1y return+12.5%S&P 500 +20.9%
3y return+49.7%S&P 500 +68.5%
5y return+40.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $182 against $280 in the S&P 500.2
Poehling Capital Management, INC.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $30.9M | 6.6% | +3.6% |
| MKLMarkel Group Inc | $26.7M | 5.7% | +1.7% |
| GOOGAlphabet Inc | $22.4M | 4.8% | −1.5% |
| SCHWSchwab Charles Corp | $16.6M | 3.6% | +1.9% |
| CNNECannae Hldgs Inc | $13.8M | 3.0% | |
| AAPLApple Inc | $13.7M | 2.9% | |
| FISVFiserv Inc | $12.0M | 2.6% | +9.0% |
| WFCWells Fargo & Co | $11.7M | 2.5% | +2.4% |
| VTRSViatris Inc | $10.7M | 2.3% | |
| PEPPepsico Inc | $10.4M | 2.2% | |
| CCitigroup Inc | $8.7M | 1.9% | |
| AMZNAmazon Com Inc | $7.6M | 1.6% | −5.3% |
| VVisa Inc | $7.6M | 1.6% | |
| MAMastercard Incorporated | $7.5M | 1.6% | |
| DEODiageo PLC | $7.5M | 1.6% | −4.4% |
| BTIBritish Amern Tob PLC | $7.4M | 1.6% | |
| Invesco LtdCUSIP G491BT108 | $6.6M | 1.4% | |
| CRMSalesforce Inc | $6.6M | 1.4% | +33.9% |
| MSFTMicrosoft Corp | $6.5M | 1.4% | |
| CNCCentene Corp Del | $6.2M | 1.3% | |
| HSYHershey Co | $6.2M | 1.3% | |
| MPCMarathon Pete Corp | $6.2M | 1.3% | |
| JEFJefferies Financial Group In | $6.1M | 1.3% | |
| AMGAffiliated Managers Group | $6.1M | 1.3% | |
| SKYDParamount Skydance Corp | $6.1M | 1.3% | +1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MPCMarathon Pete Corp | June 30, 2020 | +584.0% | $6.2M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $22.4M |
| AMGAffiliated Managers Group | June 30, 2020 | +353.9% | $6.1M |
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $11.7M |
| JEFJefferies Financial Group In | June 30, 2020 | +221.4% | $6.1M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $30.9M |
| CCitigroup Inc | June 30, 2020 | +173.9% | $8.7M |
| Invesco LtdCUSIP G491BT108 | June 30, 2020 | +145.3% | $6.6M |
| AIGAmerican Intl Group Inc | June 30, 2020 | +139.0% | $4.7M |
| JXNJackson Financial Inc | March 31, 2022 | +131.5% | $4.5M |
Sold off last quarter
- FRFHFFairfax Finl Hldgs Ltd F was $31.8M
- Alimentation Couche-ta F Class ACUSIP 002011646 was $10.3M
- NSRGYNestle S A F Sponsored Adr 1 Adr Reps 1 Ord Shs was $4.2M
- Kkr & Co IncCUSIP 48248M102 was $2.9M
- BNYBank New York Mellon Cor was $2.8M
- CTRACoterra Energy Inc was $2.3M
- SVNDYSeven & I Hldgs Co Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs was $2.1M
- OGNOrganon & Co was $1.3M
- Lam Resh CorpCUSIP 512807108 was $705K
- Iac IncCUSIP 44919P508 was $386K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.5% | +14.8% |
| March 31, 2026 | −5.4% | −4.6% |
| December 31, 2025 | +4.5% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −0.0% | −4.6% |
| December 31, 2024 | +2.9% | +2.1% |
| September 30, 2024 | +6.9% | +5.4% |
| June 30, 2024 | −2.8% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +8.6% | +11.2% |
| September 30, 2023 | −1.3% | −3.6% |
| June 30, 2023 | +2.4% | +8.3% |
| March 31, 2023 | +1.7% | +7.0% |
| December 31, 2022 | +8.8% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | +2.2% | −4.9% |
| December 31, 2021 | +3.5% | +10.7% |
| September 30, 2021 | −3.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Poehling Capital Management, INC. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730815&type=13F-HR&dateb=&owner=include&count=40CIK 1730815
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730815/000110465926084984/Filed July 20, 2026 · accession 0001104659-26-084984