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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
Page 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EXEL EXELIXIS INC Healthcare 20,000.0 $1.1M 0.24% $54.40 +3.2%
62 CVS CVS HEALTH CORP Healthcare 10,000.0 $1.0M 0.23% -90K -90.0% $103.50 -10.1%
63 YSS YORK SPACE SYSTEMS INC Technology 40,000.0 $985K 0.22% NEW $24.62 -62.3%
64 EWW ISHARES INC 10,000.0 $752K 0.17% +6K +185.7% $75.20 +3.1%
65 JAMES RIV GROUP HOLDINGS INC 164,071.0 $722K 0.16% +134K +446.9% $4.40
66 TRP TC ENERGY CORP Energy 10,000.0 $663K 0.14% $66.30 -6.2%
67 ASPI ASP ISOTOPES INC Basic Materials 100,000.0 $622K 0.14% $6.22 -34.9%
68 PSN PARSONS CORP DEL Industrials 11,387.0 $597K 0.13% $52.43 -8.5%
69 SQQQ PROSHARES TR 5,000.0 $555K 0.12% NEW $111.00 -64.3%
70 NNE NANO NUCLEAR ENERGY INC Industrials 25,000.0 $529K 0.12% $21.16 -8.4%
71 OKLO OKLO INC Utilities 10,000.0 $523K 0.12% NEW $52.30 -14.8%
72 E ENI SPA Energy 10,000.0 $469K 0.10% $46.90 +15.7%
73 EWZ ISHARES INC 10,000.0 $345K 0.08% $34.50 +3.1%
74 FLY FIREFLY AEROSPACE INC Industrials 10,000.0 $294K 0.06% $29.40 -23.0%
75 ILF ISHARES TR 8,000.0 $270K 0.06% $33.75 +3.5%
76 EVEX EVE HLDG INC Industrials 31,948.0 $80K 0.02% $2.50 -1.4%
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 26.7%
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%