Canal Capital Management, LLC — 13F holdings

Canal Capital Management, LLC reported 220 holdings worth $819M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. ODFL OLD DOMINION FREIGHT LINE IN — $77.7M (9.5%)
2. AAPL APPLE INC — $36.8M (4.5%)
3. QQQ Invesco Qqq Tr — $30.8M (3.8%)
4. MSFT MICROSOFT CORP — $25.1M (3.1%)
5. SCHX SCHWAB STRATEGIC TR — $24.3M (3.0%)
6. LQD ISHARES TR — $22.3M (2.7%)
7. NVDA NVIDIA CORPORATION — $21.9M (2.7%)
8. AVGO BROADCOM INC — $20.4M (2.5%)
9. PM PHILIP MORRIS INTL INC — $18.4M (2.2%)
10. IEI ISHARES TR — $17.8M (2.2%)