CIK 1730815
Poehling Capital Management, INC.
Institutional 13F holdings & portfolio
Holdings
141
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 141
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FRFHF | FAIRFAX FINL HLDGS LTD F | 18K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY CLASS CLASS B | 59K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 13K | $1M+ | SH |
| GOOG | ALPHABET INC CLASS CLASS C | 65K | $1M+ | SH |
| SCHW | CHARLES SCHWAB CORP | 176K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY IN TENDER OFFER EXP: 01/21/26 | 484K | $1M+ | SH |
| FISV | FISERV INC | 207K | $1M+ | SH |
| WFC | WELLS FARGO & CO | 138K | $1M+ | SH |
| AAPL | APPLE INC | 46K | $1M+ | SH |
| CNNE | CANNAE HLDGS INC | 652K | $1M+ | SH |
| PEP | PEPSICO INC | 70K | $1M+ | SH |
| — | ALIMENTATION COUCHE-TA F CLASS A | 181K | $1M+ | SH |
| PSKY | PARAMOUNT SKYDANCE CORP CLASS B | 640K | $1M+ | SH |
| VTRS | VIATRIS INC | 677K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 17K | $1M+ | SH |
| MA | MASTERCARD INC CLASS CLASS A | 15K | $1M+ | SH |
| DEO | DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS | 94K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 34K | $1M+ | SH |
| V | VISA INC CLASS CLASS A | 22K | $1M+ | SH |
| JEF | JEFFERIES FINL GROUP INC | 123K | $1M+ | SH |
| C | CITIGROUP INC | 62K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 120K | $1M+ | SH |
| HSY | HERSHEY CO | 37K | $1M+ | SH |
| IVZ | INVESCO LTD F | 253K | $1M+ | SH |
| MDT | MEDTRONIC PLC F | 64K | $1M+ | SH |
| EL | LAUDER ESTEE COS INC CLASS CLASS A | 54K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS | 37K | $1M+ | SH |
| MMM | 3M CO | 34K | $1M+ | SH |
| DIS | DISNEY WALT CO | 47K | $1M+ | SH |
| AMG | AFFILIATED MANAGERS GROU | 18K | $1M+ | SH |
| JXN | JACKSON FINL INC CLASS A | 47K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 5K | $1M+ | SH |
| META | META PLATFORMS INC CLASS A | 6K | $1M+ | SH |
| STZ | CONSTELLATION BRANDS INC CLASS CLASS A | 30K | $1M+ | SH |
| SCHX | SCHWAB US LARGE CAP ETF | 152K | $1M+ | SH |
| OXY | OCCIDENTAL PETE CORP | 99K | $1M+ | SH |
| KKR | KKR & CO INC | 32K | $1M+ | SH |
| CNC | CENTENE CORP DEL | 97K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 24K | $1M+ | SH |
| JAZZ | JAZZ PHARMACEUTICALS P F | 23K | $1M+ | SH |
| TGT | TARGET CORP EQUITY CLASS EQUITY | 38K | $1M+ | SH |
| KDP | KEURIG DR PEPPER INC | 124K | $1M+ | SH |
| BAC | BANK OF AMERICA CORP | 56K | $1M+ | SH |
| DINO | HF SINCLAIR CORP | 66K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 9K | $1M+ | SH |
| BMY | BRISTOL MYERS SQUIBB CO | 54K | $1M+ | SH |
| FBIZ | FIRST BUSINESS FINL SVCS | 52K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 58K | $1M+ | SH |
| PBR | PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS | 239K | $1M+ | SH |
| BK | BANK NEW YORK MELLON COR | 24K | $1M+ | SH |