Institutional Fund
Poehling Capital Management, Inc.
Madison, WICIK 17308155 filings on record
Portfolio Value
$474.95M
Q1 2026
Holdings
153
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-2.8%
from $488.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Fairfax Finl Hldgs Ltd Sub Vtg6.7%
- Berkshire Hathaway Inc Del6.0%
- Markel Group Inc5.4%
- Alphabet Inc3.9%
- Schwab Charles Corp3.5%
- Fiserv Inc2.6%
- Other71.9%
Portfolio Holdings
153 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fairfax Finl Hldgs Ltd Sub Vtg | 18.6K | $31.78M | 6.7% | +400 | Added |
| 2 | Berkshire Hathaway Inc Del | 59.7K | $28.61M | 6.0% | +861 | Added |
| 3 | Markel Group Inc | 13.4K | $25.71M | 5.4% | +211 | Added |
| 4 | Alphabet Inc | 64.3K | $18.44M | 3.9% | −387 | Reduced |
| 5 | Schwab Charles Corp | 176.3K | $16.56M | 3.5% | −131 | Reduced |
| 6 | Fiserv Inc | 224.5K | $12.53M | 2.6% | +17.8K | Added |
| 7 | Apple Inc | 47.0K | $11.92M | 2.5% | +1.3K | Added |
| 8 | Pepsico Inc | 76.1K | $11.82M | 2.5% | +5.8K | Added |
| 9 | Wells Fargo Co New | 137.8K | $10.97M | 2.3% | −597 | Reduced |
| 10 | Cannae Hldgs Inc | 954.2K | $10.85M | 2.3% | +302.5K | Added |
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