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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.
Latest 13F Filing Activity
Poehling Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 124 equity positions with a total 13F market value of $428M. The fund increased holdings in Apple Inc., Fairfax Finl HLDGS LTD F, Pepsico Inc. among other positions. Poehling Capital Management, Inc. reduced exposure to Fidelity Natl Informatio, Dollar Gen Corp. New, JPMorgan Chase & Co. among others.
Top Holdings
Equity Positions (124)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| FAIRFAX FINL HLDGS LTD F | 7.75% | $33.2M | 18,355 | $1472.48 | $2458.00 | +$7.0M | |
| 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 |
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