Long-term investor
Poehling Capital Management, Inc. @poehlingcapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730815).
Record
- Tracked since 2025-06-30 (446 days), 111 trades recorded
- Returns: week n/a · month n/a · 90 days +5.4% · 6 months n/a · 1 year +9.7% · all +9.7%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 6.6% · long · since 2025-06-30
- MKL · 5.7% · long · since 2025-06-30
- 02079K107 · 4.8% · long · since 2025-06-30
- SCHW · 3.6% · long · since 2025-06-30
- CNNE · 3.0% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- FISV · 2.6% · long · since 2025-09-30
- WFC · 2.5% · long · since 2025-06-30
- VTRS · 2.3% · long · since 2025-06-30
- PEP · 2.2% · long · since 2025-06-30
- C · 1.9% · long · since 2025-06-30
- AMZN · 1.6% · long · since 2025-06-30