Poehling Capital Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PC Poehling Capital Management, LLC | Institutional Filer | ▼ 2.82% | $475.0M | 153 |
Current Portfolio Holdings
Showing all 153 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FRFHF | FAIRFAX FINL HLDGS LTD F | — | 19K | $31.8M | 6.69% |
| 2 | BRKB | BERKSHIRE HATHAWAY CLASS B | — | 60K | $28.6M | 6.02% |
| 3 | MKL | Markel Corporation | Financial Services | 13K | $25.7M | 5.41% |
| 4 | GOOG | Alphabet Inc. | Technology | 64K | $18.4M | 3.88% |
| 5 | SCHW | The Charles Schwab Corporation | Financial Services | 176K | $16.6M | 3.49% |
| 6 | FISV | Fiserv, Inc. | Technology | 225K | $12.5M | 2.64% |
| 7 | AAPL | Apple Inc. | Technology | 47K | $11.9M | 2.51% |
| 8 | PEP | PepsiCo, Inc. | Consumer Defensive | 76K | $11.8M | 2.49% |
| 9 | WFC | Wells Fargo & Company | Financial Services | 138K | $11.0M | 2.31% |
| 10 | CNNE | Cannae Holdings, Inc. | Consumer Cyclical | 954K | $10.8M | 2.28% |
| 11 | NaN | ALIMENTATION COUCHE-TA F CLASS A | — | 182K | $10.3M | 2.16% |
| 12 | VTRS | Viatris Inc. | Healthcare | 675K | $9.1M | 1.92% |
| 13 | HSY | The Hershey Company | Consumer Defensive | 36K | $7.4M | 1.56% |
| 14 | MA | Mastercard Incorporated | Financial Services | 14K | $7.2M | 1.53% |
| 15 | DEO | Diageo plc | Consumer Defensive | 97K | $7.2M | 1.52% |
Showing 1 to 15 of 153 holdings