Poehling Capital Management, INC.
Q3 2026 13F filing
Updated 16 days ago164 disclosed positions worth $486.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BERKSHIRE HATHAWAY INC DEL | $30.9M | 62.0K | 6.35% | Added(+0.2%) |
| 2 | M MARKEL GROUP INC | $24.1M | 14.1K | 4.95% | Added(+3.0%) |
| 3 | G ALPHABET INC | $21.3M | 62.6K | 4.38% | Trimmed(-1.1%) |
| 4 | S CHARLES SCHWAB CORP (THE) | $17.5M | 179.0K | 3.60% | Trimmed(-0.4%) |
| 5 | A APPLE INC | $15.7M | 47.3K | 3.24% | Added(+0.2%) |
| 6 | C CANNAE HLDGS INC | $14.7M | 955.9K | 3.01% | Trimmed(-0.4%) |
| 7 | V VIATRIS INC | $11.9M | 669.4K | 2.44% | Trimmed(-0.4%) |
| 8 | W WELLS FARGO & CO | $11.2M | 140.4K | 2.31% | Trimmed(-0.5%) |
| 9 | C SALESFORCE INC | $9.9M | 43.0K | 2.03% | Added(+1.9%) |
| 10 | P PEPSICO INC | $9.8M | 77.6K | 2.02% | Added(+1.3%) |
| 11 | M MARATHON PETE CORP | $9.5M | 24.1K | 1.96% | Trimmed(-0.1%) |
| 12 | M MICROSOFT CORP | $8.9M | 17.3K | 1.83% | Trimmed(-0.9%) |
| 13 | D DIAGEO PLC | $8.2M | 95.8K | 1.69% | Added(+3.2%) |
| 14 | M MASTERCARD INCORPORATED | $8M | 14.5K | 1.64% | Trimmed(-0.6%) |
| 15 | A AMAZON COM INC | $8M | 31.9K | 1.64% | Trimmed(-0.1%) |
| 16 | C CITIGROUP INC | $7.9M | 61.2K | 1.63% | Trimmed(-1.1%) |
| 17 | V VISA INC | $7.9M | 21.9K | 1.62% | Trimmed(-0.8%) |
| 18 | I INVESCO LTD | $7.5M | 248.5K | 1.54% | Trimmed(-1.1%) |
| 19 | D HF SINCLAIR CORP | $6.9M | 64.6K | 1.43% | Trimmed(-1.8%) |
| 20 | F FISERV INC | $6.7M | 147.9K | 1.37% | Trimmed(-39.5%) |
| 21 | M AFFILIATED MANAGERS GROUP | $6.6M | 18.0K | 1.35% | Trimmed(-0.2%) |
| 22 | B BRITISH AMERN TOB PLC | $6.5M | 119.8K | 1.34% | Added(+0.6%) |
| 23 | B FIRST BUSINESS FINL SVCS INC | $5.9M | 86.4K | 1.22% | Added(+262.2%) |
| 24 | C CENTENE CORP DEL | $5.9M | 95.6K | 1.22% | Trimmed(-0.9%) |
| 25 | M MEDTRONIC PLC | $5.7M | 66.4K | 1.18% | Added(+4.8%) |
| 26 | J JEFFERIES FINANCIAL GROUP IN | $5.6M | 121.5K | 1.14% | Trimmed(-0.7%) |
| 27 | H HERSHEY CO | $5.6M | 35.2K | 1.14% | Trimmed(-0.1%) |
| 28 | M MCDONALDS CORP | $5.5M | 23.9K | 1.14% | Added(+1545.0%) |
| 29 | J JACKSON FINANCIAL INC | $5.5M | 42.7K | 1.14% | Trimmed(-3.8%) |
| 30 | O OCCIDENTAL PETE CORP | $5.5M | 98.9K | 1.13% | Trimmed(-0.5%) |
| 31 | A AMERICAN INTL GROUP INC | $5.3M | 70.6K | 1.08% | Added(+11.3%) |
| 32 | M 3M CO | $5.2M | 31.9K | 1.08% | Trimmed(-0.5%) |
| 33 | D DISNEY WALT CO | $5.2M | 49.3K | 1.06% | Added(+6.3%) |
| 34 | P PETROLEO BRASILEIRO S A | $5.1M | 243.7K | 1.05% | Added(+1.1%) |
| 35 | J JAZZ PHARMACEUTICALS PLC | $5M | 21.7K | 1.03% | Trimmed(-0.9%) |
| 36 | M META PLATFORMS INC | $4.6M | 6.4K | 0.96% | Trimmed(-1.0%) |
| 37 | D DANAHER CORP DEL | $4.6M | 20.9K | 0.95% | Added(+0.6%) |
| 38 | B ALIBABA GROUP HLDG LTD | $4.3M | 40.2K | 0.89% | Added(+2.5%) |
| 39 | N NVIDIA CORPORATION | $4.1M | 18.0K | 0.84% | Added(+0.1%) |
| 40 | S SCHWAB STRATEGIC TR | $4M | 134.4K | 0.83% | Unchanged |
| 41 | R SLB LIMITED | $3.8M | 77.9K | 0.78% | Added(+3.5%) |
| 42 | K KEURIG DR PEPPER INC | $3.7M | 121.8K | 0.76% | Added(+3.9%) |
| 43 | P PARAMOUNT SKYDANCE CORP | $3.6M | 343.9K | 0.73% | Trimmed(-44.3%) |
| 44 | Z ZOETIS INC | $3.5M | 49.6K | 0.71% | Added(+358.5%) |
| 45 | U UNITEDHEALTH GROUP INC | $3.3M | 9.1K | 0.68% | Trimmed(-0.2%) |
| 46 | C BRISTOL-MYERS SQUIBB CO | $3.3M | 53.0K | 0.68% | Trimmed(-0.9%) |
| 47 | T PRICE T ROWE GROUP INC | $3.2M | 30.5K | 0.65% | Added(+1.9%) |
| 48 | B BANK OF AMER CORP | $3M | 55.9K | 0.63% | Trimmed(-0.7%) |
| 49 | E LAUDER ESTEE COS INC | $3M | 32.2K | 0.61% | Trimmed(-2.7%) |
| 50 | C CLOROX CO DEL | $2.9M | 36.2K | 0.60% | Added(+288.2%) |