§ 13F · FUND PROFILE
Poehling Capital Management, INC..
AUM · $466M (13F)Positions · 166Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 62K | $31M | 6.6% | +4% |
| 2 | MKL | MARKEL GROUP INC | 14K | $27M | 5.7% | +2% |
| 3 | GOOG | ALPHABET INC | 63K | $22M | 4.8% | −2% |
| 4 | SCHW | SCHWAB CHARLES CORP | 180K | $17M | 3.6% | +2% |
| 5 | CNNE | CANNAE HLDGS INC | 960K | $14M | 3.0% | +1% |
| 6 | AAPL | APPLE INC | 47K | $14M | 2.9% | ±0% |
| 7 | FISV | FISERV INC | 245K | $12M | 2.6% | +9% |
| 8 | WFC | WELLS FARGO & CO | 141K | $12M | 2.5% | +2% |
| 9 | VTRS | VIATRIS INC | 672K | $11M | 2.3% | ±0% |
| 10 | PEP | PEPSICO INC | 77K | $10M | 2.2% | +1% |
§ 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 $466 million in assets. The fund runs a portfolio of 166 positions.
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