Poehling Capital Management, INC.

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
FAIRFAX FINL HLDGS LTD F	—	$34.78M	18,249	7.1%
Warren E. Buffett	—	$29.58M	58,846	6.1%
Markel Group Inc	—	$28.42M	13,222	5.8%
Alphabet Inc.	—	$20.29M	64,657	4.2%
SCHWAB CHARLES CORP	—	$17.62M	176,381	3.6%
Warner Bros. Discovery, Inc.	—	$13.94M	483,848	2.9%
FISERV INC	—	$13.88M	206,656	2.8%
WELLS FARGO & COMPANY/MN	—	$12.90M	138,412	2.6%
Apple Inc.	—	$12.41M	45,665	2.5%
Cannae Holdings, Inc.	—	$10.25M	651,696	2.1%
PEPSICO INC	—	$10.10M	70,349	2.1%
ALIMENTATION COUCHE-TA F CLASS A	—	$9.88M	180,905	2.0%
Paramount Skydance CorpPSKY	Common Stock	$8.57M	639,756	1.8%
Viatris Inc	—	$8.43M	677,299	1.7%
MICROSOFT CORP	—	$8.35M	17,257	1.7%
Mastercard Inc	—	$8.29M	14,529	1.7%
DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS	—	$8.15M	94,498	1.7%
Amazon.com Inc	—	$7.81M	33,821	1.6%
Visa Inc	—	$7.80M	22,250	1.6%
Jefferies Financial Group Inc.	—	$7.62M	122,995	1.6%
CITIGROUP INC	—	$7.28M	62,411	1.5%
BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS	—	$6.80M	120,156	1.4%
HERSHEY CO	—	$6.67M	36,678	1.4%
Invesco Ltd.	—	$6.66M	253,381	1.4%
Medtronic plc	—	$6.14M	63,895	1.3%
Estee Lauder Cos Inc/The	—	$5.65M	53,950	1.2%
Alibaba Group Holding LtdBABA	ADR	$5.49M	37,424	1.1%
3M CO	—	$5.37M	33,516	1.1%
Walt Disney Co	—	$5.33M	46,846	1.1%
Affiliated Managers Group Inc	—	$5.25M	18,204	1.1%
Jackson Financial Inc.	—	$5.04M	47,304	1.0%
THE GOLDMAN SACHS GROUP, INC.	—	$4.79M	5,447	1.0%
Meta Platforms Inc	—	$4.18M	6,339	0.9%
CONSTELLATION BRANDS, INC.	—	$4.18M	30,281	0.9%
SCHWAB US LARGE CAP ETF	—	$4.08M	151,707	0.8%
OCCIDENTAL PETROLEUM CORP /DE	—	$4.08M	99,262	0.8%
KKR & CO INC	—	$4.02M	31,559	0.8%
Centene Corp	—	$3.98M	96,598	0.8%
Marathon Petroleum Corp	—	$3.96M	24,332	0.8%
Jazz Pharmaceuticals PLC	—	$3.86M	22,689	0.8%
TARGET CORP	—	$3.75M	38,377	0.8%
Keurig Dr Pepper Inc	—	$3.49M	124,467	0.7%
BANK OF AMERICA CORP /DE	—	$3.10M	56,407	0.6%
HF Sinclair Corp	—	$3.05M	66,279	0.6%
UNITEDHEALTH GROUP INC	—	$2.99M	9,063	0.6%
BRISTOL MYERS SQUIBB CO	—	$2.91M	53,958	0.6%
FIRST BUSINESS FINANCIAL SERVICES, INC.	—	$2.84M	52,327	0.6%
TRUIST FINANCIAL CORP	—	$2.84M	57,617	0.6%
PETROLEO BRASILEIRO S.A. PETROBRAS	—	$2.83M	239,046	0.6%
Bank of New York Mellon Corp/The	—	$2.80M	24,112	0.6%