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Filers›Asset Manager›Poehling Capital Management, INC.
DOSSIER · 13F-HR · Q1 2026

Poehling Capital Management, INC.

Poehling's asset manager based in London, UK — $475M in tracked AUM across 155 positions as of Q1 2026.

P
Poehling·London, UK·Asset Manager
CIK 0001730815 · last filed Mar 31, 2026
Total AUM
$475M
▼ 0.2%
vs prior
Holdings
155
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Poehling Capital Management, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FRFHF
FAIRFAX FINL HLDGS LTD F
$32M19K6.7%
02
BRK/B
BERKSHIRE HATHAWAY CLASS B
$29M60K6.0%
03
MKL
MARKEL GROUP INC
$26M13K5.4%
04
GOOG
ALPHABET INC CLASS CLASS C
$18M64K3.9%
05
SCHW
CHARLES SCHWAB CORP
$17M176K3.5%
06
FISV
FISERV INC
$13M225K2.6%
07
AAPL
APPLE INC
$12M47K2.5%
08
PEP
PEPSICO INC
$12M76K2.5%
09
WFC
WELLS FARGO & CO
$11M138K2.3%
10
CNNE
CANNAE HLDGS INC
$11M954K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Poehling
haiku-4-5 · 155 positions indexed
Sector mix
  • Tech28%
  • Financials5%
  • Health Care7%
  • Industrials39%
  • Energy11%
  • Other10%
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