Poehling Capital Management, INC.
Annual return '25
+11.3%
SPY '25
+17.7%
Alpha
-6.5ptsvs SPY
Invested
$475M
Holdings
150
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FRFHF
FAIRFAX FINL HLDGS LTD F
Q3 2025: Sold 0.9% (18.4k → 18.2k shares)
6.9%
02
$BRK/B
BERKSHIRE HATHAWAY CLASS B
Q3 2025: Increased +0.7% (58.4k → 58.8k shares)
6.2%
03
$MKL
MARKEL GROUP INC
Q2 2025: Increased +2.6% (12.9k → 13.2k shares)
5.6%
04
$GOOG
ALPHABET INC CLASS CLASS C
Q3 2025: Sold 0.7% (65.1k → 64.7k shares)
4.0%
05
$SCHW
CHARLES SCHWAB CORP
Q3 2025: Sold 0.8% (178.2k → 176.8k shares)
3.6%
06
$FISV
FISERV INC
Q4 2025: Increased +1247.9% (15.3k → 206.7k shares)
2.7%
07
$AAPL
APPLE INC
Q4 2025: Sold 0.8% (46.0k → 45.7k shares)
2.6%
08
$PEP
PEPSICO INC
Q2 2025: Increased +279.8% (18.6k → 70.6k shares)
2.6%
09
$WFC
WELLS FARGO & CO
Q4 2025: Sold 0.6% (139.2k → 138.4k shares)
2.4%
10
$CNNE
CANNAE HLDGS INC
Q4 2025: Sold 22.0% (835.3k → 651.7k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.