Kanawha Capital Management LLC Portfolio Holdings
Kanawha Capital Management LLC
- $1.29 Billion
- Q3 2024
Kanawha Capital Management LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.29 Billion distributed in 230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $91M, Apple Inc. with a value of $77M, Lowes Companies Inc with a value of $47M, Oracle Corp with a value of $34.5M, and Berkshire Hathaway Inc Class B with a value of $34.2M.
Examining the 13F form we can see an increase of $81M in the current position value, from $1.21B to 1.29B.
Below you can find more details about Kanawha Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.29 Billion
Technology: $278 Million
ETFs: $187 Million
Industrials: $178 Million
Financial Services: $143 Million
Healthcare: $123 Million
Consumer Defensive: $123 Million
Consumer Cyclical: $117 Million
Communication Services: $44.8 Million
Other: $101 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 230
- Current Value $1.29 Billion
- Prior Value $1.21 Billion
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 8 stocks
- Additional Purchases 59 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks