Poehling Capital Management, Inc. Incresed Positions in Q2 2025

Poehling Capital Management, Inc.

  • $414 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FRFHF
Fairfax Financial Holdings LTD

Financial Services
244
+ 1.35%
$1329.29 - $1825.0 $324K - $445K
18.4K $33.2M
PEP
Pepsico Inc

Consumer Defensive
52K
+ 279.81%
$128.02 - $151.37 $6.66M - $7.87M
70.6K $9.32M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
49.1K
+ 6.35%
$16.1 - $20.85 $791K - $1.02M
823K $17.2M
MSFT
Microsoft Corp

Technology
184
+ 0.79%
$354.56 - $497.45 $65.2K - $91.5K
23.4K $11.6M
MKL
Markel Corp

Financial Services
333
+ 2.58%
$1678.5 - $1997.36 $559K - $665K
13.2K $26.5M
WBD
Warner Bros. Discovery, Inc.

Communication Services
131K
+ 17.5%
$7.69 - $11.46 $1.01M - $1.5M
878K $10.1M
DIS
Walt Disney CO

Communication Services
1.11K
+ 2.12%
$81.72 - $124.01 $90.3K - $137K
53.3K $6.61M
GOOG
Alphabet Inc.

Communication Services
315
+ 0.49%
$146.58 - $180.01 $46.2K - $56.7K
65.1K $11.6M
TGT
Target Corp

Consumer Defensive
13.4K
+ 40.93%
$88.76 - $105.77 $1.19M - $1.41M
46K $4.54M
META
Meta Platforms, Inc.

Communication Services
49
+ 0.79%
$484.66 - $738.09 $23.7K - $36.2K
6.26K $4.62M
NVDA
Nvidia Corp

Technology
1.7K
+ 11.47%
$94.31 - $157.99 $161K - $269K
16.5K $2.61M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
18.2K
+ 51.1%
$28.9 - $40.98 $526K - $746K
53.8K $2.15M
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.26K
+ 4.5%
$39.43 - $49.34 $207K - $260K
122K $5.78M
C
Citigroup Inc

Financial Services
298
+ 0.48%
$58.13 - $85.12 $17.3K - $25.4K
62.9K $5.36M
EL
Estee Lauder Companies Inc

Consumer Defensive
1.16K
+ 2.21%
$50.06 - $80.8 $57.9K - $93.4K
53.4K $4.31M
DINO
Hf Sinclair Corp

Energy
690
+ 1.03%
$25.91 - $41.85 $17.9K - $28.9K
67.9K $2.79M
JEF
Jefferies Financial Group Inc.

Financial Services
5.58K
+ 4.7%
$41.06 - $56.09 $229K - $313K
124K $6.8M
CARR
Carrier Global Corp

Industrials
169
+ 0.44%
$55.55 - $75.83 $9.39K - $12.8K
38.4K $2.81M
PSX
Phillips 66

Energy
3.09K
+ 48.98%
$92.87 - $125.73 $287K - $389K
9.41K $1.12M
BEN
Franklin Resources Inc

Financial Services
134
+ 0.24%
$16.66 - $23.85 $2.23K - $3.2K
55.9K $1.33M
BP
Bp PLC

Energy
8.99K
+ 61.08%
$26.11 - $33.81 $235K - $304K
23.7K $709K
MA
Mastercard Inc

Financial Services
3
+ 0.02%
$479.92 - $590.74 $1.44K - $1.77K
14.8K $8.3M
VTRS
Viatris Inc

Healthcare
5.02K
+ 0.74%
$7.26 - $9.12 $36.5K - $45.8K
683K $6.09M
IVZ
Invesco Ltd.

Financial Services
824
+ 0.32%
$12.14 - $15.77 $10K - $13K
256K $4.03M
MOS
Mosaic CO

Basic Materials
200
+ 1.44%
$22.76 - $36.95 $4.55K - $7.39K
14.1K $512K
TROW
Price T Rowe Group Inc

Financial Services
411
+ 2.68%
$80.27 - $98.06 $33K - $40.3K
15.8K $1.52M
V
Visa Inc.

Financial Services
17
+ 0.08%
$308.27 - $373.31 $5.24K - $6.35K
22.5K $7.98M
TFC
Truist Financial Corp

Financial Services
89
+ 0.17%
$34.79 - $42.99 $3.1K - $3.83K
52.7K $2.27M
WMT
Walmart Inc.

Consumer Defensive
316
+ 5.39%
$81.79 - $99.98 $25.8K - $31.6K
6.18K $603K
SPY
Spdr S&P 500 ETF Trust

ETFs
66
+ 12.07%
$496.48 - $617.85 $32.8K - $40.8K
613 $378K
FAST
Fastenal CO

Industrials
9.36K
+ 100.0%
$40.65 - $83.16 $381K - $779K
18.7K $786K
GOOGL
Alphabet Inc.

Communication Services
60
+ 3.55%
$144.7 - $178.6 $8.68K - $10.7K
1.75K $308K
RE
Everest Re Group LTD

Financial Services
122
+ 3.82%
N/A
3.31K $1.23M
MO
Altria Group, Inc.

Consumer Defensive
1.39K
+ 4.51%
$55.56 - $60.91 $77.1K - $84.5K
32.1K $1.88M
BLK
Black Rock Inc.

Financial Services
11
+ 4.4%
$815.72 - $1049.25 $8.97K - $11.5K
261 $273K
HD
Home Depot, Inc.

Consumer Cyclical
86
+ 9.19%
$335.24 - $380.78 $28.8K - $32.7K
1.02K $374K
CRM
Salesforce, Inc.

Technology
75
+ 3.92%
$236.26 - $291.15 $17.7K - $21.8K
1.99K $542K
Howard Hughes Hldgs Inc
111
+ 1.33%
N/A
8.45K $0
MCD
Mcdonalds Corp

Consumer Cyclical
28
+ 1.93%
$285.55 - $321.23 $8K - $8.99K
1.48K $431K
PFE
Pfizer Inc

Healthcare
1.51K
+ 2.41%
$21.59 - $24.84 $32.5K - $37.4K
63.9K $1.55M
BAX
Baxter International Inc

Healthcare
319
+ 1.99%
$27.8 - $34.02 $8.87K - $10.9K
16.4K $496K
JNJ
Johnson & Johnson

Healthcare
98
+ 1.68%
$146.36 - $159.82 $14.3K - $15.7K
5.93K $905K
ABBV
Abb Vie Inc.

Healthcare
50
+ 1.24%
$170.16 - $206.27 $8.51K - $10.3K
4.07K $755K
CNC
Centene Corp

Healthcare
166
+ 0.82%
$53.4 - $64.29 $8.86K - $10.7K
20.3K $1.1M
DEO
Diageo PLC

Consumer Defensive
798
+ 1.44%
$99.86 - $115.75 $79.7K - $92.4K
56K $5.65M
DXC
Dxc Technology CO

Technology
404
+ 0.48%
$14.03 - $17.63 $5.67K - $7.12K
84K $1.28M
MDT
Medtronic PLC

Healthcare
28
+ 0.04%
$80.68 - $88.86 $2.26K - $2.49K
65K $5.67M
CTRA
Coterra Energy Inc.

Energy
46
+ 0.07%
$22.6 - $29.07 $1.04K - $1.34K
67.8K $1.72M
SLB
Schlumberger Limited

Energy
3.23K
+ 7.15%
$31.95 - $42.2 $103K - $136K
48.4K $1.64M
Activity Summary
Buys All Purchases 72 New Holdings 17 Increased Positions 55 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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