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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 Portfolio (reported on 2020-05-06)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
BERKSHIRE HATHAWAY CLASS B    (CL B NEW) BRK/B 11,767,000 64,358 8.62%
WALGREENS BOOTS ALLI    (COM) WBA 6,681,000 146,028 4.89%
MARKEL CORP    (COM) MKL 6,306,000 6,796 4.62%
CANNAE HOLDINGS INC    (COM) 6,262,000 186,975 4.58%
MICROSOFT CORP    (COM) MSFT 5,121,000 32,470 3.75%
CVS HEALTH CORP    (COM) CVS 4,274,000 72,042 3.13%
QUADRATIC INTRST RT VLT AND ETF    (QUADRTC INT RT) 4,163,000 161,232 3.05%
VISA INC CLASS A    (CL A) V 4,050,000 25,134 2.96%
MASTERCARD INC CLASS A    (CL A) MA 3,526,000 14,598 2.58%
ALPHABET INC. CLASS C    (CAP STK CL C) GOOG 3,514,000 3,022 2.57%
BRIT AMER TOBACCO F SPONSORED ADR 1 ADR REPS 1 ORD SHS    (SPONSORED ADR) BTI 2,834,000 82,888 2.07%
ABBVIE INC    (COM) ABBV 2,685,000 35,235 1.96%
APPLE INC    (COM) AAPL 2,650,000 10,421 1.94%
SELECT STR FINANCIAL SELECT SPDR ETF    (SBI INT-FINL) XLF 2,643,000 126,938 1.93%
PEPSICO INC    (COM) PEP 2,584,000 21,513 1.89%
LIBERTY MEDIA CORP SERIES C LIBERTY BRAVES    (COM C BRAVES GRP) 2,363,000 124,000 1.73%
CHARLES SCHWAB CORP    (COM) SCHW 2,341,000 69,638 1.71%
AFFILIATED MANAGERS    (COM) AMG 2,271,000 38,403 1.66%
PHILLIPS 66    (COM) PSX 2,181,000 40,646 1.59%
PFIZER INC    (COM) PFE 2,139,000 65,520 1.56%
JOHNSON & JOHNSON    (COM) JNJ 2,044,000 15,587 1.49%
BP PLC F SPONSORED ADR 1 ADR REPS 6 ORD SHS    (SPONSORED ADR) BP 1,833,000 75,140 1.34%
MARATHON PETE CORP    (COM) MPC 1,808,000 76,558 1.32%
JEFFERIES FINL    (COM) 1,803,000 131,927 1.32%
LOEWS CORP    (COM) LTR 1,703,000 48,905 1.24%
PAYPAL HOLDINGS INCORPOR    (COM) PYPL 1,697,000 17,720 1.24%
KKR & CO INC CLASS A    (COM) KKR 1,687,000 71,860 1.23%
CITIGROUP INC    (COM NEW) C 1,673,000 39,730 1.22%
INVESCO LTD F    (INTRM GOV CR ETF) IVZ 1,625,000 178,985 1.19%
APOLLO GLOBAL MGMT CLASS A    (COM CL A) 1,609,000 48,034 1.17%
PHILIP MORRIS INTL    (COM) PM 1,605,000 21,994 1.17%
LAB CO OF AMER HLDG    (COM NEW) LH 1,570,000 12,425 1.15%
3M CO    (COM) MMM 1,562,000 11,439 1.14%
J P MORGAN CHASE & CO    (COM) JPM 1,463,000 16,248 1.07%
BANK OF AMERICA CORP    (COM) BAC 1,374,000 64,742 1.00%
BANK OF NY MELLON CO    (COM) BK 1,335,000 39,644 0.97%
WALT DISNEY CO    (COM DISNEY) DIS 1,185,000 12,268 0.86%
AMGEN INC.    (COM) AMGN 1,184,000 5,840 0.86%
BANK OZK LITTLE ROCK ARK    (COM) 1,181,000 70,714 0.86%
STARBUCKS CORP    (COM) SBUX 1,170,000 17,803 0.85%
BLACKSTONE GROUP INC    (COM CL A) 1,128,000 24,743 0.82%
VIACOMCBS INC CLASS B    (CL B) 1,093,000 77,985 0.80%
ALTRIA GROUP INC    (COM) MO 1,084,000 28,042 0.79%
MERCK & CO. INC.    (COM) MRK 1,048,000 13,615 0.76%
FIRST BUSINESS FINL    (COM) FBIZ 935,000 60,327 0.68%
CARLYLE GROUP INC    (COM) 908,000 41,940 0.66%
VANGUARD HEALTH CARE ETF    (HEALTH CAR ETF) VHT 780,000 4,697 0.57%
BOOKING HOLDINGS INC    (COM) 747,000 555 0.54%
VANGUARD HIGH DIVIDEND YIELD ETF    (HIGH DIV YLD) VYM 723,000 10,226 0.52%
TAILORED BRANDS INC    (COM) 719,000 413,262 0.52%
DISCOVERY INC CLASS A    (COM SER A) DISCA 710,000 36,546 0.52%
GOLDMAN SACHS GROUP    (COM) GS 662,000 4,282 0.48%
BLACKROCK INC    (COM) BLK 652,000 1,481 0.47%
ISHARES EXPANDED TECH STW SCTR ETF    (EXPANDED TECH) IGV 649,000 3,085 0.47%
AMAZON.COM INC    (COM) AMZN 647,000 332 0.47%
AUTONATION INC    (COM) AN 590,000 21,010 0.43%
BIG LOTS INC    (COM) BIG 589,000 41,455 0.43%
BAIDU COM INC F SPONSORED ADR 1 ADR REPS 0.1 ORD SHS    (SPON ADR REP NEW) BIDU 517,000 5,128 0.37%
FASTENAL CO    (COM) FAST 508,000 16,260 0.37%
NEWELL BRANDS INC    (COM) NWL 490,000 36,900 0.35%
VANGUARD INTERMEDIATE TERM CO ETF IV    (INT-TERM CORP) VCIT 479,000 5,500 0.35%
U S BANCORP    (COM) USB 463,000 13,454 0.33%
NUVEEN MUNICIPAL CREDIT    (COM SH BEN INT) NZF 450,000 32,000 0.32%
NUVEEN AMT FREE MNCPL CR    (COM) NVG 440,000 30,000 0.32%
ADIENT PLC F    (COM) ADNT 438,000 48,256 0.32%
BLACKROCK CREDIT ALLOCAT    (COM) BTZ 427,000 36,600 0.31%
NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS    (SPON ADR) NVS 391,000 4,745 0.28%
HOME DEPOT INC    (COM) HD 382,000 2,045 0.27%
SPDR S&P 500 ETF    (TR UNIT) SPY 380,000 1,473 0.27%
BAUSCH HEALTH COS INC F    (COM) 342,000 22,043 0.25%
VERIZON COMMUNICATN    (COM) VZ 296,000 5,511 0.21%
GREENLIGHT CAPITAL F CLASS A    (COM) GLRE 295,000 49,513 0.21%
MC DONALDS CORP    (COM) MCD 283,000 1,714 0.20%
DOW INC    (COM) 280,000 9,563 0.20%
GENERAL ELECTRIC CO    (COM) GE 277,000 34,861 0.20%
AMERICAN INTL GROUP    (COM) AIG 259,000 10,684 0.18%
MEDTRONIC PLC F    (SHS) MDT 258,000 2,859 0.18%
CARS COM INC    (COM) 256,000 59,620 0.18%
SPDR S&P BANK ETF    (S&P BK ETF) KBE 242,000 8,980 0.17%
SPDR INTRMDT TRM CRPRATE BND ETF    (PORTFOLIO INTRMD) ITR 241,000 7,100 0.17%
VANGUARD UTILITIES ETF    (UTILITIES ETF) VPU 238,000 1,950 0.17%
DONNELLEY FINL SOLUT0050    (COM) 228,000 43,250 0.16%
FRANCO NEVADA CORP F    (COM) FNNVF 219,000 2,200 0.16%
UNITEDHEALTH GRP INC    (COM) UNH 217,000 870 0.15%
MOLSON COORS BEVERAGE CL CLASS B    (COM) TAP 213,000 5,466 0.15%
VANGUARD INFORMATION TECHNOLOGY ETF    (INF TECH ETF) VGT 212,000 1,000 0.15%
VANGUARD REAL ESTATE ETF    (REAL ESTATE ETF) VNQ 210,000 3,001 0.15%
INTL GAME TECH F    (SHS USD) IGT 206,000 34,565 0.15%
ENERGY SELECT SECTOR SPDR ETF    (ENERGY) XLE 203,000 7,000 0.14%
CREDIT SUISSE GROUP AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS    (SPONSORED ADR) CS 195,000 24,137 0.14%
BLACKROCK MUNICIPAL INCO    (COM) BLE 187,000 14,000 0.13%
MICHAELS COMPANIES    (COM) MIK 145,000 89,580 0.10%
CONDUENT INC    (COM) CNDT 118,000 48,285 0.08%
FLAHERTY & CRMRN PRF INC    (COM) PFO 99,000 10,000 0.07%
PLAYA HOTELS & RES F    (COM) 87,000 49,745 0.06%
HANESBRANDS INC    (COM) HBI 82,000 10,390 0.06%
GERON CORP    (COM) GERN 61,000 51,000 0.04%
TRANSOCEAN INC NEW F    (SPONSORED ADR) RIG 37,000 32,230 0.02%
Total Value As 2020-03-31: 136,481,000 SEC FILING
* Portfolios do not reflect changes after reporting
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