§ 13F · FUND PROFILE
Poehling Capital Management, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $428.1T (13F)Positions · 135Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FRFHF | FAIRFAX FINL HLDGS LTD F | 18K | $34.8T | 7.1% | ±0% |
| 2 | BRK/B | BERKSHIRE HATHAWAY CLASS CLASS B | 59K | $29.6T | 6.1% | ±0% |
| 3 | MKL | MARKEL GROUP INC | 13K | $28.4T | 5.8% | ±0% |
| 4 | GOOG | ALPHABET INC CLASS CLASS C | 65K | $20.3T | 4.2% | ±0% |
| 5 | SCHW | CHARLES SCHWAB CORP | 176K | $17.6T | 3.6% | ±0% |
| 6 | WBD | WARNER BROS DISCOVERY IN TENDER OFFER EXP: 01/21/26 | 484K | $13.9T | 2.9% | −47% |
| 7 | FISV | FISERV INC | 207K | $13.9T | 2.8% | — |
| 8 | WFC | WELLS FARGO & CO | 138K | $12.9T | 2.6% | −1% |
| 9 | AAPL | APPLE INC | 46K | $12.4T | 2.5% | −1% |
| 10 | CNNE | CANNAE HLDGS INC | 652K | $10.3T | 2.1% | −22% |
§ 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 $428134.8 trillion in assets. The fund runs a portfolio of 135 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed