Institutional Manager · CIK 0001730815
Poehling Capital Management, INC.
Madison, WI · File #028-18383
Latest AUM
$488.7M
Positions
141
Top-10 Concentration
47.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025141 pos · $488.7M
- 13F HOLDINGS REPORTQ/E Sep 2025136 pos · $475.8M
- 13F HOLDINGS REPORTQ/E Jun 2025135 pos · $428.1M
- 13F HOLDINGS REPORTQ/E Mar 2025131 pos · $395.2M
- 13F HOLDINGS REPORTQ/E Dec 2024135 pos · $406.5M
- 13F HOLDINGS REPORTQ/E Sep 2024134 pos · $391.1M
- 13F HOLDINGS REPORTQ/E Jun 2024130 pos · $365.4M
- 13F HOLDINGS REPORTQ/E Mar 2024130 pos · $373.3M
- 13F HOLDINGS REPORTQ/E Dec 2023125 pos · $285.8M
- 13F HOLDINGS REPORTQ/E Sep 2023124 pos · $296.0M
- 13F HOLDINGS REPORTQ/E Jun 2023123 pos · $296.7M
- 13F HOLDINGS REPORTQ/E Mar 2023122 pos · $267.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | FAIRFAX FINL HLDGS LTD F | FRFFF | 18,249 | $34.8M | 8.43% |
| 2 | BERKSHIRE HATHAWAY CLASS CLASS B | BRK-A | 58,846 | $29.6M | 7.17% |
| 3 | MARKEL GROUP INC | MKL | 13,222 | $28.4M | 6.89% |
| 4 | ALPHABET INC CLASS CLASS C | GOOG | 64,657 | $20.3M | 4.92% |
| 5 | CHARLES SCHWAB CORP | SCHW-PJ | 176,381 | $17.6M | 4.27% |
| 6 | WARNER BROS DISCOVERY IN TENDER OFFER EXP: 01/21/26 | WBD | 483,848 | $13.9M | 3.38% |
| 7 | FISERV INC | FISV | 206,656 | $13.9M | 3.37% |
| 8 | WELLS FARGO & CO | 949746101 | 138,412 | $12.9M | 3.13% |
| 9 | APPLE INC | AAPL | 45,665 | $12.4M | 3.01% |
| 10 | CANNAE HLDGS INC | CNNE | 651,696 | $10.3M | 2.49% |
| 11 | PEPSICO INC | PEP | 70,349 | $10.1M | 2.45% |
| 12 | ALIMENTATION COUCHE-TA F CLASS A | 002011646 | 180,905 | $9.9M | 2.40% |
| 13 | PARAMOUNT SKYDANCE CORP CLASS B | PSKY | 639,756 | $8.6M | 2.08% |
| 14 | VIATRIS INC | VTRS | 677,299 | $8.4M | 2.04% |
| 15 | MICROSOFT CORP | MSFT | 17,257 | $8.3M | 2.02% |
| 16 | MASTERCARD INC CLASS CLASS A | MA | 14,529 | $8.3M | 2.01% |
| 17 | DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS | DGEAF | 94,498 | $8.2M | 1.98% |
| 18 | AMAZON.COM INC | AMZN | 33,821 | $7.8M | 1.89% |
| 19 | VISA INC CLASS CLASS A | V | 22,250 | $7.8M | 1.89% |
| 20 | JEFFERIES FINL GROUP INC | 47233W109 | 122,995 | $7.6M | 1.85% |