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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 Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-06) --- full portfolio
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%


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MAJOR GURUS:
Warren Buffett
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George Soros

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