Q2 2026 13F · SEC CIK 1844427

Cannon Global Investment Management, LLC

Hedge fundFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $33.2M
Reported positions: 50
Top holdings a year, 3 yrs: +22.3%
Assets under management: $92.9M

Cannon Global Investment Management, LLC is a hedge fund that reported 50 positions worth $33.2M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Norfolk Southn Corp (NSC, 6.3%), Stellar Bancorp Inc (STEL, 5.9%), Sun Cmntys Inc (SUI, 4.9%). A portfolio copying its top holdings returned 22.3% a year over the last 3 years, against 20.4% for the S&P 500.

Cannon Global Investment Management, LLC holdings all 50 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cannon Global Investment Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NSCNorfolk Southn Corp	6.3%	4.9%	6,600	-5.7%	$2.1M
STELStellar Bancorp Inc	5.9%	—	49,960	—	$2.0M
SUISun Cmntys Inc	4.9%	3.6%	13,600	+14.3%	$1.6M
WBDWarner Bros Discovery Inc	4.8%	1.5%	60,000	+166.7%	$1.6M
ZMZoom Communications Inc	3.5%	3.2%	13,500	-17.2%	$1.2M
GTLSChart Inds Inc	3.1%	2.0%	5,000	+28.2%	$1.0M
FOXFox Corporation	3.0%	2.5%	21,500	+12.0%	$1.0M
UNFUnifirst Corp Mass	2.9%	1.5%	3,600	+44.0%	$952K
12769G100Caesars Entertainment Inc Ne	2.8%	—	30,904	—	$933K
RTACRenatus Tactical Acquis	2.7%	2.3%	84,900	-8.4%	$890K
MNROMonro Inc	2.6%	1.0%	50,234	+97.0%	$860K
EAElectronic Arts Inc	2.5%	3.0%	4,100	-31.7%	$841K
FERGFerguson Enterprises Inc	2.4%	1.7%	3,400	+13.3%	$807K
MDGLMadrigal Pharmaceuticals Inc	2.4%	1.0%	1,500	+87.5%	$805K
CEPFCantor Equity Partners IV in	2.4%	1.9%	76,300	+0.8%	$794K
IPFXInflection Pt Acquisit Corp	2.4%	—	76,500	—	$791K
ALNYAlnylam Pharmaceuticals Inc	2.3%	1.9%	2,500	+4.2%	$753K
RVMDRevolution Medicines Inc	2.3%	2.0%	4,000	-52.9%	$749K
ABVXAbivax SA	2.1%	1.6%	5,300	-11.7%	$706K
PRGOPerrigo Co PLC	2.1%	—	66,700	—	$693K
PDPagerduty Inc	2.1%	—	70,600	—	$681K
CRSCarpenter Technology Corp	1.9%	—	1,000	—	$617K
HVIIHennessy Cap Invt Corp Vii	1.8%	1.5%	58,400	+0.7%	$610K
RDDTReddit Inc	1.8%	0.8%	3,500	+45.8%	$608K
BCRXBiocryst Pharmaceuticals Inc	1.8%	—	59,700	—	$597K
PENPenumbra Inc	1.7%	1.3%	1,800	+12.5%	$568K
TXNMTxnm Energy Inc	1.7%	—	10,000	—	$568K
IGVIshares Tr	1.7%	—	6,200	—	$562K
INBXInhibrx Biosciences Inc	1.7%	—	5,900	—	$559K
TRIPTripadvisor Inc	1.6%	1.2%	39,000	-15.6%	$535K
ALABAstera Labs Inc	1.6%	—	1,100	—	$531K
ATIAti Inc	1.5%	—	2,500	—	$493K
SPCXSpace Ex Tech Spacex Class A	1.3%	—	2,600	—	$444K
TACOBerto Acquisition Corp	1.3%	1.0%	42,100	+1.0%	$442K
CEPOCantor Equity Partners I Inc	1.3%	3.0%	49,200	-58.3%	$434K
IBITIshares Bitcoin Trust ETF	1.2%	1.0%	11,700	+10.4%	$389K
JBLUJetblue Airways Corp	1.1%	1.3%	64,500	-45.3%	$370K
URIUnited Rentals Inc Com	1.0%	—	300	—	$340K
ETHMDynamix Corp	1.0%	—	30,200	—	$326K
BEAGBold Eagle Acquisition Corp	0.9%	—	28,655	—	$306K
WBSWebster Finl Corp	0.9%	—	4,000	—	$306K
HRIHerc Holdings Inc	0.9%	—	2,100	—	$301K
ARIApollo Coml Real Estate Fin	0.8%	—	25,700	—	$274K
CRDOCredo Technology Group Holdi	0.8%	—	1,000	—	$272K
ZIMZim Integrated Shipping Serv	0.8%	—	10,000	—	$260K
DAAQDigital Asset Acquisition Corp	0.6%	—	20,500	—	$213K
ALKTAlkami Technology Inc	0.5%	—	10,000	—	$181K
TBPHTheravance Biopharma Inc	0.5%	—	10,321	—	$175K
LPBBLaunch Two Acquisition Corp.	0.4%	—	12,800	—	$137K
GENVRGen Digital Inc	0.1%	—	18,400	—	$23K

What Cannon Global Investment Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +28.5% /yr; S&P 500 +20.1%
3 years: +22.3% /yr; S&P 500 +20.4%
5 years: +12.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$33.2M	50
Q1 2026	$41.3M	79
Q4 2025	$37.7M	58
Q3 2025	$39.6M	58
Q2 2025	$36.8M	66
Q1 2025	$36.3M	75
Q4 2024	$40.4M	69
Q3 2024	$41.8M	61
Q2 2024	$21.5M	35
Q1 2024	$37.2M	62
Q4 2023	$13.3M	23
Q3 2023	$14.3M	27

Questions about Cannon Global Investment Management, LLC's portfolio

What stocks does Cannon Global Investment Management, LLC own?

Cannon Global Investment Management, LLC's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 50 positions worth $33.2M. The largest are Norfolk Southn Corp (NSC) at 6.3%, Stellar Bancorp Inc (STEL) at 5.9%, Sun Cmntys Inc (SUI) at 4.9%, Warner Bros Discovery Inc (WBD) at 4.8% and Zoom Communications Inc (ZM) at 3.5%.

What did Cannon Global Investment Management, LLC buy last quarter?

In Q2 2026, Cannon Global Investment Management, LLC added Warner Bros Discovery Inc (WBD) (+166.7% shares), Monro Inc (MNRO) (+97.0% shares) and Madrigal Pharmaceuticals Inc (MDGL) (+87.5% shares), compared with its Q1 2026 filing.

What did Cannon Global Investment Management, LLC sell last quarter?

In Q2 2026, Cannon Global Investment Management, LLC sold all of Cheniere Energy Inc (LNG), sold all of Qiagen NV (QGEN), sold all of Marvell Technology Inc (MRVL), sold all of Cantor Equity Partners II in (CEPT), sold all of Ss&c Tech Hldgs (SSNC), Cantor Equity Partners I Inc (CEPO) (-58.3% shares), Revolution Medicines Inc (RVMD) (-52.9% shares) and Jetblue Airways Corp (JBLU) (-45.3% shares), compared with its Q1 2026 filing.

How has Cannon Global Investment Management, LLC's portfolio performed?

A portfolio copying Cannon Global Investment Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.5% against +20.1%. Over 5 years: +12.1% a year against +11.6%.

When is Cannon Global Investment Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cannon Global Investment Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cannon Global Investment Management, LLC manage?

Cannon Global Investment Management, LLC reported $92.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $33.2M.