Poehling Capital Management, INC.
154 holdingsFiling period: 2026-03-31Current AUM: $522.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FRFHF | FAIRFAX FINL HLDGS LTD F | 18.6K | $31.8M | $31.8M | 6.09% | +400 | 2026-03-31 |
| 2 | BRK-B | BERKSHIRE HATHAWAY CLASS B | 59.7K | $28.6M | $28.6M | 5.48% | +861 | 2026-03-31 |
| 3 | MKL | MARKEL GROUP INC | 13.4K | $25.7M | $25.3M | 4.84% | +211 | 2026-03-31 |
| 4 | GOOG | ALPHABET INC CLASS CLASS C | 64.3K | $18.4M | $22.9M | 4.39% | -387 | 2026-03-31 |
| 5 | SCHW | CHARLES SCHWAB CORP | 176.3K | $16.6M | $18.5M | 3.55% | -131 | 2026-03-31 |
| 6 | FISV | FISERV INC | 224.5K | $12.5M | $12.1M | 2.32% | +17.8K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 47.0K | $11.9M | $14.5M | 2.78% | +1.3K | 2026-03-31 |
| 8 | PEP | PEPSICO INC | 76.1K | $11.8M | $10.6M | 2.04% | +5.8K | 2026-03-31 |
| 9 | WFC | WELLS FARGO & CO | 137.8K | $11.0M | $11.9M | 2.28% | -597 | 2026-03-31 |
| 10 | CNNE | CANNAE HLDGS INC | 954.2K | $10.8M | $13.9M | 2.66% | +302.5K | 2026-03-31 |
| 11 | — | ALIMENTATION COUCHE-TA F CLASS A | 181.6K | $10.3M | $10.3M | 1.97% | +666 | 2026-03-31 |
| 12 | VTRS | VIATRIS INC | 674.6K | $9.1M | $11.8M | 2.27% | -2,667 | 2026-03-31 |
| 13 | HSY | HERSHEY CO | 35.5K | $7.4M | $6.2M | 1.19% | -1,131 | 2026-03-31 |
| 14 | MA | MASTERCARD INC CLASS CLASS A | 14.5K | $7.2M | $8.3M | 1.59% | -33 | 2026-03-31 |
| 15 | DEO | DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS | 97.1K | $7.2M | $8.5M | 1.64% | +2.6K | 2026-03-31 |
| 16 | C | CITIGROUP INC | 62.4K | $7.1M | $8.3M | 1.58% | -27 | 2026-03-31 |
| 17 | AMZN | AMAZON.COM INC | 33.8K | $7.0M | $9.2M | 1.76% | -45 | 2026-03-31 |
| 18 | BTI | BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 119.6K | $7.0M | $7.3M | 1.39% | -576 | 2026-03-31 |
| 19 | V | VISA INC CLASS CLASS A | 22.2K | $6.7M | $8.1M | 1.56% | -72 | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 17.6K | $6.5M | $8.2M | 1.56% | +322 | 2026-03-31 |
| 21 | OXY | OCCIDENTAL PETE CORP | 98.8K | $6.4M | $5.6M | 1.08% | -417 | 2026-03-31 |
| 22 | — | INVESCO LTD F | 253.0K | $6.1M | $6.1M | 1.18% | -382 | 2026-03-31 |
| 23 | MPC | MARATHON PETE CORP | 24.2K | $5.9M | $7.7M | 1.47% | -112 | 2026-03-31 |
| 24 | CRM | SALESFORCE INC | 31.5K | $5.9M | $5.8M | 1.11% | +22.1K | 2026-03-31 |
| 25 | — | MEDTRONIC PLC F | 63.7K | $5.5M | $5.5M | 1.06% | -237 | 2026-03-31 |
← Scroll →
Page 1 of 7