PC

Poehling Capital Management, INC.

13F
Poehling Capital Management, INC.
Last update 2024-08-09 130 Stocks (7 new)
Value $365.00 Mil Turnover 4 %
Countries:
Top Holdings: BRK.B(7.06%)FRFHF(5.64%)MKL(5.29%)AAPL(3.64%)CNNE(3.55%)
Portfolio Report
Summary Stock Picks Current Portfolio
Poehling Capital Management, I... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
63,389
25786.650
-0.97%
7.060
-0.07%
0.000
+8.34%
+30.74%
1006211.610
Insurance
FRFHF 		Fairfax Financial Holdings Ltd
18,118
20618.300
+0.09%
5.640
+0.01%
0.080
+22.93%
+48.86%
30764.569
Insurance
MKL 		Markel Group Inc
12,264
19323.890
+3.47%
5.290
+0.18%
0.090
+9.72%
+16.52%
21280.804
Insurance
AAPL 		Apple Inc
63,174
13305.760
-0.06%
3.640
0%
0.000
+3.19%
+17.04%
3389420.991
Hardware
CNNE 		Cannae Holdings Inc
715,043
12970.890
+0.85%
3.550
+0.03%
1.140
+19.45%
+12.32%
1356.950
Restaurants
SCHW 		Charles Schwab Corp
174,383
12850.280
-8.47%
3.520
-0.31%
0.010
+27.02%
+15.33%
143035.988
Capital Markets
GOOG 		Alphabet Inc
59,927
10991.860
-0.42%
3.010
-0.01%
0.000
+11.96%
+30.40%
2232618.220
Interactive Media
MSFT 		Microsoft Corp
23,311
10419.070
-1.11%
2.850
-0.03%
0.000
+4.17%
+13.11%
3145177.615
Software
WFC 		Wells Fargo & Co
146,205
8683.120
-1.30%
2.380
-0.03%
0.000
+40.26%
+51.40%
241721.022
Banks
FIS 		Fidelity National Information Services Inc
102,353
7713.320
-0.57%
2.110
-0.01%
0.020
+15.60%
+47.95%
47170.608
Software

Poehling Capital Management, INC.'s Historical Top Holdings Breakdowns

Poehling Capital Management, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SVNDY 		Seven & i Holdings Co Ltd2024-06-30New Buy
+0.62%
●
12.12 ($13.02) 14.86
$14.26
9.52%
New holding
186,128
186,128
BMY 		Bristol-Myers Squibb Co2024-06-30Reduce
-0.60%
●
40.25 ($44.75) 52.99
$59.02
31.89%
Reduce -37.84%
55,680
-33,890
ABBV 		AbbVie Inc2024-06-30Reduce
-0.44%
●
154.79 ($165.65) 180.76
$171.09
3.28%
Reduce -68.28%
4,207
-9,058
SBUX 		Starbucks Corp2024-06-30Add
+0.43%
●
72.5 ($81.44) 91.53
$98.80
21.32%
Add 113.73%
37,695
20,058
NFLX 		Netflix Inc2024-06-30New Buy
+0.39%
●
550.64 ($624.55) 686.12
$819.50
31.21%
New holding
2,110
2,110
PYPL 		PayPal Holdings Inc2024-06-30Sold Out
-0.38%
●
58.03 ($63.61) 67.92
$86.40
35.83%
Sold Out
0
-21,073
BKNG 		Booking Holdings Inc2024-06-30New Buy
+0.31%
●
3414.82 ($3703.02) 4014.38
$5,022.92
35.64%
New holding
287
287
SCHW 		Charles Schwab Corp2024-06-30Reduce
-0.31%
●
70.03 ($73.87) 78.9
$78.19
5.85%
Reduce -8.47%
174,383
-16,140
PM 		Philip Morris International Inc2024-06-30Reduce
-0.29%
●
88.6 ($97.77) 104.24
$124.22
27.05%
Reduce -61.58%
7,428
-11,904
TAP 		Molson Coors Beverage Co2024-06-30New Buy
+0.24%
●
49.53 ($57.85) 68.19
$61.89
6.98%
New holding
17,106
17,106

Poehling Capital Management, INC. Total Holding History ($B)

To

Poehling Capital Management, INC.'s Asset Allocation

To

Poehling Capital Management, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Poehling Capital Management, INC.'s Hypothetical Growth since 2024-06-30

Poehling Capital Management, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Poehling Capital Management, INC.'s Holdings Heat Map

Size field:

Poehling Capital Management, INC.'s Holdings Bubble Chart

Poehling Capital Management, INC. News

  • 1

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