Kanawha Capital Management LLC - Q42025 Holdings

Kanawha Capital Management LLC holds 221 stocks with a total portfolio value of $ 1.45B as of Q42025. In Q42025, Kanawha Capital Management LLC added 8 new positions, increased stakes in 56 stocks, reduced 119 holdings, and fully exited 3 positions. The largest holding is Microsoft Corp (MSFT), representing 6.65% of the total portfolio.