POEHLING CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WBD | 906K | $17.69M |
 | CNNE | 835K | $15.29M |
 | VTRS | 677K | $6.71M |
 | PSKY | 634K | $12.00M |
 | OGN | 318K | $3.39M |
 | IVZ | 254K | $5.82M |
 | PBR | 236K | $2.99M |
 | SCHW | 177K | $16.88M |
 | WFC | 139K | $11.67M |
 | JEF | 124K | $8.10M |
 | BTI | 121K | $6.40M |
 | OXY | 110K | $5.22M |
 | CNC | 96K | $3.42M |
 | BHC | 86K | $554.99K |
 | KDP | 84K | $2.15M |
 | DXC | 81K | $1.10M |
 | GERN | 76K | $104.39K |
 | PEP | 70K | $9.88M |
 | MMM | 67K | $10.42M |
 | DINO | 67K | $3.50M |
Warner Bros. Discovery, Inc.
WBD
Shares Held
906K
Value
$17.69M
Cannae Holdings, Inc.
CNNE
Shares Held
835K
Value
$15.29M
Viatris Inc.
VTRS
Shares Held
677K
Value
$6.71M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
634K
Value
$12.00M
Organon & Co.
OGN
Shares Held
318K
Value
$3.39M
Invesco Ltd.
IVZ
Shares Held
254K
Value
$5.82M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
236K
Value
$2.99M
The Charles Schwab Corporation
SCHW
Shares Held
177K
Value
$16.88M
Wells Fargo & Company
WFC
Shares Held
139K
Value
$11.67M
Jefferies Financial Group Inc.
JEF
Shares Held
124K
Value
$8.10M
British American Tobacco p.l.c.
BTI
Shares Held
121K
Value
$6.40M
Occidental Petroleum Corporation
OXY
Shares Held
110K
Value
$5.22M
Centene Corporation
CNC
Shares Held
96K
Value
$3.42M
Bausch Health Companies Inc.
BHC
Shares Held
86K
Value
$554.99K
Keurig Dr Pepper Inc.
KDP
Shares Held
84K
Value
$2.15M
DXC Technology Company
DXC
Shares Held
81K
Value
$1.10M
Geron Corporation
GERN
Shares Held
76K
Value
$104.39K
PepsiCo, Inc.
PEP
Shares Held
70K
Value
$9.88M
3M Company
MMM
Shares Held
67K
Value
$10.42M
HF Sinclair Corporation
DINO
Shares Held
67K
Value
$3.50M