StockDriftsStockDriftsTop 50 Kanawha Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.71% | 204.6K | $104.9M | +0.32%(+653) | $58.86(+806.38%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.56% | 307.8K | $102.5M | -0.66%(-2.03K) | $34.41(+896.76%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.39% | 154.1K | $53.0M | +0.07%(+107) | $65.79(+423.15%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.9% | 137.1K | $45.4M | +0.29%(+392) | $66.99(+397.86%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.52% | 51.5K | $39.4M | -0.91%(-473) | $204.03(+277.40%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.5% | 147.8K | $39.1M | -0.46%(-685) | $83.93(+202.38%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 2.38% | 142.4K | $37.2M | +0.51%(+721) | $54.89(+414.97%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.29% | 72.0K | $35.9M | -0.62%(-447) | $127.17(+318.53%) | 2026-09-30 | |
| CSCO | CISCO SYS INC | 2.15% | 312.0K | $33.6M | +0.10%(+297) | $34.34(+210.15%) | 2026-09-30 | |
| RTX | RTX CORPORATION | 2.03% | 170.8K | $31.7M | -0.28%(-476) | $79.81(+140.71%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.54% | +42.54% | +7.64% | +44.52% |
| Top 20 Holdings Unweighted | +11.60% | +38.99% | +6.86% | +39.34% |
Kanawha Capital Management LLC reports $1.56B in US-listed equity holdings across 228 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.7%), AAPL (6.6%) and GOOGL (3.4%). The top 20 holdings account for 50.71% of reported assets. Its disclosed equity book has returned +42.54% on a three-year cumulative basis. Figures reflect the Q3 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