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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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