Poehling Capital Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Poehling Capital Management, Inc. disclosed 166 stock positions valued at approximately $466.25M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, MARKEL GROUP INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 166
- Portfolio Value
- $466.25M
Holdings by Sector
Poehling Capital Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 6.64% | 61,850 | +2,143 | +3.59% | $30,949,122 |
| MARKEL GROUP INC | MKL | Financial Services | 5.72% | 13,657 | +224 | +1.67% | $26,672,258 |
| ALPHABET INC | GOOG | Communication Services | 4.80% | 63,278 | -992 | -1.54% | $22,358,101 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 3.56% | 179,671 | +3,421 | +1.94% | $16,578,243 |
| CANNAE HLDGS INC | CNNE | Consumer Cyclical | 2.97% | 960,109 | +5,919 | +0.62% | $13,825,570 |
| APPLE INC | AAPL | Technology | 2.93% | 47,180 | +220 | +0.47% | $13,652,080 |
| FISERV INC | FI | Technology | 2.57% | 244,684 | +20,183 | +8.99% | $12,001,750 |
| WELLS FARGO & CO | WFC | Financial Services | 2.50% | 141,178 | +3,363 | +2.44% | $11,666,950 |
| VIATRIS INC | VTRS | Healthcare | 2.29% | 672,250 | -2,382 | -0.35% | $10,675,322 |
| PEPSICO INC | PEP | Consumer Defensive | 2.22% | 76,601 | +472 | +0.62% | $10,371,775 |
| CITIGROUP INC | C | Financial Services | 1.86% | 61,847 | -537 | -0.86% | $8,656,106 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.64% | 31,986 | -1,790 | -5.30% | $7,623,471 |
| VISA INC | V | Financial Services | 1.63% | 22,114 | -64 | -0.29% | $7,587,092 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.60% | 14,547 | +51 | +0.35% | $7,471,339 |
| DIAGEO PLC | DEO | Consumer Defensive | 1.60% | 92,840 | -4,235 | -4.36% | $7,462,479 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 1.58% | 119,094 | -486 | -0.41% | $7,355,233 |
| INVESCO LTD | IVZ | Other | 1.42% | 251,429 | -1,570 | -0.62% | $6,635,211 |
| SALESFORCE INC | CRM | Technology | 1.42% | 42,243 | +10,698 | +33.91% | $6,617,788 |
| MICROSOFT CORP | MSFT | Technology | 1.40% | 17,480 | -99 | -0.56% | $6,520,212 |
| CENTENE CORP DEL | CNC | Healthcare | 1.33% | 96,481 | -574 | -0.59% | $6,193,115 |
| HERSHEY CO | HSY | Consumer Defensive | 1.33% | 35,266 | -281 | -0.79% | $6,187,420 |
| MARATHON PETE CORP | MPC | Energy | 1.32% | 24,149 | -71 | -0.29% | $6,174,175 |
| JEFFERIES FINANCIAL GROUP IN | JEF | Financial Services | 1.31% | 122,355 | -277 | -0.23% | $6,115,303 |
| AFFILIATED MANAGERS GROUP | AMG | Financial Services | 1.31% | 18,047 | -145 | -0.80% | $6,107,105 |
| PARAMOUNT SKYDANCE CORP | PSKY | Other | 1.30% | 616,998 | +10,598 | +1.75% | $6,083,597 |
| JAZZ PHARMACEUTICALS PLC | JAZZ | Other | 1.13% | 21,892 | -747 | -3.30% | $5,275,315 |
| 3M CO | MMM | Industrials | 1.11% | 32,104 | -268 | -0.83% | $5,197,959 |
| TARGET CORP | TGT | Consumer Defensive | 1.09% | 38,937 | -152 | -0.39% | $5,085,562 |
| MEDTRONIC PLC | MDT | Other | 1.06% | 63,386 | -272 | -0.43% | $4,958,687 |
| OCCIDENTAL PETE CORP | OXY | Energy | 1.04% | 99,392 | +547 | +0.55% | $4,827,469 |
Showing 30 of 166 holdings in the latest reporting period.