Poehling Capital Management, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $450 Million distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fairfax Financial Holdings LTD with a value of $31.9M, Berkshire Hathaway Inc Class B with a value of $29.6M, Markel Corp with a value of $25.2M, Warner Bros. Discovery, Inc. with a value of $17.7M, and Schwab Charles Corp with a value of $16.9M.
Examining the 13F form we can see an increase of $35.4M in the current position value, from $414M to 450M.
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
$450 Million
Financial Services: $189 Million
Consumer Defensive: $50.4 Million
Communication Services: $49.3 Million
Healthcare: $36 Million
Consumer Cyclical: $33.6 Million
Technology: $33.5 Million
Energy: $24 Million
Industrials: $19.6 Million
Other: $13.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
