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
-0.87%
+8.88%
1,064,623.6
Insurance
FRFHF 		Fairfax Financial Holdings Ltd
18,111
26,185.6
+0.27%
6.630
+0.02%
0.080
+17.00%
+20.96%
37,239.2
Insurance
MKL 		Markel Group Inc
12,911
24,138.5
+0.46%
6.110
+0.03%
0.100
+3.29%
+13.74%
24,906.3
Insurance
CNNE 		Cannae Holdings Inc
773,490
14,178.1
+6.91%
3.590
+0.23%
1.230
+7.29%
-1.95%
1,214.3
Restaurants
SCHW 		Charles Schwab Corp
178,801
13,996.5
+0.02%
3.540
0%
0.010
+17.17%
+20.02%
160,347.6
Capital Markets
WFC 		Wells Fargo & Co
142,382
10,221.6
-0.52%
2.590
-0.01%
0.000
+5.64%
+9.81%
248,391.7
Banks
GOOG 		Alphabet Inc
64,816
10,126.2
+0.35%
2.560
+0.01%
0.000
+0.52%
-8.04%
2,111,608.1
Interactive Media
MMM 		3M Co
68,145
10,007.8
-1.24%
2.530
-0.03%
0.010
-0.50%
+13.82%
78,305.4
Conglomerates
MSFT 		Microsoft Corp
23,174
8,699.4
-0.29%
2.200
-0.01%
0.000
+18.73%
+12.03%
3,496,120.0
Software
MA 		Mastercard Inc
14,760
8,090.3
-0.21%
2.050
0%
0.000
+7.50%
+12.41%
535,877.4
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 Inc2025-03-31Sold Out
-3.90%
●
209.68 ($231.67) 247.1
$203.92
-11.98%
Sold Out
0
-63,313
HSY 		The Hershey Co2025-03-31Add
+0.79%
●
144.74 ($163.72) 186.36
$161.75
-1.20%
Add 96.44%
36,877
18,104
TGT 		Target Corp2025-03-31Add
+0.58%
●
103.65 ($124.98) 142.5
$97.32
-22.13%
Add 211.16%
32,638
22,149
SOLV 		Solventum Corp2025-03-31Sold Out
-0.50%
●
65.93 ($74.47) 84.04
$74.84
0.50%
Sold Out
0
-30,551
EL 		The Estee Lauder Companies Inc2025-03-31Add
+0.35%
●
64.26 ($72.33) 85.48
$68.46
-5.35%
Add 65.84%
52,245
20,741
BRK.B 		Berkshire Hathaway Inc2025-03-31Reduce
-0.33%
●
442.66 ($486.15) 534.52
$493.53
1.52%
Reduce -4.81%
58,373
-2,950
SBUX 		Starbucks Corp2025-03-31Reduce
-0.32%
●
92.17 ($103.37) 115.81
$89.64
-13.28%
Reduce -33.74%
28,253
-14,384
PEP 		PepsiCo Inc2025-03-31Add
+0.30%
●
142.64 ($148.84) 156.42
$130.03
-12.64%
Add 72.68%
18,580
7,820
EG 		Everest Group Ltd2025-03-31New Buy
+0.29%
●
331.58 ($353.38) 373
$346.18
-2.04%
New holding
3,192
3,192
WBA 		Walgreens Boots Alliance Inc2025-03-31Sold Out
-0.27%
●
9.19 ($10.86) 12.93
$11.25
3.59%
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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