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 Market Cap. of $200 Billions or more
