Universe · entity
Poehling Capital Management, INC.
Institutional manager (13F) · CIK 1730815
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $388M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | FAIRFAX FINL HLDGS LTD F | $32M | 18,649 |
| 2 | BERKSHIRE HATHAWAY CLASS B | $29M | 59,707 |
| 3 | MARKEL GROUP INC | $26M | 13,433 |
| 4 | ALPHABET INC CLASS CLASS C | $18M | 64,270 |
| 5 | CHARLES SCHWAB CORP | $17M | 176,250 |
| 6 | FISERV INC | $13M | 224,501 |
| 7 | APPLE INC | $12M | 46,960 |
| 8 | PEPSICO INC | $12M | 76,129 |
| 9 | WELLS FARGO & CO | $11M | 137,815 |
| 10 | CANNAE HLDGS INC | $11M | 954,190 |
| 11 | ALIMENTATION COUCHE-TA F CLASS A | $10M | 181,571 |
| 12 | VIATRIS INC | $9M | 674,632 |
| 13 | HERSHEY CO | $7M | 35,547 |
| 14 | MASTERCARD INC CLASS CLASS A | $7M | 14,496 |
| 15 | DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS | $7M | 97,075 |
| 16 | CITIGROUP INC | $7M | 62,384 |
| 17 | AMAZON.COM INC | $7M | 33,776 |
| 18 | BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7M | 119,580 |
| 19 | VISA INC CLASS CLASS A | $7M | 22,178 |
| 20 | MICROSOFT CORP | $7M | 17,579 |
| 21 | OCCIDENTAL PETE CORP | $6M | 98,845 |
| 22 | INVESCO LTD F | $6M | 252,999 |
| 23 | MARATHON PETE CORP | $6M | 24,220 |
| 24 | SALESFORCE INC | $6M | 31,545 |
| 25 | MEDTRONIC PLC F | $6M | 63,658 |
| 26 | PARAMOUNT SKYDANCE CORP CLASS CLASS B | $5M | 606,400 |
| 27 | JEFFERIES FINL GROUP INC | $5M | 122,632 |
| 28 | AFFILIATED MANAGERS GROU | $5M | 18,192 |
| 29 | PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS | $5M | 240,944 |
| 30 | JACKSON FINL INC CLASS A | $5M | 46,610 |
| 31 | ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS | $5M | 38,580 |
| 32 | AMERICAN INTL GROUP INC | $5M | 63,038 |
| 33 | TARGET CORP EQUITY CLASS EQUITY | $5M | 39,089 |
| 34 | 3M CO | $5M | 32,372 |
| 35 | GOLDMAN SACHS GROUP INC | $5M | 5,427 |
| 36 | CONSTELLATION BRANDS INC CLASS CLASS A | $5M | 30,453 |
| 37 | DISNEY WALT CO | $5M | 46,825 |
| 38 | JAZZ PHARMACEUTICALS P F | $4M | 22,639 |
| 39 | NESTLE S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $4M | 42,802 |
| 40 | HF SINCLAIR CORP | $4M | 66,166 |
| 41 | META PLATFORMS INC CLASS CLASS A | $4M | 6,846 |
| 42 | SLB LIMITED F | $4M | 74,949 |
| 43 | SCHWAB U.S. LARGE-CAP ETF | $4M | 141,707 |
| 44 | KEURIG DR PEPPER INC | $3M | 125,420 |
| 45 | BRISTOL MYERS SQUIBB CO | $3M | 53,711 |
| 46 | ADOBE INC | $3M | 13,234 |
| 47 | CENTENE CORP DEL | $3M | 97,055 |
| 48 | KKR & CO INC | $3M | 31,559 |
| 49 | NVIDIA CORP | $3M | 16,687 |
| 50 | BANK NEW YORK MELLON COR | $3M | 23,894 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.