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Portfolio (Quarterly) Guide ↗

Canal Insurance CO

· CIK 0001313473
13F Portfolio $465M AUM 76 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 9 Added 4 Reduced
Page 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RPRX ROYALTY PHARMA PLC Healthcare 20,000.0 $959K 0.21% NEW $47.95 +13.8%
62 BEAM BEAM THERAPEUTICS INC Healthcare 40,000.0 $953K 0.20% NEW $23.82 +41.3%
63 NEE NEXTERA ENERGY INC Utilities 10,000.0 $929K 0.20% NEW $92.90 -6.8%
64 EXEL EXELIXIS INC Healthcare 20,000.0 $858K 0.18% NEW $42.90 +20.2%
65 TRP TC ENERGY CORP Energy 10,000.0 $626K 0.14% $62.60 +10.5%
66 PSN PARSONS CORP DEL Industrials 11,387.0 $617K 0.13% +1K +13.9% $54.18 -8.3%
67 E ENI S P A Energy 10,000.0 $566K 0.12% $56.60 -13.6%
68 NNE NANO NUCLEAR ENERGY INC Industrials 25,000.0 $512K 0.11% $20.48 +19.8%
69 ASPI ASP ISOTOPES INC Basic Materials 100,000.0 $442K 0.10% $4.42 +60.3%
70 EWZ ISHARES INC 10,000.0 $384K 0.08% NEW $38.40 -11.3%
71 FLY FIREFLY AEROSPACE INC Industrials 10,000.0 $285K 0.06% $28.50 -1.8%
72 ILF ISHARES TR 8,000.0 $284K 0.06% NEW $35.50 -5.5%
73 EWW ISHARES INC 3,500.0 $263K 0.06% NEW $75.14 -0.6%
74 ARGT GLOBAL X FDS 2,570.0 $240K 0.05% NEW $93.39 -1.2%
75 JAMES RIV GROUP HOLDINGS INC 30,000.0 $189K 0.04% NEW $6.30
76 EVEX EVE HLDG INC Industrials 31,948.0 $79K 0.02% +22K +219.5% $2.47 +11.4%
Page 4 of 4  ·  76 positions

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 26.8%
Healthcare 21.2%
Energy 20.4%
Technology 10.6%
Utilities 8.0%
Basic Materials 4.7%
Communication Services 3.9%
Consumer Defensive 2.2%
Financial Services 1.4%
Consumer Cyclical 0.7%