Poehling Capital Management, Inc. Portfolio Holdings

Poehling Capital Management, Inc.

  • $391 Million
  • Q1 2025

Poehling Capital Management, Inc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $391 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $31.1M, Fairfax Financial Holdings LTD with a value of $26.2M, Markel Corp with a value of $24.1M, Cannae Holdings, Inc. with a value of $14.2M, and Schwab Charles Corp with a value of $14M.

Examining the 13F form we can see an decrease of $8.87M in the current position value, from $400M to 391M.

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 $391 Million
Financial Services: $171 Million
Consumer Defensive: $43.6 Million
Communication Services: $38.3 Million
Healthcare: $31.2 Million
Consumer Cyclical: $31 Million
Energy: $21.3 Million
Technology: $21.2 Million
Industrials: $18.5 Million
Other: $14.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.39 Million 0.87% of portfolio
153,707
Q4 2024 Added 200.0%
$0
$2.64 Million 0.68% of portfolio
53,011
Q1 2025 Reduced 4.11%
$0
$1.3 Million 0.33% of portfolio
4,748
Q1 2024 Reduced 4.04%
$0
$1.07 Million 0.27% of portfolio
8,276
Q4 2023 Reduced 10.78%
$0
$589,000 0.15% of portfolio
1,632
Q1 2024 Added 17.41%
$0
$566,000 0.14% of portfolio
16,240
Q1 2025 Reduced 0.28%
$0
$497,000 0.13% of portfolio
969
Q3 2023 New
$0
$333,000 0.09% of portfolio
1,950
Q1 2020 Added 30.0%
$0
$359,000 0.09% of portfolio
2,350
Q1 2022 New
$0
$354,000 0.09% of portfolio
3,393
Q3 2021 Reduced 3.33%
$0
$355,000 0.09% of portfolio
1,889
Q1 2024 Added 23.14%
$0
$305,000 0.08% of portfolio
547
Q4 2024 Added 22.37%
$0
$305,000 0.08% of portfolio
3,588
Q1 2024 Added 16.64%
$0
$331,000 0.08% of portfolio
3,500
Q1 2022 New
$0
$327,000 0.08% of portfolio
3,505
Q1 2025 Reduced 0.06%
$0
$328,000 0.08% of portfolio
3,626
Q1 2025 Added 1.03%
$0
$253,000 0.06% of portfolio
8,809
Q1 2025 Reduced 2.47%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $391 Million
  • Prior Value $400 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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