13F Filings History of Poehling Capital Management, INC.

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$488,745,623
Signature - Title
Patrick Poehling - Vice President
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by Poehling Capital Management, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Poehling Capital Management, INC. reported 141 stock holdings with total value $488,745,623 as of Q4 2025. Top holdings included FRFHF, BRKB, MKL, GOOG, and SCHW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 141 $488,745,623 +$32,812,597 -$39,530,610 -$6,718,013 FRFHF, BRKB, MKL, GOOG, SCHW 13F-HR 06 Feb 2026, 11:23
Q3 2025 136 $475,750,717 +$28,687,069 -$10,475,787 +$18,211,282 FRFHF, BRKB, MKL, WBD, SCHW 13F-HR 05 Nov 2025, 11:15
Q2 2025 135 $428,134,785 +$45,832,243 -$37,831,296 +$8,000,947 FRFHF, BRKB, MKL, CNNE, SCHW 13F-HR 11 Aug 2025, 09:15
Q1 2025 131 $395,153,505 +$12,896,779 -$25,874,684 -$12,977,905 BRKB, FRFHF, MKL, CNNE, SCHW 13F-HR 02 May 2025, 10:01
Q4 2024 135 $404,119,912 +$15,547,113 -$6,585,106 +$8,962,007 BRKB, FRFHF, MKL, AAPL, CNNE 13F-HR 14 Feb 2025, 21:24
Q3 2024 134 $386,578,821 +$18,036,202 -$15,782,690 +$2,253,512 BRKB, FRFHF, MKL, AAPL, CNNE 13F-HR 13 Nov 2024, 11:02
Q2 2024 130 $360,925,133 +$15,157,723 -$10,257,272 +$4,900,451 BRKB, FRFHF, MKL, AAPL, CNNE 13F-HR 08 Aug 2024, 19:02
Q1 2024 130 $367,130,908 +$38,844,760 -$4,250,189 +$34,594,571 BRKB, FRFHF, MKL, CNNE, SCHW 13F-HR 09 May 2024, 18:15
Q4 2023 128 $306,789,095 +$21,534,984 -$14,091,892 +$7,443,092 BRKB, MKL, SCHW, AAPL, MSFT 13F-HR 13 Feb 2024, 09:53
Q3 2023 124 $281,427,957 +$13,609,704 -$18,131,222 -$4,521,518 BRKB, MKL, AAPL, SCHW, GOOG 13F-HR 14 Nov 2023, 17:43
Q2 2023 124 $290,247,434 +$19,932,932 -$22,168,503 -$2,235,571 BRKB, MKL, AAPL, SCHW, MSFT 13F-HR 14 Aug 2023, 14:26
Q1 2023 123 $289,343,745 +$38,293,569 -$10,929,445 +$27,364,124 BRKB, MKL, AAPL, WBD, OGN 13F-HR 11 May 2023, 15:13
Q4 2022 122 $258,225,397 +$23,464,578 -$19,926,671 +$3,537,907 BRKB, MKL, VTRS, OGN, AAPL 13F-HR 10 Feb 2023, 20:22
Q3 2022 113 $228,411,000 +$27,144,773 -$25,820,134 +$1,324,639 BRKB, AAPL, MKL, VTRS, CVS 13F-HR 14 Nov 2022, 08:52
Q2 2022 124 $250,817,000 +$21,617,772 -$43,285,207 -$21,667,435 BRKB, VTRS, OGN, MKL, AAPL 13F-HR 09 Aug 2022, 10:26
Q1 2022 147 $322,621,000 +$40,329,863 -$27,901,508 +$12,428,355 BRKB, AAPL, MKL, VTRS, OGN 13F-HR 16 May 2022, 10:20
Q4 2021 140 $309,000,000 +$18,729,122 -$17,406,991 +$1,322,131 BRKB, AAPL, CNNE, GOOG, MSFT 13F-HR 10 Jan 2022, 10:42
Q3 2021 136 $295,239,000 +$24,641,630 -$32,480,120 -$7,838,490 BRKB, AAPL, GOOG, CNNE, MKL 13F-HR 12 Nov 2021, 12:27
Q2 2021 149 $313,085,000 +$31,486,854 -$19,198,541 +$12,288,313 BRKB, AAPL, GOOG, MKL, CNNE 13F-HR 13 Aug 2021, 11:33
Q1 2021 157 $283,706,000 +$34,966,222 -$20,444,681 +$14,521,541 BRKB, CNNE, MKL, GOOG, MSFT 13F-HR 11 May 2021, 10:03
Q4 2020 131 $249,568,000 +$40,588,940 -$17,125,858 +$23,463,082 BRKB, CNNE, MKL, MSFT, PSTH 13F-HR 16 Feb 2021, 12:14
Q3 2020 116 $194,815,000 +$20,963,626 -$12,640,557 +$8,323,069 BRKB, CNNE, MKL, MSFT, GOOG 13F-HR 10 Nov 2020, 09:24
Q2 2020 108 $185,611,000 +$47,238,163 -$17,557,187 +$29,680,976 BRKB, CNNE, MSFT, MKL, WBA 13F-HR 13 Aug 2020, 16:13
Q1 2020 98 $136,481,000 +$43,533,133 -$25,023,379 +$18,509,754 BRKB, WBA, MKL, CNNE, MSFT 13F-HR 05 May 2020, 20:41
Q4 2019 109 $152,670,000 +$11,128,282 -$7,991,681 +$3,136,601 BRKB, WBA, CNNE, MSFT, AAPL 13F-HR 10 Feb 2020, 15:59
Q3 2019 99 $136,302,000 +$8,127,012 -$20,089,723 -$11,962,711 BRKB, WBA, MSFT, CNNE, CVS 13F-HR 12 Nov 2019, 12:36
Q2 2019 103 $149,245,000 +$17,714,677 -$10,997,738 +$6,716,939 BRKB, CNNE, WBA, MSFT, FRFHF 13F-HR 09 Aug 2019, 17:17
Q1 2019 100 $137,197,000 +$25,564,713 -$5,014,029 +$20,550,684 BRKB, CNNE, MSFT, WBA, FRFHF 13F-HR 13 May 2019, 06:38
Q4 2018 93 $103,694,000 +$10,517,678 -$23,967,140 -$13,449,462 BRKB, WBA, MSFT, CNNE, FDC 13F-HR 13 Feb 2019, 18:51
Q3 2018 105 $141,095,000 +$32,104,329 -$10,019,428 +$22,084,901 BRKB, WBA, CNNE, MSFT, FDC 13F-HR 13 Nov 2018, 11:08
Q2 2018 295 $114,204,000 +$14,754,228 -$23,933,597 -$9,179,369 BRKB, MSFT, CNNE, WBA, FDC 13F-HR 08 Aug 2018, 13:46
Q1 2018 310 $123,814,000 +$24,769,451 -$15,064,475 +$9,704,976 BRKB, MSFT, GILD, CNDT, AMG 13F-HR 14 May 2018, 12:15
Q4 2017 283 $117,694,000 $0 $0 $0 BRKB, MSFT, AMG, GILD, FRFHF 13F-HR 12 Feb 2018, 17:43