Poehling Capital Management, INC.
•CIK: 1730815•Filing: Q4 2025
**Poehling Capital Management, INC.** manages $489M across a diversified portfolio of 141 positions. The firm maintains significant exposure to technology and financial sectors, highlighted by top holdings including FFH at $34.8M and BRK/B at $29.6M. Further notable allocations include MKL ($28.4M) and GOOG ($20.3M), indicating a focus on established market leaders and growth potential. This concentrated approach suggests a conviction-driven strategy across varied industry verticals.
Total AUM
$488.7M
QoQ Performance
+2.7%
Positions
141
Top 10 Concentration
39.7%
Latest Filing
Q4 2025
Top Holdings Allocation
FFH
BRK/B
MKL
FFH7.1%
BRK/B6.1%
MKL5.8%
GOOG4.2%
SCHW3.6%
WBD2.9%
FISV2.8%
WFC2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.8%
Financial19.2%
Technology10.8%
Healthcare3.0%
Consumer2.7%
Consumer Staples2.4%
Energy2.0%
Communication1.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑33 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023