Poehling Capital Management, Inc. Top Holdings and 13F Report (2025) About Poehling Capital Management, Inc.Investment ActivityPoehling Capital Management, Inc. has $406.47 million in total holdings as of December 31, 2024.Poehling Capital Management, Inc. owns shares of 135 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 3.82% of the portfolio was purchased this quarter.About 2.13% of the portfolio was sold this quarter.This quarter, Poehling Capital Management, Inc. has purchased 134 new stocks and bought additional shares in 38 stocks.Poehling Capital Management, Inc. sold shares of 53 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berkshire Hathaway $27,796,489Fairfax Financial $25,131,487Markel Group $22,185,508Apple $15,854,845Cannae $14,368,017 Largest New Holdings this Quarter Target $1,417,903 HoldingIAC $1,254,856 HoldingUlta Beauty $1,175,181 HoldingBroadcom $231,840 HoldingPALANTIR TECHNOLOGIES IN CLASS A $227,798 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 102,471 shares (about $2.38M)SOLVENTUM CORP 22,321 shares (about $1.47M)Target 10,489 shares (about $1.42M)IAC 29,088 shares (about $1.25M)Ulta Beauty 2,702 shares (about $1.18M) Largest Sales this Quarter Paramount Global 198,744 shares (about $2.08M)Generac 7,902 shares (about $1.23M)Franklin Resources 52,632 shares (about $1.07M)Starbucks 6,358 shares (about $580.17K)Salesforce 955 shares (about $319.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPoehling Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$27,796,489$4,080 ▼0.0%61,3236.8%FinanceFRFHFFairfax Financial$25,131,487$20,871 ▼-0.1%18,0626.2%FinanceMKLMarkel Group$22,185,508$409,117 ▲1.9%12,8525.5%Multi-Sector ConglomeratesAAPLApple$15,854,845$6,761 ▼0.0%63,3133.9%Computer and TechnologyCNNECannae$14,368,017$31,319 ▲0.2%723,4653.5%FinanceSCHWCharles Schwab$13,229,806$34,341 ▼-0.3%178,7573.3%FinanceGOOGAlphabet$12,300,185$566,371 ▲4.8%64,5883.0%Computer and TechnologyWFCWells Fargo & Company$10,053,240$79,160 ▼-0.8%143,1272.5%FinanceMSFTMicrosoft$9,795,928$12,223 ▼-0.1%23,2412.4%Computer and TechnologyJEFJefferies Financial Group$9,137,363$130,144 ▼-1.4%116,5482.2%FinanceMMM3M$8,907,339$8,907 ▼-0.1%69,0012.2%Multi-Sector ConglomeratesVTRSViatris$8,273,562$37,960 ▲0.5%664,5432.0%MedicalFISFidelity National Information Services$7,998,168$31,743 ▼-0.4%99,0242.0%Business ServicesWBDWarner Bros. Discovery$7,867,610$20,802 ▲0.3%744,3341.9%Consumer DiscretionaryMAMastercard$7,788,497$5,266 ▼-0.1%14,7911.9%Business ServicesAMZNAmazon.com$7,141,758$8,995 ▼-0.1%32,5531.8%Retail/WholesaleVVisa$7,122,910$4,109 ▼-0.1%22,5381.8%Business ServicesDEODiageo$6,868,325$460,465 ▲7.2%54,0261.7%Consumer StaplesDISWalt Disney$5,833,849$1,002 ▼0.0%52,3921.4%Consumer DiscretionaryMDTMedtronic$5,600,547$24,763 ▲0.4%70,1121.4%MedicalOXYOccidental Petroleum$5,365,679$136,520 ▼-2.5%108,5951.3%Oils/EnergyKKR & CO INC$4,929,101$34,315 ▼-0.7%33,3251.2%COMOGNOrganon & Co.$4,846,076$224,546 ▲4.9%324,8041.2%MedicalJPMJPMorgan Chase & Co.$4,688,340$43,628 ▼-0.9%19,5581.2%FinanceIVZInvesco$4,446,125$8,950 ▼-0.2%254,3551.1%FinanceJXNJackson Financial$4,438,032$134,713 ▼-2.9%50,9651.1%FinanceCCitigroup$4,376,146$40,193 ▲0.9%62,1701.1%FinanceBTIBritish American Tobacco$4,116,468$24,116 ▲0.6%113,3391.0%Consumer StaplesSBUXStarbucks$3,890,626$580,167 ▼-13.0%42,6371.0%Retail/WholesaleBKBank of New York Mellon$3,782,264$30,962 ▼-0.8%49,2290.9%FinanceMETAMeta Platforms$3,676,417$152,233 ▲4.3%6,2790.9%Computer and TechnologySCHXSchwab US Large-Cap ETF$3,562,920$2,375,272 ▲200.0%153,7070.9%ETFMPCMarathon Petroleum$3,427,376$13,950 ▼-0.4%24,5690.8%Oils/EnergyAMGAffiliated Managers Group$3,413,808$9,431 ▼-0.3%18,4610.8%FinanceDGDollar General$3,318,717$76,123 ▲2.3%43,7710.8%Retail/WholesaleBMYBristol-Myers Squibb$3,229,802$1,923 ▼-0.1%57,1040.8%MedicalGSThe Goldman Sachs Group$3,180,3310.0%5,5540.8%FinanceHSYHershey$3,179,208$206,946 ▲7.0%18,7730.8%Consumer StaplesBABAAlibaba Group$3,097,040$762,941 ▲32.7%36,5260.8%Retail/WholesaleCNHICNH Industrial$3,016,114$9,166 ▼-0.3%266,2060.7%IndustrialsPBRPetróleo Brasileiro S.A. - Petrobras$2,935,925$24,048 ▲0.8%228,2990.7%Oils/EnergyKDPKeurig Dr Pepper$2,837,834$15,642 ▲0.6%88,3510.7%Consumer StaplesJAZZJazz Pharmaceuticals$2,830,233$1,355 ▲0.0%22,9820.7%MedicalFBIZFirst Business Financial Services$2,699,9570.0%58,3270.7%FinanceXLFFinancial Select Sector SPDR Fund$2,671,731$24,600 ▼-0.9%55,2810.7%ETFCARRCarrier Global$2,630,3990.0%38,5350.6%Computer and TechnologyNSRGYNestlé$2,516,523$283,989 ▲12.7%30,8020.6%Consumer StaplesBACBank of America$2,516,3470.0%57,2550.6%FinanceELEstée Lauder Companies$2,362,170$1,169,463 ▲98.1%31,5040.6%Consumer StaplesPARAAParamount Global$2,353,044$2,078,866 ▼-46.9%224,9560.6%Consumer DiscretionaryDINOHF Sinclair$2,248,633$116,156 ▼-4.9%64,1550.6%Oils/EnergyTFCTruist Financial$2,221,099$13,318 ▲0.6%51,2010.5%FinanceKVUEKenvue$2,166,470$406 ▼0.0%101,4740.5%Consumer StaplesNVDANVIDIA$2,046,221$99,377 ▼-4.6%15,2370.5%Computer and TechnologyAIGAmerican International Group$2,037,6720.0%27,9900.5%FinanceSOLVENTUM CORP$2,018,199$1,474,525 ▲271.2%30,5510.5%COM SHSSVNDYSeven & i$1,882,630$224,142 ▲13.5%120,2190.5%Retail/WholesaleCVSCVS Health$1,828,584$53,957 ▼-2.9%40,7350.4%MedicalNFLXNetflix$1,791,5530.0%2,0100.4%Consumer DiscretionaryDXCDXC Technology$1,734,724$113,167 ▼-6.1%86,8230.4%Computer and TechnologyCTRACoterra Energy$1,714,9090.0%67,1460.4%Oils/EnergySLBSchlumberger$1,698,960$628,354 ▲58.7%44,3130.4%Oils/EnergyMOAltria Group$1,693,569$21,125 ▼-1.2%32,3880.4%Consumer StaplesTROWT. Rowe Price Group$1,654,846$1,809 ▼-0.1%14,6330.4%FinancePEPPepsiCo$1,636,166$15,206 ▲0.9%10,7600.4%Consumer StaplesPFEPfizer$1,592,154$18,943 ▲1.2%60,0130.4%MedicalGNRCGenerac$1,579,960$1,225,205 ▼-43.7%10,1900.4%Industrial ProductsSPHRSphere Entertainment$1,445,028$737,049 ▲104.1%35,8390.4%Consumer DiscretionaryTGTTarget$1,417,903$1,417,903 ▲New Holding10,4890.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,376,0180.0%4,7480.3%ETFIACIAC$1,254,856$1,254,856 ▲New Holding29,0880.3%Multi-Sector ConglomeratesCNCCentene$1,232,742$226,024 ▲22.5%20,3490.3%MedicalBKNGBooking$1,217,263$188,800 ▼-13.4%2450.3%Retail/WholesaleTAPMolson Coors Beverage$1,179,416$1,433 ▼-0.1%20,5760.3%Consumer StaplesULTAUlta Beauty$1,175,181$1,175,181 ▲New Holding2,7020.3%Retail/WholesaleBENFranklin Resources$1,127,576$1,067,903 ▼-48.6%55,5730.3%FinanceWBAWalgreens Boots Alliance$1,111,171$33,616 ▼-2.9%119,0970.3%Retail/WholesaleSHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS$1,108,9050.0%17,7000.3%SPON ADR NEWVYMVanguard High Dividend Yield ETF$1,055,9350.0%8,2760.3%ETFCOSTCostco Wholesale$964,832$2,749 ▼-0.3%1,0530.2%Retail/WholesaleJNJJohnson & Johnson$851,879$14,463 ▲1.7%5,8900.2%MedicalUSBU.S. Bancorp$819,1270.0%17,1260.2%FinanceFTITechnipFMC$774,348$4,688 ▼-0.6%26,7570.2%Oils/EnergyABBVAbbVie$736,567$6,042 ▼-0.8%4,1450.2%MedicalPSXPhillips 66$723,569$1,367 ▼-0.2%6,3510.2%Oils/EnergyBHCBausch Health Companies$707,3620.0%87,7620.2%MedicalFASTFastenal$673,2210.0%9,3620.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$655,3790.0%1,6320.2%ETFCRMSalesforce$639,908$319,285 ▼-33.3%1,9140.2%Computer and TechnologyDEDeere & Company$589,7900.0%1,3920.1%Industrial ProductsINTCIntel$561,560$100,250 ▲21.7%28,0080.1%Computer and TechnologyBUDAnheuser-Busch InBev SA/NV$553,223$142,149 ▲34.6%11,0490.1%Consumer StaplesWMTWalmart$538,5480.0%5,9610.1%Retail/WholesaleVOOVanguard S&P 500 ETF$522,1070.0%9690.1%ETFBXBlackstone$478,121$7,759 ▼-1.6%2,7730.1%FinanceAPOLLO GLOBAL MGMT INC N$476,6520.0%2,8860.1%COM CL AKWEBKraneShares CSI China Internet ETF$476,203$175 ▼0.0%16,2860.1%ManufacturingBAXBaxter International$465,131$1,050 ▼-0.2%15,9510.1%MedicalBPBP$435,2410.0%14,7240.1%Oils/EnergyMCDMcDonald's$423,551$290 ▲0.1%1,4610.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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