StockDrifts LogoStockDrifts

Poplar Forest Capital Llc

Portfolio Manager
Poplar Forest Capital Llc
Performance
0% (N/A)
AUM (13F)
$562.63M
# of Holdings
52
Performance Rank
N/A
Allocation (Top 20)
N/A

Poplar Forest Capital Llc Holdings Map

Top 50 Poplar Forest Capital Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
T
AT&T INC
5.67%1.13M$31.9M
-5.94%(-71.15K)
2024-Q1: 1.62M shares2024-Q2: 1.62M shares2024-Q3: 1.61M shares2024-Q4: 1.20M shares2025-Q1: 1.13M shares2025-03-31
CVS
CVS HEALTH CORP
5.58%463.1K$31.4M
+20.55%(+78.96K)
2024-Q1: 374.1K shares2024-Q2: 382.5K shares2024-Q3: 486.1K shares2024-Q4: 384.1K shares2025-Q1: 463.1K shares2025-03-31
NFG
NATIONAL FUEL GAS CO
5.37%381.6K$30.2M
-10.98%(-47.06K)
2024-Q1: 585.5K shares2024-Q2: 586.5K shares2024-Q3: 577.8K shares2024-Q4: 428.7K shares2025-Q1: 381.6K shares2025-03-31
ALL
ALLSTATE CORP
5.37%145.8K$30.2M
-2.42%(-3.61K)
2024-Q1: 202.6K shares2024-Q2: 202.4K shares2024-Q3: 200.9K shares2024-Q4: 149.4K shares2025-Q1: 145.8K shares2025-03-31
EQH
EQUITABLE HLDGS INC
4.88%526.8K$27.4M
-22.03%(-148.85K)
2024-Q1: 1.05M shares2024-Q2: 919.2K shares2024-Q3: 913.9K shares2024-Q4: 675.6K shares2025-Q1: 526.8K shares2025-03-31
TSN
TYSON FOODS INC
4.58%403.6K$25.8M
-0.44%(-1.80K)
2024-Q1: 554.3K shares2024-Q2: 551.4K shares2024-Q3: 547.7K shares2024-Q4: 405.4K shares2025-Q1: 403.6K shares2025-03-31
D
DOMINION ENERGY INC
4.42%443.3K$24.9M
-0.65%(-2.92K)
2024-Q1: 596.2K shares2024-Q2: 602.8K shares2024-Q3: 602.5K shares2024-Q4: 446.2K shares2025-Q1: 443.3K shares2025-03-31
COR
CENCORA INC
4.41%89.3K$24.8M
-2.37%(-2.16K)
2024-Q1: 119.7K shares2024-Q2: 120.1K shares2024-Q3: 120.1K shares2024-Q4: 91.4K shares2025-Q1: 89.3K shares2025-03-31
CVX
CHEVRON CORP NEW
4.25%142.8K$23.9M
-9.03%(-14.17K)
2024-Q1: 185.9K shares2024-Q2: 186.7K shares2024-Q3: 205.4K shares2024-Q4: 157.0K shares2025-Q1: 142.8K shares2025-03-31
KHC
KRAFT HEINZ CO
4.04%747.8K$22.8M
+5.56%(+39.39K)
2024-Q2: 817.9K shares2024-Q3: 898.6K shares2024-Q4: 708.4K shares2025-Q1: 747.8K shares2025-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Poplar Forest Capital Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all