Poehling Capital Management, INC.: 13F holdings
CIK 17308152026Q2
| Positions | 166 |
|---|
| Reported value | $466.3m |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 166 (+13 vs prior quarter) |
|---|
| Reported value | $466.3m (-1.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 61,850 | $30.9m | 6.6% |
| MKL MARKEL GROUP INC | 13,657 | $26.7m | 5.7% |
| GOOG ALPHABET INC | 63,278 | $22.4m | 4.8% |
| SCHW SCHWAB CHARLES CORP | 179,671 | $16.6m | 3.6% |
| CNNE CANNAE HLDGS INC | 960,109 | $13.8m | 3.0% |
| AAPL APPLE INC | 47,180 | $13.7m | 2.9% |
| FISV FISERV INC | 244,684 | $12.0m | 2.6% |
| WFC WELLS FARGO & CO | 141,178 | $11.7m | 2.5% |
| VTRS VIATRIS INC | 672,250 | $10.7m | 2.3% |
| PEP PEPSICO INC | 76,601 | $10.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730815")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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