Poehling Capital Management, Inc.
Poehling Capital Management, Inc. is a Madison, Wisconsin-based investment adviser founded in 2003. The firm manages assets primarily for individuals, including both high net worth and non-high net worth clients, charitable organizations, and a small number of corporate accounts. With a staff of approximately 5 professionals, Poehling Capital Management provides discretionary portfolio management tailored to the needs of its clients, focusing on delivering long-term investment solutions and personalized financial advisory services.
Investment Strategy
Poehling Capital Management manages discretionary investment portfolios, primarily for individuals and charitable organizations. Their strategy focuses on long-term capital appreciation through a diversified approach that emphasizes careful security selection across equities and other asset classes. They avoid short-term speculation and seek to construct portfolios tailored to each client’s financial objectives and risk profile, often favoring well-established companies with strong fundamentals in both U.S. and select international markets.
Top Holdings
Equity Positions (124)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FFH.TO | FAIRFAX FINL HLDGS LTD F | 7.75% | $33.2M | 18,355 | $1472.48 | $2458.00 | +$7.0M |
B BRK-B | BERKSHIRE HATHAWAY CLASS B | 6.63% | $28.4M | 58,424 | $356.77 | $485.77 | -$2.7M |
M MKL | MARKEL GROUP INC | 6.18% | $26.5M | 13,244 | $1452.76 | $1997.36 | +$2.3M |
C CNNE | CANNAE HLDGS INC | 4.01% | $17.2M | 822,639 | $20.47 | $20.85 | +$3.0M |
S SCHW | CHARLES SCHWAB CORP | 3.80% | $16.3M | 178,240 | $68.69 | $91.24 | +$2.3M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | President and Chief Investment Officer | Madison, WI , United States | |
 | Vice President | Madison, WI , United States |