Poehling Capital Management, INC. 13F Holdings

CIK 0001730815 · Madison, WI

As of Sep 30, 2025, Poehling Capital Management, INC. reported 136 positions worth $475.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
FAIRFAX FINANCIAL HOLDINGSFRFHF—18,198$31.8M6.69%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services58,833$29.6M6.22%
MARKEL GROUP INCMKLFinancial Services13,175$25.2M5.29%
WARNER BROS DISCOVERY INCWBDCommunication Services905,680 7.7M3.72%
SCHWAB CHARLES CORPSCHWEquity176,774 6.9M3.55%
ALPHABET INCGOOGEquity64,699 5.8M3.31%
CANNAE HOLDINGS INCCNNEConsumer Cyclical835,279 5.3M3.21%
MICROSOFT CORPMSFTTechnology23,267 2.1M2.53%
PARAMOUNT SKYDANCE CORPPSKYCommunication Services634,432 2.0M2.52%
APPLE INCAAPLTechnology46,039 1.7M2.46%
WELLS FARGO & COMPANYWFCFinancial Services139,184 1.7M2.45%
3M COMMMIndustrials67,171 0.4M2.19%
PEPSICO INCPEPConsumer Defensive70,348$9.9M2.08%
MASTERCARD INCMAFinancial Services14,601$8.3M1.75%
JEFFERIES FINANCIAL GROUP INCJEFFinancial Services123,817$8.1M1.70%
VISA INC-CLASS A SHARESVFinancial Services22,281$7.6M1.60%
AMAZON.COM INCAMZNEquity32,994$7.2M1.52%
HERSHEY COHSYConsumer Defensive36,689$6.9M1.44%
ALIMENTATION COUCHE-TA F CLASS A——126,350$6.7M1.41%
VIATRIS INCVTRSHealthcare677,491$6.7M1.41%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical36,988$6.6M1.39%
BRITISH AMERICAN TOBACCO PLCBTIConsumer Defensive120,554$6.4M1.35%
CITIGROUP INCCFinancial Services62,547$6.3M1.33%
MEDTRONIC PLCMDTHealthcare64,205$6.1M1.29%
WALT DISNEY CODISCommunication Services51,766$5.9M1.25%