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 PSKY
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,469,728 | 606,400 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,572,730 | 639,756 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,003,453 | 634,432 | Shares | Sole | 2025-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||