Kanawha Capital Management LLC - Q12026 Holdings

Kanawha Capital Management LLC holds 221 stocks with a total portfolio value of $ 1.42B as of Q12026. In Q12026, Kanawha Capital Management LLC added 8 new positions, increased stakes in 64 stocks, reduced 112 holdings, and fully exited 8 positions. The largest holding is Apple Inc (AAPL), representing 5.58% of the total portfolio.