Poehling Capital Management, INC.
CIK: 0001730815SEC EDGAR →
Portfolio Value
$488K
Holdings
141
As of
Q4 2025
New Positions
141
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY CLASS CLASS B | 58,846 | $29.0M | 5942.62% |
| 2 | ALPHABET INC CLASS CLASS C | 64,657 | $20.0M | 4098.36% |
| 3 | CHARLES SCHWAB CORP | 176,381 | $17.0M | 3483.61% |
| 4 | FISERV INC | 206,656 | $13.0M | 2663.93% |
| 5 | WARNER BROS DISCOVERY IN TENDER OFFER EXP: 01/21/26 | 483,848 | $13.0M | 2663.93% |
| 6 | APPLE INC | 45,665 | $12.0M | 2459.02% |
| 7 | WELLS FARGO & CO | 138,412 | $12.0M | 2459.02% |
| 8 | CANNAE HLDGS INC | 651,696 | $10.0M | 2049.18% |
| 9 | PEPSICO INC | 70,349 | $10.0M | 2049.18% |
| 10 | — ALIMENTATION COUCHE-TA F CLASS A | 180,905 | $9.0M | 1844.26% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (141)
$29.0M · 59K shares
$20.0M · 65K shares
$17.0M · 176K shares
$13.0M · 207K shares
$13.0M · 484K shares
$12.0M · 138K shares
$12.0M · 46K shares
$10.0M · 652K shares
$10.0M · 70K shares
ALIMENTATION COUCHE-TA F CLASS A
$9.0M · 181K shares
$8.0M · 17K shares
$8.0M · 677K shares
$8.0M · 94K shares
$8.0M · 640K shares
$7.0M · 62K shares
$7.0M · 34K shares
$7.0M · 123K shares
$7.0M · 22K shares
$6.0M · 120K shares
$6.0M · 253K shares
$6.0M · 64K shares
$6.0M · 37K shares
$5.0M · 18K shares
$5.0M · 47K shares
$5.0M · 37K shares
$5.0M · 54K shares
$5.0M · 34K shares
$5.0M · 47K shares
$4.0M · 30K shares
$4.0M · 152K shares
KKR & CO INC
$4.0M · 32K shares
$4.0M · 99K shares
$3.0M · 97K shares
$3.0M · 38K shares
$3.0M · 23K shares
$3.0M · 24K shares
$3.0M · 56K shares
$3.0M · 124K shares
$3.0M · 66K shares
$2.0M · 22K shares
$2.0M · 147K shares
$2.0M · 25K shares
$2.0M · 30K shares
$2.0M · 26K shares
$2.0M · 54K shares
$2.0M · 230K shares
$2.0M · 239K shares
$2.0M · 9K shares
$2.0M · 9K shares
$2.0M · 52K shares
$2.0M · 14K shares
$2.0M · 24K shares
$2.0M · 38K shares
$2.0M · 58K shares
$1.0M · 10K shares
$1.0M · 9K shares
$1.0M · 8K shares
$1.0M · 20K shares
$1.0M · 17K shares
$1.0M · 8K shares
$1.0M · 55K shares
$1.0M · 5K shares
$1.0M · 4K shares
$1.0M · 4K shares
$1.0M · 19K shares
$1.0M · 26K shares
$1.0M · 6K shares
$1.0M · 216K shares
$1.0M · 45K shares
$1.0M · 31K shares
$1.0M · 66K shares
$1.0M · 22K shares
$34K · 18K shares
$28K · 13K shares
$8K · 15K shares
$4K · 6K shares
$4K · 5K shares
$1K · 230 shares
$0 · 13K shares
$0 · 794 shares
$0 · 1K shares
$0 · 795 shares
$0 · 86K shares
$0 · 38K shares
$0 · 41K shares
$0 · 2K shares
$0 · 350 shares
$0 · 2K shares
$0 · 2K shares
$0 · 1K shares
$0 · 14K shares
$0 · 6K shares
$0 · 4K shares
$0 · 3K shares
$0 · 259 shares
$0 · 3K shares
$0 · 3K shares
$0 · 18K shares
$0 · 3K shares
$0 · 1K shares
$0 · 723 shares
$0 · 3K shares
$0 · 3K shares
$0 · 3K shares
$0 · 3K shares
$0 · 3K shares
$0 · 10K shares
$0 · 8K shares
$0 · 3K shares
$0 · 3K shares
$0 · 3K shares
$0 · 1K shares
$0 · 6K shares
$0 · 3K shares
$0 · 3K shares
$0 · 1K shares
$0 · 2K shares
$0 · 19K shares
$0 · 28K shares
$0 · 20K shares
$0 · 8K shares
$0 · 2K shares
$0 · 53K shares
$0 · 1K shares
$0 · 547 shares
$0 · 4K shares
$0 · 979 shares
$0 · 16K shares
$0 · 4K shares
$0 · 880 shares
$0 · 2K shares
$0 · 18K shares
$0 · 2K shares
$0 · 4K shares
$0 · 6K shares
$0 · 2K shares
$0 · 17K shares
$0 · 76K shares
$0 · 700 shares
$0 · 969 shares
$0 · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $79.0M | 23.0% |
| Unknown | 22 | $65.0M | 18.9% |
| Communication Services | 9 | $49.0M | 14.2% |
| Consumer Defensive | 12 | $39.0M | 11.3% |
| Technology | 15 | $37.0M | 10.8% |
| Healthcare | 13 | $27.0M | 7.8% |
| Consumer Cyclical | 9 | $23.0M | 6.7% |
| Energy | 10 | $17.0M | 4.9% |
| Industrials | 7 | $8.0M | 2.3% |
| Real Estate | 1 | $0 | 0.0% |
| Utilities | 2 | $0 | 0.0% |