Kanawha Capital Management LLC has filed its Form 13F-HR for the third quarter of 2026, disclosing a portfolio of 228 equity positions held as of September 30, 2026. The filing, signed by Managing Director Kevin S. Seay, lists the company's headquarters in Richmond, Virginia.
The portfolio is diversified across a wide range of sectors, with the top holdings including Microsoft Corporation, JPMorgan Chase & Co., and Apple Inc. Other notable positions listed in the filing include NVIDIA Corporation, Berkshire Hathaway Inc., and UnitedHealth Group Inc. The filing also includes significant exposure to exchange-traded funds, with holdings in the iShares Core S&P 500 ETF and the Invesco QQQ Trust.
The list of holdings includes major U.S. corporations such as Amazon.com Inc., Visa Inc., and Procter & Gamble Co., as well as international companies like Novartis AG and Unilever PLC. The filing details the number of shares held for each security, with Microsoft holding the largest number of shares at 104,935,063.
