Poehling Capital Management, INC.
Top Portfolio Positions
124 positions ·
$425,568,240 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FRFHF |
Fairfax Financial Holdings Ltd/ Can
Financial Services
|
18,649 | $31,740,598 | 7.46% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
59,707 | $28,611,594 | 6.72% | |
| MKL |
Markel Group Inc.
Financial Services
|
13,433 | $25,711,700 | 6.04% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
176,250 | $16,563,975 | 3.89% | |
| FISV |
Fiserv Inc
|
224,501 | $12,527,155 | 2.94% | |
| AAPL |
Apple Inc.
Technology
|
46,960 | $11,917,978 | 2.80% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
76,129 | $11,822,072 | 2.78% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
137,815 | $10,971,452 | 2.58% | |
| CNNE |
Cannae Holdings, Inc.
Consumer Cyclical
|
954,190 | $10,849,140 | 2.55% | |
| VTRS |
Viatris Inc
Healthcare
|
674,632 | $9,114,278 | 2.14% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BHC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $462,261 | 85,604 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $597,825 | 86,018 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $554,990 | 86,045 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $577,541 | 86,718 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $562,081 | 86,875 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $707,361 | 87,762 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $716,137 | 87,762 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $613,088 | 87,961 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $934,136 | 88,043 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $706,329 | 88,071 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $727,215 | 88,469 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $707,192 | 88,399 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $722,115 | 89,150 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $559,862 | 89,150 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $615,890 | 89,389 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $836,401 | 100,048 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,531,848 | 110,803 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,754,787 | 99,775 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $2,759,127 | 99,071 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,659,499 | 90,706 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,820,797 | 88,872 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,514,697 | 72,822 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $931,560 | 59,946 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $997,134 | 54,518 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $341,666 | 22,043 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||