Poehling Capital Management, INC.

Position in CNNE — Cannae Holdings, Inc.

CIK 1730815 Madison, WI

Position in CNNE

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$10,849,140

+$597,962 QoQ

Shares Held

954,190

+46.4% QoQ

Ownership

2.17%

of shares outstanding

% of Portfolio

2.56%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Poehling Capital Management, INC. holds $11,673,682 across 3 Restaurants names. CNNE ranks #1 (92.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNNE	Cannae Holdings, Inc. This page	954,190	$10,849,140
2	MCD	Mcdonalds Corp	1,454	$451,888
3	CBRL	Cracker Barrel Old Country Store, Inc	13,257	$372,654

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,849,140	954,190	+46.4%	Shares	Sole	2026-04-21
2025-12-31	$10,251,178	651,696	-22.0%	Shares	Sole	2026-02-06
2025-09-30	$15,293,958	835,279	+1.5%	Shares	Sole	2025-11-05
2025-06-30	$17,152,023	822,639	+6.4%	Shares	Sole	2025-08-11
2025-03-31	$14,178,071	773,490	+6.9%	Shares	Sole	2025-05-02
2024-12-31	$14,368,014	723,465	+0.2%	Shares	Sole	2025-02-18
2024-09-30	$13,759,185	721,888	+1.0%	Shares	Sole	2024-11-13
2024-06-30	$12,970,880	715,043	+0.8%	Shares	Sole	2024-08-09
2024-03-31	$15,768,582	709,019	+59.4%	Shares	Sole	2024-05-10
2023-12-31	$8,678,165	444,806	+8.9%	Shares	Sole	2024-02-13
2023-09-30	$7,616,583	408,615	+20.1%	Shares	Sole	2023-11-15
2023-06-30	$6,877,725	340,313	+8.4%	Shares	Sole	2023-08-14
2023-03-31	$6,336,358	313,992	+4.7%	Shares	Sole	2023-05-11
2022-12-31	$6,195,371	300,018	-9.9%	Shares	Sole	2023-02-13
2022-09-30	$6,878,643	332,945	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$6,473,446	334,718	-0.4%	Shares	Sole	2022-08-09
2022-03-31	$8,037,000	335,995	+19.7%	Shares	Sole	2022-05-16
2021-12-31	$9,864,214	280,632	+1.0%	Shares	Sole	2022-01-10
2021-09-30	$8,645,500	277,901	+16.0%	Shares	Sole	2021-11-12
2021-06-30	$8,124,937	239,603	+6.2%	Shares	Sole	2021-08-13
2021-03-31	$8,940,332	225,652	+3.9%	Shares	Sole	2021-05-11
2020-12-31	$9,613,141	217,148	+0.2%	Shares	Sole	2021-02-16
2020-09-30	$8,075,061	216,722	+4.8%	Shares	Sole	2020-11-10
2020-06-30	$8,498,945	206,787	+10.6%	Shares	Sole	2020-08-13
2020-03-31	$6,261,792	186,975	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.