Poehling Capital Management, INC.
Q2 2026 13F filing
Updated 52 days ago166 disclosed positions worth $466.3M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $30.9M | 61.9K | 6.64% | Added(+3.6%) |
| 2 | M MKL MARKEL GROUP INC | $26.7M | 13.7K | 5.72% | Added(+1.7%) |
| 3 | G GOOGN ALPHABET INC | $22.4M | 63.3K | 4.80% | Trimmed(-1.5%) |
| 4 | S SCHW-PJ SCHWAB CHARLES CORP | $16.6M | 179.7K | 3.56% | Added(+1.9%) |
| 5 | C CNNE CANNAE HLDGS INC | $13.8M | 960.1K | 2.97% | Added(+0.6%) |
| 6 | A AAPL APPLE INC | $13.7M | 47.2K | 2.93% | Added(+0.5%) |
| 7 | F FISV FISERV INC | $12M | 244.7K | 2.57% | Added(+9.0%) |
| 8 | W WFC-PZ WELLS FARGO & CO | $11.7M | 141.2K | 2.50% | Added(+2.4%) |
| 9 | V VTRS VIATRIS INC | $10.7M | 672.3K | 2.29% | Trimmed(-0.3%) |
| 10 | P PEP PEPSICO INC | $10.4M | 76.6K | 2.22% | Added(+0.6%) |
| 11 | C C-PR CITIGROUP INC | $8.7M | 61.8K | 1.86% | Trimmed(-0.9%) |
| 12 | A AMZN AMAZON COM INC | $7.6M | 32.0K | 1.64% | Trimmed(-5.3%) |
| 13 | V V VISA INC | $7.6M | 22.1K | 1.63% | Trimmed(-0.3%) |
| 14 | M MA MASTERCARD INCORPORATED | $7.5M | 14.5K | 1.60% | Added(+0.3%) |
| 15 | D DGEAF DIAGEO PLC | $7.5M | 92.8K | 1.60% | Trimmed(-4.4%) |
| 16 | B BTAFF BRITISH AMERN TOB PLC | $7.4M | 119.1K | 1.58% | Trimmed(-0.4%) |
| 17 | I IVZ INVESCO LTD | $6.6M | 251.4K | 1.42% | Trimmed(-0.6%) |
| 18 | C CRM SALESFORCE INC | $6.6M | 42.2K | 1.42% | Added(+33.9%) |
| 19 | M MSFT MICROSOFT CORP | $6.5M | 17.5K | 1.40% | Trimmed(-0.6%) |
| 20 | C CNC CENTENE CORP DEL | $6.2M | 96.5K | 1.33% | Trimmed(-0.6%) |
| 21 | H HSY HERSHEY CO | $6.2M | 35.3K | 1.33% | Trimmed(-0.8%) |
| 22 | M MPC MARATHON PETE CORP | $6.2M | 24.1K | 1.32% | Trimmed(-0.3%) |
| 23 | J JEF JEFFERIES FINANCIAL GROUP IN | $6.1M | 122.4K | 1.31% | Trimmed(-0.2%) |
| 24 | M MGRB AFFILIATED MANAGERS GROUP | $6.1M | 18.0K | 1.31% | Trimmed(-0.8%) |
| 25 | P PSKY PARAMOUNT SKYDANCE CORP | $6.1M | 617.0K | 1.30% | Added(+1.8%) |
| 26 | J JAZZ JAZZ PHARMACEUTICALS PLC | $5.3M | 21.9K | 1.13% | Trimmed(-3.3%) |
| 27 | M MMM 3M CO | $5.2M | 32.1K | 1.11% | Trimmed(-0.8%) |
| 28 | T TGT TARGET CORP | $5.1M | 38.9K | 1.09% | Trimmed(-0.4%) |
| 29 | M MDT MEDTRONIC PLC | $5M | 63.4K | 1.06% | Trimmed(-0.4%) |
| 30 | O OXY-WT OCCIDENTAL PETE CORP | $4.8M | 99.4K | 1.04% | Added(+0.6%) |
| 31 | A AIG AMERICAN INTL GROUP INC | $4.7M | 63.4K | 1.01% | Added(+0.7%) |
| 32 | D DINO HF SINCLAIR CORP | $4.6M | 65.8K | 0.98% | Trimmed(-0.6%) |
| 33 | J JXN-PA JACKSON FINANCIAL INC | $4.5M | 44.4K | 0.97% | Trimmed(-4.8%) |
| 34 | D DIS DISNEY WALT CO | $4.5M | 46.4K | 0.96% | Trimmed(-0.9%) |
| 35 | ? N/A CONSTELLATION BRANDS INC | $4.4M | 31.5K | 0.94% | Added(+3.4%) |
| 36 | S SCHW-PJ SCHWAB STRATEGIC TR | $4M | 134.4K | 0.85% | Trimmed(-5.2%) |
| 37 | D DHR DANAHER CORP DEL | $4M | 20.7K | 0.85% | — |
| 38 | ? N/A PETROLEO BRASILEIRO S A | $3.9M | 241.0K | 0.84% | Added(+0.0%) |
| 39 | K KDP KEURIG DR PEPPER INC | $3.8M | 117.2K | 0.82% | Trimmed(-6.5%) |
| 40 | U UNH UNITEDHEALTH GROUP INC | $3.8M | 9.1K | 0.81% | Trimmed(-0.8%) |
| 41 | B BBAAY ALIBABA GROUP HLDG LTD | $3.8M | 39.2K | 0.81% | Added(+1.7%) |
| 42 | M META META PLATFORMS INC | $3.6M | 6.5K | 0.78% | Trimmed(-5.5%) |
| 43 | N NVDA NVIDIA CORPORATION | $3.6M | 18.0K | 0.77% | Added(+7.7%) |
| 44 | ? N/A SLB LIMITED | $3.5M | 75.2K | 0.75% | Added(+0.4%) |
| 45 | T TROW PRICE T ROWE GROUP INC | $3.4M | 29.9K | 0.73% | Added(+1.0%) |
| 46 | B BAC-PS BANK OF AMER CORP | $3.2M | 56.4K | 0.69% | Trimmed(-0.1%) |
| 47 | C CELG-RI BRISTOL-MYERS SQUIBB CO | $3.1M | 53.5K | 0.66% | Trimmed(-0.4%) |
| 48 | S SPHR SPHERE ENTERTAINMENT CO | $3M | 17.4K | 0.65% | Trimmed(-8.0%) |
| 49 | K KKRS KKR & CO INC | $2.9M | 31.4K | 0.62% | — |
| 50 | N NFLX NETFLIX INC. | $2.9M | 40.3K | 0.62% | Added(+103.9%) |