Institutions / Canal Capital Management, LLC

Canal Capital Management, LLC

CIK 1666733 · Institution · as of Dec 31, 2025
Portfolio value
$704.95M
Positions
188
As of
Dec 31, 2025

Portfolio trend

Portfolio value

$704.95M+5.8%
$704.95M$685.53M$666.10MQ3 '25Q4 '25

Positions

188+1.1%
188187186Q3 '25Q4 '25

Top holdings

Dec 31, 2025View all 188 →
CompanyClassValueShares% of portfolio
Old Dominion Freight Line, Inc.$58.79M374,9518.3%
Apple Inc.$34.81M128,0534.9%
Microsoft Corp$26.07M53,8993.7%
iShares MSCI UAE ETF$20.15M182,8842.9%
Broadcom Inc.$19.06M55,0642.7%
iShares Tr$16.53M138,5402.3%
Philip Morris International Inc.$15.80M98,4952.2%
Alphabet Inc.$15.56M49,7082.2%
Ssga Active ETF Tr$15.37M381,7832.2%
NVIDIA Corp$15.07M80,7812.1%
iShares Tr$14.70M21,4642.1%
JPMorgan Chase & Co$14.63M45,3912.1%
Warren E. Buffett$14.29M28,4302.0%
Blackstone Inc$13.83M89,7532.0%
iShares Tr$13.82M40,3002.0%
Walmart Inc.$12.66M113,6041.8%
Profesionally Managed Portfo$11.48M175,2321.6%
Altria Group, Inc.$11.39M197,5651.6%
Amazon.com Inc$10.51M45,5511.5%
Johnson & Johnson$10.27M49,6131.5%
iShares Tr$9.87M80,0631.4%
Qualcomm INC/DE$8.95M52,2991.3%
Vanguard Index Fds$8.45M13,4741.2%
Ferguson Enterprises Inc. /DE$8.38M37,6341.2%
ELI LILLY & Co$8.24M7,6661.2%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q4 2025
as of
New74316P579
Common stock
$11.48M+175K
175,232
1.63% of portfolio
medium
Q4 2025
as of
Add464287309
Common stock
$9.36M+76K
+1855.62%
80,063
1.40% of portfolio
medium
Q4 2025
as of
New808524797
Common stock
$6.61M+241K
241,124
0.94% of portfolio
medium
Q4 2025
as of
AddTSM
Taiwan Semiconductor Manufacturing Co Ltd
ADR
$4.33M+14K
+1618.98%
15,127
0.65% of portfolio
low
Q4 2025
as of
Add11271J107
Common stock
$4.22M+92K
+2221.64%
96,116
0.63% of portfolio
low
Q4 2025
as of
Add464287101
Common stock
$3.85M+11K
+38.57%
40,300
1.96% of portfolio
low
Q4 2025
as of
Trim113004105
Common stock
$-3.81M-73K
-78.02%
20,471
0.15% of portfolio
low
Q4 2025
as of
TrimOld Dominion Freight Line, Inc.
Common stock
$-3.79M-24K
-6.05%
374,951
8.34% of portfolio
low
Q4 2025
as of
Add464287226
Common stock
$3.64M+36K
+200.94%
54,549
0.77% of portfolio
low
Q4 2025
as of
TrimCadence Design Systems Inc
Common stock
$-3.32M-11K
-87.43%
1,528
0.07% of portfolio
low