Holdings
Poehling Capital Management, INC.
As of Jun 30, 2026, Poehling Capital Management, INC. reported 135 positions worth US$431M. Largest: Berkshire Hathaway Inc., Markel Group Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 61,850 | US$30.9M | +2,143 | Jun 30, 2026 |
| Markel Group Inc. | 13,657 | US$26.7M | +224 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 66,442 | US$23.7M | −1,067 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 180K | US$16.6M | +3,421 | Jun 30, 2026 |
| Cannae Holdings, Inc. | 960K | US$13.8M | +5,919 | Jun 30, 2026 |
| Apple Inc | 47,180 | US$13.7M | +220 | Jun 30, 2026 |
| Fiserv, Inc. | 245K | US$12M | +20,183 | Jun 30, 2026 |
| Wells Fargo & Company | 141K | US$11.7M | +3,363 | Jun 30, 2026 |
| Viatris Inc. | 672K | US$10.7M | −2,382 | Jun 30, 2026 |
| Pepsico, Inc. | 76,601 | US$10.4M | +472 | Jun 30, 2026 |