Poehling Capital Management, INC.
CIK 1730815
13F filing for Q2 2026・No. 4,081
- Holdings
- US$466.25M
- Quarter change
- −US$8.7M
- Entries
- 166
- Net bought (estimate)
- −US$37.46M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 31
- Sold out 18
- Cut 69
- Added 46
- Corporate actions 0
- Unchanged 20
Largest holdings
166 stocks worth US$466.25M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 61,850 | US$30.95M | 6.64% |
| MKLMARKEL GROUP INCCOM | Added | 13,657 | US$26.67M | 5.72% |
| GOOGALPHABET INCCAP STK CL C | Cut | 63,278 | US$22.36M | 4.80% |
| SCHWSCHWAB CHARLES CORPCOM | Added | 179,671 | US$16.58M | 3.56% |
| CANNAE HLDGS INCCOM | Added | 960,109 | US$13.83M | 2.97% |
| AAPLAppleCOM | Added | 47,180 | US$13.65M | 2.93% |
| FISVFISERV INCCOM | Added | 244,684 | US$12M | 2.57% |
| WFCWELLS FARGO & COCOM | Added | 141,178 | US$11.67M | 2.50% |
| VTRSVIATRIS INCCOM | Cut | 672,250 | US$10.68M | 2.29% |
| PEPPEPSICO INCCOM | Added | 76,601 | US$10.37M | 2.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.