Poehling Capital Management, INC.

Position in GEV — GE Vernova Inc.

CIK 1730815 Madison, WI

Position in GEV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$353,632

-$311,850 QoQ

Shares Held

301

-91.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,603

of 3,398 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Poehling Capital Management, INC. holds $851,327 across 3 Specialty Industrial Machinery names. GEV ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc. This page	301	$353,632
2	GNRC	Generac Holdings Inc.	969	$283,732
3	CMI	Cummins Inc	300	$213,963

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,632	301	-91.6%	Shares	Sole	2026-07-20
2026-03-31	$665,482	3,599	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.