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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Poehling Capital Management, LLC INSTITUTION : Poehling Capital Management, LLC
Poehling Capital Management, LLC Buys/Sells In Portfolio (reported on 2020-05-06)
Company Ticker Current
Holdings
Previous
Holdings
Sells/Buys % of change
AMGEN INC.    (COM)AMGN5,8400
New Buy
New Buy
FRANCO NEVADA CORP F    (COM)FNNVF2,2000
New Buy
New Buy
MEDTRONIC PLC F    (SHS)MDT2,8590
New Buy
New Buy
LAB CO OF AMER HLDG    (COM NEW)LH12,4250
New Buy
New Buy
VANGUARD INFORMATION TECHNOLOGY ETF   &nVGT1,0000
New Buy
New Buy
BLACKROCK MUNICIPAL INCO    (COM)BLE14,0000
New Buy
New Buy
VANGUARD HEALTH CARE ETF    (HEALTHVHT4,6970
New Buy
New Buy
SPDR S&P 500 ETF    (TR UNIT)SPY1,4730
New Buy
New Buy
STARBUCKS CORP    (COM)SBUX17,8030
New Buy
New Buy
ISHARES EXPANDED TECH STW SCTR ETF   &nbIGV3,0850
New Buy
New Buy
ENERGY SELECT SECTOR SPDR ETF    (EXLE7,0000
New Buy
New Buy
FLAHERTY & CRMRN PRF INC    (COM)PFO10,0000
New Buy
New Buy
LIBERTY MEDIA CORP SERIES C LIBERTY BRAVES  &124,0005,000
Added119,000
2380.00%
PFIZER INC    (COM)PFE65,5205,369
Added60,151
1120.33%
PHILLIPS 66    (COM)PSX40,6465,206
Added35,440
680.75%
CARLYLE GROUP INC    (COM)41,9406,362
Added35,578
559.22%
3M CO    (COM)MMM11,4391,851
Added9,588
517.99%
DONNELLEY FINL SOLUT0050    (COM)43,25010,716
Added32,534
303.60%
CHARLES SCHWAB CORP    (COM)SCHW69,63818,080
Added51,558
285.16%
APOLLO GLOBAL MGMT CLASS A  48,03413,065
Added34,969
267.65%
MERCK & CO. INC.    (COM)MRK13,6153,849
Added9,766
253.72%
VANGUARD HIGH DIVIDEND YIELD ETF    VYM10,2262,926
Added7,300
249.48%
BANK OZK LITTLE ROCK ARK    (COM)70,71420,743
Added49,971
240.90%
MASTERCARD INC CLASS A  &nbsMA14,5984,775
Added9,823
205.71%
VIACOMCBS INC CLASS B   77,98526,862
Added51,123
190.31%
BP PLC F SPONSORED ADR 1 ADR REPS 6 ORD SHBP75,14026,475
Added48,665
183.81%
ALPHABET INC. CLASS C   GOOG3,0221,132
Added1,890
166.96%
PLAYA HOTELS & RES F    (COM)49,74518,732
Added31,013
165.56%
SELECT STR FINANCIAL SELECT SPDR ETF   &XLF126,93851,056
Added75,882
148.62%
WALT DISNEY CO    (COM DISNEY)DIS12,2685,305
Added6,963
131.25%
DISCOVERY INC CLASS A   DISCA36,54616,140
Added20,406
126.43%
JEFFERIES FINL    (COM)131,92760,870
Added71,057
116.73%
CANNAE HOLDINGS INC    (COM)186,97587,137
Added99,838
114.57%
MARKEL CORP    (COM)MKL6,7963,233
Added3,563
110.20%
BLACKROCK CREDIT ALLOCAT    (COM)BTZ36,60018,600
Added18,000
96.77%
JOHNSON & JOHNSON    (COM)JNJ15,5878,073
Added7,514
93.07%
AFFILIATED MANAGERS    (COM)AMG38,40321,799
Added16,604
76.16%
INVESCO LTD F    (INTRM IVZ178,985102,180
Added76,805
75.16%
HOME DEPOT INC    (COM)HD2,0451,175
Added870
74.04%
QUADRATIC INTRST RT VLT AND ETF    161,23299,965
Added61,267
61.28%
MARATHON PETE CORP    (COM)MPC76,55849,708
Added26,850
54.01%
ABBVIE INC    (COM)ABBV35,23524,540
Added10,695
43.58%
LOEWS CORP    (COM)LTR48,90535,245
Added13,660
38.75%
VANGUARD UTILITIES ETF    (UTILITIEVPU1,9501,500
Added450
30.00%
BRIT AMER TOBACCO F SPONSORED ADR 1 ADR REPS BTI82,88866,125
Added16,763
25.35%
INTL GAME TECH F    (SHS USIGT34,56529,135
Added5,430
18.63%
SPDR S&P BANK ETF    (S&P BKBE8,9807,680
Added1,300
16.92%
AMAZON.COM INC    (COM)AMZN332288
Added44
15.27%
BERKSHIRE HATHAWAY CLASS B  BRK/B64,35856,429
Added7,929
14.05%
VISA INC CLASS A   &nbsV25,13422,647
Added2,487
10.98%
U S BANCORP    (COM)USB13,45412,454
Added1,000
8.02%
WALGREENS BOOTS ALLI    (COM)WBA146,028135,763
Added10,265
7.56%
MC DONALDS CORP    (COM)MCD1,7141,603
Added111
6.92%
NOVARTIS AG F SPONSORED ADR 1 ADR REPS NVS4,7454,595
Added150
3.26%
GOLDMAN SACHS GROUP    (COM)GS4,2824,207
Added75
1.78%
VANGUARD REAL ESTATE ETF    (REAL EVNQ3,0012,974
Added27
0.90%
PEPSICO INC    (COM)PEP21,51321,393
Added120
0.56%
BANK OF NY MELLON CO    (COM)BK39,64439,519
Added125
0.31%
PHILIP MORRIS INTL    (COM)PM21,99422,014
Reduced20
0.09%
ALTRIA GROUP INC    (COM)MO28,04228,072
Reduced30
0.10%
J P MORGAN CHASE & CO    (COM)JPM16,24816,343
Reduced95
0.58%
GENERAL ELECTRIC CO    (COM)GE34,86135,290
Reduced429
1.21%
FASTENAL CO    (COM)FAST16,26016,500
Reduced240
1.45%
GREENLIGHT CAPITAL F CLASS A GLRE49,51350,448
Reduced935
1.85%
UNITEDHEALTH GRP INC    (COM)UNH870895
Reduced25
2.79%
CVS HEALTH CORP    (COM)CVS72,04274,162
Reduced2,120
2.85%
AUTONATION INC    (COM)AN21,01021,645
Reduced635
2.93%
BANK OF AMERICA CORP    (COM)BAC64,74266,827
Reduced2,085
3.11%
HANESBRANDS INC    (COM)HBI10,39010,895
Reduced505
4.63%
BIG LOTS INC    (COM)BIG41,45543,630
Reduced2,175
4.98%
CONDUENT INC    (COM)CNDT48,28550,960
Reduced2,675
5.24%
KKR & CO INC CLASS A   KKR71,86075,925
Reduced4,065
5.35%
CITIGROUP INC    (COM NEW)C39,73042,030
Reduced2,300
5.47%
PAYPAL HOLDINGS INCORPOR    (COM)PYPL17,72018,818
Reduced1,098
5.83%
FIRST BUSINESS FINL    (COM)FBIZ60,32764,327
Reduced4,000
6.21%
TRANSOCEAN INC NEW F    (SPONSORIG32,23034,525
Reduced2,295
6.64%
MICHAELS COMPANIES    (COM)MIK89,58098,980
Reduced9,400
9.49%
ADIENT PLC F    (COM)ADNT48,25653,436
Reduced5,180
9.69%
VERIZON COMMUNICATN    (COM)VZ5,5116,205
Reduced694
11.18%
MOLSON COORS BEVERAGE CL CLASS B TAP5,4666,556
Reduced1,090
16.62%
NEWELL BRANDS INC    (COM)NWL36,90046,600
Reduced9,700
20.81%
MICROSOFT CORP    (COM)MSFT32,47041,545
Reduced9,075
21.84%
BAIDU COM INC F SPONSORED ADR 1 ADR REPS BIDU5,1287,203
Reduced2,075
28.80%
VANGUARD INTERMEDIATE TERM CO ETF IV   &VCIT5,5007,868
Reduced2,368
30.09%
CREDIT SUISSE GROUP AG F SPONSORED ADR 1 ADR REPS CS24,13736,692
Reduced12,555
34.21%
APPLE INC    (COM)AAPL10,42119,119
Reduced8,698
45.49%
TAILORED BRANDS INC    (COM)413,262816,815
Reduced403,553
49.40%
BLACKROCK INC    (COM)BLK1,4813,055
Reduced1,574
51.52%
BAUSCH HEALTH COS INC F    (COM)22,04357,124
Reduced35,081
61.41%
CARS COM INC    (COM)59,620193,250
Reduced133,630
69.14%
BLACKSTONE GROUP INC    (COM CL A)24,74397,408
Reduced72,665
74.59%
DOW INC    (COM)9,56348,474
Reduced38,911
80.27%
BOOKING HOLDINGS INC    (COM)55543,760
Reduced43,205
98.73%
MYLAN NV F    (SHS EUMYL029,210
Sold Out
Sold Out
VANGUARD SMALL CAP ETF    (SMALL CPVB01,904
Sold Out
Sold Out
PLAYA HOTELS & RES F    (COM)054,820
Sold Out
Sold Out
WYNDHAM DESTINATIONS INC    (COM)WYN08,265
Sold Out
Sold Out
VANGUARD VALUE ETF    (TOTAL STK MKVTV02,600
Sold Out
Sold Out
W.P. CAREY INC. REIT    (COM)WPC03,285
Sold Out
Sold Out
MORGAN STANLEY    (COM NEW)MS06,572
Sold Out
Sold Out
INTEL CORP    (COM)INTC09,995
Sold Out
Sold Out
KOHLS CORP    (COM)KSS05,175
Sold Out
Sold Out
LEGG MASON INC    (COM)LM042,565
Sold Out
Sold Out
GILEAD SCIENCES INC    (COM)GILD025,192
Sold Out
Sold Out
FIFTH THIRD BANCORP    (COM)FITB06,771
Sold Out
Sold Out
CANADIAN PAC RAILWAY F    (COM)CP0800
Sold Out
Sold Out
EXXON MOBIL CORP    (COM)XOM04,071
Sold Out
Sold Out
MFA FINL, INC. REIT    (COM)MFA014,000
Sold Out
Sold Out
PAPA JOHNS INTL INC    (COM)PZZA020,099
Sold Out
Sold Out
TARGET CORP    (COM)TGT016,617
Sold Out
Sold Out
ALLIANCE DATA SYSTEM    (COM)ADS07,204
Sold Out
Sold Out
TPG SPECIALTY LENDIN    (COM)TSLX09,900
Sold Out
Sold Out
SELECT SECTOR HEALTH CARE SPDR ETF   &nbXLV02,081
Sold Out
Sold Out
PRINCIPAL FINL    (COM)PFG04,300
Sold Out
Sold Out
SCHWAB US SMALL CAP ETF    (US SML SCHA07,100
Sold Out
Sold Out
VANGUARD GROWTH ETF    (GROWTH ETF)VUG03,500
Sold Out
Sold Out
* Portfolios do not reflect changes after reporting
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