Holders — by stockHoldings — by fund
Canal Insurance CO
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001313473
$456.3M
disclosed book value
76
positions
6.7%
largest position share
Positions, as of 2026-06-30
top 76 of 76 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DELLDELL TECHNOLOGIES INC | 71,100 | $30.7M | 6.7% |
| 2 | ABBVABBVIE INC | 92,500 | $23.3M | 5.1% |
| 3 | MSFTMICROSOFT CORP | 57,500 | $21.4M | 4.7% |
| 4 | JNJJOHNSON & JOHNSON | 75,000 | $19.0M | 4.2% |
| 5 | DUKDUKE ENERGY CORP NEW | 150,166 | $19.0M | 4.2% |
| 6 | LMTLOCKHEED MARTIN CORP | 36,600 | $18.6M | 4.1% |
| 7 | CVXCHEVRON CORPORATION | 109,240 | $18.1M | 4% |
| 8 | RTXRTX CORPORATION | 93,662 | $17.8M | 3.9% |
| 9 | IBMINTERNATIONAL BUSINESS MACHS | 63,000 | $17.7M | 3.9% |
| 10 | NOCNORTHROP GRUMMAN CORP | 30,093 | $15.3M | 3.4% |
| 11 | XOMEXXON MOBIL CORP | 105,000 | $14.4M | 3.1% |
| 12 | AVAVAEROVIRONMENT INC | 70,000 | $11.6M | 2.5% |
| 13 | AIRAAR CORP | 80,000 | $11.4M | 2.5% |
| 14 | BMYBRISTOL-MYERS SQUIBB CO | 170,000 | $9.8M | 2.1% |
| 15 | FCXFREEPORT MCMORAN INC | 150,000 | $9.4M | 2.1% |
| 16 | PFEPFIZER INC | 360,000 | $8.7M | 1.9% |
| 17 | ABTABBOTT LABORATORIES | 90,000 | $8.2M | 1.8% |
| 18 | RIORIO TINTO PLC | 80,000 | $7.6M | 1.7% |
| 19 | DDOMINION ENERGY INC | 110,000 | $7.5M | 1.6% |
| 20 | BPBP PLC | 200,000 | $7.4M | 1.6% |
| 21 | PSXPHILLIPS 66 | 42,500 | $7.2M | 1.6% |
| 22 | VZVERIZON COMMUNICATIONS INC | 168,000 | $7.1M | 1.6% |
| 23 | GDGENERAL DYNAMICS CORP | 20,000 | $7.1M | 1.6% |
| 24 | LHXL3HARRIS TECHNOLOGIES INC | 24,000 | $7.0M | 1.5% |
| 25 | FLNCFLUENCE ENERGY INC | 330,000 | $6.6M | 1.4% |
| 26 | KMIKINDER MORGAN INC DEL | 200,000 | $6.4M | 1.4% |
| 27 | WMTWALMART INC | 55,000 | $6.2M | 1.4% |
| 28 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 120,000 | $6.0M | 1.3% |
| 29 | FLRFLUOR CORP | 110,000 | $5.8M | 1.3% |
| 30 | COPCONOCOPHILLIPS | 55,000 | $5.7M | 1.3% |
| 31 | AXONAXON ENTERPRISE INC | 10,000 | $5.6M | 1.2% |
| 32 | EPDENTERPRISE PRODS PARTNERS L | 150,000 | $5.5M | 1.2% |
| 33 | ARKGARK ETF TR | 120,000 | $5.0M | 1.1% |
| 34 | ENBENBRIDGE INC | 76,720 | $4.2M | 0.9% |
| 35 | RDWREDWIRE CORPORATION | 330,000 | $4.0M | 0.9% |
| 36 | MKLMARKEL GROUP INC | 2,000 | $3.9M | 0.9% |
| 37 | NTLAINTELLIA THERAPEUTICS INC | 230,000 | $3.9M | 0.9% |
| 38 | WMBWILLIAMS COS INC | 50,000 | $3.7M | 0.8% |
| 39 | AMZNAMAZON COM INC | 15,000 | $3.6M | 0.8% |
| 40 | CPCANADIAN PACIFIC KANSAS CITY | 40,300 | $3.5M | 0.8% |
| 41 | BHPBHP BILLITON LIMITED | 40,000 | $3.3M | 0.7% |
| 42 | VLOVALERO ENERGY CORP | 10,000 | $2.6M | 0.6% |
| 43 | TMOTHERMO FISHER SCIENTIFIC INC | 5,000 | $2.5M | 0.5% |
| 44 | TAT&T INC | 120,000 | $2.5M | 0.5% |
| 45 | KHCKRAFT HEINZ CO | 100,000 | $2.4M | 0.5% |
| 46 | LITGLOBAL X FDS | 30,000 | $2.3M | 0.5% |
| 47 | ENSENERSYS | 10,000 | $2.3M | 0.5% |
| 48 | SMRNUSCALE PWR CORP | 232,890 | $2.3M | 0.5% |
| 49 | TEMTEMPUS AI INC | 40,000 | $2.3M | 0.5% |
| 50 | BCXBLACKROCK RES & COMMODITIES | 204,174 | $2.3M | 0.5% |
| 51 | IRDMIRIDIUM COMMUNICATIONS INC | 40,000 | $2.2M | 0.5% |
| 52 | BIIBBIOGEN INC | 10,000 | $2.2M | 0.5% |
| 53 | CPBTHE CAMPBELLS COMPANY | 95,000 | $2.1M | 0.5% |
| 54 | SOSOUTHERN CO | 20,000 | $1.9M | 0.4% |
| 55 | CRSPCRISPR THERAPEUTICS AG | 35,100 | $1.9M | 0.4% |
| 56 | NEENEXTERA ENERGY INC | 20,000 | $1.8M | 0.4% |
| 57 | ARKXARK ETF TR | 40,000 | $1.4M | 0.3% |
| 58 | JJACOBS SOLUTIONS INC | 10,000 | $1.3M | 0.3% |
| 59 | ARGTGLOBAL X FDS | 12,600 | $1.1M | 0.3% |
| 60 | RPRXROYALTY PHARMA PLC | 20,000 | $1.1M | 0.2% |
| 61 | EXELEXELIXIS INC | 20,000 | $1.1M | 0.2% |
| 62 | CVSCVS HEALTH CORP | 10,000 | $1.0M | 0.2% |
| 63 | YSSYORK SPACE SYSTEMS INC | 40,000 | $985,000 | 0.2% |
| 64 | EWWISHARES INC | 10,000 | $752,000 | 0.2% |
| 65 | JRVRJAMES RIV GROUP HOLDINGS INC | 164,071 | $722,000 | 0.2% |
| 66 | TRPTC ENERGY CORP | 10,000 | $663,000 | 0.1% |
| 67 | ASPIASP ISOTOPES INC | 100,000 | $622,000 | 0.1% |
| 68 | PSNPARSONS CORP DEL | 11,387 | $597,000 | 0.1% |
| 69 | SQQQPROSHARES TR | 5,000 | $555,000 | 0.1% |
| 70 | NNENANO NUCLEAR ENERGY INC | 25,000 | $529,000 | 0.1% |
| 71 | OKLOOKLO INC | 10,000 | $523,000 | 0.1% |
| 72 | EENI SPA | 10,000 | $469,000 | 0.1% |
| 73 | EWZISHARES INC | 10,000 | $345,000 | 0.1% |
| 74 | FLYFIREFLY AEROSPACE INC | 10,000 | $294,000 | 0.1% |
| 75 | ILFISHARES TR | 8,000 | $270,000 | 0.1% |
| 76 | EVEXEVE HLDG INC | 31,948 | $80,000 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.