Kanawha Capital Management LLC Portfolio Holdings
Kanawha Capital Management LLC
- $1.43 Billion
- Q3 2025
Kanawha Capital Management LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.43 Billion distributed in 216 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $106M, Apple Inc. with a value of $81.5M, Oracle Corp with a value of $55.4M, Jpmorgan Chase & CO with a value of $43.4M, and Lowes Companies Inc with a value of $42.7M.
Examining the 13F form we can see an increase of $96.1M in the current position value, from $1.34B to 1.43B.
Below you can find more details about Kanawha Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.43 Billion
Technology: $346 Million
ETFs: $206 Million
Industrials: $194 Million
Financial Services: $169 Million
Healthcare: $131 Million
Consumer Cyclical: $115 Million
Consumer Defensive: $107 Million
Communication Services: $62 Million
Other: $104 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 216
- Current Value $1.43 Billion
- Prior Value $1.34 Billion
- Filing
- Period Q3 2025
- Filing Date October 31, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 11 stocks
- Additional Purchases 57 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks