Poehling Capital Management, Inc. Portfolio Holdings

Poehling Capital Management, Inc.

  • $390 Million
  • Q3 2024

Poehling Capital Management, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $390 Million distributed in 134 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 $28.2M, Fairfax Financial Holdings LTD with a value of $22.7M, Markel Corp with a value of $19.8M, Apple Inc. with a value of $14.8M, and Cannae Holdings, Inc. with a value of $13.8M.

Examining the 13F form we can see an increase of $24M in the current position value, from $366M to 390M.

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 $390 Million
Financial Services: $154 Million
Communication Services: $39.1 Million
Technology: $38.9 Million
Healthcare: $36.1 Million
Consumer Defensive: $33.7 Million
Consumer Cyclical: $29.9 Million
Energy: $22.5 Million
Industrials: $20.8 Million
Other: $15 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $390 Million
  • Prior Value $366 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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