13F HOLDINGS REPORT
Canal Insurance CO
Quarter ended Q4 2025 · Filed February 3, 2026 · Accession 0001313473-26-000003
Total Value
$412,572
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 52,500 | $25,390 | 6.15% |
| 2 | NORTHROP GRUMMAN CORP | NOC | 40,093 | $22,861 | 5.54% |
| 3 | ABBVIE INC | ABBV | 92,500 | $21,135 | 5.12% |
| 4 | INTERNATIONAL BUSINESS MACHS | INTR | 63,000 | $18,661 | 4.52% |
| 5 | CHEVRON CORP NEW | CVX | 119,240 | $18,173 | 4.40% |
| 6 | LOCKHEED MARTIN CORP | LMT | 36,600 | $17,702 | 4.29% |
| 7 | DUKE ENERGY CORP NEW | DUKB | 150,166 | $17,601 | 4.27% |
| 8 | RTX CORPORATION | RTX | 93,662 | $17,178 | 4.16% |
| 9 | JOHNSON & JOHNSON | JNJ | 75,000 | $15,521 | 3.76% |
| 10 | AEROVIRONMENT INC | AVAV | 60,000 | $14,513 | 3.52% |
| 11 | PFIZER INC | PFE | 560,000 | $13,944 | 3.38% |
| 12 | EXXON MOBIL CORP | XOM | 115,000 | $13,839 | 3.35% |
| 13 | RIO TINTO PLC | RTNTF | 130,000 | $10,404 | 2.52% |
| 14 | FREEPORT-MCMORAN INC | FCX | 200,000 | $10,158 | 2.46% |
| 15 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 170,000 | $9,170 | 2.22% |
| 16 | DELL TECHNOLOGIES INC | DELL | 70,000 | $8,812 | 2.14% |
| 17 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 110,000 | $8,350 | 2.02% |
| 18 | CVS HEALTH CORP | CVS | 100,000 | $7,936 | 1.92% |
| 19 | L3HARRIS TECHNOLOGIES INC | LHX | 24,000 | $7,046 | 1.71% |
| 20 | BP PLC | BPPFF | 200,000 | $6,946 | 1.68% |
| 21 | GENERAL DYNAMICS CORP | GD | 20,000 | $6,733 | 1.63% |
| 22 | AAR CORP | AIR | 80,000 | $6,623 | 1.61% |
| 23 | FLUENCE ENERGY INC | FLNC | 330,000 | $6,527 | 1.58% |
| 24 | DOMINION ENERGY INC | D | 110,000 | $6,445 | 1.56% |
| 25 | WALMART INC | WMT | 55,000 | $6,128 | 1.49% |
| 26 | KINDER MORGAN INC DEL | EP-PC | 200,000 | $5,498 | 1.33% |
| 27 | PHILLIPS 66 | PSX | 42,500 | $5,484 | 1.33% |
| 28 | AT&T INC | T-PC | 220,000 | $5,465 | 1.32% |
| 29 | CONOCOPHILLIPS | COP | 55,000 | $5,149 | 1.25% |
| 30 | ABBOTT LABS | ABLZF | 40,000 | $5,012 | 1.21% |
| 31 | ENTERPRISE PRODS PARTNERS L | 293792107 | 150,000 | $4,809 | 1.17% |
| 32 | VERIZON COMMUNICATIONS INC | VZ | 118,000 | $4,806 | 1.16% |
| 33 | FLUOR CORP NEW | FLR | 110,000 | $4,359 | 1.06% |
| 34 | MARKEL GROUP INC | MKL | 2,000 | $4,299 | 1.04% |
| 35 | ENBRIDGE INC | ENNPF | 76,720 | $3,670 | 0.89% |
| 36 | BHP GROUP LTD | BHPLF | 60,000 | $3,622 | 0.88% |
| 37 | ARK ETF TR | 00214Q302 | 120,000 | $3,476 | 0.84% |
| 38 | AMAZON COM INC | AMZN | 15,000 | $3,462 | 0.84% |
| 39 | NUSCALE PWR CORP | NU | 232,890 | $3,300 | 0.80% |
| 40 | VALERO ENERGY CORP | VLO | 20,000 | $3,256 | 0.79% |
| 41 | WILLIAMS COS INC | 969457100 | 50,000 | $3,006 | 0.73% |
| 42 | CANADIAN PACIFIC KANSAS CITY | CP | 40,300 | $2,967 | 0.72% |
| 43 | THERMO FISHER SCIENTIFIC INC | TMO | 5,000 | $2,897 | 0.70% |
| 44 | KRAFT HEINZ CO | KHC | 100,000 | $2,425 | 0.59% |
| 45 | REDWIRE CORPORATION | RDW | 300,000 | $2,280 | 0.55% |
| 46 | BLACKROCK RES & COMMODITIES | BLK | 204,174 | $2,242 | 0.54% |
| 47 | GLOBAL X FDS | 37954Y855 | 30,000 | $1,946 | 0.47% |
| 48 | SOUTHERN CO | SOMN | 20,000 | $1,744 | 0.42% |
| 49 | ENERSYS | ENS | 10,000 | $1,468 | 0.36% |
| 50 | THE CAMPBELLS COMPANY | CPB | 45,000 | $1,254 | 0.30% |
| 51 | TEMPUS AI INC | TEM | 20,000 | $1,181 | 0.29% |
| 52 | ARK ETF TR | 00214Q807 | 40,000 | $1,159 | 0.28% |
| 53 | INTELLIA THERAPEUTICS INC | NTLA | 100,000 | $899 | 0.22% |
| 54 | IRIDIUM COMMUNICATIONS INC | IRDM | 40,000 | $695 | 0.17% |
| 55 | PARSONS CORP DEL | PSN | 10,000 | $618 | 0.15% |
| 56 | NANO NUCLEAR ENERGY INC | NNE | 25,000 | $600 | 0.15% |
| 57 | TC ENERGY CORP | TRPRF | 10,000 | $550 | 0.13% |
| 58 | ASP ISOTOPES INC | ASPI | 100,000 | $535 | 0.13% |
| 59 | ENI S P A | 26874R108 | 10,000 | $379 | 0.09% |
| 60 | FIREFLY AEROSPACE INC | FLY | 10,000 | $224 | 0.05% |
| 61 | EVE HLDG INC | EVEX-WT | 10,000 | $40 | 0.01% |