Canal Capital Management, LLC

13F filer · CIK 0001666733

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$819MU.S. long equity reported on 13F

Positions15324 new · 16 closed

Net flow last quarter+$1.94MBuys minus sells

Top 10 positions weight33.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026153 positions
ODFLOld Dominion Freight Line, Inc.	$77.7M	9.50%	0.17%	-4.1%	Q1 2017
AAPLApple Inc.	$36.8M	4.49%	0.00%	-0.8%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$30.8M	3.77%	Not reported	-22.9%	Q4 2018
MSFTMicrosoft Corp	$25.1M	3.06%	0.00%	+13.9%	Q4 2014
NVDANvidia Corp	$21.9M	2.68%	0.00%	+37.0%	Q4 2017
AVGOBroadcom Inc.	$20.4M	2.49%	0.00%	-1.5%	Q3 2020
PMPhilip Morris International Inc.	$18.4M	2.24%	0.01%	+1.5%	Q4 2014
GOOGLAlphabet Inc.	$16.8M	2.05%	0.00%	-6.9%	Q4 2016
JPMJPMorgan Chase & Co	$15.5M	1.89%	0.00%	+1.8%	Q2 2017
BXBlackstone Inc.	$14.4M	1.76%	0.02%	+16.0%	Q1 2016
PANWPalo Alto Networks Inc	$14.2M	1.73%	0.01%	-5.3%	Q2 2020
BRK.BBerkshire Hathaway Inc	$14M	1.71%	Not reported	-5.2%	Q4 2014
WMTWalmart Inc.	$12.7M	1.55%	0.00%	+0.2%	Q4 2015
AMZNAmazon Com Inc	$12.7M	1.55%	0.00%	+11.9%	Q1 2017
QCOMQualcomm Inc	$12.6M	1.54%	0.01%	+4.6%	Q1 2017
MOAltria Group, Inc.	$12.2M	1.49%	0.01%	-14.7%	Q2 2015
ASMLAsml Holding NV	$12.1M	1.48%	0.00%	-16.8%	Q1 2021
JNJJohnson & Johnson	$11.9M	1.45%	0.00%	-0.9%	Q4 2014
LLYELI LILLY & Co	$9.52M	1.16%	0.00%	+0.7%	Q2 2020
FERGFerguson Enterprises Inc.	$8.95M	1.09%	0.02%	+0.9%	Q1 2023
AMGNAmgen Inc	$8.8M	1.08%	0.00%	+4.5%	Q1 2025
XOMExxonMobil Holdings Corp	$8.76M	1.07%	0.00%	-2.4%	Q4 2014
UNPUnion Pacific Corp	$8.11M	0.99%	0.01%	+5.4%	Q4 2014
ORealty Income Corp	$7.95M	0.97%	0.01%	+2.5%	Q1 2024
VVisa Inc.	$7.84M	0.96%	0.00%	+1.0%	Q1 2017
WSOWatsco Inc	$7.6M	0.93%	Not reported	+1.5%	Q2 2025
CRHCRH Public Ltd Co	$7.47M	0.91%	0.01%	+2.8%	Q2 2024
HDHome Depot, Inc.	$7.35M	0.90%	0.00%	+5.8%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.27M	0.89%	0.00%	-4.4%	Q3 2025
PPGPPG Industries Inc	$6.71M	0.82%	0.02%	-17.0%	Q4 2020
DUKDuke Energy CORP	$6.52M	0.80%	0.01%	-8.9%	Q1 2022
TAt&T Inc.	$6.51M	0.80%	0.00%	+10.2%	Q4 2014
NFLXNetflix Inc	$5.79M	0.71%	0.00%	+1211.0%	Q1 2016
ANETArista Networks, Inc.	$5.29M	0.65%	0.00%	New	Q2 2026
MLMMartin Marietta Materials Inc	$5.27M	0.64%	0.02%	+7.0%	Q4 2023
METAMeta Platforms, Inc.	$5.21M	0.64%	Not reported	+46.3%	Q4 2016
GWWW.W. Grainger, Inc.	$5.03M	0.61%	0.01%	-12.4%	Q1 2023
AMTAmerican Tower Corp	$4.95M	0.60%	0.01%	-12.3%	Q4 2019
ETNEaton Corp plc	$4.92M	0.60%	0.00%	+19.7%	Q4 2025
VRTXVertex Pharmaceuticals Inc / Ma	$4.49M	0.55%	0.00%	Not reported	Q3 2020
ISRGIntuitive Surgical Inc	$4.43M	0.54%	0.00%	+12.9%	Q2 2019
APHAmphenol Corp	$3.96M	0.48%	0.00%	New	Q2 2026
PWRQuanta Services, Inc.	$3.81M	0.47%	0.00%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$3.69M	0.45%	Not reported	+24.3%	Q2 2016
GOOGAlphabet Inc.	$3.2M	0.39%	Not reported	+8.8%	Q1 2021
BRK.ABerkshire Hathaway Inc	$3M	0.37%	Not reported	Not reported	Q4 2014
CATCaterpillar Inc	$2.3M	0.28%	0.00%	+19.5%	Q2 2019
AUBAtlantic Union Bankshares Corp	$2.23M	0.27%	0.04%	-2.7%	Q2 2019
GLDSPDR Gold Trust	$2.02M	0.25%	0.00%	+87.0%	Q1 2023
PNCPNC Financial Services Group, Inc.	$1.71M	0.21%	0.00%	-0.2%	Q4 2014

Q1 2026Reported Apr 27, 2026145 positions
ODFLOld Dominion Freight Line, Inc.	$73.1M	9.90%	0.18%	-0.2%	Q1 2017
AAPLApple Inc.	$32.5M	4.40%	0.00%	0.0%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$31.3M	4.24%	Not reported	+347.2%	Q4 2018
MSFTMicrosoft Corp	$21.8M	2.96%	0.00%	+9.5%	Q4 2014
AVGOBroadcom Inc.	$17M	2.30%	0.00%	-0.5%	Q3 2020
PMPhilip Morris International Inc.	$16.5M	2.24%	0.01%	+1.5%	Q4 2014
GOOGLAlphabet Inc.	$14.5M	1.97%	0.00%	+1.6%	Q4 2016
BRK.BBerkshire Hathaway Inc	$14.1M	1.91%	Not reported	+3.7%	Q4 2014
NVDANvidia Corp	$14M	1.89%	0.00%	-1.0%	Q4 2017
WMTWalmart Inc.	$13.9M	1.89%	0.00%	-1.4%	Q4 2015
JPMJPMorgan Chase & Co	$13.7M	1.85%	0.00%	+2.5%	Q2 2017
MOAltria Group, Inc.	$13.1M	1.78%	0.01%	+0.7%	Q2 2015
BXBlackstone Inc.	$12.1M	1.64%	0.01%	+17.7%	Q1 2016
JNJJohnson & Johnson	$11.5M	1.56%	0.00%	-5.0%	Q4 2014
XOMExxonMobil Holdings Corp	$11.1M	1.51%	0.00%	-3.4%	Q4 2014
AMZNAmazon Com Inc	$9.89M	1.34%	0.00%	+4.2%	Q1 2017
ASMLAsml Holding NV	$9.66M	1.31%	0.00%	-1.0%	Q1 2021
FERGFerguson Enterprises Inc.	$8.72M	1.18%	0.02%	-0.7%	Q1 2023
QCOMQualcomm Inc	$8.41M	1.14%	0.01%	+24.9%	Q1 2017
TAt&T Inc.	$8.28M	1.12%	0.00%	+16.5%	Q4 2014
AMGNAmgen Inc	$8.18M	1.11%	0.00%	+1.3%	Q1 2025
ORealty Income Corp	$7.66M	1.04%	0.01%	+2.2%	Q1 2024
DUKDuke Energy CORP	$7.4M	1.00%	0.01%	+2688.4%	Q1 2022
LLYELI LILLY & Co	$7.25M	0.98%	0.00%	+2.9%	Q2 2020
CRHCRH Public Ltd Co	$7.14M	0.97%	0.01%	+3.6%	Q2 2024
PPGPPG Industries Inc	$7.13M	0.96%	0.03%	Not reported	Q4 2020
PANWPalo Alto Networks Inc	$7.02M	0.95%	0.01%	+1.6%	Q2 2020
UNPUnion Pacific Corp	$6.87M	0.93%	0.00%	Not reported	Q4 2014
VVisa Inc.	$6.84M	0.93%	0.00%	+3.6%	Q1 2017
WSOWatsco Inc	$6.54M	0.88%	Not reported	+99.9%	Q2 2025
HDHome Depot, Inc.	$6.48M	0.88%	0.00%	+14.7%	Q4 2016
AMTAmerican Tower Corp	$5.95M	0.81%	0.01%	+81.9%	Q4 2019
INTUIntuit Inc.	$5.51M	0.75%	0.00%	+24.6%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.38M	0.73%	0.00%	+5.3%	Q3 2025
ORLYO Reilly Automotive Inc	$5.34M	0.72%	0.01%	+5.2%	Q2 2022
MLMMartin Marietta Materials Inc	$5.02M	0.68%	0.01%	+6.3%	Q4 2023
BABAAlibaba Group Holding Ltd	$4.78M	0.65%	0.00%	+5.2%	Q1 2017
GWWW.W. Grainger, Inc.	$4.61M	0.62%	0.01%	+4.0%	Q1 2023
ISRGIntuitive Surgical Inc	$4.55M	0.62%	0.00%	+6.0%	Q2 2019
KKRKKR & Co. Inc.	$4.45M	0.60%	0.01%	+5.3%	Q2 2025
KNSLKinsale Capital Group, Inc.	$4.19M	0.57%	0.05%	+9.8%	Q1 2024
BNBROOKFIELD Corp	$4.16M	0.56%	Not reported	+7.1%	Q2 2025
METAMeta Platforms, Inc.	$3.61M	0.49%	Not reported	+15.9%	Q4 2016
ETNEaton Corp plc	$3.45M	0.47%	0.00%	+27.3%	Q4 2025
BRK.ABerkshire Hathaway Inc	$2.87M	0.39%	Not reported	Not reported	Q4 2014
SPYSPDR S&P 500 ETF Trust	$2.58M	0.35%	Not reported	+2.0%	Q2 2016
GOOGAlphabet Inc.	$2.39M	0.32%	Not reported	-0.3%	Q1 2021
AUBAtlantic Union Bankshares Corp	$1.94M	0.26%	0.04%	-0.7%	Q2 2019
DVNDevon Energy Corp	$1.93M	0.26%	0.01%	-78.4%	Q3 2022
CVXChevron Corp	$1.65M	0.22%	0.00%	+0.3%	Q4 2014

Q4 2025Reported Jan 6, 2026127 positions
ODFLOld Dominion Freight Line, Inc.	$58.8M	8.34%	0.18%	-6.1%	Q1 2017
AAPLApple Inc.	$34.8M	4.94%	0.00%	-1.0%	Q4 2014
MSFTMicrosoft Corp	$26.1M	3.70%	0.00%	+2.9%	Q4 2014
AVGOBroadcom Inc.	$19.1M	2.70%	0.00%	-5.3%	Q3 2020
PMPhilip Morris International Inc.	$15.8M	2.24%	0.01%	+1.4%	Q4 2014
GOOGLAlphabet Inc.	$15.6M	2.21%	0.00%	-7.6%	Q4 2016
NVDANvidia Corp	$15.1M	2.14%	0.00%	-0.9%	Q4 2017
JPMJPMorgan Chase & Co	$14.6M	2.07%	0.00%	-0.4%	Q2 2017
BRK.BBerkshire Hathaway Inc	$14.3M	2.03%	Not reported	+1.2%	Q4 2014
BXBlackstone Inc.	$13.8M	1.96%	0.01%	+2.9%	Q1 2016
WMTWalmart Inc.	$12.7M	1.80%	0.00%	0.0%	Q4 2015
MOAltria Group, Inc.	$11.4M	1.62%	0.01%	-6.5%	Q2 2015
AMZNAmazon Com Inc	$10.5M	1.49%	0.00%	+3.1%	Q1 2017
JNJJohnson & Johnson	$10.3M	1.46%	0.00%	-1.3%	Q4 2014
QCOMQualcomm Inc	$8.95M	1.27%	0.00%	+3.7%	Q1 2017
FERGFerguson Enterprises Inc.	$8.38M	1.19%	0.02%	+0.5%	Q1 2023
LLYELI LILLY & Co	$8.24M	1.17%	0.00%	+13.0%	Q2 2020
XOMExxonMobil Holdings Corp	$8.18M	1.16%	0.00%	+1.8%	Q4 2014
CRHCRH Public Ltd Co	$8.18M	1.16%	0.01%	-0.6%	Q2 2024
PANWPalo Alto Networks Inc	$7.94M	1.13%	0.01%	+2.1%	Q2 2020
ASMLAsml Holding NV	$7.9M	1.12%	0.00%	-8.8%	Q1 2021
VVisa Inc.	$7.66M	1.09%	0.00%	+3.9%	Q1 2017
AMGNAmgen Inc	$7.52M	1.07%	0.00%	+2.7%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$7.46M	1.06%	Not reported	-15.3%	Q4 2018
DDominion Energy, Inc	$7.36M	1.04%	0.01%	+2.4%	Q4 2014
ORealty Income Corp	$6.9M	0.98%	0.01%	+3.7%	Q1 2024
OMCOmnicom Group Inc.	$6.83M	0.97%	0.03%	+5.3%	Q1 2025
INTUIntuit Inc.	$6.78M	0.96%	0.00%	+5.6%	Q4 2019
DVNDevon Energy Corp	$6.49M	0.92%	0.03%	+3.4%	Q3 2022
TAt&T Inc.	$6.09M	0.86%	0.00%	-4.1%	Q4 2014
HDHome Depot, Inc.	$5.91M	0.84%	0.00%	-3.6%	Q4 2016
KKRKKR & Co. Inc.	$5.83M	0.83%	0.01%	+8.9%	Q2 2025
BABAAlibaba Group Holding Ltd	$5.31M	0.75%	0.00%	-12.2%	Q1 2017
ISRGIntuitive Surgical Inc	$5.27M	0.75%	0.00%	+15.0%	Q2 2019
ORLYO Reilly Automotive Inc	$5.02M	0.71%	0.01%	+1.0%	Q2 2022
MLMMartin Marietta Materials Inc	$5M	0.71%	0.01%	+4.0%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.6M	0.65%	0.00%	+1619.0%	Q3 2025
BNBROOKFIELD Corp	$4.41M	0.63%	Not reported	+1447.8%	Q2 2025
KNSLKinsale Capital Group, Inc.	$4.37M	0.62%	0.05%	+8.6%	Q1 2024
GWWW.W. Grainger, Inc.	$4.1M	0.58%	0.01%	+4.4%	Q1 2023
METAMeta Platforms, Inc.	$3.6M	0.51%	Not reported	+399.5%	Q4 2016
AMTAmerican Tower Corp	$3.33M	0.47%	0.00%	-39.0%	Q4 2019
WSOWatsco Inc	$3.03M	0.43%	Not reported	+14.0%	Q2 2025
BRK.ABerkshire Hathaway Inc	$3.02M	0.43%	Not reported	Not reported	Q4 2014
SPYSPDR S&P 500 ETF Trust	$2.66M	0.38%	Not reported	0.0%	Q2 2016
GOOGAlphabet Inc.	$2.62M	0.37%	Not reported	+0.3%	Q1 2021
ETNEaton Corp plc	$2.41M	0.34%	0.00%	New	Q4 2025
COFCapital One Financial Corp	$1.94M	0.28%	0.00%	-4.5%	Q4 2015
AUBAtlantic Union Bankshares Corp	$1.93M	0.27%	0.04%	+2.6%	Q2 2019
GLDSPDR Gold Trust	$1.7M	0.24%	0.00%	+6.6%	Q1 2023

Q3 2025Reported Jan 6, 2026129 positions
ODFLOld Dominion Freight Line, Inc.	$56.2M	8.43%	0.19%	+0.1%	Q1 2017
AAPLApple Inc.	$32.9M	4.94%	0.00%	-1.5%	Q4 2014
MSFTMicrosoft Corp	$27.1M	4.07%	0.00%	-0.6%	Q4 2014
AVGOBroadcom Inc.	$19.2M	2.88%	0.00%	-2.0%	Q3 2020
PMPhilip Morris International Inc.	$15.8M	2.36%	0.01%	-1.5%	Q4 2014
NVDANvidia Corp	$15.2M	2.28%	0.00%	-2.6%	Q4 2017
BXBlackstone Inc.	$14.9M	2.24%	0.01%	-2.3%	Q1 2016
JPMJPMorgan Chase & Co	$14.4M	2.16%	0.00%	0.0%	Q2 2017
BRK.BBerkshire Hathaway Inc	$14.1M	2.12%	Not reported	+1.5%	Q4 2014
MOAltria Group, Inc.	$14M	2.10%	0.01%	-8.5%	Q2 2015
GOOGLAlphabet Inc.	$13.1M	1.96%	0.00%	-3.8%	Q4 2016
WMTWalmart Inc.	$11.7M	1.76%	0.00%	+0.4%	Q4 2015
AMZNAmazon Com Inc	$9.7M	1.46%	0.00%	+1.1%	Q1 2017
JNJJohnson & Johnson	$9.32M	1.40%	0.00%	+1.1%	Q4 2014
PANWPalo Alto Networks Inc	$8.6M	1.29%	0.01%	+0.8%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$8.6M	1.29%	Not reported	+55.0%	Q4 2018
FERGFerguson Enterprises Inc.	$8.41M	1.26%	0.02%	-0.3%	Q1 2023
QCOMQualcomm Inc	$8.39M	1.26%	0.00%	+2.9%	Q1 2017
CRHCRH Public Ltd Co	$7.91M	1.19%	0.01%	+0.9%	Q2 2024
ASMLAsml Holding NV	$7.84M	1.18%	0.00%	+3.1%	Q1 2021
XOMExxonMobil Holdings Corp	$7.53M	1.13%	0.00%	+0.8%	Q4 2014
DDominion Energy, Inc	$7.5M	1.13%	0.01%	+2.4%	Q4 2014
BABAAlibaba Group Holding Ltd	$7.37M	1.11%	0.00%	+0.8%	Q1 2017
TAt&T Inc.	$7.22M	1.08%	0.00%	+3.8%	Q4 2014
HDHome Depot, Inc.	$7.21M	1.08%	0.00%	+2.0%	Q4 2016
VVisa Inc.	$7.18M	1.08%	0.00%	+0.4%	Q1 2017
ORealty Income Corp	$7.17M	1.08%	0.01%	+3.0%	Q1 2024
INTUIntuit Inc.	$6.62M	0.99%	0.00%	+1.5%	Q4 2019
OMCOmnicom Group Inc.	$6.55M	0.98%	0.04%	+2.9%	Q1 2025
AMGNAmgen Inc	$6.31M	0.95%	0.00%	+3.4%	Q1 2025
DVNDevon Energy Corp	$6.01M	0.90%	0.03%	+1.8%	Q3 2022
AMTAmerican Tower Corp	$5.97M	0.90%	0.01%	+4.0%	Q4 2019
ORLYO Reilly Automotive Inc	$5.87M	0.88%	0.01%	-0.2%	Q2 2022
KKRKKR & Co. Inc.	$5.46M	0.82%	0.00%	-0.9%	Q2 2025
BAMBrookfield Asset Management Ltd.	$5.3M	0.80%	Not reported	+1.2%	Q2 2022
LLYELI LILLY & Co	$5.18M	0.78%	0.00%	+299.6%	Q2 2020
MLMMartin Marietta Materials Inc	$4.87M	0.73%	0.01%	+0.8%	Q4 2023
KNSLKinsale Capital Group, Inc.	$4.38M	0.66%	0.04%	+9.6%	Q1 2024
CDNSCadence Design Systems Inc	$4.27M	0.64%	0.00%	+0.5%	Q2 2025
GWWW.W. Grainger, Inc.	$3.71M	0.56%	0.01%	+3.5%	Q1 2023
ISRGIntuitive Surgical Inc	$3.62M	0.54%	0.00%	+0.3%	Q2 2019
NOWServiceNow, Inc.	$3.62M	0.54%	0.00%	+4.6%	Q2 2022
NFLXNetflix Inc	$3.37M	0.51%	0.00%	-1.0%	Q1 2016
WSOWatsco Inc	$3.19M	0.48%	Not reported	-35.5%	Q2 2025
BRK.ABerkshire Hathaway Inc	$3.02M	0.45%	Not reported	Not reported	Q4 2014
SPYSPDR S&P 500 ETF Trust	$2.6M	0.39%	Not reported	-3.1%	Q2 2016
GOOGAlphabet Inc.	$2.03M	0.30%	Not reported	+0.4%	Q1 2021
AUBAtlantic Union Bankshares Corp	$1.88M	0.28%	0.04%	+0.3%	Q2 2019
COFCapital One Financial Corp	$1.78M	0.27%	0.00%	+0.7%	Q4 2015
GLDSPDR Gold Trust	$1.43M	0.21%	0.00%	-21.3%	Q1 2023

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