PC

Poehling Capital Management, INC.

13F
Poehling Capital Management, INC.
Last update 2025-05-02 132 Stocks (3 new)
Value $395.00 Mil Turnover 3 %
Countries:
Top Holdings: BRK.B(7.87%)FRFHF(6.63%)MKL(6.11%)CNNE(3.59%)SCHW(3.54%)
Summary Stock Picks Current Portfolio
Poehling Capital Management, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
58,373
31,088.3
-4.81%
7.870
-0.33%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
FRFHF
Fairfax Financial Holdings Ltd
18,111
26,185.6
+0.27%
6.630
+0.02%
0.080
+20.12%
+29.90%
39,888.4
Insurance
MKL
Markel Group Inc
12,911
24,138.5
+0.46%
6.110
+0.03%
0.100
+14.89%
+17.70%
25,772.7
Insurance
CNNE
Cannae Holdings Inc
773,490
14,178.1
+6.91%
3.590
+0.23%
1.230
+25.26%
+9.99%
1,353.7
Restaurants
SCHW
Charles Schwab Corp
178,801
13,996.5
+0.02%
3.540
0%
0.010
+26.21%
+30.29%
174,065.8
Capital Markets
WFC
Wells Fargo & Co
142,382
10,221.6
-0.52%
2.590
-0.01%
0.000
+25.30%
+16.01%
259,690.5
Banks
GOOG
Alphabet Inc
64,816
10,126.2
+0.35%
2.560
+0.01%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
MMM
3M Co
68,145
10,007.8
-1.24%
2.530
-0.03%
0.010
+18.26%
+19.87%
82,465.5
Conglomerates
MSFT
Microsoft Corp
23,174
8,699.4
-0.29%
2.200
-0.01%
0.000
+38.94%
+21.47%
3,790,969.0
Software
MA
Mastercard Inc
14,760
8,090.3
-0.21%
2.050
0%
0.000
+6.97%
+5.42%
501,860.7
Credit Services

Poehling Capital Management, INC.'s Historical Top Holdings Breakdowns

Poehling Capital Management, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Sold Out
Sold Out
-3.90%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Sold Out
0
-63,313
HSY
The Hershey Co
2025-03-31
Add
Add
+0.79%
●
144.74 ($163.72) 186.36
$171.29
4.62%
Add 96.44%
36,877
18,104
TGT
Target Corp
2025-03-31
Add
Add
+0.58%
●
103.65 ($124.98) 142.5
$103.46
-17.22%
Add 211.16%
32,638
22,149
SOLV
Solventum Corp
2025-03-31
Sold Out
Sold Out
-0.50%
●
65.93 ($74.47) 84.04
$73.28
-1.60%
Sold Out
0
-30,551
EL
The Estee Lauder Companies Inc
2025-03-31
Add
Add
+0.35%
●
64.26 ($72.33) 85.48
$87.21
20.57%
Add 65.84%
52,245
20,741
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-0.33%
●
442.66 ($486.15) 534.52
$473.80
-2.54%
Reduce -4.81%
58,373
-2,950
SBUX
Starbucks Corp
2025-03-31
Reduce
Reduce
-0.32%
●
92.17 ($103.37) 115.81
$93.80
-9.26%
Reduce -33.74%
28,253
-14,384
PEP
PepsiCo Inc
2025-03-31
Add
Add
+0.30%
●
142.64 ($148.84) 156.42
$143.24
-3.76%
Add 72.68%
18,580
7,820
EG
Everest Group Ltd
2025-03-31
New Buy
New Buy
+0.29%
●
331.58 ($353.38) 373
$333.07
-5.75%
New holding
3,192
3,192
WBA
Walgreens Boots Alliance Inc
2025-03-31
Sold Out
Sold Out
-0.27%
●
9.19 ($10.86) 12.93
$11.49
5.80%
Sold Out
0
-119,097

Poehling Capital Management, INC. Total Holding History ($B)

To

Poehling Capital Management, INC.'s Asset Allocation

To

Poehling Capital Management, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Poehling Capital Management, INC.'s Hypothetical Growth since 2025-03-31

Poehling Capital Management, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Poehling Capital Management, INC.'s Holdings Heat Map

Size field:

Poehling Capital Management, INC.'s Holdings Bubble Chart

Poehling Capital Management, INC. News

  • 1

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