Filer Name: POEHLING CAPITAL MANAGEMENT, INC.
CIK: 1730815
Period: 2024-12-31
Filed At: 2025-02-15
Number of Holdings: 135
Portfolio Value: $0.41B

Poehling Capital Management, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/B US BERKSHIRE HATHAWAY INC-CL B 61,323 $28M 6.84% 0.0% -
FRFHF US FAIRFAX FINANCIAL HLDGS LTD 18,062 $25M 6.18% -0.1% -
MKL US MARKEL GROUP INC 12,852 $22M 5.46% 1.9% -
AAPL US APPLE INC 63,313 $16M 3.90% 0.0% -
CNNE US CANNAE HOLDINGS INC 723,465 $14M 3.53% 0.2% -
SCHW US SCHWAB (CHARLES) CORP 178,757 $13M 3.25% -0.3% -
GOOG US ALPHABET INC-CL C 64,588 $12M 3.03% 4.8% -
WFC US WELLS FARGO & CO 143,127 $10M 2.47% -0.8% -
MSFT US MICROSOFT CORP 23,241 $10M 2.41% -0.1% -
JEF US JEFFERIES FINANCIAL GROUP IN 116,548 $9M 2.25% -1.4% -
MMM US 3M CO 69,001 $9M 2.19% -0.1% -
VTRS US VIATRIS INC 664,543 $8M 2.04% 0.5% -
FIS US FIDELITY NATIONAL INFO SERV 99,024 $8M 1.97% -0.4% -
WBD US WARNER BROS DISCOVERY INC 744,334 $8M 1.94% 0.3% -
MA US MASTERCARD INC - A 14,791 $8M 1.92% -0.1% -
AMZN US AMAZON.COM INC 32,553 $7M 1.76% -0.1% -
V US VISA INC-CLASS A SHARES 22,538 $7M 1.75% -0.1% -
DEO US DIAGEO PLC-SPONSORED ADR 54,026 $7M 1.69% 7.2% -
DIS US WALT DISNEY CO/THE 52,392 $6M 1.44% 0.0% -
MDT US MEDTRONIC PLC 70,112 $6M 1.38% 0.4% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us