StockDriftsStockDriftsTop 50 Poehling Capital Management, INC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FRFHF | FAIRFAX FINL HLDGS LTD F | 6.69% | 18.6K | $31.8M | +2.19%(+400) | $1028.58(+57.11%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY CLASS B | 6.02% | 59.7K | $28.6M | +1.46%(+861) | $203.48(+138.60%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 5.41% | 13.4K | $25.7M | +1.60%(+211) | $1240.49(+46.76%) | 2026-03-31 | |
| GOOG | ALPHABET INC CLASS CLASS C | 3.88% | 64.3K | $18.4M | -0.60%(-387) | $79.08(+404.61%) | 2026-03-31 | |
| SCHW | CHARLES SCHWAB CORP | 3.49% | 176.3K | $16.6M | -0.07%(-131) | $61.79(+47.54%) | 2026-03-31 | |
| FISV | FISERV INC | 2.64% | 224.5K | $12.5M | +8.64%(+17.84K) | $98.74(-46.96%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.51% | 47.0K | $11.9M | +2.84%(+1.29K) | $98.10(+204.65%) | 2026-03-31 | |
| PEP | PEPSICO INC | 2.49% | 76.1K | $11.8M | +8.22%(+5.78K) | $138.28(+7.95%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 2.31% | 137.8K | $11.0M | -0.43%(-597) | $25.21(+191.67%) | 2026-03-31 | |
| CNNE | CANNAE HLDGS INC | 2.28% | 954.2K | $10.8M | +46.42%(+302.49K) | $19.33(-31.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.88% | +36.31% |
| Top 20 Holdings Unweighted | +8.73% | +28.56% |
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