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Portfolio (Quarterly) Guide ↗

Canal Insurance CO

· CIK 0001313473
13F Portfolio $456M AUM 76 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 7 Added 7 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 YSS YORK SPACE SYSTEMS INC Technology 40,000.0 $985K 0.22% NEW $24.62 -62.6%
2 SQQQ PROSHARES TR 5,000.0 $555K 0.12% NEW $111.00 -64.4%
3 OKLO OKLO INC Utilities 10,000.0 $523K 0.12% NEW $52.30 -18.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 26.7%
Healthcare 19.6%
Energy 16.4%
Technology 16.4%
Utilities 9.2%
Basic Materials 4.9%
Consumer Defensive 2.5%
Communication Services 2.2%
Financial Services 1.4%
Consumer Cyclical 0.8%