Kanawha Capital Management LLC Portfolio Holdings
Kanawha Capital Management LLC
- $1.26 Billion
- Q4 2024
Kanawha Capital Management LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.26 Billion distributed in 210 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $88.1M, Apple Inc. with a value of $81.8M, Lowes Companies Inc with a value of $42.5M, Automatic Data Processing Inc with a value of $34.1M, and Berkshire Hathaway Inc Class B with a value of $33.8M.
Examining the 13F form we can see an decrease of $30.8M in the current position value, from $1.29B to 1.26B.
Below you can find more details about Kanawha Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.26 Billion
Technology: $281 Million
ETFs: $183 Million
Industrials: $173 Million
Financial Services: $146 Million
Consumer Defensive: $114 Million
Healthcare: $112 Million
Consumer Cyclical: $111 Million
Communication Services: $48.7 Million
Other: $94.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 210
- Current Value $1.26 Billion
- Prior Value $1.29 Billion
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 5 stocks
- Additional Purchases 57 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks