POEHLING CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNNE | 954K | $10.85M |
 | VTRS | 675K | $9.11M |
 | PSKY | 606K | $5.47M |
 | IVZ | 253K | $6.15M |
 | PBR | 241K | $5.00M |
 | OGN | 219K | $1.31M |
 | SCHW | 176K | $16.56M |
 | WFC | 138K | $10.97M |
 | KDP | 125K | $3.30M |
 | JEF | 123K | $5.06M |
 | BTI | 120K | $6.99M |
 | OXY | 99K | $6.42M |
 | DEO | 97K | $7.23M |
 | CNC | 97K | $3.18M |
 | KD | 88K | $1.16M |
 | BHC | 86K | $462.26K |
 | GERN | 76K | $113.54K |
 | PEP | 76K | $11.82M |
 | SLB | 75K | $3.85M |
 | DINO | 66K | $4.13M |
Cannae Holdings, Inc.
CNNE
Shares Held
954K
Value
$10.85M
Viatris Inc.
VTRS
Shares Held
675K
Value
$9.11M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
606K
Value
$5.47M
Invesco Ltd.
IVZ
Shares Held
253K
Value
$6.15M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
241K
Value
$5.00M
Organon & Co.
OGN
Shares Held
219K
Value
$1.31M
The Charles Schwab Corporation
SCHW
Shares Held
176K
Value
$16.56M
Wells Fargo & Company
WFC
Shares Held
138K
Value
$10.97M
Keurig Dr Pepper Inc.
KDP
Shares Held
125K
Value
$3.30M
Jefferies Financial Group Inc.
JEF
Shares Held
123K
Value
$5.06M
British American Tobacco p.l.c.
BTI
Shares Held
120K
Value
$6.99M
Occidental Petroleum Corporation
OXY
Shares Held
99K
Value
$6.42M
Diageo plc
DEO
Shares Held
97K
Value
$7.23M
Centene Corp.
CNC
Shares Held
97K
Value
$3.18M
Kyndryl Holdings, Inc.
KD
Shares Held
88K
Value
$1.16M
Bausch Health Companies Inc.
BHC
Shares Held
86K
Value
$462.26K
Geron Corporation
GERN
Shares Held
76K
Value
$113.54K
PepsiCo, Inc.
PEP
Shares Held
76K
Value
$11.82M
Slb N.V.
SLB
Shares Held
75K
Value
$3.85M
HF Sinclair Corporation
DINO
Shares Held
66K
Value
$4.13M