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Patrick Poehling

Poehling Capital Management, Inc.

Assets Managed
$466.252M
Holdings
166
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
-1.83%(2Q avg: -2.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Poehling Capital Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 166 positions.

Assets under management

The assets under management (AUM) of Poehling Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 466.252M in assets, with a quarterly growth rate of -1.83% and a 2-quarter average growth rate of -2.32%. The portfolio is managed by Patrick Poehling, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 3.59%
6.64%
$30.949M
61,850 shares@ $500.4 avg price
MKL
Markel Group Inc
Recent Activity
Increased 1.67%
5.73%
$26.672M
13,657 shares@ $1953.02 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.54%
4.8%
$22.358M
63,278 shares@ $353.34 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Increased 1.95%
3.56%
$16.578M
179,671 shares@ $92.27 avg price
CNNE
Cannae Holdings Inc
Recent Activity
Increased 0.63%
2.97%
$13.826M
960,109 shares@ $14.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.47%
2.93%
$13.652M
47,180 shares@ $289.37 avg price
FI
Fiserv Inc
Recent Activity
Increased 9%
2.58%
$12.002M
244,684 shares@ $49.05 avg price
WFC
Wells Fargo & Co
Recent Activity
Increased 2.45%
2.51%
$11.667M
141,178 shares@ $82.65 avg price
VTRS
Viatris Inc
Recent Activity
Decreased -0.35%
2.29%
$10.675M
672,250 shares@ $15.88 avg price
PEP
Pepsico Inc
Recent Activity
Increased 0.63%
2.23%
$10.372M
76,601 shares@ $135.4 avg price

1-10 of 166