Canal Capital Management, LLC
Canal Capital Management, LLC is a registered investment adviser headquartered in Richmond, Virginia. Founded in 2012, the firm offers portfolio management, financial planning, tax services, and acts as investment manager for private pooled investment vehicles, with a focus on serving individuals and families through a boutique approach. The firm is independent, emphasizing partner-level client engagement and tailored advisory services. The firm employs around 11 staff.
Investment Strategy
Canal Capital Management, LLC provides discretionary portfolio management services tailored to individual client needs and investment objectives, including asset allocation, risk management, and ongoing monitoring. The firm also manages private pooled investment funds with a focus on strategic investment opportunities in private real estate. Their approach emphasizes personalized financial planning, aligning interests with clients, and leveraging an experienced team to deliver client-centric solutions across wealth management and real estate investment strategies.
Latest 13F Filing Activity
Canal Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 186 equity positions with a total 13F market value of $634M. The fund increased holdings in Microsoft Corp., Broadcom Inc., KKR & Co. Inc. among other positions. Canal Capital Management, LLC reduced exposure to Old Dominion Freight Line in, United Parcel Service Inc., Adobe Inc. among others.
Top Holdings
Equity Positions (186)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ODFL | OLD DOMINION FREIGHT LINE IN | 10.20% | $64.7M | 398,740 | $85.10 | $162.30 | -$21.1M |
A AAPL | APPLE INC | 4.25% | $26.9M | 131,262 | $97.38 | $205.17 | -$1.5M |
M MSFT | MICROSOFT CORP | 4.13% | $26.2M | 52,696 | $246.45 | $497.41 | +$7.0M |
L LQD | ISHARES TR | 3.01% | $19.1M | 174,338 | $108.13 | $109.61 | +$303.0K |
P PM | PHILIP MORRIS INTL INC | 2.83% | $18.0M | 98,584 | $90.43 | $182.13 | +$2.0M |
Industry Allocation
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