Kanawha Capital Management LLC Portfolio Holdings
Kanawha Capital Management LLC
- $1.34 Billion
- Q2 2025
Kanawha Capital Management LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.34 Billion distributed in 213 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $103M, Apple Inc. with a value of $65.7M, Oracle Corp with a value of $44M, Jpmorgan Chase & CO with a value of $39.9M, and Lowes Companies Inc with a value of $38.1M.
Examining the 13F form we can see an increase of $59.9M in the current position value, from $1.28B to 1.34B.
Below you can find more details about Kanawha Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.34 Billion
Technology: $309 Million
ETFs: $194 Million
Industrials: $188 Million
Financial Services: $163 Million
Healthcare: $116 Million
Consumer Defensive: $111 Million
Consumer Cyclical: $108 Million
Communication Services: $50.6 Million
Other: $99.8 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 213
- Current Value $1.34 Billion
- Prior Value $1.28 Billion
- Filing
- Period Q2 2025
- Filing Date July 29, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 6 stocks
- Additional Purchases 54 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks