Poehling Capital Management, INC. — 13F holdings

Poehling Capital Management, INC. reported 164 holdings worth $486M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $30.9M (6.3%)
2. MKL MARKEL GROUP INC — $24.1M (5.0%)
3. GOOG ALPHABET INC — $21.3M (4.4%)
4. SCHW SCHWAB CHARLES CORP — $17.5M (3.6%)
5. AAPL APPLE INC — $15.7M (3.2%)
6. CNNE CANNAE HLDGS INC — $14.7M (3.0%)
7. VTRS VIATRIS INC — $11.9M (2.4%)
8. WFC WELLS FARGO CO NEW — $11.2M (2.3%)
9. CRM Salesforce inc — $9.88M (2.0%)
10. PEP PEPSICO INC — $9.83M (2.0%)