Poehling Capital Management, INC.

Position in DIS — Walt Disney Co

CIK 1730815 Madison, WI

Position in DIS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,465,807

-$47,186 QoQ

Shares Held

46,398

-0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#733

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Poehling Capital Management, INC. holds $17,212,669 across 5 Entertainment names. DIS ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSKY	Paramount Skydance Corp	616,998	$6,083,600
2	DIS	Walt Disney Co This page	46,398	$4,465,807
3	SPHR	Sphere Entertainment Co.	17,386	$3,008,299
4	NFLX	Netflix Inc	40,343	$2,880,490
5	WBD	Warner Bros. Discovery, Inc.	29,050	$774,473

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,465,807	46,398	-0.9%	Shares	Sole	2026-07-20
2026-03-31	$4,512,993	46,825	-0.0%	Shares	Sole	2026-04-21
2025-12-31	$5,329,669	46,846	-9.5%	Shares	Sole	2026-02-06
2025-09-30	$5,927,207	51,766	-2.8%	Shares	Sole	2025-11-05
2025-06-30	$6,605,268	53,264	+2.1%	Shares	Sole	2025-08-11
2025-03-31	$5,148,093	52,159	-0.4%	Shares	Sole	2025-05-02
2024-12-31	$5,833,849	52,392	-0.0%	Shares	Sole	2025-02-18
2024-09-30	$5,040,452	52,401	+3.3%	Shares	Sole	2024-11-13
2024-06-30	$5,038,669	50,747	-1.7%	Shares	Sole	2024-08-09
2024-03-31	$6,315,244	51,612	+1.1%	Shares	Sole	2024-05-10
2023-12-31	$4,611,561	51,075	+5.4%	Shares	Sole	2024-02-13
2023-09-30	$3,928,007	48,464	+27.8%	Shares	Sole	2023-11-15
2023-06-30	$3,384,336	37,907	-6.9%	Shares	Sole	2023-08-14
2023-03-31	$4,075,291	40,700	+89.2%	Shares	Sole	2023-05-11
2022-12-31	$1,868,615	21,508	+90.4%	Shares	Sole	2023-02-13
2022-09-30	$1,065,363	11,294	+137.8%	Shares	Sole	2022-11-14
2022-06-30	$448,305	4,749	0.0%	Shares	Sole	2022-08-09
2022-03-31	$651,372	4,749	+5.0%	Shares	Sole	2022-05-16
2021-12-31	$700,412	4,522	0.0%	Shares	Sole	2022-01-10
2021-09-30	$764,986	4,522	-6.2%	Shares	Sole	2021-11-12
2021-06-30	$847,562	4,822	-56.9%	Shares	Sole	2021-08-13
2021-03-31	$2,064,225	11,187	-3.0%	Shares	Sole	2021-05-11
2020-12-31	$2,089,367	11,532	+1.2%	Shares	Sole	2021-02-16
2020-09-30	$1,414,387	11,399	-3.7%	Shares	Sole	2020-11-10
2020-06-30	$1,320,278	11,840	-3.5%	Shares	Sole	2020-08-13
2020-03-31	$1,185,088	12,268	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.