Kanawha Capital Management
$1.4B Assets Reported
229 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 312,060 | $79M | 5.6% |
| MSFT | MICROSOFT CORP | 201,580 | $75M | 5.3% |
| GOOGL | ALPHABET INC | 156,794 | $45M | 3.2% |
| JPM | JPMORGAN CHASE & CO | 136,993 | $40M | 2.8% |
| LOW | LOWES COS INC | 168,446 | $40M | 2.8% |
| JNJ | JOHNSON & JOHNSON | 148,759 | $36M | 2.6% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 71,787 | $34M | 2.4% |
| IVV | ISHARES TR | 52,380 | $34M | 2.4% |
| RTX | RTX CORPORATION | 170,515 | $33M | 2.3% |
| ABBV | ABBVIE INC | 141,755 | $31M | 2.2% |
Track Kanawha Capital Management's 13F portfolio: $1.4B in reported holdings, 229 positions. Top holdings, AUM, and quarterly changes on SentiSense.