HoldingsChannel.com
Poehling Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY CLASS B      $11,554
     BRK.B55,544+560$11,554
WALGREENS BOOTS ALLI 134,497 +27,495 $7,439
     WBA134,497+27,495$7,439
MICROSOFT CORP 41,799 -375 $5,811
     MSFT41,799-375$5,811
CANNAE HOLDINGS INC 198,705 -28,395 $5,458
     CNNE198,705-28,395$5,458
CVS HEALTH CORP 74,237 -3,526 $4,682
     CVS74,237-3,526$4,682
APPLE INC 19,252 -661 $4,312
     AAPL19,252-661$4,312
VISA INC CLASS A 22,743 -1,220 $3,912
     V22,743-1,220$3,912
MARKEL CORP 3,216 -214 $3,801
     MKL3,216-214$3,801
AFFILIATED MANAGERS 36,833 +4,223 $3,070
     AMG36,833+4,223$3,070
PEPSICO INC 21,403 -843 $2,934
     PEP21,403-843$2,934
CITIGROUP INC 42,375 -615 $2,927
     C42,375-615$2,927
MARATHON PETE CORP 46,938 -1,958 $2,851
     MPC46,938-1,958$2,851
TAILORED BRANDS INC 589,240 +336,180 $2,593
     TLRD589,240+336,180$2,593
PARK HOTELS & RESORTS IN 94,927 +6,182 $2,370
     PK94,927+6,182$2,370
BRIT AMER TOBACCO F SPONSORED ADR 1 ADR REPS 1 ORD SHS 64,080 -670 $2,365
     BTI64,080-670$2,365
QUADRATIC INTRST RT VLT AND ETF (IVOL) 82,829 +1,634 $2,105
     IVOL82,829+1,634$2,105
KKR & CO INC CLASS A 77,685 -3,960 $2,086
     COM77,685-3,960$2,086
BANK OF AMERICA CORP 67,512 -5,030 $1,969
     BAC67,512-5,030$1,969
GILEAD SCIENCES INC 30,807 -740 $1,953
     GILD30,807-740$1,953
TARGET CORP 18,058 -15,785 $1,931
     TGT18,058-15,785$1,931
J P MORGAN CHASE & CO 16,353 -653 $1,925
     JPM16,353-653$1,925
PAYPAL HOLDINGS INCORPOR 18,513 -1,495 $1,918
     PYPL18,513-1,495$1,918
ABBVIE INC 24,015 +9,309 $1,818
     ABBV24,015+9,309$1,818
LOEWS CORP 35,205 -2,375 $1,812
     L35,205-2,375$1,812
BANK OF NY MELLON CO 39,850 -1,815 $1,802
     BK39,850-1,815$1,802
JEFFERIES FINL 96,805 -5,965 $1,781
     JEF96,805-5,965$1,781
PHILIP MORRIS INTL 21,919 -205 $1,664
     PM21,919-205$1,664
FIRST BUSINESS FINL 68,827 -1,000 $1,657
     FBIZ68,827-1,000$1,657
LEGG MASON INC 43,205 -2,085 $1,650
     LM43,205-2,085$1,650
MICHAELS COMPANIES 162,355 -5 $1,589
     MIK162,355-5$1,589
BANK OZK LITTLE ROCK ARK 57,639 -1,115 $1,572
     OZK57,639-1,115$1,572
SELECT STR FINANCIAL SELECT SPDR ETF (XLF) 50,295 -2,755 $1,408
     XLF50,295-2,755$1,408
ALPHABET INC. CLASS C 1,133 -92 $1,381
     GOOG1,133-92$1,381
BLACKROCK INC 3,086 -280 $1,375
     BLK3,086-280$1,375
BIG LOTS INC 54,145 +22,220 $1,327
     BIG54,145+22,220$1,327
MASTERCARD INC CLASS A 4,835 -50 $1,313
     MA4,835-50$1,313
DOW INC 27,125 -890 $1,293
     DOW27,125-890$1,293
PAPA JOHNS INTL INC 24,124 -1,785 $1,263
     PZZA24,124-1,785$1,263
ADIENT PLC F 54,686 -4,676 $1,256
     ADNT54,686-4,676$1,256
HILTON WORLDWIDE HLD 13,083 -1,011 $1,218
     HLT13,083-1,011$1,218
ALTRIA GROUP INC 29,582 -2,290 $1,210
     MO29,582-2,290$1,210
AUTONATION INC 22,030 -1,570 $1,117
     AN22,030-1,570$1,117
INVESCO LTD F 63,775 -1,920 $1,080
     IVZ63,775-1,920$1,080
VIACOM INC CLASS B 44,430 -2,400 $1,068
     VIAB44,430-2,400$1,068
BP PLC F SPONSORED ADR 1 ADR REPS 6 ORD SHS 27,935 +27,935 $1,061
     BP27,935+27,935$1,061
JOHNSON & JOHNSON 8,151 -670 $1,055
     JNJ8,151-670$1,055
CARS COM INC 109,319 -10,825 $982
     CARS109,319-10,825$982
PLAYA HOTELS & RES F 123,865 -9,890 $970
     PLYA123,865-9,890$970
NEWELL BRANDS INC 47,260 -2,335 $885
     NWL47,260-2,335$885
STERICYCLE INC 17,320 -1,570 $882
     SRCL17,320-1,570$882

See Full List: All Stocks Held By Poehling Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Poehling Capital Management LLC

Size ($ in 1000's)
At 09/30/2019: $136,302
At 06/30/2019: $149,245

Poehling Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Poehling Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Poehling Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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