POEHLING CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SSP | 18K | $43.61K |
 | SHEL | 17K | $1.23M |
 | USB | 17K | $822.86K |
 | BAX | 16K | $365.09K |
 | TROW | 16K | $1.61M |
 | NVDA | 16K | $2.92M |
 | FI | 15K | $1.98M |
 | MA | 15K | $8.31M |
 | MOS | 14K | $488.57K |
 | MKL | 13K | $25.18M |
 | GNRC | 10K | $1.70M |
 | PSX | 9K | $1.26M |
 | UNH | 9K | $3.11M |
 | BDX | 8K | $1.51M |
 | HHH | 7K | $540.51K |
 | META | 6K | $4.66M |
 | FITB | 6K | $281.56K |
 | TAP | 6K | $285.17K |
 | ACGL | 6K | $571.24K |
 | WMT | 6K | $626.26K |
The E.W. Scripps Company
SSP
Shares Held
18K
Value
$43.61K
Shell plc
SHEL
Shares Held
17K
Value
$1.23M
U.S. Bancorp
USB
Shares Held
17K
Value
$822.86K
Baxter International Inc.
BAX
Shares Held
16K
Value
$365.09K
T. Rowe Price Group, Inc.
TROW
Shares Held
16K
Value
$1.61M
NVIDIA Corporation
NVDA
Shares Held
16K
Value
$2.92M
Fiserv, Inc.
FI
Shares Held
15K
Value
$1.98M
Mastercard Incorporated
MA
Shares Held
15K
Value
$8.31M
The Mosaic Company
MOS
Shares Held
14K
Value
$488.57K
Markel Corporation
MKL
Shares Held
13K
Value
$25.18M
Generac Holdings Inc.
GNRC
Shares Held
10K
Value
$1.70M
Phillips 66
PSX
Shares Held
9K
Value
$1.26M
UnitedHealth Group Incorporated
UNH
Shares Held
9K
Value
$3.11M
Becton, Dickinson and Company
BDX
Shares Held
8K
Value
$1.51M
Howard Hughes Holdings Inc.
HHH
Shares Held
7K
Value
$540.51K
Meta Platforms, Inc.
META
Shares Held
6K
Value
$4.66M
Fifth Third Bancorp
FITB
Shares Held
6K
Value
$281.56K
Molson Coors Beverage Company
TAP
Shares Held
6K
Value
$285.17K
Arch Capital Group Ltd.
ACGL
Shares Held
6K
Value
$571.24K
Walmart Inc.
WMT
Shares Held
6K
Value
$626.26K