13F Insight
DOSSIER · 13F-HR · Q3 2026

Poehling Capital Management, INC.

$486M in tracked AUM across 164 positions as of Q3 2026.

PC
CIK 0001730815 · last filed Sep 30, 2026
Total AUM
$486M
as of Q3 2026
Holdings
164
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Poehling Capital Management, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$31M62K6.3%02
MKL
MARKEL GROUP INC
$24M14K5.0%03
GOOG
ALPHABET INC
$21M63K4.4%04
SCHW
CHARLES SCHWAB CORP (THE)
$17M179K3.6%05
AAPL
APPLE INC
$16M47K3.2%06
CNNE
CANNAE HLDGS INC
$15M956K3.0%07
VTRS
VIATRIS INC
$12M669K2.4%08
WFC
WELLS FARGO & CO
$11M140K2.3%09
CRM
SALESFORCE INC
$10M43K2.0%10
PEP
PEPSICO INC
$10M78K2.0%

Filing history

2026Q3Sep 30
$486M▲ 4.3%
164 positionsView →2026Q2Jun 30
$466M▼ 1.8%
166 positionsView →2026Q1Mar 31
$475M▼ 2.8%
155 positionsView →2025Q4Dec 31
$489M▲ 2.7%
141 positionsView →2025Q3Sep 30
$476M▲ 11.1%
136 positionsLocked2025Q2Jun 30
$428M▲ 8.3%
135 positionsLocked2025Q1Mar 31
$395M▼ 2.8%
131 positionsLocked2024Q4Dec 31
$406M▲ 3.9%
135 positionsLocked2024Q3Sep 30
$391M▲ 7.0%
134 positionsLocked2024Q2Jun 30
$365M▼ 2.1%
130 positionsLocked2024Q1Mar 31
$373M▲ 18.2%
130 positionsLocked2023Q4Dec 31
$316M▲ 10.5%
129 positionsLocked
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