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Poehling Capital Management, INC.

All holdings · as of Dec 31, 2025

141 positions

CompanyClassValueShares% of portfolio
TARGET CORP—$3.75M38,3770.8%
Jazz Pharmaceuticals PLC—$3.86M22,6890.8%
Marathon Petroleum Corp—$3.96M24,3320.8%
Centene Corp—$3.98M96,5980.8%
KKR & CO INC—$4.02M31,5590.8%
OCCIDENTAL PETROLEUM CORP /DE—$4.08M99,2620.8%
SCHWAB US LARGE CAP ETF—$4.08M151,7070.8%
CONSTELLATION BRANDS, INC.—$4.18M30,2810.9%
Meta Platforms Inc—$4.18M6,3390.9%
THE GOLDMAN SACHS GROUP, INC.—$4.79M5,4471.0%
Jackson Financial Inc.—$5.04M47,3041.0%
Affiliated Managers Group Inc—$5.25M18,2041.1%
Walt Disney Co—$5.33M46,8461.1%
3M CO—$5.37M33,5161.1%
Alibaba Group Holding LtdBABAADR$5.49M37,4241.1%
Estee Lauder Cos Inc/The—$5.65M53,9501.2%
Medtronic plc—$6.14M63,8951.3%
Invesco Ltd.—$6.66M253,3811.4%
HERSHEY CO—$6.67M36,6781.4%
BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS—$6.80M120,1561.4%
CITIGROUP INC—$7.28M62,4111.5%
Jefferies Financial Group Inc.—$7.62M122,9951.6%
Visa Inc—$7.80M22,2501.6%
Amazon.com Inc—$7.81M33,8211.6%
DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS—$8.15M94,4981.7%
Mastercard Inc—$8.29M14,5291.7%
MICROSOFT CORP—$8.35M17,2571.7%
Viatris Inc—$8.43M677,2991.7%
Paramount Skydance CorpPSKYCommon Stock$8.57M639,7561.8%
ALIMENTATION COUCHE-TA F CLASS A—$9.88M180,9052.0%
PEPSICO INC—$10.10M70,3492.1%
Cannae Holdings, Inc.—$10.25M651,6962.1%
Apple Inc.—$12.41M45,6652.5%
WELLS FARGO & COMPANY/MN—$12.90M138,4122.6%
FISERV INC—$13.88M206,6562.8%
Warner Bros. Discovery, Inc.—$13.94M483,8482.9%
SCHWAB CHARLES CORP—$17.62M176,3813.6%
Alphabet Inc.—$20.29M64,6574.2%
Markel Group Inc—$28.42M13,2225.8%
Warren E. Buffett—$29.58M58,8466.1%
FAIRFAX FINL HLDGS LTD F—$34.78M18,2497.1%
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