Poehling Capital Management, Inc. Top Holdings and 13F Report (2025)

About Poehling Capital Management, Inc.

Investment Activity

Poehling Capital Management, Inc. has $395.15 million in total holdings as of March 31, 2025.
Poehling Capital Management, Inc. owns shares of 131 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 3.32% of the portfolio was purchased this quarter.
About 6.55% of the portfolio was sold this quarter.
This quarter, Poehling Capital Management, Inc. has purchased 135 new stocks and bought additional shares in 37 stocks.
Poehling Capital Management, Inc. sold shares of 60 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $31,088,292
Fairfax Financial: $26,185,598
Markel Group: $24,138,535
Cannae: $14,178,079
Charles Schwab: $13,996,542

Largest New Holdings this Quarter

G3223R108 - Everest Group: $1,159,749 Holding
44267T102 - HOWARD HUGHES HLDGS INC: $617,531 Holding
718172109 - Philip Morris International: $246,825 Holding

Largest Purchases this Quarter

Hershey: 18,104 shares (about $3.10M)
Target: 22,149 shares (about $2.31M)
Estée Lauder Companies: 20,741 shares (about $1.37M)
PepsiCo: 7,820 shares (about $1.17M)
Everest Group: 3,192 shares (about $1.16M)

Largest Sales this Quarter

Berkshire Hathaway: 2,950 shares (about $1.57M)
Starbucks: 14,384 shares (about $1.41M)
Medtronic: 5,114 shares (about $459.54K)
Kenvue: 9,682 shares (about $232.17K)
Molson Coors Beverage: 2,899 shares (about $176.46K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$31,088,292	$1,571,111 ▼	-4.8%	58,373	7.9%	Finance
FRFHF Fairfax Financial	$26,185,598	$70,846 ▲	0.3%	18,111	6.6%	Finance
MKL Markel Group	$24,138,535	$110,307 ▲	0.5%	12,911	6.1%	Multi-Sector Conglomerates
CNNE Cannae	$14,178,079	$916,959 ▲	6.9%	773,490	3.6%	Finance
SCHW Charles Schwab	$13,996,542	$3,444 ▲	0.0%	178,801	3.5%	Finance
WFC Wells Fargo & Company	$10,221,604	$53,484 ▼	-0.5%	142,382	2.6%	Finance
GOOG Alphabet	$10,126,241	$35,621 ▲	0.4%	64,816	2.6%	Computer and Technology
MMM 3M	$10,007,775	$125,712 ▼	-1.2%	68,145	2.5%	Multi-Sector Conglomerates
MSFT Microsoft	$8,699,410	$25,151 ▼	-0.3%	23,174	2.2%	Computer and Technology
MA Mastercard	$8,090,251	$16,992 ▼	-0.2%	14,760	2.0%	Business Services
WBD Warner Bros. Discovery	$8,018,347	$31,643 ▲	0.4%	747,283	2.0%	Consumer Discretionary
V Visa	$7,867,477	$31,191 ▼	-0.4%	22,449	2.0%	Business Services
FIS Fidelity National Information Services	$7,236,865	$158,247 ▼	-2.1%	96,905	1.8%	Business Services
JEF Jefferies Financial Group	$6,362,402	$118,925 ▲	1.9%	118,768	1.6%	Finance
HSY Hershey	$6,307,073	$3,096,327 ▲	96.4%	36,877	1.6%	Consumer Staples
AMZN Amazon.com	$6,179,416	$14,079 ▼	-0.2%	32,479	1.6%	Retail/Wholesale
VTRS Viatris	$5,901,089	$112,916 ▲	2.0%	677,507	1.5%	Medical
MDT Medtronic	$5,840,720	$459,544 ▼	-7.3%	64,998	1.5%	Medical
DEO Diageo	$5,787,552	$126,167 ▲	2.2%	55,230	1.5%	Consumer Staples
OXY Occidental Petroleum	$5,464,399	$104,150 ▲	1.9%	110,705	1.4%	Energy
DIS Walt Disney	$5,148,093	$22,997 ▼	-0.4%	52,159	1.3%	Consumer Discretionary
BABA Alibaba Group	$4,874,394	$44,562 ▲	0.9%	36,863	1.2%	Retail/Wholesale
BTI British American Tobacco	$4,837,047	$148,228 ▲	3.2%	116,922	1.2%	Consumer Staples
JPM JPMorgan Chase & Co.	$4,780,715	$16,926 ▼	-0.4%	19,489	1.2%	Finance
OGN Organon & Co.	$4,698,525	$137,807 ▼	-2.8%	315,549	1.2%	Medical
C Citigroup	$4,445,323	$31,875 ▲	0.7%	62,619	1.1%	Finance
JXN Jackson Financial	$4,264,905	$4,943 ▼	-0.1%	50,906	1.1%	Finance
BK Bank of New York Mellon	$4,085,895	$42,941 ▼	-1.0%	48,717	1.0%	Finance
DG Dollar General	$4,039,416	$190,632 ▲	5.0%	45,939	1.0%	Retail/Wholesale
IVZ Invesco	$3,864,724	$6,159 ▲	0.2%	254,761	1.0%	Finance
KKR & CO INC	$3,812,587	$40,117 ▼	-1.0%	32,978	1.0%	COM
META Meta Platforms	$3,581,501	$37,463 ▼	-1.0%	6,214	0.9%	Computer and Technology
MPC Marathon Petroleum	$3,563,140	$16,317 ▼	-0.5%	24,457	0.9%	Energy
BMY Bristol-Myers Squibb	$3,494,727	$11,954 ▲	0.3%	57,300	0.9%	Medical
EL Estée Lauder Companies	$3,448,170	$1,368,906 ▲	65.8%	52,245	0.9%	Consumer Staples
TGT Target	$3,406,102	$2,311,470 ▲	211.2%	32,638	0.9%	Retail/Wholesale
SCHX Schwab US Large-Cap ETF	$3,393,842		0.0%	153,707	0.9%	ETF
PBR Petróleo Brasileiro S.A. - Petrobras	$3,275,615	$1,807 ▲	0.1%	228,425	0.8%	Energy
CNH INDL N V F	$3,275,395	$6,386 ▲	0.2%	266,726	0.8%	SHS
KDP Keurig Dr Pepper	$3,256,649	$233,278 ▲	7.7%	95,168	0.8%	Consumer Staples
NSRGY Nestlé	$3,169,555	$53,317 ▲	1.7%	31,329	0.8%	Consumer Staples
AMG Affiliated Managers Group	$3,092,424	$9,578 ▼	-0.3%	18,404	0.8%	Finance
GS The Goldman Sachs Group	$3,029,178	$4,917 ▼	-0.2%	5,545	0.8%	Finance
PARAA Paramount Global	$2,914,824	$224,346 ▲	8.3%	243,714	0.7%	Consumer Discretionary
JAZZ Jazz Pharmaceuticals	$2,832,855	$20,361 ▼	-0.7%	22,818	0.7%	Medical
PEP PepsiCo	$2,785,885	$1,172,531 ▲	72.7%	18,580	0.7%	Consumer Staples
SBUX Starbucks	$2,771,337	$1,410,927 ▼	-33.7%	28,253	0.7%	Retail/Wholesale
FBIZ First Business Financial Services	$2,750,118		0.0%	58,327	0.7%	Finance
XLF Financial Select Sector SPDR Fund	$2,640,478	$113,069 ▼	-4.1%	53,011	0.7%	ETF
CVS CVS Health	$2,608,430	$151,353 ▼	-5.5%	38,501	0.7%	Medical
CARR Carrier Global	$2,423,655	$19,464 ▼	-0.8%	38,228	0.6%	Computer and Technology
AIG American International Group	$2,420,931	$12,519 ▼	-0.5%	27,846	0.6%	Finance
BAC Bank of America	$2,389,241		0.0%	57,255	0.6%	Finance
DINO HF Sinclair	$2,209,043	$99,626 ▲	4.7%	67,185	0.6%	Energy
KVUE Kenvue	$2,201,172	$232,174 ▼	-9.5%	91,792	0.6%	Consumer Staples
TFC Truist Financial	$2,166,877	$59,956 ▲	2.8%	52,658	0.5%	Finance
CTRA Coterra Energy	$1,956,732	$16,213 ▲	0.8%	67,707	0.5%	Energy
SLB Schlumberger	$1,889,694	$37,411 ▲	2.0%	45,208	0.5%	Energy
NFLX Netflix	$1,874,385		0.0%	2,010	0.5%	Consumer Discretionary
MO Altria Group	$1,845,735	$98,193 ▼	-5.1%	30,752	0.5%	Consumer Staples
NVDA NVIDIA	$1,608,178	$43,245 ▼	-2.6%	14,838	0.4%	Computer and Technology
SVNDY Seven & i	$1,592,062	$147,507 ▼	-8.5%	110,025	0.4%	Retail/Wholesale
PFE Pfizer	$1,581,754	$61,019 ▲	4.0%	62,421	0.4%	Medical
DXC DXC Technology	$1,424,596	$55,736 ▼	-3.8%	83,554	0.4%	Computer and Technology
TROW T. Rowe Price Group	$1,409,837	$65,503 ▲	4.9%	15,346	0.4%	Finance
IAC IAC	$1,341,172	$4,870 ▲	0.4%	29,194	0.3%	Multi-Sector Conglomerates
VTI Vanguard Total Stock Market ETF	$1,304,940		0.0%	4,748	0.3%	ETF
GNRC Generac	$1,283,471	$7,092 ▼	-0.5%	10,134	0.3%	Industrials
SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS	$1,265,692	$31,364 ▼	-2.4%	17,272	0.3%	SPON ADR NEW
CNC Centene	$1,221,971	$13,417 ▼	-1.1%	20,128	0.3%	Medical
SPHR Sphere Entertainment	$1,165,486	$7,166 ▼	-0.6%	35,620	0.3%	Consumer Discretionary
EG Everest Group	$1,159,749	$1,159,749 ▲	New Holding	3,192	0.3%	Finance
TAP Molson Coors Beverage	$1,075,999	$176,462 ▼	-14.1%	17,677	0.3%	Consumer Staples
BKNG Booking	$1,073,410	$55,283 ▼	-4.9%	233	0.3%	Retail/Wholesale
BEN Franklin Resources	$1,072,803	$3,022 ▲	0.3%	55,730	0.3%	Finance
VYM Vanguard High Dividend Yield ETF	$1,067,273		0.0%	8,276	0.3%	ETF
JNJ Johnson & Johnson	$966,469	$10,282 ▼	-1.1%	5,828	0.2%	Medical
COST Costco Wholesale	$893,762	$102,144 ▼	-10.3%	945	0.2%	Retail/Wholesale
ULTA Ulta Beauty	$867,967	$122,424 ▼	-12.4%	2,368	0.2%	Retail/Wholesale
ABBV AbbVie	$841,851	$26,609 ▼	-3.1%	4,018	0.2%	Medical
FTI TechnipFMC	$825,366	$22,563 ▼	-2.7%	26,045	0.2%	Energy
PSX Phillips 66	$780,023	$4,198 ▼	-0.5%	6,317	0.2%	Energy
FAST Fastenal	$726,023		0.0%	9,362	0.2%	Retail/Wholesale
USB U.S. Bancorp	$723,051		0.0%	17,126	0.2%	Finance
BUD Anheuser-Busch InBev SA/NV	$670,696	$9,480 ▼	-1.4%	10,895	0.2%	Consumer Staples
DE Deere & Company	$653,335		0.0%	1,392	0.2%	Industrials
INTC Intel	$634,199	$1,862 ▼	-0.3%	27,926	0.2%	Computer and Technology
HOWARD HUGHES HLDGS INC	$617,531	$617,531 ▲	New Holding	8,336	0.2%	COM
IWF iShares Russell 1000 Growth ETF	$589,299		0.0%	1,632	0.1%	ETF
KWEB KraneShares CSI China Internet ETF	$566,938	$1,606 ▼	-0.3%	16,240	0.1%	Manufacturing
BHC Bausch Health Companies	$562,081	$5,739 ▼	-1.0%	86,875	0.1%	Medical
BAX Baxter International	$549,836	$3,834 ▲	0.7%	16,063	0.1%	Medical
WMT Walmart	$514,510	$8,779 ▼	-1.7%	5,861	0.1%	Retail/Wholesale
CRM Salesforce	$513,641		0.0%	1,914	0.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$497,979		0.0%	969	0.1%	ETF
BP BP	$497,524		0.0%	14,724	0.1%	Energy
MCD McDonald's	$452,576	$3,748 ▼	-0.8%	1,449	0.1%	Retail/Wholesale
PALANTIR TECHNOLOGIES IN CLASS A	$430,018	$175,805 ▲	69.2%	5,095	0.1%	CL A
MGEE MGE Energy	$404,376		0.0%	4,350	0.1%	Utilities
APOLLO GLOBAL MGMT INC N	$395,209		0.0%	2,886	0.1%	COM CL A

Showing largest 100 holdings. View all holdings.

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Poehling Capital Management, Inc. Top Holdings and 13F Report (2025)

About Poehling Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Poehling Capital Management, Inc. Top Holdings and 13F Report (2025)

About Poehling Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPoehling Capital Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools