Canal Insurance CO
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| FLUENCE ENERGY INC | 0 | 330,000 | +330,000 | 0 | 6,527 | +6,527 |
| PFIZER INC | 400,000 | 560,000 | +160,000 | 10,192 | 13,944 | +3,752 |
| ARK ETF TR | 0 | 120,000 | +120,000 | 0 | 3,476 | +3,476 |
| FREEPORT-MCMORAN INC | 200,000 | 200,000 | 0 | 7,844 | 10,158 | +2,314 |
| BLACKROCK RES & COMMODITIES | 0 | 204,174 | +204,174 | 0 | 2,242 | +2,242 |
| RIO TINTO PLC | 130,000 | 130,000 | 0 | 8,581 | 10,404 | +1,823 |
| JOHNSON & JOHNSON | 75,000 | 75,000 | 0 | 13,907 | 15,521 | +1,614 |
| RTX CORPORATION | 93,662 | 93,662 | 0 | 15,672 | 17,178 | +1,506 |
| BRISTOL-MYERS SQUIBB CO | 170,000 | 170,000 | 0 | 7,667 | 9,170 | +1,503 |
| TEMPUS AI INC | 0 | 20,000 | +20,000 | 0 | 1,181 | +1,181 |
| INTELLIA THERAPEUTICS INC | 0 | 100,000 | +100,000 | 0 | 899 | +899 |
| EXXON MOBIL CORP | 115,000 | 115,000 | 0 | 12,966 | 13,839 | +873 |
| THE CAMPBELLS COMPANY | 15,000 | 45,000 | +30,000 | 474 | 1,254 | +780 |
| MARKEL GROUP INC | 2,000 | 2,000 | 0 | 3,823 | 4,299 | +476 |
| KRAFT HEINZ CO | 80,000 | 100,000 | +20,000 | 2,083 | 2,425 | +342 |
| BHP GROUP LTD | 60,000 | 60,000 | 0 | 3,345 | 3,622 | +277 |
| ASP ISOTOPES INC | 30,000 | 100,000 | +70,000 | 289 | 535 | +246 |
| GLOBAL X FDS | 30,000 | 30,000 | 0 | 1,706 | 1,946 | +240 |
| AMAZON COM INC | 15,000 | 15,000 | 0 | 3,294 | 3,462 | +168 |
| ENTERPRISE PRODS PARTNERS L | 150,000 | 150,000 | 0 | 4,691 | 4,809 | +118 |
| ENI S P A | 10,000 | 10,000 | 0 | 350 | 379 | +29 |
| ARK ETF TR | 40,000 | 40,000 | 0 | 1,141 | 1,159 | +18 |
| TC ENERGY CORP | 10,000 | 10,000 | 0 | 544 | 550 | +6 |
| EVE HLDG INC | 10,000 | 10,000 | 0 | 38 | 40 | +2 |
| IRIDIUM COMMUNICATIONS INC | 40,000 | 40,000 | 0 | 698 | 695 | -3 |
| CANADIAN PACIFIC KANSAS CITY | 40,300 | 40,300 | 0 | 3,002 | 2,967 | -35 |
| CONOCOPHILLIPS | 55,000 | 55,000 | 0 | 5,202 | 5,149 | -53 |
| FIREFLY AEROSPACE INC | 10,000 | 10,000 | 0 | 293 | 224 | -69 |
| GENERAL DYNAMICS CORP | 20,000 | 20,000 | 0 | 6,820 | 6,733 | -87 |
| VALERO ENERGY CORP | 20,000 | 20,000 | 0 | 3,405 | 3,256 | -149 |
| SOUTHERN CO | 20,000 | 20,000 | 0 | 1,895 | 1,744 | -151 |
| KINDER MORGAN INC DEL | 200,000 | 200,000 | 0 | 5,662 | 5,498 | -164 |
| ENBRIDGE INC | 76,720 | 76,720 | 0 | 3,871 | 3,670 | -201 |
| PARSONS CORP DEL | 10,000 | 10,000 | 0 | 829 | 618 | -211 |
| FLUOR CORP NEW | 110,000 | 110,000 | 0 | 4,628 | 4,359 | -269 |
| ABBVIE INC | 92,500 | 92,500 | 0 | 21,417 | 21,135 | -282 |
| DOMINION ENERGY INC | 110,000 | 110,000 | 0 | 6,729 | 6,445 | -284 |
| L3HARRIS TECHNOLOGIES INC | 24,000 | 24,000 | 0 | 7,330 | 7,046 | -284 |
| PHILLIPS 66 | 42,500 | 42,500 | 0 | 5,781 | 5,484 | -297 |
| CHEVRON CORP NEW | 119,240 | 119,240 | 0 | 18,517 | 18,173 | -344 |
| ABBOTT LABS | 40,000 | 40,000 | 0 | 5,358 | 5,012 | -346 |
| NANO NUCLEAR ENERGY INC | 25,000 | 25,000 | 0 | 964 | 600 | -364 |
| VERIZON COMMUNICATIONS INC | 118,000 | 118,000 | 0 | 5,186 | 4,806 | -380 |
| REDWIRE CORPORATION | 300,000 | 300,000 | 0 | 2,697 | 2,280 | -417 |
| LOCKHEED MARTIN CORP | 36,600 | 36,600 | 0 | 18,271 | 17,702 | -569 |
| KELLANOVA | 8,000 | 0 | -8,000 | 656 | 0 | -656 |
| AECON GROUP ORD | 40,000 | 0 | -40,000 | 685 | 0 | -685 |
| AT&T INC | 220,000 | 220,000 | 0 | 6,213 | 5,465 | -748 |
| HALEON PLC | 100,000 | 0 | -100,000 | 897 | 0 | -897 |
| BP PLC | 230,000 | 200,000 | -30,000 | 7,926 | 6,946 | -980 |
| DUKE ENERGY CORP NEW | 150,166 | 150,166 | 0 | 18,583 | 17,601 | -982 |
| ISHARES TR | 20,000 | 0 | -20,000 | 1,042 | 0 | -1,042 |
| THERMO FISHER SCIENTIFIC INC | 9,000 | 5,000 | -4,000 | 4,365 | 2,897 | -1,468 |
| PROSHARES TR | 100,000 | 0 | -100,000 | 1,523 | 0 | -1,523 |
| NORTHROP GRUMMAN CORP | 40,093 | 40,093 | 0 | 24,429 | 22,861 | -1,568 |
| MICROSOFT CORP | 52,500 | 52,500 | 0 | 27,192 | 25,390 | -1,802 |
| AAR CORP | 95,000 | 80,000 | -15,000 | 8,519 | 6,623 | -1,896 |
| INTERNATIONAL BUSINESS MACHS | 73,000 | 63,000 | -10,000 | 20,598 | 18,661 | -1,937 |
| BLACKROCK RES & COMMODITIES | 204,174 | 0 | -204,174 | 2,076 | 0 | -2,076 |
| NUSCALE PWR CORP | 172,890 | 232,890 | +60,000 | 6,224 | 3,300 | -2,924 |
| ENERSYS | 39,321 | 10,000 | -29,321 | 4,442 | 1,468 | -2,974 |
| OKLO INC | 30,000 | 0 | -30,000 | 3,349 | 0 | -3,349 |
| DELL TECHNOLOGIES INC | 90,000 | 70,000 | -20,000 | 12,759 | 8,812 | -3,947 |
| WILLIAMS COS INC | 110,000 | 50,000 | -60,000 | 6,969 | 3,006 | -3,963 |
| ISHARES TR | 78,000 | 0 | -78,000 | 3,985 | 0 | -3,985 |
| FLUENCE ENERGY INC | 380,000 | 0 | -380,000 | 4,104 | 0 | -4,104 |
| CAMECO CORP | 50,000 | 0 | -50,000 | 4,193 | 0 | -4,193 |
| AEROVIRONMENT INC | 60,000 | 60,000 | 0 | 18,893 | 14,513 | -4,380 |
| WALMART INC | 105,000 | 55,000 | -50,000 | 10,821 | 6,128 | -4,693 |
| ISHARES U S ETF TR | 100,000 | 0 | -100,000 | 5,128 | 0 | -5,128 |
| PROSHARES TR II | 160,000 | 0 | -160,000 | 5,168 | 0 | -5,168 |
| KRATOS DEFENSE & SEC SOLUTIO | 173,800 | 110,000 | -63,800 | 15,880 | 8,350 | -7,530 |
| CVS HEALTH CORP | 210,000 | 100,000 | -110,000 | 15,832 | 7,936 | -7,896 |