Poehling Capital Management, Inc. Top Holdings and 13F Report (2026)

About Poehling Capital Management, Inc.

Investment Activity

Poehling Capital Management, Inc. has $474.95 million in total holdings as of March 31, 2026.
Poehling Capital Management, Inc. owns shares of 155 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 7.24% of the portfolio was purchased this quarter.
About 4.82% of the portfolio was sold this quarter.
This quarter, Poehling Capital Management, Inc. has purchased 141 new stocks and bought additional shares in 43 stocks.
Poehling Capital Management, Inc. sold shares of 63 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Fairfax Financial: $31,776,363
Berkshire Hathaway: $28,611,594
Markel Group: $25,711,702
Alphabet: $18,436,562
Charles Schwab: $16,563,975

Largest New Holdings this Quarter

303075105 - FactSet Research Systems: $1,709,230 Holding
494368103 - KIMBERLY CLARK CORP: $1,465,379 Holding
50155Q100 - Kyndryl: $1,155,295 Holding
047726302 - Atlanta Braves: $996,490 Holding
595112103 - Micron Technology: $596,625 Holding

Largest Purchases this Quarter

Salesforce: 22,133 shares (about $4.13M)
Cannae: 302,494 shares (about $3.44M)
Adobe: 12,439 shares (about $3.02M)
American International Group: 33,282 shares (about $2.50M)
FactSet Research Systems: 7,877 shares (about $1.71M)

Largest Sales this Quarter

Warner Bros. Discovery: 452,702 shares (about $12.43M)
Estee Lauder Companies: 20,676 shares (about $1.48M)
First Business Financial Services: 26,712 shares (about $1.44M)
Vanguard Total Stock Market ETF: 3,507 shares (about $1.13M)
Sphere Entertainment: 6,131 shares (about $719.78K)

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
FRFHF Fairfax Financial	$31,776,363	$681,567 â–²	2.2%	18,649	6.7%	Finance
BRK.B Berkshire Hathaway	$28,611,594	$412,591 â–²	1.5%	59,707	6.0%	Finance
MKL Markel Group	$25,711,702	$403,869 â–²	1.6%	13,433	5.4%	Multi-Sector Conglomerates
GOOG Alphabet	$18,436,562	$111,015 â–¼	-0.6%	64,270	3.9%	Computer and Technology
SCHW Charles Schwab	$16,563,975	$12,311 â–¼	-0.1%	176,250	3.5%	Finance
FISERV INC	$12,527,156	$995,751 â–²	8.6%	224,501	2.6%	COM
AAPL Apple	$11,918,103	$328,661 â–²	2.8%	46,960	2.5%	Computer and Technology
PEP PepsiCo	$11,822,072	$897,576 â–²	8.2%	76,129	2.5%	Consumer Staples
WFC Wells Fargo & Company	$10,971,452	$47,527 â–¼	-0.4%	137,815	2.3%	Finance
CNNE Cannae	$10,849,140	$3,439,357 â–²	46.4%	954,190	2.3%	Finance
ALIMENTATION COUCHE-TA F CLASS A	$10,271,471	$37,676 â–²	0.4%	181,571	2.2%	COM
VTRS Viatris	$9,114,283	$36,031 â–¼	-0.4%	674,632	1.9%	Medical
HSY Hershey	$7,389,866	$235,124 â–¼	-3.1%	35,547	1.6%	Consumer Staples
MA Mastercard	$7,243,071	$16,489 â–¼	-0.2%	14,496	1.5%	Business Services
DEO Diageo	$7,227,234	$191,858 â–²	2.7%	97,075	1.5%	Consumer Staples
C Citigroup	$7,074,969	$3,062 â–¼	0.0%	62,384	1.5%	Financial Services
AMZN Amazon.com	$7,034,464	$9,372 â–¼	-0.1%	33,776	1.5%	Retail/Wholesale
BTI British American Tobacco	$6,991,858	$33,679 â–¼	-0.5%	119,580	1.5%	Consumer Staples
V Visa	$6,703,079	$21,761 â–¼	-0.3%	22,178	1.4%	Business Services
MSFT Microsoft	$6,507,226	$119,195 â–²	1.9%	17,579	1.4%	Computer and Technology
OXY Occidental Petroleum	$6,424,925	$27,105 â–¼	-0.4%	98,845	1.4%	Energy
IVZ Invesco	$6,145,346	$9,279 â–¼	-0.2%	252,999	1.3%	Finance
MPC Marathon Petroleum	$5,914,040	$27,348 â–¼	-0.5%	24,220	1.2%	Energy
CRM Salesforce	$5,888,505	$4,131,567 â–²	235.2%	31,545	1.2%	Computer and Technology
MDT Medtronic	$5,515,966	$20,536 â–¼	-0.4%	63,658	1.2%	Medical
PARAMOUNT SKYDANCE CORP CLASS CLASS B	$5,469,724	$300,871 â–¼	-5.2%	606,400	1.2%	COM CL B
JEF Jefferies Financial Group	$5,061,023	$14,981 â–¼	-0.3%	122,632	1.1%	Finance
AMG Affiliated Managers Group	$5,033,726	$3,320 â–¼	-0.1%	18,192	1.1%	Finance
PBR Petroleo Brasileiro S.A.- Petrobras	$4,999,588	$39,384 â–²	0.8%	240,944	1.1%	Energy
JXN Jackson Financial	$4,927,609	$73,370 â–¼	-1.5%	46,610	1.0%	Finance
BABA Alibaba Group	$4,840,247	$145,032 â–²	3.1%	38,580	1.0%	Retail/Wholesale
AIG American International Group	$4,743,610	$2,504,471 â–²	111.8%	63,038	1.0%	Finance
TGT Target	$4,737,587	$86,294 â–²	1.9%	39,089	1.0%	Retail/Wholesale
MMM 3M	$4,701,386	$166,143 â–¼	-3.4%	32,372	1.0%	Multi-Sector Conglomerates
GS The Goldman Sachs Group	$4,591,188	$16,920 â–¼	-0.4%	5,427	1.0%	Finance
STZ Constellation Brands	$4,567,950	$25,800 â–²	0.6%	30,453	1.0%	Consumer Staples
DIS Walt Disney	$4,512,993	$2,024 â–¼	0.0%	46,825	1.0%	Consumer Discretionary
JAZZ Jazz Pharmaceuticals	$4,279,903	$9,453 â–¼	-0.2%	22,639	0.9%	Medical
NSRGY Nestle	$4,241,678	$1,703,529 â–²	67.1%	42,802	0.9%	Consumer Staples
DINO HF Sinclair	$4,128,097	$7,050 â–¼	-0.2%	66,166	0.9%	Energy
META Meta Platforms	$3,916,802	$290,070 â–²	8.0%	6,846	0.8%	Computer and Technology
SLB SLB	$3,851,629	$1,518,369 â–²	65.1%	74,949	0.8%	Energy
SCHX Schwab US Large-Cap ETF	$3,633,358	$256,399 â–¼	-6.6%	141,707	0.8%	ETF
KDP Keurig Dr Pepper	$3,302,309	$25,092 â–²	0.8%	125,420	0.7%	Consumer Staples
BMY Bristol Myers Squibb	$3,257,572	$14,981 â–¼	-0.5%	53,711	0.7%	Medical
ADBE Adobe	$3,216,921	$3,023,672 â–²	1,564.7%	13,234	0.7%	Computer and Technology
CNC Centene	$3,177,581	$14,962 â–²	0.5%	97,055	0.7%	Medical
KKR & CO INC	$2,919,208		0.0%	31,559	0.6%	COM
NVDA NVIDIA	$2,910,270	$430,776 â–²	17.4%	16,687	0.6%	Computer and Technology
BK BNY	$2,834,545	$25,861 â–¼	-0.9%	23,894	0.6%	Finance
BAC Bank of America	$2,749,830		0.0%	56,407	0.6%	Finance
TROW T. Rowe Price Group	$2,667,874	$936,104 â–²	54.1%	29,597	0.6%	Finance
TFC Truist Financial	$2,649,297	$644 â–²	0.0%	57,631	0.6%	Finance
CNH INDL N V F	$2,528,779	$1,892 â–¼	-0.1%	229,889	0.5%	SHS
UNH UnitedHealth Group	$2,476,169	$23,812 â–²	1.0%	9,151	0.5%	Medical
EL Estee Lauder Companies	$2,388,075	$1,483,917 â–¼	-38.3%	33,274	0.5%	Consumer Staples
CTRA Coterra Energy	$2,317,026	$7,028 â–²	0.3%	65,937	0.5%	Energy
SPHR Sphere Entertainment	$2,218,860	$719,779 â–¼	-24.5%	18,900	0.5%	Consumer Discretionary
SJM J. M. Smucker	$2,165,174	$20,542 â–²	1.0%	22,451	0.5%	Consumer Staples
CARR Carrier Global	$2,154,984	$9,685 â–¼	-0.4%	38,270	0.5%	Construction
SVNDY Seven and I	$2,108,249	$119,766 â–²	6.0%	156,051	0.4%	Retail/Wholesale
MO Altria Group	$2,047,868	$10,492 â–¼	-0.5%	31,033	0.4%	Consumer Staples
NFLX Netflix	$1,902,809		0.0%	19,790	0.4%	Consumer Discretionary
GNRC Generac	$1,881,809	$93,172 â–¼	-4.7%	9,634	0.4%	Industrials
FTI TechnipFMC	$1,735,716	$49,290 â–¼	-2.8%	25,108	0.4%	Energy
FDS FactSet Research Systems	$1,709,230	$1,709,230 â–²	New Holding	7,877	0.4%	Business Services
PSX Phillips 66	$1,662,028	$13,846 â–¼	-0.8%	9,123	0.3%	Energy
SHEL Shell	$1,567,980	$22,413 â–¼	-1.4%	16,860	0.3%	Energy
KIMBERLY CLARK CORP	$1,465,379	$1,465,379 â–²	New Holding	15,190	0.3%	COM
BDX Becton, Dickinson and Company	$1,460,667	$162,733 â–²	12.5%	9,290	0.3%	Medical
JNJ Johnson & Johnson	$1,426,369	$489 â–¼	0.0%	5,835	0.3%	Medical
FBIZ First Business Financial Services	$1,381,417	$1,440,578 â–¼	-51.0%	25,615	0.3%	Finance
BP BP	$1,326,152	$3,901 â–¼	-0.3%	28,216	0.3%	Energy
OGN Organon & Co.	$1,313,535	$16,748 â–²	1.3%	219,288	0.3%	Medical
BEN Franklin Resources	$1,297,187	$2,456 â–¼	-0.2%	54,919	0.3%	Finance
EG Everest Group	$1,280,598	$17,323 â–²	1.4%	3,918	0.3%	Finance
VYM Vanguard High Dividend Yield ETF	$1,225,676		0.0%	8,276	0.3%	Financial Services
TAP Molson Coors Beverage	$1,223,722	$378,670 â–²	44.8%	28,419	0.3%	Consumer Staples
BKNG Booking	$1,204,152	$235,778 â–²	24.3%	286	0.3%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$1,203,939	$47,652 â–¼	-3.8%	4,093	0.3%	Finance
KD Kyndryl	$1,155,295	$1,155,295 â–²	New Holding	88,056	0.2%	Business Services
PFE Pfizer	$1,054,048	$3,791 â–¼	-0.4%	37,537	0.2%	Medical
BATRK Atlanta Braves	$996,490	$996,490 â–²	New Holding	23,337	0.2%	Consumer Discretionary
GOOGL Alphabet	$976,222	$240,677 â–²	32.7%	3,395	0.2%	Computer and Technology
FAST Fastenal	$885,498	$16,704 â–²	1.9%	19,084	0.2%	Retail/Wholesale
USB U.S. Bancorp	$878,126	$2,080 â–¼	-0.2%	16,884	0.2%	Finance
WBD Warner Bros. Discovery	$855,269	$12,431,195 â–¼	-93.6%	31,146	0.2%	Consumer Discretionary
COST Costco Wholesale	$846,966	$126,547 â–²	17.6%	850	0.2%	Retail/Wholesale
DE Deere & Company	$784,114		0.0%	1,392	0.2%	Industrials
ACGL Arch Capital Group	$776,463	$17,758 â–²	2.3%	8,089	0.2%	Finance
WALMART INC	$737,514		0.0%	5,934	0.2%	COM
LRCX Lam Research	$705,078		0.0%	3,300	0.1%	Computer and Technology
AMD Advanced Micro Devices	$688,814	$143,215 â–²	26.2%	3,386	0.1%	Computer and Technology
DXC DXC Technology	$665,016	$352 â–¼	-0.1%	52,905	0.1%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$663,078	$325,168 â–²	96.2%	10,824	0.1%	ETF
ABBV AbbVie	$610,494	$7,177 â–¼	-1.2%	2,807	0.1%	Medical
MU Micron Technology	$596,625	$596,625 â–²	New Holding	1,766	0.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$570,660	$8,366 â–¼	-1.4%	955	0.1%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$514,063		0.0%	2,350	0.1%	ETF
BHC Bausch Health Cos	$462,262	$2,236 â–¼	-0.5%	85,604	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Poehling Capital Management, Inc. Top Holdings and 13F Report (2026)

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 (2026)

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