1.57 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −1.54 |
| AIG American International Group | Sold out | 0.00% | −1.48 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −1.42 |
| MRVL Marvell Technology Inc. | Reduce -40.6% | 2.36% | −1.37 |
| TGNA Tegna Inc. | Sold out | 0.00% | −1.29 |
| COMP Compass Inc. Class A | Sold out | 0.00% | −1.21 |
| RDDT Reddit Inc. Class A | Reduce -25.0% | 0.79% | −1.17 |
| OMF Onemain Holdings Inc. | Sold out | 0.00% | −1.17 |
| AXGN Axogen Inc. | Sold out | 0.00% | −1.09 |
| WEN The Wendy's Co. | Sold out | 0.00% | −1.08 |
| ALSN Allison Transmission Holding | Sold out | 0.00% | −1.04 |
| ZIM Zim Integrated Shipping Serv | Sold out | 0.00% | −0.79 |
| CIO City Office REIT Inc. | Sold out | 0.00% | −0.74 |
| CDE Coeur Mining Inc. | Sold out | 0.00% | −0.69 |
| TRUE Truecar Inc. | Sold out | 0.00% | −0.61 |
| KW Kennedy-Wilson Holdings Inc. | Reduce -61.8% | 0.28% | −0.43 |
| LNG Cheniere Energy Inc. | Reduce -7.3% | 3.52% | +0.67 |
Portfolio Buys Q4 2025 → Q1 2026
| SUI Sun Communities Inc. | New | 3.65% | +3.65 |
| QGEN Qiagen N.V. | New | 3.35% | +3.35 |
| EA Electronic Arts Inc. | Add +445.4% | 2.98% | +2.38 |
| RVMD Revolution Medicines Inc. | New | 2.01% | +2.01 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 1.93% | +1.93 |
| ESTA Establishment Labs Holdings | New | 1.80% | +1.80 |
| CLBT Cellebrite Di Ltd. | New | 1.76% | +1.76 |
| FERG Ferguson Enterprises Inc. | New | 1.70% | +1.70 |
| FROG Jfrog Ltd. | New | 1.61% | +1.61 |
| HNGE Hinge Health Inc. Class A | New | 1.49% | +1.49 |
| CHYM Chime Financial Inc. Class A | New | 1.41% | +1.41 |
| KNSA Kiniksa Pharmaceuticals Inte | New | 1.29% | +1.29 |
| PEN Penumbra Inc. | New | 1.28% | +1.28 |
| JBLU Jetblue Airways Corp. | New | 1.27% | +1.27 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 1.27% | +1.27 |
| CWAN Clearwater Analytics HDS-A | New | 1.20% | +1.20 |
| TRIP Tripadvisor Inc. | New | 1.20% | +1.20 |
| CEPT Cantor Equity Partners Class A | Add +126.2% | 2.33% | +1.17 |
| TERN Terns Pharmaceuticals Inc. | New | 1.16% | +1.16 |
| CTMX Cytomx Therapeutics Inc. | New | 1.10% | +1.10 |
| DNTH Dianthus Therapeutics Inc. | New | 1.04% | +1.04 |
| GFL GFL Environmental Inc.-Sub VT | New | 1.02% | +1.02 |
| BPOP Popular Inc. | Add +119.2% | 1.86% | +1.00 |
| MNRO Monro Inc. | New | 1.00% | +1.00 |
| LWLG Lightwave Logic Inc. | New | 0.94% | +0.94 |
| DLO Dlocal Ltd. | New | 0.88% | +0.88 |
| BW Babcock & Wilcox Enterpr | New | 0.88% | +0.88 |
| RONB Baron First Principles ETF | New | 0.87% | +0.87 |
| ABVX Abivax SA-ADR | Add +175.0% | 1.63% | +0.84 |
| RNA Atrium Therapeutics Inc. | New | 0.82% | +0.82 |
| ULS Ul Solutions Inc. Class A | New | 0.71% | +0.71 |
| GFUZ General Fusion Group Ltd. | New | 0.68% | +0.68 |
| MDLN Medline Inc. Class A | New | 0.65% | +0.65 |
| HOLX Hologic Inc. | New | 0.64% | +0.64 |
| CZR Caesars Entertainment Inc. | New | 0.64% | +0.64 |
| TBPH Theravance Biopharma Inc. | New | 0.63% | +0.63 |
| PAY Paymentus Holdings Inc. Class A | New | 0.62% | +0.62 |
| BCRX Biocryst Pharmaceuticals Inc. | New | 0.62% | +0.62 |
| DMRA Damora Therapeutics Inc. | New | 0.59% | +0.59 |
| GDEN Golden Entertainment Inc. | New | 0.57% | +0.57 |
| BF.B Brown-Forman Corp. Class B | New | 0.57% | +0.57 |
| IVVD Invivyd Inc. | New | 0.51% | +0.51 |
| VOR Vor Biopharma Inc. | New | 0.51% | +0.51 |
| QURE Uniqure NV | New | 0.49% | +0.49 |
| CBIO Crescent Biopharma Inc. | New | 0.46% | +0.46 |
| CTNM Contineum Therapeutics Inc. Class A | New | 0.41% | +0.41 |
| OCGN Ocugen Inc. | New | 0.31% | +0.31 |
| SSNC Ss&c Technologies Holdings | Add +62.8% | 2.30% | +0.30 |
| KDK Kodiak AI Inc. | New | 0.29% | +0.29 |
| IPSC Century Therapeutics Inc. | New | 0.27% | +0.27 |
Options Activity Q4 2025 → Q1 2026
| QQQ Invesco QQQ Trust Series 1 | put | New | 13,000 | $7.5M |
| WBD Warner Bros Discovery Inc. | put | Sold out | 71,000 | $2.0Mbefore exit |
| TERN Terns Pharmaceuticals Inc. | call | New | 25,000 | $1.3M |
| MDGL Madrigal Pharmaceuticals Inc. | call | New | 2,000 | $1.0M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | Add +59.9% | 57,400 | $222K |
| GENVR Gen Digital Inc. - CVR | RIGHT 99/99/9999 | Add +223.9% | 68,065 | $32K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $33.2M | NSC, STEL, SUI, WBD, ZM |
| Q1 2026 | 77 | $41.1M | NSC, SUI, LNG, QGEN, ZM |
| Q4 2025 | 56 | $37.5M | WMT, NSC, WBD, MRVL, UNF |
| Q3 2025 | 57 | $39.5M | NSC, SUI, LNG, CRH, BHF |
| Q2 2025 | 65 | $36.7M | HES, BSY, AGNC, ALE, ALSN |
| Q1 2025 | 75 | $36.3M | X, HES, ANSS, CRH, BAM |
| Q4 2024 | 69 | $40.4M | ACAD, HES, DFS, ANSS, LNG |
| Q3 2024 | 61 | $41.8M | HES, SIRI, X, FTI, AGNC |
| Q2 2024 | 35 | $21.5M | PTGX, CPRI, X, KIE, CNH |
| Q1 2024 | 62 | $37.2M | CPE, FDN, X, LNG, WDAY |