§ 13F · FUND PROFILE
Poehling Capital Management, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $476M (13F)Positions · 136Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FRFHF | FAIRFAX FINL HLDGS LTD F | 19K | $32M | 6.7% | +2% |
| 2 | BRK/B | BERKSHIRE HATHAWAY CLASS B | 60K | $29M | 6.0% | +1% |
| 3 | MKL | MARKEL GROUP INC | 13K | $26M | 5.4% | +2% |
| 4 | GOOG | ALPHABET INC CLASS CLASS C | 64K | $18M | 3.9% | −1% |
| 5 | SCHW | CHARLES SCHWAB CORP | 176K | $17M | 3.5% | ±0% |
| 6 | FISV | FISERV INC | 225K | $13M | 2.6% | +9% |
| 7 | AAPL | APPLE INC | 47K | $12M | 2.5% | +3% |
| 8 | PEP | PEPSICO INC | 76K | $12M | 2.5% | +8% |
| 9 | WFC | WELLS FARGO & CO | 138K | $11M | 2.3% | ±0% |
| 10 | CNNE | CANNAE HLDGS INC | 954K | $11M | 2.3% | +46% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE POEHLING SIGNAL
AC read
Poehling Capital Management, INC. is a Other fund managing $476 million in assets. The fund runs a portfolio of 136 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed