PCM
FFH

Poehling Capital Management’s FAIRFAX FINL HLDGS LTD SUB VTG FFH Stock Holding History

Poehling Capital Management’s Portfolio FFH Stock Details FFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18,649
Closed -$31.8M – 176
2026
Q1 		$31.8M Buy
18,649
+400
+2% +$682K 6.69% 1
2025
Q4 		$34.8M Buy
18,249
+51
+0.3% +$97.2K 7.12% 1
2025
Q3 		$31.8M Sell
18,198
-157
-0.9% -$275K 6.69% 1
2025
Q2 		$33.2M Buy
18,355
+244
+1% +$441K 7.75% 1
2025
Q1 		$26.2M Buy
18,111
+49
+0.3% +$70.8K 6.63% 2
2024
Q4 		$25.1M Sell
18,062
-15
-0.1% -$20.9K 6.18% 2
2024
Q3 		$22.8M Sell
18,077
-41
-0.2% -$51.8K 5.84% 2
2024
Q2 		$20.6M Buy
18,118
+17
+0.1% +$19.3K 5.64% 2
2024
Q1 		$19.5M Buy
+18,101
New +$19.5M 5.23% 2
2019
Q3 		– Sell
-9,615
Closed -$4.72M – 110
2019
Q2 		$4.72M Buy
9,615
+563
+6% +$276K 3.16% 5
2019
Q1 		$4.2M Buy
9,052
+1,614
+22% +$748K 3.06% 5
2018
Q4 		$3.28M Buy
7,438
+392
+6% +$173K 3.16% 6
2018
Q3 		$3.83M Buy
7,046
+1,634
+30% +$889K 2.72% 6
2018
Q2 		$3.04M Buy
5,412
+4
+0.1% +$2.24K 2.66% 6
2018
Q1 		$2.74M Buy
5,408
+19
+0.4% +$9.63K 2.21% 8
2017
Q4 		$2.87M Buy
+5,389
New +$2.87M 2.44% 5

Other funds holding FFH

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
KBG
Kahn Brothers Group New York $633M AUM 39.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
LAM
Lountzis Asset Management Wyomissing, Pennsylvania $316M AUM 44.22% 1-Year Est. Return
CFM
Compass Financial Management Tampa, Florida $829M AUM

Poehling Capital Management's FFH Position: Q2 2026 in Review

Poehling Capital Management sold out of FAIRFAX FINL HLDGS LTD SUB VTG (FFH) in Q2 2026, closing a stake of 18,649 shares — an estimated $31.8M sold.

Poehling Capital Management first reported a position in FFH in Q4 2017 and held it in 16 quarters. The position peaked at $34.8M in Q4 2025. 17 funds tracked by Wall St. Rank hold FFH as of Q2 2026.

  • Poehling Capital Management reported no remaining FAIRFAX FINL HLDGS LTD SUB VTG position as of Q2 2026 after selling out during the quarter.
  • Poehling Capital Management sold 18,649 FAIRFAX FINL HLDGS LTD SUB VTG shares in Q2 2026, an estimated $31.8M.
  • Poehling Capital Management first reported a position in FAIRFAX FINL HLDGS LTD SUB VTG in Q4 2017 and held it in 16 quarters.
  • Poehling Capital Management's FAIRFAX FINL HLDGS LTD SUB VTG position peaked at $34.8M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held FAIRFAX FINL HLDGS LTD SUB VTG as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.