Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Poehling Capital Management, INC. (CIK 1730815) reported $475.0M across 151 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FRFHF ($31.8M, 6.69%), BRK/B ($28.6M, 6.02%), MKL ($25.7M, 5.41%), GOOG ($18.4M, 3.88%), SCHW ($16.6M, 3.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FRFHF | FAIRFAX FINL HLDGS LTD F | $31.8M | 6.69% | 18,649 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $28.6M | 6.02% | 59,707 | Added |
| 3 | MKL | MARKEL GROUP INC | $25.7M | 5.41% | 13,433 | Added |
| 4 | GOOG | ALPHABET INC CLASS CLASS C | $18.4M | 3.88% | 64,270 | Trimmed |
| 5 | SCHW | CHARLES SCHWAB CORP | $16.6M | 3.49% | 176,250 | Trimmed |
| 6 | FISV | FISERV INC | $12.5M | 2.64% | 224,501 | Added |
| 7 | AAPL | APPLE INC | $11.9M | 2.51% | 46,960 | Added |
| 8 | PEP | PEPSICO INC | $11.8M | 2.49% | 76,129 | Added |
| 9 | WFC | WELLS FARGO & CO | $11.0M | 2.31% | 137,815 | Trimmed |
| 10 | CNNE | CANNAE HLDGS INC | $10.8M | 2.28% | 954,190 | Added |
| 11 | ALIMENTATION COUCHE-TA F CLASS A | $10.3M | 2.16% | 181,571 | Added | |
| 12 | VTRS | VIATRIS INC | $9.1M | 1.92% | 674,632 | Trimmed |
| 13 | HSY | HERSHEY CO | $7.4M | 1.56% | 35,547 | Trimmed |
| 14 | MA | MASTERCARD INC CLASS CLASS A | $7.2M | 1.53% | 14,496 | Trimmed |
| 15 | DEO | DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS | $7.2M | 1.52% | 97,075 | Added |
| 16 | C | CITIGROUP INC | $7.1M | 1.49% | 62,384 | Trimmed |
| 17 | AMZN | AMAZON.COM INC | $7.0M | 1.48% | 33,776 | Trimmed |
| 18 | BTI | BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.0M | 1.47% | 119,580 | Trimmed |
| 19 | V | VISA INC CLASS CLASS A | $6.7M | 1.41% | 22,178 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $6.5M | 1.37% | 17,579 | Added |
| 21 | OXY | OCCIDENTAL PETE CORP | $6.4M | 1.35% | 98,845 | Trimmed |
| 22 | IVZ | INVESCO LTD F | $6.1M | 1.29% | 252,999 | Trimmed |
| 23 | MPC | MARATHON PETE CORP | $5.9M | 1.25% | 24,220 | Trimmed |
| 24 | CRM | SALESFORCE INC | $5.9M | 1.24% | 31,545 | Added |
| 25 | MDT | MEDTRONIC PLC F | $5.5M | 1.16% | 63,658 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31