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KANAWHA CAPITAL MANAGEMENT LLC

Location
RICHMOND, VA
Portfolio Value
Mid $1,218,373,464
Diversification
Diversified
Filing Date
Global Rank
#1,337 / 8,232 ▲ 95
Top Industry
Software - Infrastructure 8.4%
3Y Alpha vs SPY
-6.4%
Period ended 2 months ago
Filed Apr 28, 2026 · 46d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+50.0%
SPY
+76.5%
Annualised alpha
-6.4%
Max drawdown
−15.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

157 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.5%
−1.2 pts
Top 5
22.9%
−2.4 pts
Top 10
36.2%
−2.6 pts
HHI
226
Jun 2023 → Mar 2026 · range 226 – 274
Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 25.1% $306,117,271
Financial Services 14.2% $172,486,098
Industrials 14.0% $170,944,316
Healthcare 11.0% $133,945,701
Consumer Defensive 9.4% $114,700,903
Consumer Cyclical 8.7% $106,062,838
Communication Services 5.8% $70,866,860
Energy 4.8% $58,939,022
Basic Materials 2.9% $35,414,006
Utilities 2.5% $30,015,008
Unclassified 1.5% $18,632,129
Real Estate 0.0% $249,312

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
7 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
157 positions · $1,218,373,464 total · as of Mar 31, 2026
Showing 1–50 of 157 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History