Filed: 7/20/2026ACC: 0001104659-26-084984
📋 What this filing means
POEHLING CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 166 equity positions with a total reported market value of $466.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
166
Positions
$466.25M
Total AUM (reported)
7.01M
Total Shares
Allocation by class
COM$284.06M60.9%
CL B NEW$30.95M6.6%
CL A$22.96M4.9%
CAP STK CL C$22.36M4.8%
COM NEW$19.08M4.1%
SHS$14.42M3.1%
COM CL A$12.34M2.6%
Portfolio Concentration
Top 3$79.98M17.2%
4–10$88.77M19.0%
11–25$102.79M22.0%
Rest$194.71M41.8%
Top 3 weight
17.2%
Top 10 weight
36.2%
Voting Authority Distribution
Total shares with voting rights: 7.01M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole166
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings166
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares61.85K
TypeSH
Market value$30.95M
6.64%
Sole
0.00
Shared
0.00
None
61.85K
MARKEL GROUP INC
SOLEShares13.66K
TypeSH
Market value$26.67M
5.72%
Sole
0.00
Shared
0.00
None
13.66K
ALPHABET INC
SOLEShares63.28K
TypeSH
Market value$22.36M
4.80%
Sole
0.00
Shared
0.00
None
63.28K
SCHWAB CHARLES CORP
SOLEShares179.67K
TypeSH
Market value$16.58M
3.56%
Sole
0.00
Shared
0.00
None
179.67K
CANNAE HLDGS INC
SOLEShares960.11K
TypeSH
Market value$13.83M
2.97%
Sole
0.00
Shared
0.00
None
960.11K
APPLE INC
SOLEShares47.18K
TypeSH
Market value$13.65M
2.93%
Sole
0.00
Shared
0.00
None
47.18K
FISERV INC
SOLEShares244.68K
TypeSH
Market value$12.00M
2.57%
Sole
0.00
Shared
0.00
None
244.68K
WELLS FARGO & CO
SOLEShares141.18K
TypeSH
Market value$11.67M
2.50%
Sole
0.00
Shared
0.00
None
141.18K
VIATRIS INC
SOLEShares672.25K
TypeSH
Market value$10.68M
2.29%
Sole
0.00
Shared
0.00
None
672.25K
PEPSICO INC
SOLEShares76.60K
TypeSH
Market value$10.37M
2.22%
Sole
0.00
Shared
0.00
None
76.60K
CITIGROUP INC
SOLEShares61.85K
TypeSH
Market value$8.66M
1.86%
Sole
0.00
Shared
0.00
None
61.85K
AMAZON COM INC
SOLEShares31.99K
TypeSH
Market value$7.62M
1.64%
Sole
0.00
Shared
0.00
None
31.99K
VISA INC
SOLEShares22.11K
TypeSH
Market value$7.59M
1.63%
Sole
0.00
Shared
0.00
None
22.11K
MASTERCARD INCORPORATED
SOLEShares14.55K
TypeSH
Market value$7.47M
1.60%
Sole
0.00
Shared
0.00
None
14.55K
DIAGEO PLC
SOLEShares92.84K
TypeSH
Market value$7.46M
1.60%
Sole
0.00
Shared
0.00
None
92.84K
BRITISH AMERN TOB PLC
SOLEShares119.09K
TypeSH
Market value$7.36M
1.58%
Sole
0.00
Shared
0.00
None
119.09K
INVESCO LTD
SOLEShares251.43K
TypeSH
Market value$6.64M
1.42%
Sole
0.00
Shared
0.00
None
251.43K
SALESFORCE INC
SOLEShares42.24K
TypeSH
Market value$6.62M
1.42%
Sole
0.00
Shared
0.00
None
42.24K
MICROSOFT CORP
SOLEShares17.48K
TypeSH
Market value$6.52M
1.40%
Sole
0.00
Shared
0.00
None
17.48K
CENTENE CORP DEL
SOLEShares96.48K
TypeSH
Market value$6.19M
1.33%
Sole
0.00
Shared
0.00
None
96.48K
HERSHEY CO
SOLEShares35.27K
TypeSH
Market value$6.19M
1.33%
Sole
0.00
Shared
0.00
None
35.27K
MARATHON PETE CORP
SOLEShares24.15K
TypeSH
Market value$6.17M
1.32%
Sole
0.00
Shared
0.00
None
24.15K
JEFFERIES FINANCIAL GROUP IN
SOLEShares122.36K
TypeSH
Market value$6.12M
1.31%
Sole
0.00
Shared
0.00
None
122.36K
AFFILIATED MANAGERS GROUP
SOLEShares18.05K
TypeSH
Market value$6.11M
1.31%
Sole
0.00
Shared
0.00
None
18.05K
PARAMOUNT SKYDANCE CORP
SOLEShares617K
TypeSH
Market value$6.08M
1.30%
Sole
0.00
Shared
0.00
None
617K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 61.85K | SH | $30.95M 6.64% | 0.00 | 0.00 | 61.85K |
MARKEL GROUP INCSOLE | COM | 13.66K | SH | $26.67M 5.72% | 0.00 | 0.00 | 13.66K |
ALPHABET INCSOLE | CAP STK CL C | 63.28K | SH | $22.36M 4.80% | 0.00 | 0.00 | 63.28K |
SCHWAB CHARLES CORPSOLE | COM | 179.67K | SH | $16.58M 3.56% | 0.00 | 0.00 | 179.67K |
CANNAE HLDGS INCSOLE | COM | 960.11K | SH | $13.83M 2.97% | 0.00 | 0.00 | 960.11K |
APPLE INCSOLE | COM | 47.18K | SH | $13.65M 2.93% | 0.00 | 0.00 | 47.18K |
FISERV INCSOLE | COM | 244.68K | SH | $12.00M 2.57% | 0.00 | 0.00 | 244.68K |
WELLS FARGO & COSOLE | COM | 141.18K | SH | $11.67M 2.50% | 0.00 | 0.00 | 141.18K |
VIATRIS INCSOLE | COM | 672.25K | SH | $10.68M 2.29% | 0.00 | 0.00 | 672.25K |
PEPSICO INCSOLE | COM | 76.60K | SH | $10.37M 2.22% | 0.00 | 0.00 | 76.60K |
CITIGROUP INCSOLE | COM NEW | 61.85K | SH | $8.66M 1.86% | 0.00 | 0.00 | 61.85K |
AMAZON COM INCSOLE | COM | 31.99K | SH | $7.62M 1.64% | 0.00 | 0.00 | 31.99K |
VISA INCSOLE | COM CL A | 22.11K | SH | $7.59M 1.63% | 0.00 | 0.00 | 22.11K |
MASTERCARD INCORPORATEDSOLE | CL A | 14.55K | SH | $7.47M 1.60% | 0.00 | 0.00 | 14.55K |
DIAGEO PLCSOLE | SPON ADR NEW | 92.84K | SH | $7.46M 1.60% | 0.00 | 0.00 | 92.84K |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 119.09K | SH | $7.36M 1.58% | 0.00 | 0.00 | 119.09K |
INVESCO LTDSOLE | SHS | 251.43K | SH | $6.64M 1.42% | 0.00 | 0.00 | 251.43K |
SALESFORCE INCSOLE | COM | 42.24K | SH | $6.62M 1.42% | 0.00 | 0.00 | 42.24K |
MICROSOFT CORPSOLE | COM | 17.48K | SH | $6.52M 1.40% | 0.00 | 0.00 | 17.48K |
CENTENE CORP DELSOLE | COM | 96.48K | SH | $6.19M 1.33% | 0.00 | 0.00 | 96.48K |
HERSHEY COSOLE | COM | 35.27K | SH | $6.19M 1.33% | 0.00 | 0.00 | 35.27K |
MARATHON PETE CORPSOLE | COM | 24.15K | SH | $6.17M 1.32% | 0.00 | 0.00 | 24.15K |
JEFFERIES FINANCIAL GROUP INSOLE | COM | 122.36K | SH | $6.12M 1.31% | 0.00 | 0.00 | 122.36K |
AFFILIATED MANAGERS GROUPSOLE | COM | 18.05K | SH | $6.11M 1.31% | 0.00 | 0.00 | 18.05K |
PARAMOUNT SKYDANCE CORPSOLE | COM CL B | 617K | SH | $6.08M 1.30% | 0.00 | 0.00 | 617K |
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