Poehling Capital Management, LLC - Q12026 Holdings

Poehling Capital Management, LLC holds 153 stocks with a total portfolio value of $ 474.95M as of Q12026. In Q12026, Poehling Capital Management, LLC added 19 new positions, increased stakes in 43 stocks, reduced 63 holdings, and fully exited 7 positions. The largest holding is Fairfax Finl Hldgs LTD F, representing 6.69% of the total portfolio.