Position in RDW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,035,900
+$1,485,900 QoQ
Shares Held
330,000
+10.0% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#51
of 322 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RDW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Canal Insurance CO holds $105,775,841 across 13 Aerospace & Defense names. RDW ranks #10 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
36,600 | $18,646,236 | |
| 2 | RTX |
RTX Corp
|
93,662 | $17,770,491 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
30,093 | $15,326,665 | |
| 4 | AVAV |
AeroVironment Inc
|
70,000 | $11,554,900 | |
| 5 | AIR |
Aar Corp
|
80,000 | $11,434,400 | |
| 6 | GD |
General Dynamics Corp
|
20,000 | $7,084,800 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
24,000 | $6,974,160 | |
| 8 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
120,000 | $5,983,200 |
All Filings in RDW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,035,900 | 330,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,550,000 | 300,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,280,000 | 300,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,697,000 | 300,000 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,260,000 | 200,000 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||