Poehling Capital Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $399K | Hold |
3,738
| – | – | 0.08% | 112 |
|
|
2025
Q4 | $394K | Hold |
3,738
| – | – | 0.08% | 107 |
|
|
2025
Q3 | $375K | Sell |
3,738
-3
| -0.1% | -$284 | 0.08% | 112 |
|
|
2025
Q2 | $343K | Hold |
3,741
| – | – | 0.08% | 107 |
|
|
2025
Q1 | $344K | Sell |
3,741
-226
| -6% | -$19.3K | 0.09% | 107 |
|
|
2024
Q4 | $336K | Hold |
3,967
| – | – | 0.08% | 109 |
|
|
2024
Q3 | $314K | Sell |
3,967
-83
| -2% | -$6.51K | 0.08% | 114 |
|
|
2024
Q2 | $303K | Hold |
4,050
| – | – | 0.08% | 114 |
|
|
2024
Q1 | $317K | Sell |
4,050
-4
| -0.1% | -$296 | 0.08% | 106 |
|
|
2023
Q4 | $282K | Buy |
4,054
+32
| +0.8% | +$2.13K | 0.09% | 105 |
|
|
2023
Q3 | $255K | Sell |
4,022
-69
| -2% | -$4.3K | 0.09% | 107 |
|
|
2023
Q2 | $243K | Sell |
4,091
-281
| -6% | -$16.3K | 0.08% | 110 |
|
|
2023
Q1 | $254K | Hold |
4,372
| – | – | 0.09% | 107 |
|
|
2022
Q4 | $255K | Sell |
4,372
-458
| -9% | -$25.5K | 0.1% | 102 |
|
|
2022
Q3 | $241K | Sell |
4,830
-22,162
| -82% | -$1.24M | 0.1% | 96 |
|
|
2022
Q2 | $1.6M | Sell |
26,992
-15,768
| -37% | -$992K | 0.6% | 47 |
|
|
2022
Q1 | $2.77M | Sell |
42,760
-21,771
| -34% | -$1.33M | 0.86% | 35 |
|
|
2021
Q4 | $3.73M | Buy |
64,531
+38
| +0.1% | +$2.16K | 1.2% | 24 |
|
|
2021
Q3 | $3.48M | Sell |
64,493
-1,574
| -2% | -$85.5K | 1.17% | 30 |
|
|
2021
Q2 | $3.61M | Sell |
66,067
-823
| -1% | -$46.1K | 1.15% | 29 |
|
|
2021
Q1 | $3.43M | Sell |
66,890
-1,394
| -2% | -$67.9K | 1.2% | 25 |
|
|
2020
Q4 | $3.07M | Sell |
68,284
-936
| -1% | -$37.6K | 1.22% | 27 |
|
|
2020
Q3 | $2.4M | Sell |
69,220
-70
| -0.1% | -$2.51K | 1.23% | 27 |
|
|
2020
Q2 | $2.38M | Buy |
69,290
+20,385
| +42% | +$687K | 1.28% | 26 |
|
|
2020
Q1 | $1.7M | Buy |
48,905
+13,660
| +39% | +$644K | 1.25% | 25 |
|
|
2019
Q4 | $1.85M | Buy |
35,245
+40
| +0.1% | +$2.02K | 1.21% | 26 |
|
|
2019
Q3 | $1.81M | Sell |
35,205
-2,375
| -6% | -$123K | 1.33% | 24 |
|
|
2019
Q2 | $2.05M | Buy |
37,580
+900
| +2% | +$46.2K | 1.38% | 24 |
|
|
2019
Q1 | $1.76M | Buy |
36,680
+17,135
| +88% | +$809K | 1.28% | 28 |
|
|
2018
Q4 | $890K | Sell |
19,545
-795
| -4% | -$37.5K | 0.86% | 39 |
|
|
2018
Q3 | $1.02M | Buy |
20,340
+4,275
| +27% | +$214K | 0.72% | 45 |
|
|
2018
Q2 | $776K | Sell |
16,065
-4,405
| -22% | -$222K | 0.68% | 41 |
|
|
2018
Q1 | $1.02M | Sell |
20,470
-100
| -0.5% | -$5.06K | 0.82% | 41 |
|
|
2017
Q4 | $1.03M | Buy |
+20,570
| New | +$1.02M | 0.87% | 39 |
|
Other funds holding L
VCM
VPM
Poehling Capital Management's L Position: Q1 2026 in Review
Poehling Capital Management held its Loews (L) position steady in Q1 2026 at 3,738 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #112.
Poehling Capital Management first reported a position in L in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.73M in Q4 2021. 769 funds tracked by Wall St. Rank hold L as of Q1 2026.
- Poehling Capital Management held 3,738 shares of Loews worth $399K as of Q1 2026.
- Poehling Capital Management left its Loews share count unchanged in Q1 2026.
- Loews made up 0.08% of Poehling Capital Management's portfolio in Q1 2026, its #112 holding.
- Poehling Capital Management first reported a position in Loews in Q4 2017 and has held it in 34 quarters since.
- Poehling Capital Management's Loews position peaked at $3.73M in Q4 2021.
- 769 funds tracked by Wall St. Rank held Loews as of Q1 2026.
Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.