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PCM
Poehling Capital Management Portfolio holdings
AUM
$466M
1-Year Est. Return
24.17%
This Fund
S&P 500
This Quarter
Est. Return
+5.02%
1 Year Est. Return
+24.17%
3 Year Est. Return
+70.93%
5 Year Est. Return
+69.6%
10 Year Est. Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
96.73%
Top 10 Holdings %
Top 10 Hldgs %
30.34%
Holding
303
New
303
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$9.56M |
| 2 |
Microsoft
MSFT
|
+$4.01M |
| 3 |
Gilead Sciences
GILD
|
+$3.16M |
| 4 |
Affiliated Managers Group
AMG
|
+$3.08M |
| 5 |
FFH
FAIRFAX FINL HLDGS LTD SUB VTG
FFH
|
+$2.87M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 40.21% |
| 2 | Consumer Discretionary | 12.66% |
| 3 | Healthcare | 11.76% |
| 4 | Consumer Staples | 10.06% |
| 5 | Technology | 6.49% |
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Poehling Capital Management's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Poehling Capital Management, which disclosed 303 positions worth $118M. Its ten largest holdings account for 30% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 50,324 shares worth $9.97M.
By sector, the portfolio is most concentrated in Financials at 40% of assets, followed by Consumer Discretionary and Healthcare.
- Poehling Capital Management's largest Q4 2017 buy was Berkshire Hathaway Class B: 50,324 shares worth $9.97M.
- Poehling Capital Management's ten largest holdings make up 30% of its $118M portfolio in Q4 2017.
- Poehling Capital Management disclosed 303 positions in Q4 2017, its first 13F filing on record.
Based on Poehling Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.