Poplar Forest Capital LLC — 13F holdings

Poplar Forest Capital LLC reported 52 holdings worth $563M in its 13F filing for Q1 2025, filed May 6, 2025.

Largest positions

1. T AT&T Inc — $31.9M (5.7%)
2. CVS CVS HEALTH CORP — $31.4M (5.6%)
3. NFG NATIONAL FUEL GAS CO — $30.2M (5.4%)
4. ALL ALLSTATE CORP — $30.2M (5.4%)
5. EQH EQUITABLE HLDGS INC — $27.4M (4.9%)
6. TSN TYSON FOODS INC — $25.8M (4.6%)
7. D DOMINION ENERGY INC — $24.9M (4.4%)
8. COR CENCORA INC — $24.8M (4.4%)
9. CVX CHEVRON CORP NEW — $23.9M (4.2%)
10. KHC KRAFT HEINZ CO — $22.8M (4.0%)