SEC 13F Intelligence

Kanawha Capital Management LLC / LOW

Kanawha Capital Management LLC’s Lowes Cos Inc Position

Does Kanawha Capital Management LLC own Lowes Cos Inc (LOW)? Yes168.4K shares worth $40M (+2.80% of its 13F portfolio) as of Q1 2026, down from 169.4K shares the prior filed quarter.

Position Value
$40M
Q1 2026
Shares
168.4K
% of Portfolio
+2.80%
Quarters Held
30
currently held

Position History LOW

Reported value by quarter
Q4 ’18: $19MQ4 ’18Q1 ’19: $22MQ2 ’19: $20MQ3 ’19: $22MQ4 ’19: $24MQ4 ’19Q1 ’20: $17MQ2 ’20: $27MQ3 ’20: $33MQ4 ’20: $32MQ4 ’20Q1 ’21: $38MQ2 ’21: $39MQ3 ’21: $40MQ4 ’21: $50MQ4 ’21Q1 ’22: $39MQ2 ’22: $33MQ3 ’22: $35MQ4 ’22: $36,891Q4 ’22Q1 ’23: $37MQ2 ’23: $41MQ3 ’23: $38MQ4 ’23: $39MQ4 ’23Q1 ’24: $45MQ2 ’24: $39MQ3 ’24: $47MQ4 ’24: $43MQ4 ’24Q1 ’25: $40MQ2 ’25: $38MQ3 ’25: $43MQ4 ’25: $41MQ4 ’25Q1 ’26: $40Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026168.4K$40M+2.80%
Q4 2025169.4K$41M+2.81%
Q3 2025169.9K$43M+2.95%
Q2 2025171.7K$38M+2.82%
Q1 2025173.0K$40M+3.13%
Q4 2024172.4K$43M+3.34%
Q3 2024173.6K$47M+3.41%
Q2 2024176.4K$39M+3.04%
Q1 2024176.0K$45M+3.58%
Q4 2023176.7K$39M+3.61%
Q3 2023180.6K$38M+3.63%
Q2 2023181.6K$41M+3.77%
Q1 2023183.4K$37M+3.51%
Q4 2022185.2K$36,891+3.62%
Q3 2022185.3K$35M+3.80%
Q2 2022189.0K$33M+3.34%
Q1 2022192.6K$39M+3.42%
Q4 2021191.7K$50M+4.18%
Q3 2021195.8K$40M+3.67%
Q2 2021199.5K$39M+3.55%
Q1 2021200.0K$38M+3.70%
Q4 2020202.4K$32M+3.33%
Q3 2020201.6K$33M+3.84%
Q2 2020203.3K$27M+3.40%
Q1 2020203.0K$17M+2.55%
Q4 2019201.0K$24M+2.81%
Q3 2019198.6K$22M+2.84%
Q2 2019200.0K$20M+2.70%
Q1 2019199.4K$22M+3.06%
Q4 2018202.6K$19M+2.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kanawha Capital Management LLC’s full portfolio or all institutional holders of LOW.