Holdings
Kanawha Capital Management LLC
As of Jun 30, 2026, Kanawha Capital Management LLC reported 144 positions worth US$1.25B. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 310K | US$89.7M | −2,205 | Jun 30, 2026 |
| Microsoft Corp. | 204K | US$76.1M | +2,359 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 162K | US$57.9M | −2,385 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 137K | US$44.8M | −258 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 76,974 | US$38.5M | +691 | Jun 30, 2026 |
| Johnson & Johnson | 149K | US$37.7M | −258 | Jun 30, 2026 |
| Cisco Systems, Inc. | 312K | US$36.6M | −2,871 | Jun 30, 2026 |
| Lowe's Companies, Inc. | 166K | US$36.6M | −2,669 | Jun 30, 2026 |
| Abbvie Inc. | 142K | US$35.6M | −112 | Jun 30, 2026 |
| Rtx Corporation | 171K | US$32.5M | +736 | Jun 30, 2026 |