Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| POEHLING CAPITAL MANAGEMENT INC | 02-12-2024 | 12-31-2023 | 129 | 315,771,197 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY CLASS B | CL B NEW | 1 | $22,870,109 | 64,123 | 0.01 | 0.01 | 75 | 0.12 | 12-31-2023 |
| MARKEL GROUP INC | COM | 2 | $16,388,486 | 11,542 | 0.01 | 0.00 | 1,058 | 10.09 | 12-31-2023 |
| CHARLES SCHWAB CORP | COM | 3 | $13,132,200 | 190,875 | 0.00 | 0.00 | 4,972 | 2.67 | 12-31-2023 |
| APPLE INC | COM | 4 | $12,130,220 | 63,004 | 0.00 | 0.00 | 1,423 | 2.31 | 12-31-2023 |
