KANAWHA CAPITAL MANAGEMENT LLC
RIA/Wealth
KANAWHA CAPITAL MANAGEMENT LLC is a RIA/Wealth based in Richmond, VA led by Thomas Kirby Garner, reporting $1.6B in AUM as of Q3 2025 with MSFT as the largest holding (7% allocation).
PresidentThomas Kirby Garner
- Portfolio Value
- $1.4B
- Positions
- 216
- Top Holding
- MSFT at 7.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KANAWHA CAPITAL MANAGEMENT LLC's portfolio (35.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $105.7M | 7.31% | -$1.4M Sold | 0.00% 204.1K shares | |
Consumer Electronics Technology | $81.5M | 5.64% | -$38.2K Sold | 0.00% 320.3K shares | |
Software - Infrastructure Technology | $55.4M | 3.83% | -$1.2M Sold | 0.01% 197.0K shares | |
Banks - Diversified Financial Services | $43.4M | 3.00% | -$19.9K Sold | 0.00% 137.5K shares | |
Home Improvement Consumer Cyclical | $42.7M | 2.95% | -$448.6K Sold | 0.03% 169.9K shares | |
Internet Content & Information Communication Services | $39.0M | 2.70% | +$336.0K Bought | 0.00% 160.2K shares | |
Insurance - Diversified Financial Services | $37.0M | 2.56% | -$413.8K Sold | 0.00% 73.7K shares | |
ETF ETF | $35.5M | 2.45% | -$238.3K Sold | — 53.0K shares | |
Staffing & Employment Services Industrials | $33.4M | 2.31% | -$298.8K Sold | 0.03% 113.9K shares | |
Drug Manufacturers - General Healthcare | $33.1M | 2.29% | -$316.1K Sold | 0.01% 143.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KANAWHA CAPITAL MANAGEMENT LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for KANAWHA CAPITAL MANAGEMENT LLC
GthenA