POEHLING CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VTRS | 677K | $8.43M |
 | CNNE | 652K | $10.25M |
 | PSKY | 640K | $8.57M |
 | WBD | 484K | $13.94M |
 | IVZ | 253K | $6.66M |
 | PBR | 239K | $2.83M |
 | OGN | 216K | $1.55M |
 | SCHW | 176K | $17.62M |
 | WFC | 138K | $12.90M |
 | KDP | 124K | $3.49M |
 | JEF | 123K | $7.62M |
 | BTI | 120K | $6.80M |
 | OXY | 99K | $4.08M |
 | CNC | 97K | $3.98M |
 | DEO | 94K | $8.15M |
 | BHC | 86K | $597.83K |
 | GERN | 76K | $100.58K |
 | PEP | 70K | $10.10M |
 | DINO | 66K | $3.05M |
 | CTRA | 66K | $1.73M |
Viatris Inc.
VTRS
Shares Held
677K
Value
$8.43M
Cannae Holdings, Inc.
CNNE
Shares Held
652K
Value
$10.25M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
640K
Value
$8.57M
Warner Bros. Discovery, Inc.
WBD
Shares Held
484K
Value
$13.94M
Invesco Ltd.
IVZ
Shares Held
253K
Value
$6.66M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
239K
Value
$2.83M
Organon & Co.
OGN
Shares Held
216K
Value
$1.55M
The Charles Schwab Corporation
SCHW
Shares Held
176K
Value
$17.62M
Wells Fargo & Company
WFC
Shares Held
138K
Value
$12.90M
Keurig Dr Pepper Inc.
KDP
Shares Held
124K
Value
$3.49M
Jefferies Financial Group Inc.
JEF
Shares Held
123K
Value
$7.62M
British American Tobacco p.l.c.
BTI
Shares Held
120K
Value
$6.80M
Occidental Petroleum Corporation
OXY
Shares Held
99K
Value
$4.08M
Centene Corporation
CNC
Shares Held
97K
Value
$3.98M
Diageo plc
DEO
Shares Held
94K
Value
$8.15M
Bausch Health Companies Inc.
BHC
Shares Held
86K
Value
$597.83K
Geron Corporation
GERN
Shares Held
76K
Value
$100.58K
PepsiCo, Inc.
PEP
Shares Held
70K
Value
$10.10M
HF Sinclair Corporation
DINO
Shares Held
66K
Value
$3.05M
Coterra Energy Inc.
CTRA
Shares Held
66K
Value
$1.73M