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Home > Institutional Investor > Poehling Capital Management, Llc > Profile

Instuitional Investor - Poehling Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Poehling Capital Management, Llc
Portfolio Value $315,771,197
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 64,123 $22,870,109 7.24%
2.
Markel Group Inc.
 MKL 11,542 $16,388,486 5.18%
3.
Schwab Charles Corp
 SCHW 190,875 $13,132,200 4.15%
4.
Apple Inc.
 AAPL 63,004 $12,130,220 3.84%
5.
Microsoft Corp
 MSFT 23,684 $8,906,266 2.82%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)