Kanawha Capital Management LLC - Q32026 Holdings

Kanawha Capital Management LLC holds 228 stocks with a total portfolio value of $ 1.56B as of Q32026. In Q32026, Kanawha Capital Management LLC added 7 new positions, increased stakes in 82 stocks, reduced 93 holdings, and fully exited 7 positions. The largest holding is Microsoft Corp (MSFT), representing 6.71% of the total portfolio.