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Patrick Poehling

Poehling Capital Management, Inc.

Assets Managed
$474.953M
Holdings
153
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-2.82%(2Q avg: -0.04%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Poehling Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 153 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 - Q1, they manage 474.953M in assets, with a quarterly growth rate of -2.82% and a 2-quarter average growth rate of -0.04%. The portfolio is managed by Patrick Poehling, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FRFHF
Fairfax Financial Hldgs Ltd
Recent Activity
Increased 2.2%
6.7%
$31.776M
18,649 shares@ $1703.92 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.47%
6.03%
$28.612M
59,707 shares@ $479.2 avg price
MKL
Markel Group Inc
Recent Activity
Increased 1.6%
5.42%
$25.712M
13,433 shares@ $1914.07 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.59%
3.89%
$18.437M
64,270 shares@ $286.87 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Decreased -0.07%
3.49%
$16.564M
176,250 shares@ $93.98 avg price
FI
Fiserv Inc
Recent Activity
Increased 8.64%
2.64%
$12.527M
224,501 shares@ $55.81 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.84%
2.51%
$11.918M
46,960 shares@ $253.8 avg price
PEP
Pepsico Inc
Recent Activity
Increased 8.22%
2.49%
$11.822M
76,129 shares@ $155.29 avg price
WFC
Wells Fargo & Co
Recent Activity
Decreased -0.43%
2.32%
$10.971M
137,815 shares@ $79.61 avg price
CNNE
Cannae Holdings Inc
Recent Activity
Increased 46.42%
2.29%
$10.849M
954,190 shares@ $11.37 avg price

1-10 of 153