SEC 13F Intelligence

Kanawha Capital Management LLC / MSFT

Kanawha Capital Management LLC’s Microsoft Corp Position

Does Kanawha Capital Management LLC own Microsoft Corp (MSFT)? Yes201.6K shares worth $75M (+5.26% of its 13F portfolio) as of Q1 2026, up from 199.5K shares the prior filed quarter.

Position Value
$75M
Q1 2026
Shares
201.6K
% of Portfolio
+5.26%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $24MQ4 ’18Q1 ’19: $27MQ2 ’19: $31MQ3 ’19: $32MQ4 ’19: $38MQ4 ’19Q1 ’20: $37MQ2 ’20: $48MQ3 ’20: $49MQ4 ’20: $52MQ4 ’20Q1 ’21: $54MQ2 ’21: $62MQ3 ’21: $64MQ4 ’21: $75MQ4 ’21Q1 ’22: $69MQ2 ’22: $57MQ3 ’22: $51MQ4 ’22: $53,650Q4 ’22Q1 ’23: $65MQ2 ’23: $76MQ3 ’23: $71MQ4 ’23: $82MQ4 ’23Q1 ’24: $89MQ2 ’24: $97MQ3 ’24: $91MQ4 ’24: $88MQ4 ’24Q1 ’25: $78MQ2 ’25: $103MQ3 ’25: $106MQ4 ’25: $96MQ4 ’25Q1 ’26: $75Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026201.6K$75M+5.26%
Q4 2025199.5K$96M+6.65%
Q3 2025204.1K$106M+7.31%
Q2 2025206.8K$103M+7.63%
Q1 2025209.0K$78M+6.09%
Q4 2024209.0K$88M+6.91%
Q3 2024211.6K$91M+6.61%
Q2 2024216.1K$97M+7.56%
Q1 2024212.4K$89M+7.13%
Q4 2023218.2K$82M+7.53%
Q3 2023224.1K$71M+6.85%
Q2 2023224.0K$76M+7.02%
Q1 2023224.3K$65M+6.20%
Q4 2022223.7K$53,650+5.27%
Q3 2022220.9K$51M+5.62%
Q2 2022221.6K$57M+5.77%
Q1 2022223.7K$69M+6.06%
Q4 2021222.6K$75M+6.32%
Q3 2021226.3K$64M+5.90%
Q2 2021227.6K$62M+5.65%
Q1 2021230.5K$54M+5.29%
Q4 2020235.9K$52M+5.39%
Q3 2020235.3K$49M+5.69%
Q2 2020238.1K$48M+6.00%
Q1 2020237.7K$37M+5.47%
Q4 2019238.0K$38M+4.38%
Q3 2019230.5K$32M+4.17%
Q2 2019230.7K$31M+4.14%
Q1 2019230.6K$27M+3.82%
Q4 2018233.0K$24M+3.70%

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 MSFT.