SEC 13F Intelligence

Kanawha Capital Management LLC / ORCL

Kanawha Capital Management LLC’s Oracle Corp Position

Does Kanawha Capital Management LLC own Oracle Corp (ORCL)? Yes — 178.5K shares worth $26M (+1.85% of its 13F portfolio) as of Q1 2026, down from 189.1K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
178.5K
% of Portfolio
+1.85%
Quarters Held
30
currently held

Position History ORCL

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $10MQ4 ’19Q1 ’20: $10MQ2 ’20: $11MQ3 ’20: $12MQ4 ’20: $13MQ4 ’20Q1 ’21: $14MQ2 ’21: $16MQ3 ’21: $17MQ4 ’21: $17MQ4 ’21Q1 ’22: $17MQ2 ’22: $14MQ3 ’22: $12MQ4 ’22: $16,437Q4 ’22Q1 ’23: $19MQ2 ’23: $24MQ3 ’23: $22MQ4 ’23: $21MQ4 ’23Q1 ’24: $25MQ2 ’24: $29MQ3 ’24: $34MQ4 ’24: $34MQ4 ’24Q1 ’25: $28MQ2 ’25: $44MQ3 ’25: $55MQ4 ’25: $37MQ4 ’25Q1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026178.5K$26M+1.85%
Q4 2025189.1K$37M+2.54%
Q3 2025197.0K$55M+3.83%
Q2 2025201.5K$44M+3.27%
Q1 2025202.3K$28M+2.20%
Q4 2024201.2K$34M+2.63%
Q3 2024202.3K$34M+2.50%
Q2 2024205.4K$29M+2.27%
Q1 2024200.0K$25M+2.01%
Q4 2023195.7K$21M+1.89%
Q3 2023204.4K$22M+2.09%
Q2 2023201.1K$24M+2.20%
Q1 2023202.2K$19M+1.80%
Q4 2022201.1K$16,437+1.61%
Q3 2022199.7K$12M+1.33%
Q2 2022200.7K$14M+1.42%
Q1 2022199.9K$17M+1.45%
Q4 2021197.7K$17M+1.46%
Q3 2021197.6K$17M+1.59%
Q2 2021200.8K$16M+1.43%
Q1 2021201.0K$14M+1.37%
Q4 2020201.9K$13M+1.34%
Q3 2020201.7K$12M+1.38%
Q2 2020204.2K$11M+1.40%
Q1 2020203.5K$10M+1.44%
Q4 2019192.9K$10M+1.19%
Q3 2019187.1K$10M+1.34%
Q2 2019182.5K$10M+1.39%
Q1 2019180.0K$10M+1.36%
Q4 2018179.9K$8M+1.27%

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 ORCL.