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KANAWHA CAPITAL MANAGEMENT LLC
hedge fundUpdated 17 days agoManaged by Kanawha Capital Management Llc • Latest filing Q3 2026
Portfolio value
$1.6B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
8.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.4B |
| Q4 2025 | $1.5B |
| Q1 2026 | $1.4B |
| Q2 2026 | $1.5B |
| Q3 2026 | $1.6B |
Top holdings
228 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $104.9M | 204.6K | 6.71% | Added(+0.3%) | |
| 2 | $102.5M | 307.8K | 6.56% | Trimmed(-0.7%) | |
| 3 | $53M | 154.1K | 3.39% | Added(+0.1%) | |
| 4 | $45.4M | 137.1K | 2.90% | Added(+0.3%) | |
| 5 | $39.4M | 51.5K | 2.52% | Trimmed(-0.9%) | |
| 6 | $39.1M | 147.8K | 2.50% | Trimmed(-0.5%) | |
| 7 | $37.2M | 142.4K | 2.38% | Added(+0.5%) | |
| 8 | $35.9M | 72.0K | 2.29% | Trimmed(-0.6%) | |
| 9 | $33.6M | 312.0K | 2.15% | Added(+0.1%) | |
| 10 | $31.7M | 170.8K | 2.03% | Trimmed(-0.3%) | |
| 11 | $30.6M | 433.8K | 1.96% | Added(+0.6%) | |
| 12 | $30.4M | 164.7K | 1.94% | Trimmed(-0.7%) | |
| 13 | $30M | 116.3K | 1.92% | Added(+0.3%) | |
| 14 | $29.2M | 346.3K | 1.87% | Added(+100.1%) | |
| 15 | $28.8M | 400.6K | 1.84% | Added(+0.1%) | |
| 16 | $27.5M | 189.1K | 1.76% | Added(+0.1%) | |
| 17 | $24.5M | 178.3K | 1.57% | Trimmed(-0.2%) | |
| 18 | $23.8M | 146.3K | 1.52% | — | |
| 19 | $23.4M | 93.8K | 1.49% | Added(+3.9%) | |
| 20 | $23.2M | 113.7K | 1.48% | Added(+0.7%) |