Poehling Capital Management, INC. 13F Holdings · Q2 2026
Poehling Capital Management, INC. reported 166 securities worth $466.25M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRKB (6.64%), MKL (5.72%), GOOG (4.80%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $30.9M | 6.64% | 61,850 | Added |
| 2 | MKL | MARKEL GROUP INC | $26.7M | 5.72% | 13,657 | Added |
| 3 | GOOG | ALPHABET INC | $22.4M | 4.80% | 63,278 | Trimmed |
| 4 | SCHW | SCHWAB CHARLES CORP | $16.6M | 3.56% | 179,671 | Added |
| 5 | CNNE | CANNAE HLDGS INC | $13.8M | 2.97% | 960,109 | Added |
| 6 | AAPL | APPLE INC | $13.7M | 2.93% | 47,180 | Added |
| 7 | FISV | FISERV INC | $12.0M | 2.57% | 244,684 | Added |
| 8 | WFC | WELLS FARGO & CO | $11.7M | 2.50% | 141,178 | Added |
| 9 | VTRS | VIATRIS INC | $10.7M | 2.29% | 672,250 | Trimmed |
| 10 | PEP | PEPSICO INC | $10.4M | 2.22% | 76,601 | Added |
| 11 | C | CITIGROUP INC | $8.7M | 1.86% | 61,847 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $7.6M | 1.64% | 31,986 | Trimmed |
| 13 | V | VISA INC | $7.6M | 1.63% | 22,114 | Trimmed |
| 14 | DEO | DIAGEO PLC | $7.5M | 1.60% | 92,840 | Trimmed |
| 15 | MA | MASTERCARD INCORPORATED | $7.5M | 1.60% | 14,547 | Added |
| 16 | BTI | BRITISH AMERN TOB PLC | $7.4M | 1.58% | 119,094 | Trimmed |
| 17 | CRM | SALESFORCE INC | $6.6M | 1.42% | 42,243 | Added |
| 18 | IVZ | INVESCO LTD | $6.6M | 1.42% | 251,429 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $6.5M | 1.40% | 17,480 | Trimmed |
| 20 | CNC | CENTENE CORP DEL | $6.2M | 1.33% | 96,481 | Trimmed |
| 21 | HSY | HERSHEY CO | $6.2M | 1.33% | 35,266 | Trimmed |
| 22 | MPC | MARATHON PETE CORP | $6.2M | 1.32% | 24,149 | Trimmed |
| 23 | AMG | AFFILIATED MANAGERS GROUP | $6.1M | 1.31% | 18,047 | Trimmed |
| 24 | JEF | JEFFERIES FINANCIAL GROUP IN | $6.1M | 1.31% | 122,355 | Trimmed |
| 25 | PSKY | PARAMOUNT SKYDANCE CORP | $6.1M | 1.30% | 616,998 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR