Institutions / Poehling Capital Management, INC.
Poehling Capital Management, INC.
CIK 1730815 · Institution · as of Dec 31, 2025
Portfolio value
$488.75M
Positions
141
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 141 →
| Company | Value | % of portfolio |
|---|---|---|
| Fairfax Finl Hldgs Ltd F | $34.78M | 7.1% |
| Warren E. Buffett | $29.58M | 6.1% |
| Markel Group Inc | $28.42M | 5.8% |
| Alphabet Inc. | $20.29M | 4.2% |
| Schwab Charles Corp | $17.62M | 3.6% |
| Warner Bros. Discovery, Inc. | $13.94M | 2.9% |
| Fiserv Inc | $13.88M | 2.8% |
| Wells Fargo & COMPANY/MN | $12.90M | 2.6% |
| Apple Inc. | $12.41M | 2.5% |
| Cannae Holdings, Inc. | $10.25M | 2.1% |
| Pepsico Inc | $10.10M | 2.1% |
| Alimentation Couche-Ta F Class a | $9.88M | 2.0% |
| Paramount Skydance CorpPSKY | $8.57M | 1.8% |
| Viatris Inc | $8.43M | 1.7% |
| Microsoft Corp | $8.35M | 1.7% |
| Mastercard Inc | $8.29M | 1.7% |
| Diageo PLC F Sponsored Adr 1 Adr Reps 4 Ord Shs | $8.15M | 1.7% |
| Amazon.com Inc | $7.81M | 1.6% |
| Visa Inc | $7.80M | 1.6% |
| Jefferies Financial Group Inc. | $7.62M | 1.6% |
| Citigroup Inc | $7.28M | 1.5% |
| British Amern Tob PLC F Unsponsored Adr 1 Adr Reps 1 Ord Shs | $6.80M | 1.4% |
| Hershey Co | $6.67M | 1.4% |
| Invesco Ltd. | $6.66M | 1.4% |
| Medtronic plc | $6.14M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.