Poehling Capital Management, Inc.
167 holdingsFiling period: 2026-06-30Current AUM: $499.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc Del | 61.9K | $30.9M | $30.9M | 6.20% | +2.1K | 2026-06-30 |
| 2 | MKL | Markel Group Inc | 13.7K | $26.7M | $25.6M | 5.12% | +224 | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 63.3K | $22.4M | $19.9M | 3.98% | -992 | 2026-06-30 |
| 4 | SCHW | Schwab Charles Corp | 179.7K | $16.6M | $16.1M | 3.23% | +3.4K | 2026-06-30 |
| 5 | CNNE | Cannae Hldgs Inc | 960.1K | $13.8M | $15.7M | 3.14% | +5.9K | 2026-06-30 |
| 6 | AAPL | Apple Inc | 47.2K | $13.7M | $16.2M | 3.25% | +220 | 2026-06-30 |
| 7 | FISV | Fiserv Inc | 244.7K | $12.0M | $11.8M | 2.37% | +20.2K | 2026-06-30 |
| 8 | WFC | Wells Fargo & Co | 141.2K | $11.7M | $11.7M | 2.34% | +3.4K | 2026-06-30 |
| 9 | VTRS | Viatris Inc | 672.3K | $10.7M | $12.3M | 2.46% | -2,382 | 2026-06-30 |
| 10 | PEP | Pepsico Inc | 76.6K | $10.4M | $10.4M | 2.08% | +472 | 2026-06-30 |
| 11 | C | Citigroup Inc | 61.8K | $8.7M | $7.5M | 1.50% | -537 | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc | 32.0K | $7.6M | $8.0M | 1.60% | -1,790 | 2026-06-30 |
| 13 | V | Visa Inc | 22.1K | $7.6M | $8.9M | 1.79% | -64 | 2026-06-30 |
| 14 | MA | Mastercard Incorporated | 14.5K | $7.5M | $8.9M | 1.79% | +51 | 2026-06-30 |
| 15 | DEO | Diageo PLC | 92.8K | $7.5M | $8.8M | 1.75% | -4,235 | 2026-06-30 |
| 16 | BTI | British Amern Tob PLC | 119.1K | $7.4M | $7.2M | 1.43% | -486 | 2026-06-30 |
| 17 | — | Invesco Ltd | 251.4K | $6.6M | $6.6M | 1.33% | -1,570 | 2026-06-30 |
| 18 | CRM | Salesforce Inc | 42.2K | $6.6M | $10.5M | 2.09% | +10.7K | 2026-06-30 |
| 19 | MSFT | Microsoft Corp | 17.5K | $6.5M | $9.3M | 1.86% | -99 | 2026-06-30 |
| 20 | CNC | Centene Corp Del | 96.5K | $6.2M | $6.6M | 1.31% | -574 | 2026-06-30 |
| 21 | HSY | Hershey Co | 35.3K | $6.2M | $5.9M | 1.19% | -281 | 2026-06-30 |
| 22 | MPC | Marathon Pete Corp | 24.1K | $6.2M | $11.4M | 2.28% | -71 | 2026-06-30 |
| 23 | JEF | Jefferies Financial Group in | 122.4K | $6.1M | $5.6M | 1.11% | -277 | 2026-06-30 |
| 24 | AMG | Affiliated Managers Group | 18.0K | $6.1M | $7.1M | 1.41% | -145 | 2026-06-30 |
| 25 | PSKY | Paramount Skydance Corp | 617.0K | $6.1M | $6.1M | 1.22% | +10.6K | 2026-06-30 |
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