account_balance
Investment manager · 13F filer · SEC CIK 1730815
Poehling Capital Management, INC.
Reported value$466Mas of Jun 30, 2026
Positions166 31 new, 18 sold out
Top 10 weight36.2%BRK-B alone is 7%
FiledJul 2020 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
6.6%Added +4%
MKLMarkel Group Inc
5.7%
GOOGAlphabet Inc
4.8%
SCHWSchwab Charles Corp
3.6%
CNNECannae Hldgs Inc
3.0%
AAPLApple Inc
2.9%
FISVFiserv Inc
2.6%Added +9%
WFCWells Fargo & Co
2.5%Added +2%
VTRSViatris Inc
2.3%
PEPPepsico Inc
2.2%
CCitigroup Inc
1.9%
AMZNAmazon Com Inc
1.6%Trimmed −5%
BRK-BBerkshire Hathaway Inc
6.6%Added +4%
MKLMarkel Group Inc
5.7%
GOOGAlphabet Inc
4.8%
SCHWSchwab Charles Corp
3.6%
CNNE3.0%AAPL2.9%FISV2.6%WFC2.5%VTRS2.3%PEP2.2%C1.9%AMZN1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 6.6% Added +4%MKL Markel Group Inc 5.7% HeldGOOG Alphabet Inc 4.8% HeldSCHW Schwab Charles Corp 3.6% HeldCNNE Cannae Hldgs Inc 3.0% HeldAAPL Apple Inc 2.9% HeldFISV Fiserv Inc 2.6% Added +9%WFC Wells Fargo & Co 2.5% Added +2%VTRS Viatris Inc 2.3% HeldPEP Pepsico Inc 2.2% HeldC Citigroup Inc 1.9% HeldAMZN Amazon Com Inc 1.6% Trimmed −5%
What changed