Kanawha Capital Management
Kanawha Capital Management reported 228 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are MSFT (6.7%), AAPL (6.6%) and GOOGL (3.4%). Compared with Q2 2026, the fund opened new positions in XOM, added to MSFT, JPM and ABBV, trimmed AAPL, IVV and JNJ and sold out of XOM, CVS and BWXT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $105M | 6.7% | 205K | +653 (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $103M | 6.6% | 308K | −2,030 (−1%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $53M | 3.4% | 154K | No change | 8 of 8 | |
| 4 |  JPM Jpmorgan Chase & Co. | $45.4M | 2.9% | 137K | +392 (+0%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $39.4M | 2.5% | 51K | −473 (−1%) | 8 of 8 | |
| 6 |  JNJ Johnson & Johnson | $39.1M | 2.5% | 148K | −685 (−0%) | 8 of 8 | |
| 7 |  ABBV Abbvie Inc | $37.2M | 2.4% | 142K | +721 (+1%) | 8 of 8 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $35.9M | 2.3% | 72K | −447 (−1%) | 8 of 8 | |
| 9 |  CSCO Cisco Sys Inc | $33.6M | 2.1% | 312K | No change | 8 of 8 | |
| 10 |  RTX Rtx Corp | $31.7M | 2.0% | 171K | −476 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $19.7M | 144K |
 CVS Cvs Health Corp | $283K | 2,731 |
 BWXT Bwx Technologies Inc | $232K | 1,193 |
 WM Waste Mgmt Inc Del | $220K | 989 |
 MUB Ishares TR | $217K | 2,012 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kanawha Capital Management 13F FAQ
What does Kanawha Capital Management own?
Kanawha Capital Management reported 228 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are MSFT (6.7%), AAPL (6.6%) and GOOGL (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Kanawha Capital Management buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 78 added to, 89 trimmed and 7 sold out. New positions include XOM. It sold all of XOM, CVS and BWXT.
When will Kanawha Capital Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kanawha Capital Management's portfolio worth?
The Q3 2026 filing reports $1.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.