Poehling Capital Management, INC.
Top Portfolio Positions
123 positions ·
$396,956,646 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| FRFHF |
Fairfax Financial Holdings Ltd/ Can
Financial Services
|
18,649 | $31,740,598 | 8.00% |
| MKL |
Markel Group Inc.
Financial Services
|
13,433 | $25,711,700 | 6.48% |
| SCHW |
Schwab Charles Corp
Financial Services
|
176,250 | $16,563,975 | 4.17% |
| FISV |
Fiserv Inc
|
224,501 | $12,527,155 | 3.16% |
| AAPL |
Apple Inc.
Technology
|
46,960 | $11,917,978 | 3.00% |
| PEP |
Pepsico Inc
Consumer Defensive
|
76,129 | $11,822,072 | 2.98% |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
137,815 | $10,971,452 | 2.76% |
| CNNE |
Cannae Holdings, Inc.
Consumer Cyclical
|
954,190 | $10,849,140 | 2.73% |
| VTRS |
Viatris Inc
Healthcare
|
674,632 | $9,114,278 | 2.30% |
| HSY |
Hershey Co
Consumer Defensive
|
35,547 | $7,389,865 | 1.86% |
Holdings in FTI
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,735,716 | 25,108 | Shares | Sole | 2026-04-21 | |
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