Poehling Capital Management, LLC - Q42025 Holdings

Poehling Capital Management, LLC holds 141 stocks with a total portfolio value of $ 488.75M as of Q42025. In Q42025, Poehling Capital Management, LLC added 9 new positions, increased stakes in 33 stocks, reduced 66 holdings, and fully exited 4 positions. The largest holding is Fairfax Finl Hldgs LTD F, representing 7.12% of the total portfolio.