Poehling Capital Management, INC.

CIK

1730815

City

Madison

State / Country

Stock

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%

25 quarters · across all stocks

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25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,061,022	122,632	-0.3%	Shares	Sole	2026-04-21
2025-12-31	$7,622,000	122,995	-0.7%	Shares	Sole	2026-02-06
2025-09-30	$8,100,108	123,817	-0.4%	Shares	Sole	2025-11-05
2025-06-30	$6,800,428	124,345	+4.7%	Shares	Sole	2025-08-11
2025-03-31	$6,362,401	118,768	+1.9%	Shares	Sole	2025-05-02
2024-12-31	$9,137,363	116,548	-1.4%	Shares	Sole	2025-02-18
2024-09-30	$7,275,702	118,208	-1.7%	Shares	Sole	2024-11-13
2024-06-30	$5,981,997	120,217	-1.7%	Shares	Sole	2024-08-09
2024-03-31	$5,392,592	122,281	-0.1%	Shares	Sole	2024-05-10
2023-12-31	$4,946,022	122,396	-0.4%	Shares	Sole	2024-02-13
2023-09-30	$4,503,511	122,946	+0.5%	Shares	Sole	2023-11-15
2023-06-30	$4,056,591	122,297	+0.3%	Shares	Sole	2023-08-14
2023-03-31	$3,871,581	121,978	-0.4%	Shares	Sole	2023-05-11
2022-12-31	$4,013,713	122,472	-1.1%	Shares	Sole	2023-02-13
2022-09-30	$3,494,201	123,896	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$3,319,185	125,701	-0.1%	Shares	Sole	2022-08-09
2022-03-31	$3,953,311	125,880	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$4,654,740	125,486	-1.4%	Shares	Sole	2022-01-10
2021-09-30	$4,515,444	127,206	-0.0%	Shares	Sole	2021-11-12
2021-06-30	$4,160,173	127,238	+1.3%	Shares	Sole	2021-08-13
2021-03-31	$3,612,893	125,551	-1.8%	Shares	Sole	2021-05-11
2020-12-31	$3,006,425	127,834	-0.5%	Shares	Sole	2021-02-16
2020-09-30	$2,209,885	128,419	-0.4%	Shares	Sole	2020-11-10
2020-06-30	$1,917,308	128,971	-2.2%	Shares	Sole	2020-08-13
2020-03-31	$1,724,127	131,927	—	Shares	Sole	2020-05-06
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