PCM
SKYD

Poehling Capital Management’s Skydance Corporation SKYD Stock Holding History

Poehling Capital Management’s Portfolio SKYD Stock Details SKYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.08M Buy
616,998
+10,598
+2% +$112K 1.3% 25
2026
Q1 		$5.47M Sell
606,400
-33,356
-5% -$365K 1.15% 26
2025
Q4 		$8.57M Buy
639,756
+5,324
+0.8% +$83.1K 1.75% 13
2025
Q3 		$12M Buy
+634,432
New +$10M 2.52% 9

Other funds holding SKYD

LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return

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

Poehling Capital Management increased its Skydance Corporation (SKYD) stake by 1.7% in Q2 2026, buying an estimated $112K and bringing the position to 616,998 shares worth $6.08M. The position accounts for 1.3% of the portfolio, ranked #25.

Poehling Capital Management first reported a position in SKYD in Q3 2025 and has held it in 4 quarters since. The position peaked at $12M in Q3 2025. 543 funds tracked by Wall St. Rank hold SKYD as of Q2 2026.

  • Poehling Capital Management held 616,998 shares of Skydance Corporation worth $6.08M as of Q2 2026.
  • Poehling Capital Management bought 10,598 Skydance Corporation shares in Q2 2026, an estimated $112K.
  • Skydance Corporation made up 1.3% of Poehling Capital Management's portfolio in Q2 2026, its #25 holding.
  • Poehling Capital Management first reported a position in Skydance Corporation in Q3 2025 and has held it in 4 quarters since.
  • Poehling Capital Management's Skydance Corporation position peaked at $12M in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Skydance Corporation as of Q2 2026.

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