Poehling Capital Management, LLC 13F Holdings

CIK 02818383 · Madison, WI

As of Sep 30, 2024, Poehling Capital Management, LLC reported 134 positions worth $391.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services61,332$28.2M7.22%
FAIRFAX FINANCIAL HOLDINGSFRFHF—18,077$22.8M5.84%
MARKEL GROUP INCMKLFinancial Services12,615 9.8M5.06%
APPLE INCAAPLTechnology63,340 4.8M3.77%
CANNAE HOLDINGS INCCNNEConsumer Cyclical721,888 3.8M3.52%
SCHWAB CHARLES CORPSCHWEquity179,221 1.6M2.97%
ALPHABET INCGOOGEquity61,614 0.3M2.63%
MICROSOFT CORPMSFTTechnology23,270 0.0M2.56%
3M COMMMIndustrials69,070$9.4M2.41%
FIDELITY NATIONAL INFORMATION SERVICES INCFISTechnology99,417$8.3M2.13%
WELLS FARGO & COMPANYWFCFinancial Services144,254$8.1M2.08%
VIATRIS INCVTRSHealthcare661,494$7.7M1.96%
MASTERCARD INCMAFinancial Services14,801$7.3M1.87%
JEFFERIES FINANCIAL GROUP INCJEFFinancial Services118,208$7.3M1.86%
DIAGEO PLCDEOConsumer Defensive50,404$7.1M1.81%
MEDTRONIC PLCMDTHealthcare69,802$6.3M1.61%
VISA INC-CLASS A SHARESVFinancial Services22,551$6.2M1.59%
WARNER BROS DISCOVERY INCWBDCommunication Services742,366$6.1M1.57%
AMAZON.COM INCAMZNEquity32,594$6.1M1.55%
ORGANON & COOGNHealthcare309,754$5.9M1.52%
OCCIDENTAL PETROLEUM CORPOXYEnergy111,358$5.7M1.47%
WALT DISNEY CODISCommunication Services52,401$5.0M1.29%
JACKSON FINANCIAL INCJXNFinancial Services52,512$4.8M1.22%
STARBUCKS CORPSBUXConsumer Cyclical48,995$4.8M1.22%
PARAMOUNT GLOBALPARAACommunication Services423,700$4.5M1.15%