Poehling Capital Management, INC.
Poehling Capital Management, INC. reported 166 positions worth $466.3M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: BRK-B (6.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BRK-B | SH | $30.9M | 6.64% | 61,850 | — | — | |
| ▸ 2 | MKL | SH | $26.7M | 5.72% | 13,657 | — | — | |
| ▸ 3 | GOOG | SH | $22.4M | 4.80% | 63,278 | — | — | |
| ▸ 4 | SCHW | SH | $16.6M | 3.56% | 179,671 | — | — | |
| ▸ 5 | CNNE | SH | $13.8M | 2.97% | 960,109 | — | — | |
| ▸ 6 | AAPL | SH | $13.7M | 2.93% | 47,180 | — | — | |
| ▸ 7 | FISV | SH | $12.0M | 2.57% | 244,684 | — | — | |
| ▸ 8 | WFC | SH | $11.7M | 2.50% | 141,178 | — | — | |
| ▸ 9 | VTRS | SH | $10.7M | 2.29% | 672,250 | — | — | |
| ▸ 10 | PEP | SH | $10.4M | 2.22% | 76,601 | — | — |
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Frequently Asked Questions
What stocks does Poehling Capital Management, INC. hold as of Q2 2026?
Poehling Capital Management, INC. reported 166 positions worth $466.3M in its Q2 2026 13F filing. Largest positions: BRK-B (6.6%), MKL (5.7%), GOOG (4.8%), SCHW (3.6%) and CNNE (3.0%).
What did Poehling Capital Management, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Poehling Capital Management, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.