Poehling Capital Management, Inc. Portfolio Holdings

Poehling Capital Management, Inc.

  • $414 Million
  • Q2 2025

Poehling Capital Management, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $414 Million distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fairfax Financial Holdings LTD with a value of $33.2M, Berkshire Hathaway Inc Class B with a value of $28.4M, Markel Corp with a value of $26.5M, Cannae Holdings, Inc. with a value of $17.2M, and Schwab Charles Corp with a value of $16.3M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $391M to 414M.

Poehling Capital Management, Inc. is based out at Madison, WI

Below you can find more details about Poehling Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $414 Million
Financial Services: $183 Million
Communication Services: $44.3 Million
Consumer Defensive: $43.6 Million
Consumer Cyclical: $33.5 Million
Technology: $28 Million
Healthcare: $27.3 Million
Energy: $21.8 Million
Industrials: $19.7 Million
Other: $13.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.76 Million 0.91% of portfolio
153,707
Q4 2024 Added 200.0%
$0
$1.44 Million 0.35% of portfolio
4,748
Q1 2024 Reduced 4.04%
$0
$1.1 Million 0.27% of portfolio
8,276
Q4 2023 Reduced 10.78%
$0
$692,000 0.17% of portfolio
1,632
Q1 2024 Added 17.41%
$0
$553,000 0.13% of portfolio
16,122
Q2 2025 Reduced 0.73%
$0
$550,000 0.13% of portfolio
969
Q3 2023 New
$0
$443,000 0.11% of portfolio
2,350
Q1 2022 New
$0
$370,000 0.09% of portfolio
3,393
Q3 2021 Reduced 3.33%
$0
$378,000 0.09% of portfolio
613
Q2 2025 Added 12.07%
$0
$366,000 0.09% of portfolio
1,889
Q1 2024 Added 23.14%
$0
$329,000 0.08% of portfolio
3,588
Q1 2024 Added 16.64%
$0
$344,000 0.08% of portfolio
1,950
Q1 2020 Added 30.0%
$0
$310,000 0.07% of portfolio
3,500
Q1 2022 New
$0
$287,000 0.07% of portfolio
8,751
Q2 2025 Reduced 0.66%
$0
$230,000 0.06% of portfolio
2,714
Q2 2025 Reduced 22.57%
$0
$235,000 0.06% of portfolio
979
Q2 2025 New
$0
$204,000 0.05% of portfolio
2,444
Q2 2025 New
$0
$154,000 0.04% of portfolio
33,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $414 Million
  • Prior Value $391 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Poehling Capital Management, Inc. Portfolio

Follow Poehling Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Poehling Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Poehling Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email