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Poehling Capital Management’s Bausch Health BHC Stock Holding History

Poehling Capital Management’s Portfolio BHC Stock Details BHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$407K Sell
82,467
-3,137
-4% -$16.8K 0.09% 113
2026
Q1 		$462K Sell
85,604
-414
-0.5% -$2.48K 0.1% 102
2025
Q4 		$598K Sell
86,018
-27
-0% -$178 0.12% 93
2025
Q3 		$555K Sell
86,045
-673
-0.8% -$4.6K 0.12% 94
2025
Q2 		$578K Sell
86,718
-157
-0.2% -$807 0.13% 87
2025
Q1 		$562K Sell
86,875
-887
-1% -$6.37K 0.14% 91
2024
Q4 		$707K Hold
87,762
– – 0.17% 86
2024
Q3 		$716K Sell
87,762
-199
-0.2% -$1.31K 0.18% 83
2024
Q2 		$613K Sell
87,961
-82
-0.1% -$620 0.17% 85
2024
Q1 		$934K Sell
88,043
-28
-0% -$245 0.25% 75
2023
Q4 		$706K Sell
88,071
-398
-0.4% -$2.9K 0.22% 77
2023
Q3 		$727K Buy
88,469
+70
+0.1% +$603 0.25% 74
2023
Q2 		$707K Sell
88,399
-751
-0.8% -$5.54K 0.24% 76
2023
Q1 		$722K Hold
89,150
– – 0.24% 78
2022
Q4 		$560K Sell
89,150
-239
-0.3% -$1.67K 0.21% 79
2022
Q3 		$616K Sell
89,389
-10,659
-11% -$74K 0.26% 72
2022
Q2 		$836K Sell
100,048
-10,755
-10% -$150K 0.31% 63
2022
Q1 		$2.53M Buy
110,803
+11,028
+11% +$270K 0.78% 40
2021
Q4 		$2.75M Buy
99,775
+704
+0.7% +$18.8K 0.89% 37
2021
Q3 		$2.76M Buy
99,071
+8,365
+9% +$237K 0.93% 40
2021
Q2 		$2.66M Buy
90,706
+1,834
+2% +$55.6K 0.85% 43
2021
Q1 		$2.82M Buy
88,872
+16,050
+22% +$471K 0.99% 36
2020
Q4 		$1.51M Buy
72,822
+12,876
+21% +$240K 0.6% 62
2020
Q3 		$932K Buy
59,946
+5,428
+10% +$93.5K 0.48% 65
2020
Q2 		$997K Buy
54,518
+32,475
+147% +$572K 0.54% 59
2020
Q1 		$342K Buy
22,043
+1,300
+6% +$31.3K 0.25% 70
2019
Q4 		$621K Buy
+20,743
New +$539K 0.41% 58
2018
Q2 		– Sell
-1,050
Closed -$17K – 299
2018
Q1 		$17K Hold
1,050
– – 0.01% 200
2017
Q4 		$22K Buy
+1,050
New +$16.7K 0.02% 182

Other funds holding BHC

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Poehling Capital Management's BHC Position: Q2 2026 in Review

Poehling Capital Management reduced its Bausch Health (BHC) stake by 3.7% in Q2 2026, selling an estimated $16.8K and leaving 82,467 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #113.

Poehling Capital Management first reported a position in BHC in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.82M in Q1 2021. 222 funds tracked by Wall St. Rank hold BHC as of Q2 2026.

  • Poehling Capital Management held 82,467 shares of Bausch Health worth $407K as of Q2 2026.
  • Poehling Capital Management sold 3,137 Bausch Health shares in Q2 2026, an estimated $16.8K.
  • Bausch Health made up 0.09% of Poehling Capital Management's portfolio in Q2 2026, its #113 holding.
  • Poehling Capital Management first reported a position in Bausch Health in Q4 2017 and has held it in 29 quarters since.
  • Poehling Capital Management's Bausch Health position peaked at $2.82M in Q1 2021.
  • 222 funds tracked by Wall St. Rank held Bausch Health as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.