Poehling Capital Management, Inc. Portfolio Holdings

Poehling Capital Management, Inc.

  • $400 Million
  • Q4 2024

Poehling Capital Management, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $400 Million distributed in 135 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 $27.8M, Fairfax Financial Holdings LTD with a value of $25.1M, Markel Corp with a value of $22.2M, Apple Inc. with a value of $15.9M, and Cannae Holdings, Inc. with a value of $14.4M.

Examining the 13F form we can see an increase of $10M in the current position value, from $390M to 400M.

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 $400 Million
Financial Services: $165 Million
Communication Services: $40.6 Million
Technology: $39.8 Million
Consumer Defensive: $34.6 Million
Healthcare: $34 Million
Consumer Cyclical: $32 Million
Energy: $20.2 Million
Industrials: $18 Million
Other: $15 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.61B
$14.4 Million 3.6% of portfolio
723,465
Q4 2024 Added 0.22%
$450M
$2.7 Million 0.68% of portfolio
58,327
Q3 2022 Reduced 3.32%
$956M
$1.28 Million 0.32% of portfolio
35,839
Q4 2024 Added 104.11%
$665M
$267,000 0.07% of portfolio
75,501
Q1 2024 Added 24.8%
$1.36B
$182,000 0.05% of portfolio
50,108
Q3 2024 Reduced 1.01%
$606M
$162,000 0.04% of portfolio
18,782
Q3 2024 Reduced 0.24%

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $400 Million
  • Prior Value $390 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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