Poehling Capital Management, INC.

13F filer · CIK 0001730815

Reported Jul 20, 2026

Net seller this quarter

13F portfolio value$466MU.S. long equity reported on 13F

Positions14724 new · 10 closed

Net flow last quarter-$27.5MBuys minus sells

Top 10 positions weight36.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026147 positions
BRK.BBerkshire Hathaway Inc	$30.9M	6.64%	Not reported	+3.6%	Q4 2017
MKLMarkel Group Inc.	$26.7M	5.72%	0.11%	+1.7%	Q4 2017
GOOGAlphabet Inc.	$22.4M	4.80%	Not reported	-1.5%	Q4 2017
SCHWSchwab Charles Corp	$16.6M	3.56%	0.01%	+1.9%	Q4 2017
CNNECannae Holdings, Inc.	$13.8M	2.97%	2.21%	+0.6%	Q2 2018
AAPLApple Inc.	$13.7M	2.93%	0.00%	+0.5%	Q4 2017
FISVFiserv Inc	$12M	2.57%	0.05%	+9.0%	Q4 2017
WFCWells Fargo & Company	$11.7M	2.50%	0.00%	+2.4%	Q4 2017
VTRSViatris Inc	$10.7M	2.29%	0.06%	-0.4%	Q1 2021
PEPPepsico Inc	$10.4M	2.22%	0.01%	+0.6%	Q4 2017
CCitigroup Inc	$8.66M	1.86%	0.00%	-0.9%	Q4 2017
AMZNAmazon Com Inc	$7.62M	1.64%	0.00%	-5.3%	Q4 2017
VVisa Inc.	$7.59M	1.63%	0.00%	-0.3%	Q4 2017
MAMastercard Inc	$7.47M	1.60%	0.00%	+0.4%	Q4 2017
DEODiageo PLC	$7.46M	1.60%	0.00%	-4.4%	Q4 2017
BTIBritish American Tobacco p.l.c.	$7.36M	1.58%	0.01%	-0.4%	Q4 2018
IVZInvesco Ltd.	$6.64M	1.42%	0.06%	-0.6%	Q4 2017
CRMSalesforce, Inc.	$6.62M	1.42%	0.01%	+33.9%	Q4 2017
MSFTMicrosoft Corp	$6.52M	1.40%	0.00%	-0.6%	Q4 2017
CNCCentene Corp	$6.19M	1.33%	0.02%	-0.6%	Q1 2023
HSYHershey Co	$6.19M	1.33%	0.02%	-0.8%	Q1 2018
MPCMarathon Petroleum Corp	$6.17M	1.32%	0.01%	-0.3%	Q4 2017
JEFJefferies Financial Group Inc.	$6.12M	1.31%	0.06%	-0.2%	Q2 2018
AMGAffiliated Managers Group, Inc.	$6.11M	1.31%	0.07%	-0.8%	Q4 2017
PSKYParamount Skydance Corp	$6.08M	1.30%	0.06%	+1.8%	Q3 2025
JAZZJazz Pharmaceuticals plc	$5.28M	1.13%	0.03%	-3.3%	Q3 2021
MMM3m Co	$5.2M	1.11%	0.01%	-0.8%	Q4 2017
TGTTarget Corp	$5.09M	1.09%	0.01%	-0.4%	Q4 2017
MDTMedtronic plc	$4.96M	1.06%	0.01%	-0.4%	Q4 2017
OXYOccidental Petroleum Corp	$4.83M	1.04%	0.01%	+0.6%	Q1 2021
AIGAmerican International Group, Inc.	$4.73M	1.01%	0.01%	+0.7%	Q4 2017
DINOHF Sinclair Corp	$4.58M	0.98%	0.04%	-0.6%	Q4 2022
JXNJackson Financial Inc.	$4.54M	0.97%	0.07%	-4.8%	Q1 2022
DISWalt Disney Co	$4.47M	0.96%	0.00%	-0.9%	Q4 2017
STZConstellation Brands, Inc.	$4.38M	0.94%	Not reported	+3.4%	Q1 2018
DHRDanaher Corp	$3.95M	0.85%	0.00%	Not reported	Q4 2017
PBRPetrobras - Petroleo Brasileiro SA	$3.89M	0.84%	0.00%	0.0%	Q1 2023
KDPKeurig Dr Pepper Inc.	$3.84M	0.82%	0.01%	-6.5%	Q2 2023
UNHUnitedhealth Group Inc	$3.77M	0.81%	0.00%	-0.8%	Q4 2017
BABAAlibaba Group Holding Ltd	$3.77M	0.81%	0.00%	+1.7%	Q4 2017
METAMeta Platforms, Inc.	$3.65M	0.78%	Not reported	-5.5%	Q4 2017
NVDANvidia Corp	$3.6M	0.77%	0.00%	+7.7%	Q4 2017
SLBSLB Limited	$3.5M	0.75%	0.01%	+0.4%	Q4 2017
TROWPrice T Rowe Group Inc	$3.4M	0.73%	0.01%	+1.0%	Q4 2017
BACBank of America Corp	$3.21M	0.69%	0.00%	-0.1%	Q4 2017
BMYBristol Myers Squibb Co	$3.08M	0.66%	0.00%	-0.4%	Q4 2017
SPHRSphere Entertainment Co.	$3.01M	0.65%	Not reported	-8.0%	Q1 2021
KKRKKR & Co. Inc.	$2.88M	0.62%	0.00%	-0.5%	Q4 2017
NFLXNetflix Inc	$2.88M	0.62%	0.00%	+103.9%	Q1 2018
TFCTruist Financial Corp	$2.84M	0.61%	0.00%	-1.1%	Q3 2022

Q1 2026Reported Apr 21, 2026133 positions
FRFHFFairfax Financial Holdings Ltd/ Can	$31.8M	6.69%	0.07%	+2.2%	Q4 2017
BRK.BBerkshire Hathaway Inc	$28.6M	6.02%	Not reported	+1.5%	Q4 2017
MKLMarkel Group Inc.	$25.7M	5.41%	0.11%	+1.6%	Q4 2017
GOOGAlphabet Inc.	$18.4M	3.88%	Not reported	-0.6%	Q4 2017
SCHWSchwab Charles Corp	$16.6M	3.49%	0.01%	-0.1%	Q4 2017
FISVFiserv Inc	$12.5M	2.64%	0.04%	+8.6%	Q4 2017
AAPLApple Inc.	$11.9M	2.51%	0.00%	+2.8%	Q4 2017
PEPPepsico Inc	$11.8M	2.49%	0.01%	+8.2%	Q4 2017
WFCWells Fargo & Company	$11M	2.31%	0.00%	-0.4%	Q4 2017
CNNECannae Holdings, Inc.	$10.8M	2.28%	2.09%	+46.4%	Q2 2018
VTRSViatris Inc	$9.11M	1.92%	0.06%	-0.4%	Q1 2021
HSYHershey Co	$7.39M	1.56%	0.02%	-3.1%	Q1 2018
MAMastercard Inc	$7.24M	1.53%	0.00%	-0.2%	Q4 2017
DEODiageo PLC	$7.23M	1.52%	0.00%	+2.7%	Q4 2017
CCitigroup Inc	$7.07M	1.49%	0.00%	0.0%	Q4 2017
AMZNAmazon Com Inc	$7.03M	1.48%	0.00%	-0.1%	Q4 2017
BTIBritish American Tobacco p.l.c.	$6.99M	1.47%	0.01%	-0.5%	Q4 2018
VVisa Inc.	$6.7M	1.41%	0.00%	-0.3%	Q4 2017
MSFTMicrosoft Corp	$6.51M	1.37%	0.00%	+1.9%	Q4 2017
OXYOccidental Petroleum Corp	$6.42M	1.35%	0.01%	-0.4%	Q1 2021
IVZInvesco Ltd.	$6.15M	1.29%	0.06%	-0.2%	Q4 2017
MPCMarathon Petroleum Corp	$5.91M	1.25%	0.01%	-0.5%	Q4 2017
CRMSalesforce, Inc.	$5.89M	1.24%	0.00%	+235.2%	Q4 2017
MDTMedtronic plc	$5.52M	1.16%	0.01%	-0.4%	Q4 2017
PSKYParamount Skydance Corp	$5.47M	1.15%	0.06%	-5.2%	Q3 2025
JEFJefferies Financial Group Inc.	$5.06M	1.07%	0.06%	-0.3%	Q2 2018
AMGAffiliated Managers Group, Inc.	$5.03M	1.06%	0.07%	-0.1%	Q4 2017
PBRPetrobras - Petroleo Brasileiro SA	$5M	1.05%	0.00%	+0.8%	Q1 2023
JXNJackson Financial Inc.	$4.93M	1.04%	0.07%	-1.5%	Q1 2022
BABAAlibaba Group Holding Ltd	$4.84M	1.02%	0.00%	+3.1%	Q4 2017
AIGAmerican International Group, Inc.	$4.74M	1.00%	0.01%	+111.9%	Q4 2017
TGTTarget Corp	$4.74M	1.00%	0.01%	+1.9%	Q4 2017
MMM3m Co	$4.7M	0.99%	0.01%	-3.4%	Q4 2017
GSGoldman Sachs Group Inc	$4.59M	0.97%	0.00%	-0.4%	Q4 2017
STZConstellation Brands, Inc.	$4.57M	0.96%	Not reported	+0.6%	Q1 2018
DISWalt Disney Co	$4.51M	0.95%	0.00%	0.0%	Q4 2017
JAZZJazz Pharmaceuticals plc	$4.28M	0.90%	0.04%	-0.2%	Q3 2021
DINOHF Sinclair Corp	$4.13M	0.87%	0.04%	-0.2%	Q4 2022
METAMeta Platforms, Inc.	$3.92M	0.82%	Not reported	+8.0%	Q4 2017
SLBSLB Limited	$3.85M	0.81%	0.01%	+65.1%	Q4 2017
KDPKeurig Dr Pepper Inc.	$3.3M	0.70%	0.01%	+0.8%	Q2 2023
BMYBristol Myers Squibb Co	$3.26M	0.69%	0.00%	-0.5%	Q4 2017
ADBEAdobe Inc.	$3.22M	0.68%	0.00%	+1564.7%	Q4 2017
CNCCentene Corp	$3.18M	0.67%	0.02%	+0.5%	Q1 2023
KKRKKR & Co. Inc.	$2.92M	0.61%	0.00%	Not reported	Q4 2017
NVDANvidia Corp	$2.91M	0.61%	0.00%	+17.4%	Q4 2017
BNYBank of New York Mellon Corp	$2.83M	0.60%	0.00%	-0.9%	Q4 2017
BACBank of America Corp	$2.75M	0.58%	0.00%	Not reported	Q4 2017
TROWPrice T Rowe Group Inc	$2.67M	0.56%	0.01%	+54.1%	Q4 2017
TFCTruist Financial Corp	$2.65M	0.56%	0.00%	0.0%	Q3 2022

Q4 2025Reported Feb 6, 2026120 positions
FRFHFFairfax Financial Holdings Ltd/ Can	$34.8M	7.12%	0.07%	+0.3%	Q4 2017
BRK.BBerkshire Hathaway Inc	$29.6M	6.05%	Not reported	0.0%	Q4 2017
MKLMarkel Group Inc.	$28.4M	5.82%	0.10%	+0.4%	Q4 2017
GOOGAlphabet Inc.	$20.3M	4.15%	Not reported	-0.1%	Q4 2017
SCHWSchwab Charles Corp	$17.6M	3.61%	0.01%	-0.2%	Q4 2017
WBDWarner Bros. Discovery, Inc.	$13.9M	2.85%	0.02%	-46.6%	Q2 2022
FISVFiserv Inc	$13.9M	2.84%	0.04%	+1247.9%	Q4 2017
WFCWells Fargo & Company	$12.9M	2.64%	0.00%	-0.6%	Q4 2017
AAPLApple Inc.	$12.4M	2.54%	0.00%	-0.8%	Q4 2017
CNNECannae Holdings, Inc.	$10.3M	2.10%	1.40%	-22.0%	Q2 2018
PEPPepsico Inc	$10.1M	2.07%	0.01%	0.0%	Q4 2017
PSKYParamount Skydance Corp	$8.57M	1.75%	0.06%	+0.8%	Q3 2025
VTRSViatris Inc	$8.43M	1.73%	0.06%	0.0%	Q1 2021
MSFTMicrosoft Corp	$8.35M	1.71%	0.00%	-25.8%	Q4 2017
MAMastercard Inc	$8.29M	1.70%	0.00%	-0.5%	Q4 2017
DEODiageo PLC	$8.15M	1.67%	0.00%	+71.2%	Q4 2017
AMZNAmazon Com Inc	$7.81M	1.60%	0.00%	+2.5%	Q4 2017
VVisa Inc.	$7.8M	1.60%	0.00%	-0.1%	Q4 2017
JEFJefferies Financial Group Inc.	$7.62M	1.56%	0.06%	-0.7%	Q2 2018
CCitigroup Inc	$7.28M	1.49%	0.00%	-0.2%	Q4 2017
BTIBritish American Tobacco p.l.c.	$6.8M	1.39%	0.01%	-0.3%	Q4 2018
HSYHershey Co	$6.67M	1.37%	0.02%	0.0%	Q1 2018
IVZInvesco Ltd.	$6.66M	1.36%	0.06%	-0.2%	Q4 2017
MDTMedtronic plc	$6.14M	1.26%	0.01%	-0.5%	Q4 2017
ELEstee Lauder Companies Inc	$5.65M	1.16%	Not reported	-0.9%	Q4 2017
BABAAlibaba Group Holding Ltd	$5.49M	1.12%	0.00%	+1.2%	Q4 2017
MMM3m Co	$5.37M	1.10%	0.01%	-50.1%	Q4 2017
DISWalt Disney Co	$5.33M	1.09%	0.00%	-9.5%	Q4 2017
AMGAffiliated Managers Group, Inc.	$5.25M	1.07%	0.06%	-0.6%	Q4 2017
JXNJackson Financial Inc.	$5.04M	1.03%	0.07%	-4.6%	Q1 2022
GSGoldman Sachs Group Inc	$4.79M	0.98%	0.00%	-0.4%	Q4 2017
METAMeta Platforms, Inc.	$4.18M	0.86%	Not reported	0.0%	Q4 2017
STZConstellation Brands, Inc.	$4.18M	0.85%	Not reported	+48.6%	Q1 2018
OXYOccidental Petroleum Corp	$4.08M	0.84%	0.01%	-10.1%	Q1 2021
KKRKKR & Co. Inc.	$4.02M	0.82%	0.00%	-3.5%	Q4 2017
CNCCentene Corp	$3.98M	0.81%	0.02%	+0.7%	Q1 2023
MPCMarathon Petroleum Corp	$3.96M	0.81%	0.01%	-0.4%	Q4 2017
JAZZJazz Pharmaceuticals plc	$3.86M	0.79%	0.04%	-1.4%	Q3 2021
TGTTarget Corp	$3.75M	0.77%	0.01%	-12.6%	Q4 2017
KDPKeurig Dr Pepper Inc.	$3.49M	0.71%	0.01%	+47.7%	Q2 2023
BACBank of America Corp	$3.1M	0.63%	0.00%	-0.2%	Q4 2017
DINOHF Sinclair Corp	$3.05M	0.62%	0.04%	-0.8%	Q4 2022
UNHUnitedhealth Group Inc	$2.99M	0.61%	0.00%	+0.6%	Q4 2017
BMYBristol Myers Squibb Co	$2.91M	0.60%	0.00%	-4.2%	Q4 2017
FBIZFirst Business Financial Services, Inc.	$2.84M	0.58%	0.63%	-10.3%	Q4 2017
TFCTruist Financial Corp	$2.84M	0.58%	0.00%	+10.0%	Q3 2022
PBRPetrobras - Petroleo Brasileiro SA	$2.83M	0.58%	0.00%	+1.4%	Q1 2023
BNYBank of New York Mellon Corp	$2.8M	0.57%	0.00%	-48.9%	Q4 2017
NVDANvidia Corp	$2.65M	0.54%	0.00%	-9.1%	Q4 2017
AIGAmerican International Group, Inc.	$2.55M	0.52%	0.01%	+7.5%	Q4 2017

Q3 2025Reported Nov 5, 2025117 positions
FRFHFFairfax Financial Holdings Ltd/ Can	$31.8M	6.69%	0.07%	-0.9%	Q4 2017
BRK.BBerkshire Hathaway Inc	$29.6M	6.22%	Not reported	+0.7%	Q4 2017
MKLMarkel Group Inc.	$25.2M	5.29%	0.10%	-0.5%	Q4 2017
WBDWarner Bros. Discovery, Inc.	$17.7M	3.72%	0.04%	+3.1%	Q2 2022
SCHWSchwab Charles Corp	$16.9M	3.55%	0.01%	-0.8%	Q4 2017
GOOGAlphabet Inc.	$15.8M	3.31%	Not reported	-0.7%	Q4 2017
CNNECannae Holdings, Inc.	$15.3M	3.21%	1.62%	+1.5%	Q2 2018
MSFTMicrosoft Corp	$12.1M	2.53%	0.00%	-0.4%	Q4 2017
PSKYParamount Skydance Corp	$12M	2.52%	63443.20%	New	Q3 2025
AAPLApple Inc.	$11.7M	2.46%	0.00%	+0.3%	Q4 2017
WFCWells Fargo & Company	$11.7M	2.45%	0.00%	-1.2%	Q4 2017
MMM3m Co	$10.4M	2.19%	0.01%	-0.9%	Q4 2017
PEPPepsico Inc	$9.88M	2.08%	0.01%	-0.3%	Q4 2017
MAMastercard Inc	$8.31M	1.75%	0.00%	-1.1%	Q4 2017
JEFJefferies Financial Group Inc.	$8.1M	1.70%	0.06%	-0.4%	Q2 2018
VVisa Inc.	$7.61M	1.60%	0.00%	-0.8%	Q4 2017
AMZNAmazon Com Inc	$7.24M	1.52%	0.00%	+0.7%	Q4 2017
HSYHershey Co	$6.86M	1.44%	0.02%	-0.4%	Q1 2018
VTRSViatris Inc	$6.71M	1.41%	0.06%	-0.7%	Q1 2021
BABAAlibaba Group Holding Ltd	$6.61M	1.39%	0.00%	-0.4%	Q4 2017
BTIBritish American Tobacco p.l.c.	$6.4M	1.35%	0.01%	-1.3%	Q4 2018
CCitigroup Inc	$6.35M	1.33%	0.00%	-0.6%	Q4 2017
MDTMedtronic plc	$6.11M	1.29%	0.01%	-1.3%	Q4 2017
DISWalt Disney Co	$5.93M	1.25%	0.00%	-2.8%	Q4 2017
IVZInvesco Ltd.	$5.82M	1.22%	0.06%	-0.7%	Q4 2017
DEODiageo PLC	$5.27M	1.11%	0.00%	-1.5%	Q4 2017
OXYOccidental Petroleum Corp	$5.22M	1.10%	0.01%	-1.0%	Q1 2021
BNYBank of New York Mellon Corp	$5.14M	1.08%	0.01%	-2.2%	Q4 2017
JXNJackson Financial Inc.	$5.02M	1.05%	0.07%	-2.4%	Q1 2022
ELEstee Lauder Companies Inc	$4.8M	1.01%	Not reported	+1.9%	Q4 2017
MPCMarathon Petroleum Corp	$4.71M	0.99%	0.01%	-0.1%	Q4 2017
METAMeta Platforms, Inc.	$4.66M	0.98%	Not reported	+1.3%	Q4 2017
AMGAffiliated Managers Group, Inc.	$4.37M	0.92%	0.06%	-0.4%	Q4 2017
GSGoldman Sachs Group Inc	$4.35M	0.92%	0.00%	-1.3%	Q4 2017
KKRKKR & Co. Inc.	$4.25M	0.89%	0.00%	-0.9%	Q4 2017
TGTTarget Corp	$3.94M	0.83%	0.01%	-4.5%	Q4 2017
DINOHF Sinclair Corp	$3.5M	0.73%	0.04%	-1.6%	Q4 2022
CNCCentene Corp	$3.42M	0.72%	0.02%	+372.9%	Q1 2023
OGNOrganon & Co.	$3.39M	0.71%	0.12%	+57.7%	Q2 2021
SPHRSphere Entertainment Co.	$3.32M	0.70%	Not reported	-0.7%	Q1 2021
UNHUnitedhealth Group Inc	$3.11M	0.65%	0.00%	Not reported	Q4 2017
JAZZJazz Pharmaceuticals plc	$3.03M	0.64%	0.04%	-1.4%	Q3 2021
FBIZFirst Business Financial Services, Inc.	$2.99M	0.63%	0.70%	Not reported	Q4 2017
PBRPetrobras - Petroleo Brasileiro SA	$2.99M	0.63%	0.00%	-0.2%	Q1 2023
NVDANvidia Corp	$2.92M	0.61%	0.00%	-5.4%	Q4 2017
BACBank of America Corp	$2.91M	0.61%	0.00%	-0.2%	Q4 2017
CNHCNH Industrial N.V.	$2.87M	0.60%	0.02%	-0.7%	Q4 2023
STZConstellation Brands, Inc.	$2.74M	0.58%	Not reported	+87.1%	Q1 2018
BMYBristol Myers Squibb Co	$2.54M	0.53%	0.00%	-1.6%	Q4 2017
TFCTruist Financial Corp	$2.39M	0.50%	0.00%	-0.7%	Q3 2022

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