Stock Taper 
POEHLING CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cannae Holdings, Inc. | CNNE | 960.11K | $13.83M |
 Viatris Inc. | VTRS | 672.25K | $10.68M |
 Paramount Skydance Corporation Class B Common Stock | PSKY | 617K | $6.08M |
 Invesco Ltd. | IVZ | 251.43K | $6.64M |
 Petróleo Brasileiro S.A. - Petrobras | PBR | 240.96K | $3.89M |
 The Charles Schwab Corporation | SCHW | 179.67K | $16.58M |
 Wells Fargo & Company | WFC | 141.18K | $11.67M |
 Jefferies Financial Group Inc. | JEF | 122.36K | $6.12M |
 British American Tobacco p.l.c. | BTI | 119.09K | $7.36M |
 Keurig Dr Pepper Inc. | KDP | 117.25K | $3.84M |
 Occidental Petroleum Corporation | OXY | 99.39K | $4.83M |
 Kyndryl Holdings, Inc. | KD | 96.75K | $1.09M |
 Centene Corp. | CNC | 96.48K | $6.19M |
 Diageo plc | DEO | 92.84K | $7.46M |
 Bausch Health Companies Inc. | BHC | 82.47K | $406.56K |
 PepsiCo, Inc. | PEP | 76.6K | $10.37M |
 Slb N.V. | SLB | 75.24K | $3.5M |
 HF Sinclair Corporation | DINO | 65.79K | $4.58M |
 American International Group, Inc. | AIG | 63.45K | $4.73M |
 Medtronic plc | MDT | 63.39K | $4.96M |