POEHLING CAPITAL MANAGEMENT, INC.

PrivateCIK: 1730815
Location

MADISON, WI

153
Positions
$474.95M
Total AUM (reported)
7.51M
Total Shares

Allocation by class

TOTAL AUM$474.95M153 positions
COM$308.00M64.8%
CL B NEW$28.61M6.0%
CL A$27.72M5.8%
CAP STK CL C$18.44M3.9%
SPONSORED ADR$13.32M2.8%
COM NEW$9.87M2.1%
SHS$8.31M1.7%

Portfolio Concentration

Top 318.1%4–1019.6%11–2522.2%Rest40.1%TOP 1037.7%0%100%
Top 3$86.10M18.1%
4–10$93.09M19.6%
11–25$105.45M22.2%
Rest$190.32M40.1%

Top 3 weight

18.1%

Top 10 weight

37.7%

Voting Authority Distribution

Total shares with voting rights: 7.51M

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

7.51M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole153
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings153
Rows:

FAIRFAX FINL HLDGS LTD F

SOLE
COM
Shares18.65K
TypeSH
Market value$31.78M
6.69%
Sole
0.00
Shared
0.00
None
18.65K

BERKSHIRE HATHAWAY CLASS B

SOLE
CL B NEW
Shares59.71K
TypeSH
Market value$28.61M
6.02%
Sole
0.00
Shared
0.00
None
59.71K

MARKEL GROUP INC

SOLE
COM
Shares13.43K
TypeSH
Market value$25.71M
5.41%
Sole
0.00
Shared
0.00
None
13.43K

ALPHABET INC CLASS CLASS C

SOLE
CAP STK CL C
Shares64.27K
TypeSH
Market value$18.44M
3.88%
Sole
0.00
Shared
0.00
None
64.27K

CHARLES SCHWAB CORP

SOLE
COM
Shares176.25K
TypeSH
Market value$16.56M
3.49%
Sole
0.00
Shared
0.00
None
176.25K

FISERV INC

SOLE
COM
Shares224.50K
TypeSH
Market value$12.53M
2.64%
Sole
0.00
Shared
0.00
None
224.50K

APPLE INC

SOLE
COM
Shares46.96K
TypeSH
Market value$11.92M
2.51%
Sole
0.00
Shared
0.00
None
46.96K

PEPSICO INC

SOLE
COM
Shares76.13K
TypeSH
Market value$11.82M
2.49%
Sole
0.00
Shared
0.00
None
76.13K

WELLS FARGO & CO

SOLE
COM
Shares137.81K
TypeSH
Market value$10.97M
2.31%
Sole
0.00
Shared
0.00
None
137.81K

CANNAE HLDGS INC

SOLE
COM
Shares954.19K
TypeSH
Market value$10.85M
2.28%
Sole
0.00
Shared
0.00
None
954.19K

ALIMENTATION COUCHE-TA F CLASS A

SOLE
COM
Shares181.57K
TypeSH
Market value$10.27M
2.16%
Sole
0.00
Shared
0.00
None
181.57K

VIATRIS INC

SOLE
COM
Shares674.63K
TypeSH
Market value$9.11M
1.92%
Sole
0.00
Shared
0.00
None
674.63K

HERSHEY CO

SOLE
COM
Shares35.55K
TypeSH
Market value$7.39M
1.56%
Sole
0.00
Shared
0.00
None
35.55K

MASTERCARD INC CLASS CLASS A

SOLE
CL A
Shares14.50K
TypeSH
Market value$7.24M
1.53%
Sole
0.00
Shared
0.00
None
14.50K

DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS

SOLE
SPON ADR NEW
Shares97.08K
TypeSH
Market value$7.23M
1.52%
Sole
0.00
Shared
0.00
None
97.08K

CITIGROUP INC

SOLE
COM NEW
Shares62.38K
TypeSH
Market value$7.07M
1.49%
Sole
0.00
Shared
0.00
None
62.38K

AMAZON.COM INC

SOLE
COM
Shares33.78K
TypeSH
Market value$7.03M
1.48%
Sole
0.00
Shared
0.00
None
33.78K

BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS

SOLE
SPONSORED ADR
Shares119.58K
TypeSH
Market value$6.99M
1.47%
Sole
0.00
Shared
0.00
None
119.58K

VISA INC CLASS CLASS A

SOLE
CL A
Shares22.18K
TypeSH
Market value$6.70M
1.41%
Sole
0.00
Shared
0.00
None
22.18K

MICROSOFT CORP

SOLE
COM
Shares17.58K
TypeSH
Market value$6.51M
1.37%
Sole
0.00
Shared
0.00
None
17.58K

OCCIDENTAL PETE CORP

SOLE
COM
Shares98.84K
TypeSH
Market value$6.42M
1.35%
Sole
0.00
Shared
0.00
None
98.84K

INVESCO LTD F

SOLE
INTRM GOV CR ETF
Shares253K
TypeSH
Market value$6.15M
1.29%
Sole
0.00
Shared
0.00
None
253K

MARATHON PETE CORP

SOLE
COM
Shares24.22K
TypeSH
Market value$5.91M
1.25%
Sole
0.00
Shared
0.00
None
24.22K

SALESFORCE INC

SOLE
COM
Shares31.55K
TypeSH
Market value$5.89M
1.24%
Sole
0.00
Shared
0.00
None
31.55K

MEDTRONIC PLC F

SOLE
SHS
Shares63.66K
TypeSH
Market value$5.52M
1.16%
Sole
0.00
Shared
0.00
None
63.66K
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