Canal Insurance CO

Insurance

CIK

1313473

Location

Greenville, SC

Portfolio Value

Small $438,132,577

Diversification

Diversified

Filing Date

Global Rank

#2,794 / 8,603 ▲ 240 · as of Mar 2026

Top Industry

Aerospace & Defense 25.6%

3Y Alpha vs SPY

-1.6%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.4%

SPY

+76.5%

Annualised alpha

-1.7%

Max drawdown

−12.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

68 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.6%

−0.8 pts

Top 5

24.8%

−2.3 pts

Top 10

44.7%

−3.4 pts

HHI

289

Diversified−37

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	28.9%	$126,701,977	18
Healthcare	22.0%	$96,230,182	14
Energy	16.6%	$72,910,926	11
Technology	11.1%	$48,841,821	4
Utilities	7.7%	$33,862,936	5
Basic Materials	4.8%	$21,086,600	4
Communication Services	4.3%	$18,810,100	5
Consumer Defensive	2.3%	$10,086,550	3
Financial Services	1.5%	$6,477,435	3
Consumer Cyclical	0.7%	$3,124,050	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
NTLA	Intellia Therapeutics, Inc.	+130,000	230,000	$2,948,600
ABT	Abbott Laboratories	+50,000	90,000	$9,240,300
VZ	Verizon Communications Inc	+50,000	168,000	$8,433,600
EVEX	Eve Holding, Inc.	+21,948	31,948	$79,231
TEM	Tempus AI, Inc.	+20,000	40,000	$1,808,800
AVAV	AeroVironment Inc	+10,000	70,000	$12,813,500
MSFT	Microsoft Corp	+5,000	57,500	$21,284,775
PSN	Parsons Corp	+1,387	11,387	$616,833
DELL	Dell Technologies Inc.	+1,100	71,100	$11,669,643
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
RIO	Rio Tinto PLC	−50,000	80,000	$7,463,200
FCX	Freeport-Mcmoran Inc	−50,000	150,000	$8,817,000
NOC	Northrop Grumman Corp /De/	−10,000	30,093	$20,530,648
VLO	Valero Energy Corp/Tx	−10,000	10,000	$2,470,800
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
AXON	Axon Enterprise, Inc.	10,000	$4,246,900
BIIB	Biogen Inc.	20,000	$3,666,600
DIS	Walt Disney Co	20,000	$1,927,600
CRSP	CRISPR Therapeutics AG	35,100	$1,669,707
J	Jacobs Solutions Inc.	10,000	$1,272,800
NFLX	Netflix Inc	10,000	$961,500
RPRX	Royalty Pharma plc	20,000	$959,400
BEAM	Beam Therapeutics Inc.	40,000	$953,200
NEE	Nextera Energy Inc	10,000	$928,800
EXEL	Exelixis, Inc.	20,000	$857,800
JRVR	James River Group Holdings, Inc.	30,000	$189,000
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

68 positions · $438,132,577 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CVX	Chevron Corp Energy	Held	119,240	0	$24,670,756	+35.8%	5.63%
LMT	Lockheed Martin Corp Industrials	Held	36,600	0	$22,120,674	+25.0%	5.05%
MSFT	Microsoft Corp Technology	Added	57,500	+5,000	$21,284,775	−16.2%	4.86%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	30,093	-10,000	$20,530,648	−10.2%	4.69%
ABBV	AbbVie Inc. Healthcare	Held	92,500	0	$20,117,825	−4.8%	4.59%
DUK	Duke Energy CORP Utilities	Held	150,166	0	$19,662,736	+11.7%	4.49%
JNJ	Johnson & Johnson Healthcare	Held	75,000	0	$18,333,000	+18.1%	4.18%
RTX	RTX Corp Industrials	Held	93,662	0	$18,067,399	+5.2%	4.12%
PFE	Pfizer Inc Healthcare	Held	560,000	0	$15,724,800	+12.8%	3.59%
IBM	International Business Machines Corp Technology	Held	63,000	0	$15,270,570	−18.2%	3.49%
AVAV	AeroVironment Inc Industrials	Added	70,000	+10,000	$12,813,500	−11.7%	2.92%
DELL	Dell Technologies Inc. Technology	Added	71,100	+1,100	$11,669,643	+32.4%	2.66%
BMY	Bristol Myers Squibb Co Healthcare	Held	170,000	0	$10,310,500	+12.4%	2.35%
BP	Bp PLC Energy	Held	200,000	0	$9,400,000	+35.3%	2.15%
ABT	Abbott Laboratories Healthcare	Added	90,000	+50,000	$9,240,300	+84.4%	2.11%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	150,000	-50,000	$8,817,000	−13.2%	2.01%
AIR	Aar Corp Industrials	Held	80,000	0	$8,756,800	+32.2%	2.00%
VZ	Verizon Communications Inc Communication Services	Added	168,000	+50,000	$8,433,600	+75.5%	1.92%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	24,000	0	$8,283,600	+17.6%	1.89%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Held	110,000	0	$7,756,100	−7.1%	1.77%
PSX	Phillips 66 Energy	Held	42,500	0	$7,742,650	+41.2%	1.77%
RIO	Rio Tinto PLC Basic Materials	Reduced	80,000	-50,000	$7,463,200	−28.3%	1.70%
COP	Conocophillips Energy	Held	55,000	0	$7,260,000	+41.0%	1.66%
CVS	CVS HEALTH Corp Healthcare	Held	100,000	0	$7,182,000	−9.5%	1.64%
GD	General Dynamics Corp Industrials	Held	20,000	0	$6,864,400	+1.9%	1.57%
WMT	Walmart Inc. Consumer Defensive	Held	55,000	0	$6,835,400	+11.6%	1.56%
D	Dominion Energy, Inc Utilities	Held	110,000	0	$6,800,200	+5.5%	1.55%
KMI	Kinder Morgan, Inc. Energy	Held	200,000	0	$6,706,000	+22.0%	1.53%
T	At&T Inc. Communication Services	Held	220,000	0	$6,377,800	+16.7%	1.46%
EPD	Enterprise Products Partners L.P. Energy	Held	150,000	0	$5,676,000	+18.0%	1.30%
FLR	Fluor Corp Industrials	Held	110,000	0	$5,131,500	+17.7%	1.17%
FLNC	Fluence Energy, Inc. Utilities	Held	330,000	0	$4,540,800	−30.4%	1.04%
BHP	BHP Group Ltd Basic Materials	Held	60,000	0	$4,364,400	+20.5%	1.00%
AXON	Axon Enterprise, Inc. Industrials	NEW	10,000	NEW	$4,246,900	NEW	0.97%
ENB	Enbridge Inc Energy	Held	76,720	0	$4,153,620	+13.2%	0.95%
MKL	Markel Group Inc. Financial Services	Held	2,000	0	$3,828,139	−11.0%	0.87%
BIIB	Biogen Inc. Healthcare	NEW	20,000	NEW	$3,666,600	NEW	0.84%
WMB	Williams Companies, Inc. Energy	Held	50,000	0	$3,639,000	+21.1%	0.83%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	40,300	0	$3,169,998	+6.8%	0.72%
AMZN	Amazon Com Inc Consumer Cyclical	Held	15,000	0	$3,124,050	−9.8%	0.71%
NTLA	Intellia Therapeutics, Inc. Healthcare	Added	230,000	+130,000	$2,948,600	+228.0%	0.67%
RDW	Redwire Corp Industrials	Held	300,000	0	$2,550,000	+11.8%	0.58%
SMR	NUSCALE POWER Corp Industrials	Held	232,890	0	$2,524,527	−23.5%	0.58%
VLO	Valero Energy Corp/Tx Energy	Reduced	10,000	-10,000	$2,470,800	−24.1%	0.56%
BCX	BlackRock Resources & Commodities Strategy Trust Financial Services	Held	204,174	0	$2,460,296	+9.7%	0.56%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	5,000	0	$2,457,650	−15.2%	0.56%
KHC	Kraft Heinz Co Consumer Defensive	Held	100,000	0	$2,249,000	−7.3%	0.51%
SO	Southern Co Utilities	Held	20,000	0	$1,930,400	+10.7%	0.44%
DIS	Walt Disney Co Communication Services	NEW	20,000	NEW	$1,927,600	NEW	0.44%
TEM	Tempus AI, Inc. Healthcare	Added	40,000	+20,000	$1,808,800	+53.2%	0.41%