Poehling Capital Management, Inc. Top Holdings and 13F Report (2025) About Poehling Capital Management, Inc.Investment ActivityPoehling Capital Management, Inc. has $428.13 million in total holdings as of June 30, 2025.Poehling Capital Management, Inc. owns shares of 135 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 10.71% of the portfolio was purchased this quarter.About 8.84% of the portfolio was sold this quarter.This quarter, Poehling Capital Management, Inc. has purchased 131 new stocks and bought additional shares in 55 stocks.Poehling Capital Management, Inc. sold shares of 32 stocks and completely divested from 13 stocks this quarter.Largest Holdings Fairfax Financial $33,161,771Berkshire Hathaway $28,380,626Markel Group $26,453,036Cannae $17,152,030Charles Schwab $16,262,618 Largest New Holdings this Quarter 037833100 - Apple $9,422,217 Holding002011646 - ALIMENTATION COUCHE-TA F CLASS A $6,185,491 Holding92556H206 - Paramount Global $6,060,594 Holding21036P108 - Constellation Brands $1,771,423 Holding075887109 - Becton, Dickinson and Company $1,407,627 Holding Largest Purchases this Quarter Apple 45,924 shares (about $9.42M)PepsiCo 51,988 shares (about $6.86M)ALIMENTATION COUCHE-TA F CLASS A 124,607 shares (about $6.19M)Paramount Global 469,813 shares (about $6.06M)Constellation Brands 10,889 shares (about $1.77M) Largest Sales this Quarter JPMorgan Chase & Co. 15,235 shares (about $4.42M)Keurig Dr Pepper 68,559 shares (about $2.27M)CVS Health 16,453 shares (about $1.13M)Organon & Co. 114,090 shares (about $1.10M)Costco Wholesale 242 shares (about $239.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPoehling Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFRFHFFairfax Financial$33,161,771$440,832 ▲1.3%18,3557.7%FinanceBRK.BBerkshire Hathaway$28,380,626$24,774 ▲0.1%58,4246.6%FinanceMKLMarkel Group$26,453,036$665,121 ▲2.6%13,2446.2%Multi-Sector ConglomeratesCNNECannae$17,152,030$1,024,757 ▲6.4%822,6394.0%FinanceSCHWCharles Schwab$16,262,618$51,186 ▼-0.3%178,2403.8%FinanceMSFTMicrosoft$11,618,386$91,523 ▲0.8%23,3582.7%Computer and TechnologyGOOGAlphabet$11,553,631$55,878 ▲0.5%65,1312.7%Computer and TechnologyWFCWells Fargo & Company$11,282,659$124,987 ▼-1.1%140,8222.6%FinanceMMM3M$10,321,720$52,675 ▼-0.5%67,7992.4%Multi-Sector ConglomeratesWBDWarner Bros. Discovery$10,062,671$1,498,808 ▲17.5%878,0692.4%Consumer DiscretionaryAAPLApple$9,422,217$9,422,217 ▲New Holding45,9242.2%Computer and TechnologyPEPPepsiCo$9,317,799$6,864,496 ▲279.8%70,5682.2%Consumer StaplesMAMastercard$8,295,920$1,686 ▲0.0%14,7631.9%Business ServicesVVisa$7,976,553$6,036 ▲0.1%22,4661.9%Business ServicesAMZNAmazon.com$7,191,976$66,475 ▲0.9%32,7821.7%Retail/WholesaleJEFJefferies Financial Group$6,800,428$305,006 ▲4.7%124,3451.6%FinanceDISWalt Disney$6,605,269$137,031 ▲2.1%53,2641.5%Consumer DiscretionaryALIMENTATION COUCHE-TA F CLASS A$6,185,491$6,185,491 ▲New Holding124,6071.4%COMHSYHershey$6,113,930$5,808 ▼-0.1%36,8421.4%Consumer StaplesVTRSViatris$6,094,972$44,838 ▲0.7%682,5281.4%MedicalPARAParamount Global$6,060,594$6,060,594 ▲New Holding469,8131.4%Consumer DiscretionaryBTIBritish American Tobacco$5,782,921$249,003 ▲4.5%122,1831.4%Consumer StaplesMDTMedtronic$5,668,316$2,441 ▲0.0%65,0261.3%MedicalDEODiageo$5,649,864$80,470 ▲1.4%56,0281.3%Consumer StaplesCCitigroup$5,355,495$25,366 ▲0.5%62,9171.3%Financial ServicesOXYOccidental Petroleum$4,685,543$34,826 ▲0.7%111,5341.1%EnergyMETAMeta Platforms$4,622,658$36,166 ▲0.8%6,2631.1%Computer and TechnologyTGTTarget$4,537,703$1,317,964 ▲40.9%45,9981.1%Retail/WholesaleJXNJackson Financial$4,510,088$9,856 ▼-0.2%50,7951.1%FinanceBKBank of New York Mellon$4,391,866$46,739 ▼-1.1%48,2041.0%FinanceKKR & CO INC$4,387,0630.0%32,9781.0%COMELEstee Lauder Companies$4,314,801$93,405 ▲2.2%53,4011.0%Consumer StaplesBABAAlibaba Group$4,213,408$32,775 ▲0.8%37,1521.0%Retail/WholesaleMPCMarathon Petroleum$4,062,5520.0%24,4570.9%EnergyIVZInvesco$4,030,575$12,994 ▲0.3%255,5850.9%FinanceGSThe Goldman Sachs Group$3,920,935$3,539 ▼-0.1%5,5400.9%FinanceSCHXSchwab US Large-Cap ETF$3,756,5900.0%153,7070.9%ETFAMGAffiliated Managers Group$3,618,994$2,361 ▼-0.1%18,3920.8%FinanceCNH INDL N V F$3,454,216$2,553 ▼-0.1%266,5290.8%SHSPBRPetroleo Brasileiro S.A.- Petrobras$2,955,500$97,903 ▲3.4%236,2510.7%EnergyFBIZFirst Business Financial Services$2,954,8460.0%58,3270.7%FinanceCARRCarrier Global$2,810,276$12,369 ▲0.4%38,3970.7%ConstructionDINOHF Sinclair$2,788,305$28,345 ▲1.0%67,8750.7%EnergyBACBank of America$2,678,538$30,758 ▼-1.1%56,6050.6%FinanceBMYBristol Myers Squibb$2,650,565$1,852 ▼-0.1%57,2600.6%MedicalNFLXNetflix$2,650,138$41,513 ▼-1.5%1,9790.6%Consumer DiscretionaryNVDANVIDIA$2,613,206$268,904 ▲11.5%16,5400.6%Computer and TechnologySBUXStarbucks$2,517,992$70,830 ▼-2.7%27,4800.6%Retail/WholesaleJAZZJazz Pharmaceuticals$2,477,371$55,925 ▲2.3%23,3450.6%MedicalAIGAmerican International Group$2,383,168$171 ▼0.0%27,8440.6%FinanceTFCTruist Financial$2,267,594$3,826 ▲0.2%52,7470.5%FinanceSPHRSphere Entertainment$2,249,760$760,844 ▲51.1%53,8220.5%Consumer DiscretionaryOGNOrganon & Co.$1,950,123$1,104,391 ▼-36.2%201,4590.5%MedicalMOAltria Group$1,884,310$81,320 ▲4.5%32,1390.4%Consumer StaplesSTZConstellation Brands$1,771,423$1,771,423 ▲New Holding10,8890.4%Consumer StaplesSVNDYSeven and I$1,726,194$39,708 ▼-2.2%107,5510.4%Retail/WholesaleCTRACoterra Energy$1,719,571$1,167 ▲0.1%67,7530.4%EnergySLBSchlumberger$1,637,340$109,309 ▲7.2%48,4420.4%EnergyPFEPfizer$1,549,579$36,505 ▲2.4%63,9270.4%MedicalCVSCVS Health$1,520,888$1,134,941 ▼-42.7%22,0480.4%MedicalTROWT. Rowe Price Group$1,520,551$39,662 ▲2.7%15,7570.4%FinanceGNRCGenerac$1,451,2900.0%10,1340.3%IndustrialsVTIVanguard Total Stock Market ETF$1,443,0600.0%4,7480.3%ETFBDXBecton, Dickinson and Company$1,407,627$1,407,627 ▲New Holding8,1720.3%MedicalBKNGBooking$1,348,8930.0%2330.3%Retail/WholesaleBENFranklin Resources$1,332,356$3,196 ▲0.2%55,8640.3%FinanceDXCDXC Technology$1,283,718$6,177 ▲0.5%83,9580.3%Computer and TechnologyIAC INC$1,281,509$1,281,509 ▲New Holding34,3200.3%COMJPMJPMorgan Chase & Co.$1,233,285$4,416,807 ▼-78.2%4,2540.3%FinanceSHELShell$1,212,671$1,212,671 ▲New Holding17,2230.3%EnergyEGEverest Group$1,126,263$41,462 ▲3.8%3,3140.3%FinancePSXPhillips 66$1,122,732$369,114 ▲49.0%9,4110.3%EnergyVYMVanguard High Dividend Yield ETF$1,103,2740.0%8,2760.3%ETFCNCCentene$1,101,558$9,010 ▲0.8%20,2940.3%MedicalJNJJohnson & Johnson$905,240$14,970 ▲1.7%5,9260.2%MedicalFTITechnipFMC$889,275$7,715 ▼-0.9%25,8210.2%EnergyKDPKeurig Dr Pepper$879,694$2,266,562 ▼-72.0%26,6090.2%Consumer StaplesFASTFastenal$786,408$393,204 ▲100.0%18,7240.2%Retail/WholesaleUSBU.S. Bancorp$773,132$1,810 ▼-0.2%17,0860.2%FinanceABBVAbbVie$755,102$9,281 ▲1.2%4,0680.2%MedicalBPBP$709,880$269,191 ▲61.1%23,7180.2%EnergyDEDeere & Company$707,8180.0%1,3920.2%IndustrialsCOSTCostco Wholesale$695,928$239,566 ▼-25.6%7030.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$692,9150.0%1,6320.2%ETFPALANTIR TECHNOLOGIES IN CLASS A$664,151$30,399 ▼-4.4%4,8720.2%CL AWMTWalmart$603,956$30,897 ▲5.4%6,1770.1%Retail/WholesaleBHCBausch Health Cos$577,542$1,046 ▼-0.2%86,7180.1%MedicalHOWARD HUGHES HLDGS INC$570,173$7,493 ▲1.3%8,4470.1%COMKWEBKraneShares CSI China Internet ETF$553,468$4,051 ▼-0.7%16,1220.1%ManufacturingVOOVanguard S&P 500 ETF$550,4210.0%9690.1%ETFCRMSalesforce$542,380$20,452 ▲3.9%1,9890.1%Computer and TechnologyMOSMosaic$512,544$7,296 ▲1.4%14,0500.1%Basic MaterialsINTCIntel$511,302$114,240 ▼-18.3%22,8260.1%Computer and TechnologyBAXBaxter International$496,047$9,659 ▲2.0%16,3820.1%MedicalITAiShares U.S. Aerospace & Defense ETF$443,3040.0%2,3500.1%ETFSJMJ. M. Smucker$431,884$431,884 ▲New Holding4,3980.1%Consumer StaplesMCDMcDonald's$431,442$8,179 ▲1.9%1,4770.1%Retail/WholesaleBXBlackstone$414,7850.0%2,7730.1%FinanceAPOLLO GLOBAL MGMT INC N$409,4370.0%2,8860.1%COM CL AACGLArch Capital Group$407,267$407,267 ▲New Holding4,4730.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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