StockDriftsStockDriftsTop 50 Kanawha Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.84% | 309.9K | $89.7M | -0.71%(-2.21K) | $34.41(+791.34%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.95% | 203.9K | $76.1M | +1.17%(+2.36K) | $57.63(+772.34%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.58% | 154.0K | $55.0M | -1.78%(-2.80K) | $64.56(+444.43%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.91% | 136.7K | $44.8M | -0.19%(-258) | $66.24(+445.71%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.53% | 52.0K | $38.9M | -0.81%(-422) | $204.03(+281.00%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.46% | 148.5K | $37.7M | -0.17%(-258) | $83.93(+212.95%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.38% | 311.7K | $36.6M | -0.91%(-2.87K) | $34.26(+253.33%) | 2026-06-30 | |
| LOW | LOWES COS INC | 2.38% | 165.8K | $36.6M | -1.58%(-2.67K) | $31.73(+599.55%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.36% | 72.5K | $36.3M | +0.97%(+697) | $127.17(+311.55%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.32% | 141.6K | $35.6M | -0.08%(-112) | $53.87(+362.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.29% | +34.14% | +7.05% | +40.61% |
| Top 20 Holdings Unweighted | +10.40% | +34.55% | +6.82% | +39.10% |
Kanawha Capital Management LLC reports $1.54B in US-listed equity holdings across 228 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.8%), MSFT (5.0%) and GOOGL (3.6%). The top 20 holdings account for 49.96% of reported assets. Its disclosed equity book has returned +34.14% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kanawha Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1164478). View Kanawha Capital Management LLC’s 13F filings on SEC