13F Insight
DOSSIER · 13F-HR · Q2 2026

Poehling Capital Management, INC.

$466M in tracked AUM across 166 positions as of Q2 2026.

PC
CIK 0001730815 · last filed Jun 30, 2026
Total AUM
$466M
as of Q2 2026
Holdings
166
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Poehling Capital Management, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$31M62K6.6%02
MKL
MARKEL GROUP INC
$27M14K5.7%03
GOOG
ALPHABET INC
$22M63K4.8%04
SCHW
SCHWAB CHARLES CORP
$17M180K3.6%05
CNNE
CANNAE HLDGS INC
$14M960K3.0%06
AAPL
APPLE INC
$14M47K2.9%07
FISV
FISERV INC
$12M245K2.6%08
WFC
WELLS FARGO & CO
$12M141K2.5%09
VTRS
VIATRIS INC
$11M672K2.3%10
PEP
PEPSICO INC
$10M77K2.2%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$286M▼ 3.4%
125 positionsLocked
Showing 12 of 33