Position in AVAV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$12,813,500
-$1,699,900 QoQ
Shares Held
70,000
+16.7% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AVAV Over Time
Shares Held
Position Value (USD)
Derivatives in AVAV
reported options exposure · as of Dec 31, 2024CallValue
$30,778
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Canal Insurance CO holds $112,353,952 across 12 Aerospace & Defense names. AVAV ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
36,600 | $22,120,674 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
30,093 | $20,530,648 | |
| 3 | RTX |
RTX Corp
|
93,662 | $18,067,399 | |
| 4 | AVAV |
AeroVironment Inc
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|
70,000 | $12,813,500 | |
| 5 | AIR |
Aar Corp
|
80,000 | $8,756,800 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
24,000 | $8,283,600 | |
| 7 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
110,000 | $7,756,100 | |
| 8 | GD |
General Dynamics Corp
|
20,000 | $6,864,400 |
All Filings in AVAV
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,813,500 | 70,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $14,513,400 | 60,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $18,893,400 | 60,000 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $19,946,500 | 70,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,343,300 | 70,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,772,300 | 70,000 | Shares | Sole | 2025-01-22 | |
| 2024-12-31 | $30,778 | 200 | Call | Sole | 2025-01-22 | |
| 2024-09-30 | $12,030,000 | 60,000 | Shares | Sole | 2024-10-30 | |
| 2024-09-30 | $20,050 | 100 | Call | Sole | 2024-10-30 | |
| 2024-06-30 | $10,929,600 | 60,000 | Shares | Sole | 2024-08-01 | |
| 2024-06-30 | $36,432 | 200 | Call | Sole | 2024-08-01 | |
| 2024-03-31 | $30,656 | 200 | Call | Sole | 2024-04-25 | |
| 2024-03-31 | $9,196,800 | 60,000 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,562,400 | 60,000 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $11,153 | 100 | Call | Sole | 2023-10-24 | |
| 2023-09-30 | $5,576,500 | 50,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,228 | 100 | Call | Sole | 2023-07-25 | |
| 2023-06-30 | $6,136,800 | 60,000 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $5,499,600 | 60,000 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $5,139,600 | 60,000 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,001,600 | 60,000 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,932,000 | 60,000 | Shares | Sole | 2022-07-27 | |
| 2022-06-30 | $12,330 | 150 | Call | Sole | 2022-07-27 | |
| 2022-03-31 | $5,648,400 | 60,000 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,860,900 | 30,000 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,589,600 | 30,000 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,004,500 | 30,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $116,060 | 1,000 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $86,900 | 1,000 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $60,010 | 1,000 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $79,630 | 1,000 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $60,960 | 1,000 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||