Kanawha Capital Management LLC Portfolio Holdings

Kanawha Capital Management LLC

  • $1.28 Billion
  • Q1 2025

Kanawha Capital Management LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $78.4M, Apple Inc. with a value of $72.1M, Lowes Companies Inc with a value of $40.4M, Berkshire Hathaway Inc Class B with a value of $39.8M, and Automatic Data Processing Inc with a value of $35.5M.

Examining the 13F form we can see an increase of $14.9M in the current position value, from $1.26B to 1.28B.

Below you can find more details about Kanawha Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.28 Billion
Technology: $257 Million
ETFs: $180 Million
Industrials: $177 Million
Financial Services: $165 Million
Healthcare: $127 Million
Consumer Defensive: $116 Million
Consumer Cyclical: $107 Million
Energy: $45.9 Million
Other: $104 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44B
$6.26 Million 0.49% of portfolio
82,498
Q1 2025 Added 0.21%
$409B
$5.75 Million 0.45% of portfolio
53,097
Q1 2025 Added 62.77%
$43B
$5.64 Million 0.44% of portfolio
39,686
Q1 2025 Reduced 0.2%
$219B
$5.37 Million 0.42% of portfolio
54,427
Q1 2025 Added 1.09%
$260B
$5.28 Million 0.41% of portfolio
60,130
Q1 2025 Added 4.23%
$41.7B
$5.13 Million 0.4% of portfolio
49,689
Q1 2025 Added 0.75%
$23.6B
$5 Million 0.39% of portfolio
41,870
Q1 2025 Added 1.68%
$62.1B
$4.65 Million 0.36% of portfolio
57,927
Q1 2025 Reduced 1.34%
$112B
$4.51 Million 0.35% of portfolio
26,913
Q1 2025 Added 6.61%
$240B
$4.31 Million 0.34% of portfolio
16,032
Q1 2025 Added 3.63%
$120B
$3.93 Million 0.31% of portfolio
37,429
Q1 2025 Added 1.24%
$760B
$3.79 Million 0.3% of portfolio
4,585
Q1 2025 Added 27.79%
$26.4B
$3.4 Million 0.27% of portfolio
34,501
Q1 2025 Reduced 0.29%
$194B
$3.06 Million 0.24% of portfolio
108,362
Q1 2025 Added 0.13%
$176B
$2.76 Million 0.22% of portfolio
8,856
Q1 2025 Reduced 0.19%
$155B
$2.87 Million 0.22% of portfolio
48,157
Q1 2025 Reduced 9.12%
$256B
$2.58 Million 0.2% of portfolio
35,248
Q1 2025 Reduced 4.28%
$17.6B
$2.56 Million 0.2% of portfolio
21,475
Q1 2025 Added 0.95%
$427B
$2.4 Million 0.19% of portfolio
3
Q1 2025 New
$101B
$2.27 Million 0.18% of portfolio
37,194
Q1 2025 Added 2.7%
$22B
$2.13 Million 0.17% of portfolio
10,349
Q1 2025 Reduced 0.86%
$287B
$2.1 Million 0.16% of portfolio
10,479
Q1 2025 Added 2.73%
$77B
$1.86 Million 0.15% of portfolio
22,211
Q1 2025 Reduced 1.6%
$51.4B
$1.93 Million 0.15% of portfolio
46,282
Q1 2025 Reduced 7.18%
$41.4B
$1.81 Million 0.14% of portfolio
22,036
Q1 2025 Reduced 0.52%
$26.5B
$1.67 Million 0.13% of portfolio
9,500
Q1 2025 Reduced 3.19%
$102B
$1.58 Million 0.12% of portfolio
4,691
Q1 2025 Reduced 0.45%
$71.4B
$1.49 Million 0.12% of portfolio
50,715
Q1 2025 Added 36.73%
$212B
$1.41 Million 0.11% of portfolio
15,745
Q1 2025 Reduced 17.47%
$1.11T
$1.22 Million 0.1% of portfolio
7,838
Q1 2025 Added 0.14%
$280B
$1.27 Million 0.1% of portfolio
7,984
Q1 2025 Added 7.96%
$104B
$1.1 Million 0.09% of portfolio
18,384
Q1 2025 Added 1.6%
$573B
$1.21 Million 0.09% of portfolio
3,452
Q1 2025 Reduced 1.85%
$169B
$988,000 0.08% of portfolio
12,623
Q4 2024 New
$143B
$987,000 0.08% of portfolio
4,180
Q1 2025 Added 2.15%
$92.5B
$961,000 0.08% of portfolio
2,921
Q3 2024 Reduced 1.78%
$167B
$1.01 Million 0.08% of portfolio
2,033
Q1 2025 Reduced 0.2%
$9.91B
$1.03 Million 0.08% of portfolio
4,585
Q4 2022 Reduced 3.27%
$95.7B
$962,000 0.08% of portfolio
42,361
Q1 2025 Reduced 53.12%
$59.9B
$983,000 0.08% of portfolio
3,718
Q3 2024 Reduced 1.59%
$281B
$866,000 0.07% of portfolio
1,655
Q1 2025 Added 18.13%
$317B
$952,000 0.07% of portfolio
13,270
Q1 2025 Reduced 1.81%
$378B
$840,000 0.07% of portfolio
20,150
Q1 2025 Added 2.41%
$92.7B
$782,000 0.06% of portfolio
11,535
Q1 2025 Added 3.24%
$90.8B
$800,000 0.06% of portfolio
6,560
Q1 2025 Added 0.47%
$71.6B
$671,000 0.05% of portfolio
176
Q1 2023 Reduced 12.0%
$1.62T
$616,000 0.05% of portfolio
1,070
Q1 2025 Added 10.31%
$41.9B
$609,000 0.05% of portfolio
3,876
Q1 2025 Reduced 0.89%
$32.6B
$605,000 0.05% of portfolio
6,638
Q1 2025 Reduced 0.79%

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $1.28 Billion
  • Prior Value $1.26 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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