Holders — by stockHoldings — by fund
Poehling Capital Management, INC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001730815
$466.3M
disclosed book value
166
positions
6.6%
largest position share
Positions, as of 2026-06-30
top 100 of 166 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 61,850 | $30.9M | 6.6% |
| 2 | MKLMARKEL GROUP INC | 13,657 | $26.7M | 5.7% |
| 3 | GOOGALPHABET INC | 63,278 | $22.4M | 4.8% |
| 4 | SCHWSCHWAB CHARLES CORP | 179,671 | $16.6M | 3.6% |
| 5 | CNNECANNAE HLDGS INC | 960,109 | $13.8M | 3% |
| 6 | AAPLAPPLE INC | 47,180 | $13.7M | 2.9% |
| 7 | FISVFISERV INC | 244,684 | $12.0M | 2.6% |
| 8 | WFCWELLS FARGO & CO | 141,178 | $11.7M | 2.5% |
| 9 | VTRSVIATRIS INC | 672,250 | $10.7M | 2.3% |
| 10 | PEPPEPSICO INC | 76,601 | $10.4M | 2.2% |
| 11 | CCITIGROUP INC | 61,847 | $8.7M | 1.9% |
| 12 | AMZNAMAZON COM INC | 31,986 | $7.6M | 1.6% |
| 13 | VVISA INC | 22,114 | $7.6M | 1.6% |
| 14 | MAMASTERCARD INCORPORATED | 14,547 | $7.5M | 1.6% |
| 15 | DEODIAGEO PLC | 92,840 | $7.5M | 1.6% |
| 16 | BTIBRITISH AMERN TOB PLC | 119,094 | $7.4M | 1.6% |
| 17 | IVZINVESCO LTD | 251,429 | $6.6M | 1.4% |
| 18 | CRMSALESFORCE INC | 42,243 | $6.6M | 1.4% |
| 19 | MSFTMICROSOFT CORP | 17,480 | $6.5M | 1.4% |
| 20 | CNCCENTENE CORP DEL | 96,481 | $6.2M | 1.3% |
| 21 | HSYHERSHEY CO | 35,266 | $6.2M | 1.3% |
| 22 | MPCMARATHON PETE CORP | 24,149 | $6.2M | 1.3% |
| 23 | JEFJEFFERIES FINANCIAL GROUP IN | 122,355 | $6.1M | 1.3% |
| 24 | AMGAFFILIATED MANAGERS GROUP | 18,047 | $6.1M | 1.3% |
| 25 | PSKYPARAMOUNT SKYDANCE CORP | 616,998 | $6.1M | 1.3% |
| 26 | JAZZJAZZ PHARMACEUTICALS PLC | 21,892 | $5.3M | 1.1% |
| 27 | MMM3M CO | 32,104 | $5.2M | 1.1% |
| 28 | TGTTARGET CORP | 38,937 | $5.1M | 1.1% |
| 29 | MDTMEDTRONIC PLC | 63,386 | $5.0M | 1.1% |
| 30 | OXYOCCIDENTAL PETE CORP | 99,392 | $4.8M | 1% |
| 31 | AIGAMERICAN INTL GROUP INC | 63,447 | $4.7M | 1% |
| 32 | DINOHF SINCLAIR CORP | 65,787 | $4.6M | 1% |
| 33 | JXNJACKSON FINANCIAL INC | 44,386 | $4.5M | 1% |
| 34 | DISDISNEY WALT CO | 46,398 | $4.5M | 1% |
| 35 | STZCONSTELLATION BRANDS INC | 31,480 | $4.4M | 0.9% |
| 36 | SCHXSCHWAB STRATEGIC TR | 134,362 | $4.0M | 0.8% |
| 37 | DHRDANAHER CORP DEL | 20,743 | $4.0M | 0.8% |
| 38 | PBRPETROLEO BRASILEIRO S A | 240,964 | $3.9M | 0.8% |
| 39 | KDPKEURIG DR PEPPER INC | 117,248 | $3.8M | 0.8% |
| 40 | UNHUNITEDHEALTH GROUP INC | 9,075 | $3.8M | 0.8% |
| 41 | BABAALIBABA GROUP HLDG LTD | 39,242 | $3.8M | 0.8% |
| 42 | METAMETA PLATFORMS INC | 6,473 | $3.6M | 0.8% |
| 43 | NVDANVIDIA CORPORATION | 17,969 | $3.6M | 0.8% |
| 44 | SLBSLB LIMITED | 75,244 | $3.5M | 0.8% |
| 45 | TROWPRICE T ROWE GROUP INC | 29,888 | $3.4M | 0.7% |
| 46 | BACBANK OF AMER CORP | 56,354 | $3.2M | 0.7% |
| 47 | BMYBRISTOL-MYERS SQUIBB CO | 53,476 | $3.1M | 0.7% |
| 48 | SPHRSPHERE ENTERTAINMENT CO | 17,386 | $3.0M | 0.6% |
| 49 | KKRKKR & CO INC | 31,404 | $2.9M | 0.6% |
| 50 | NFLXNETFLIX INC. | 40,343 | $2.9M | 0.6% |
| 51 | TFCTRUIST FINL CORP | 57,010 | $2.8M | 0.6% |
| 52 | CARRCARRIER GLOBAL CORPORATION | 38,026 | $2.8M | 0.6% |
| 53 | ELLAUDER ESTEE COS INC | 33,050 | $2.6M | 0.6% |
| 54 | SJMSMUCKER J M CO | 22,999 | $2.6M | 0.6% |
| 55 | CNHCNH INDL N V | 227,766 | $2.6M | 0.5% |
| 56 | BROBROWN & BROWN INC | 39,188 | $2.5M | 0.5% |
| 57 | ADBEADOBE INC | 12,095 | $2.5M | 0.5% |
| 58 | INTUINTUIT | 9,115 | $2.4M | 0.5% |
| 59 | MOALTRIA GROUP INC | 32,659 | $2.3M | 0.5% |
| 60 | KMBKIMBERLY-CLARK CORP | 20,861 | $2.3M | 0.5% |
| 61 | MUMICRON TECHNOLOGY INC | 1,648 | $1.9M | 0.4% |
| 62 | DVNDEVON ENERGY CORP NEW | 45,715 | $1.9M | 0.4% |
| 63 | AJGGALLAGHER ARTHUR J & CO | 8,081 | $1.9M | 0.4% |
| 64 | FDSFACTSET RESH SYS INC | 7,873 | $1.8M | 0.4% |
| 65 | BENFRANKLIN RESOURCES INC | 54,403 | $1.8M | 0.4% |
| 66 | FTITECHNIPFMC PLC | 26,685 | $1.8M | 0.4% |
| 67 | JNJJOHNSON & JOHNSON | 6,779 | $1.7M | 0.4% |
| 68 | AMDADVANCED MICRO DEVICES INC | 2,768 | $1.6M | 0.3% |
| 69 | BDXBECTON DICKINSON & CO | 10,098 | $1.5M | 0.3% |
| 70 | PSXPHILLIPS 66 | 9,017 | $1.5M | 0.3% |
| 71 | FBIZFIRST BUSINESS FINL SVCS INC | 23,848 | $1.5M | 0.3% |
| 72 | LRCXLAM RESEARCH CORP | 3,300 | $1.4M | 0.3% |
| 73 | GOOGLALPHABET INC | 3,879 | $1.4M | 0.3% |
| 74 | EGEVEREST GROUP LTD | 3,872 | $1.4M | 0.3% |
| 75 | TAPMOLSON COORS BEVERAGE CO | 34,896 | $1.4M | 0.3% |
| 76 | BKNGBOOKING HOLDINGS INC | 7,344 | $1.3M | 0.3% |
| 77 | VYMVANGUARD WHITEHALL FDS | 8,276 | $1.3M | 0.3% |
| 78 | SHELSHELL PLC | 16,541 | $1.3M | 0.3% |
| 79 | JPMJPMORGAN CHASE & CO | 3,810 | $1.2M | 0.3% |
| 80 | BATRKATLANTA BRAVES HLDGS INC | 23,282 | $1.2M | 0.3% |
| 81 | SPYSTATE STR SPDR S&P 500 ETF T | 1,575 | $1.2M | 0.3% |
| 82 | KDKYNDRYL HLDGS INC | 96,749 | $1.1M | 0.2% |
| 83 | BPBP PLC | 28,214 | $1.0M | 0.2% |
| 84 | USBUS BANCORP | 16,844 | $1.0M | 0.2% |
| 85 | PFEPFIZER INC | 39,335 | $947,178 | 0.2% |
| 86 | FASTFASTENAL CO | 19,084 | $916,605 | 0.2% |
| 87 | DEDEERE & CO | 1,433 | $908,995 | 0.2% |
| 88 | CLXCLOROX CO DEL | 9,326 | $890,073 | 0.2% |
| 89 | GLWCORNING INC | 3,424 | $874,592 | 0.2% |
| 90 | COSTCOSTCO WHOLESALE CORPORATION | 914 | $855,020 | 0.2% |
| 91 | AMATAPPLIED MATLS INC | 1,150 | $831,450 | 0.2% |
| 92 | ACGLARCH CAP GROUP LTD | 8,085 | $784,730 | 0.2% |
| 93 | ZTSZOETIS INC | 10,816 | $777,238 | 0.2% |
| 94 | WBDWARNER BROS DISCOVERY INC | 29,050 | $774,473 | 0.2% |
| 95 | CBRLCRACKER BARREL OLD CTRY STOR | 14,433 | $769,279 | 0.2% |
| 96 | STUBSTUBHUB HLDGS INC | 59,518 | $765,997 | 0.2% |
| 97 | GSGOLDMAN SACHS GROUP INC | 722 | $730,209 | 0.2% |
| 98 | ABBVABBVIE INC | 2,793 | $702,831 | 0.2% |
| 99 | WMTWALMART INC | 5,986 | $678,008 | 0.1% |
| 100 | VOOVANGUARD INDEX FDS | 941 | $645,957 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.