$324 Million is the total value of Poehling Capital Management, INC.'s 147 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 20.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY CLASS Bcl b new | $22,688,000 | +18.3% | 64,289 | +0.2% | 7.01% | +13.2% |
| AAPL | Sell | APPLE INC | $13,168,000 | -2.0% | 75,416 | -0.3% | 4.07% | -6.1% |
| MKL | Buy | MARKEL CORP | $10,529,000 | +23.1% | 7,137 | +3.0% | 3.25% | +17.9% |
| VTRS | Buy | VIATRIS INC | $10,462,000 | +43.0% | 961,540 | +77.8% | 3.23% | +36.9% |
| OGN | Buy | ORGANON & CO | $10,390,000 | +22.8% | 297,449 | +7.1% | 3.21% | +17.6% |
| GOOG | Buy | ALPHABET INC. CLASS Ccap stk cl c | $9,046,000 | -2.8% | 3,239 | +0.7% | 2.80% | -7.0% |
| MPC | Sell | MARATHON PETE CORP | $8,098,000 | +13.6% | 94,718 | -15.0% | 2.50% | +8.7% |
| CVS | Sell | CVS HEALTH CORP | $8,073,000 | -2.3% | 79,760 | -0.4% | 2.50% | -6.4% |
| CNNE | Buy | CANNAE HOLDINGS INC | $8,037,000 | -18.5% | 335,995 | +19.7% | 2.48% | -22.0% |
| MSFT | Sell | MICROSOFT CORP | $7,833,000 | -8.5% | 25,407 | -0.2% | 2.42% | -12.4% |
| WFC | Buy | WELLS FARGO & CO | $7,371,000 | +1.1% | 152,102 | +0.1% | 2.28% | -3.2% |
| ABBV | Sell | ABBVIE INC | $6,805,000 | +18.5% | 41,980 | -1.0% | 2.10% | +13.4% |
| WBA | Buy | WALGREENS BOOTS ALLI | $6,644,000 | +43.9% | 148,404 | +67.7% | 2.05% | +37.8% |
| VIXY | New | PROSHARES ULTRA VIX SHORT-TERM FUTURES ETFvix sh trm futrs | $6,479,000 | – | 481,351 | +100.0% | 2.00% | – |
| XLE | Buy | ENERGY SELECT SECTOR SPDR ETF IVenergy | $6,425,000 | +63.6% | 84,050 | +18.8% | 1.98% | +56.5% |
| APO | Buy | APOLLO GLOBAL MANAGEMENT | $5,806,000 | +15.9% | 93,659 | +35.4% | 1.79% | +10.9% |
| IVZ | Buy | INVESCO LTD Fintrm gov cr etf | $5,538,000 | +1.2% | 240,162 | +1.0% | 1.71% | -3.2% |
| MA | Sell | MASTERCARD INC CLASS Acl a | $5,529,000 | -2.9% | 15,470 | -2.4% | 1.71% | -7.0% |
| KKR | Buy | KKR & CO INC | $5,292,000 | -21.3% | 90,506 | +0.2% | 1.64% | -24.7% |
| V | Sell | VISA INC CLASS Acl a | $5,053,000 | -3.1% | 22,787 | -5.3% | 1.56% | -7.3% |
| OXY | Buy | OCCIDENTAL PETROL CO | $4,740,000 | +116.0% | 83,532 | +10.4% | 1.46% | +106.9% |
| BTI | Buy | BRIT AMER TOBACCO F SPONSORED ADR 1 ADR REPS 1 ORD SHSsponsored adr | $4,366,000 | +13.4% | 103,568 | +0.7% | 1.35% | +8.6% |
| JEF | Buy | JEFFERIES FINL | $4,135,000 | -15.1% | 125,880 | +0.3% | 1.28% | -18.7% |
| RTN | Buy | RAYTHEON TECHNOLOGIES CO | $4,055,000 | +15.8% | 40,927 | +0.6% | 1.25% | +10.9% |
| MRK | Buy | MERCK & CO. INC. | $3,909,000 | +7.7% | 47,641 | +0.7% | 1.21% | +3.2% |
| AMGN | Sell | AMGEN INC. | $3,831,000 | +6.8% | 15,844 | -0.6% | 1.18% | +2.2% |
| INTC | Buy | INTEL CORP | $3,753,000 | +0.4% | 75,733 | +4.3% | 1.16% | -3.9% |
| AIG | Buy | AMERICAN INTL GROUP | $3,550,000 | +10.7% | 56,549 | +0.3% | 1.10% | +6.0% |
| DISCA | Buy | DISCOVERY INC CLASS A | $3,489,000 | +56.9% | 140,008 | +48.2% | 1.08% | +50.1% |
| C | Buy | CITIGROUP INC | $3,271,000 | -10.7% | 61,254 | +1.0% | 1.01% | -14.5% |
| CG | Buy | CARLYLE GROUP INC | $3,263,000 | -10.6% | 66,707 | +0.4% | 1.01% | -14.4% |
| BX | Buy | BLACKSTONE INC | $3,100,000 | -0.0% | 24,419 | +1.9% | 0.96% | -4.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,937,000 | -13.7% | 21,548 | +0.3% | 0.91% | -17.3% |
| MSGS | Sell | MADISON SQUARE GARDEN CO CLASS Acl a | $2,818,000 | +2.3% | 15,710 | -0.9% | 0.87% | -2.0% |
| L | Sell | LOEWS CORP | $2,772,000 | -25.6% | 42,760 | -33.7% | 0.86% | -28.8% |
| BAR | Sell | GRANITESHARES GOLD ETF | $2,698,000 | -9.1% | 140,511 | -14.1% | 0.83% | -12.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,690,000 | +3.7% | 15,177 | +0.0% | 0.83% | -0.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB | $2,651,000 | +18.3% | 36,296 | +1.0% | 0.82% | +13.3% |
| ENB | Buy | ENBRIDGE INC F | $2,563,000 | +17.9% | 55,612 | +0.0% | 0.79% | +13.0% |
| BHC | Buy | BAUSCH HEALTH COS INC F | $2,532,000 | -8.1% | 110,803 | +11.1% | 0.78% | -12.0% |
| PFE | Buy | PFIZER INC | $2,492,000 | +0.6% | 48,139 | +14.8% | 0.77% | -3.6% |
| BAC | Buy | BANK OF AMERICA CORP | $2,480,000 | -7.4% | 60,173 | +0.0% | 0.77% | -11.3% |
| BATRA | Buy | LIBERTY MEDIA CORP SERIES C LIBERTY BRAVES | $2,463,000 | +0.4% | 88,245 | +1.1% | 0.76% | -3.9% |
| AMG | Buy | AFFILIATED MANAGERS | $2,453,000 | -7.7% | 17,406 | +7.7% | 0.76% | -11.7% |
| SLV | Buy | ISHARES SILVER TRUST ETFishares | $2,422,000 | +8.9% | 105,869 | +2.4% | 0.75% | +4.2% |
| BK | Sell | BANK OF NY MELLON CO | $2,403,000 | -15.0% | 48,417 | -0.5% | 0.74% | -18.5% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFcore s&p scp etf | $2,317,000 | +812.2% | 13,962 | +821.6% | 0.72% | +773.2% |
| PSX | Buy | PHILLIPS 66 | $2,290,000 | +19.3% | 26,507 | +0.1% | 0.71% | +14.4% |
| IVOL | Buy | QUADRATIC INTRST RT VLT AND ETF IVquadrtc int rt | $2,126,000 | -3.6% | 82,971 | +1.0% | 0.66% | -7.7% |
| GS | Buy | GOLDMAN SACHS GROUP | $2,095,000 | -7.5% | 6,346 | +7.2% | 0.65% | -11.5% |
| FBIZ | FIRST BUSINESS FINL | $1,979,000 | +12.4% | 60,327 | 0.0% | 0.61% | +7.7% | |
| PEP | PEPSICO INC | $1,952,000 | -3.7% | 11,661 | 0.0% | 0.60% | -7.8% | |
| MO | Sell | ALTRIA GROUP INC | $1,671,000 | -47.0% | 31,983 | -51.9% | 0.52% | -49.3% |
| COG | New | COTERRA ENERGY INC | $1,666,000 | – | 61,772 | +100.0% | 0.52% | – |
| NFG | New | NTNL FUEL GAS CO | $1,659,000 | – | 24,153 | +100.0% | 0.51% | – |
| BEN | Buy | FRANKLIN RESOURCES | $1,655,000 | -15.1% | 59,269 | +1.8% | 0.51% | -18.8% |
| CARR | CARRIER GLOBAL CORP | $1,532,000 | -15.4% | 33,392 | 0.0% | 0.47% | -19.1% | |
| XLF | Buy | SELECT STR FINANCIAL SELECT S ETF IVsbi int-finl | $1,532,000 | +2.5% | 39,980 | +4.4% | 0.47% | -2.1% |
| FIS | Buy | FIDELITY NATL INFO | $1,493,000 | -7.3% | 14,864 | +0.7% | 0.46% | -11.3% |
| MSGE | Buy | MADISON SQUARE GARDEN EN CLASS Acl a | $1,427,000 | +20.9% | 17,124 | +2.1% | 0.44% | +15.7% |
| FB | Buy | META PLATFORMS INC CLASS Acl a | $1,367,000 | +397.1% | 6,146 | +652.3% | 0.42% | +374.2% |
| JAZZ | Sell | JAZZ PHARMACEUTICAL F | $1,331,000 | -11.4% | 8,553 | -27.5% | 0.41% | -15.3% |
| QSR | Buy | RESTAURANT BRANDS F | $1,302,000 | +0.3% | 22,290 | +4.2% | 0.40% | -4.1% |
| SLB | Sell | SCHLUMBERGER LTD F | $1,264,000 | +36.8% | 30,590 | -0.8% | 0.39% | +31.2% |
| AMZN | Buy | AMAZON.COM INC | $1,265,000 | +12.5% | 388 | +15.1% | 0.39% | +7.7% |
| IYW | Sell | ISHARES US TECHNOLOGY ETFu.s. tech etf | $1,257,000 | -11.2% | 12,198 | -1.0% | 0.39% | -15.1% |
| WYNN | Buy | WYNN RESORTS | $1,248,000 | -4.3% | 15,654 | +2.1% | 0.39% | -8.3% |
| PYPL | Buy | PAYPAL HOLDINGS INCORPOR | $1,245,000 | +19.1% | 10,764 | +94.3% | 0.38% | +14.2% |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETFhigh div yld | $1,153,000 | +0.1% | 10,276 | 0.0% | 0.36% | -4.3% | |
| New | JACKSON FINL INC CLASS A | $1,149,000 | – | 25,986 | +100.0% | 0.36% | – | |
| FTI | Buy | TECHNIPFMC LTD F | $1,143,000 | +693.8% | 147,472 | +508.1% | 0.35% | +667.4% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET ETFtotal stk mkt | $1,127,000 | -6.5% | 4,948 | -0.8% | 0.35% | -10.5% |
| FISV | Buy | FISERV INC | $1,077,000 | +3.1% | 10,620 | +5.5% | 0.33% | -1.2% |
| SABR | Buy | SABRE CORP | $937,000 | +36.0% | 81,983 | +2.3% | 0.29% | +30.6% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $926,000 | +117.9% | 3,335 | +139.9% | 0.29% | +108.8% |
| XBI | Buy | SPDR S&P BIOTECH ETFs&p biotech | $911,000 | +73.2% | 10,139 | +115.7% | 0.28% | +65.9% |
| CHKP | Sell | CHECK PT SOFTWARE Ford | $914,000 | +5.8% | 6,610 | -10.8% | 0.28% | +1.1% |
| WW | Buy | WW INTL INC | $901,000 | -23.3% | 88,102 | +21.0% | 0.28% | -26.6% |
| DLR | Sell | DOW INC | $898,000 | -12.6% | 14,094 | -7.0% | 0.28% | -16.6% |
| New | LOYALTY VENTURES INC | $862,000 | – | 52,119 | +100.0% | 0.27% | – | |
| BABA | Buy | ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHSsponsore ads | $785,000 | -5.1% | 7,211 | +3.6% | 0.24% | -9.0% |
| BOMN | New | BOSTON OMAHA CORP CLASS A | $755,000 | – | 29,756 | +100.0% | 0.23% | – |
| MMM | Buy | 3M CO | $719,000 | +110.9% | 4,827 | +151.1% | 0.22% | +101.8% |
| USB | U S BANCORP | $674,000 | -5.3% | 12,674 | 0.0% | 0.21% | -9.6% | |
| VRT | Buy | VERTIV HOLDINGS CO | $660,000 | -40.8% | 47,174 | +5.7% | 0.20% | -43.3% |
| DIS | Buy | WALT DISNEY CO | $651,000 | -7.0% | 4,749 | +5.0% | 0.20% | -11.1% |
| BIG | New | BIG LOTS INC | $643,000 | – | 18,586 | +100.0% | 0.20% | – |
| SPY | New | SPDR S&P 500 ETFtr unit | $630,000 | – | 1,396 | +100.0% | 0.20% | – |
| RDSB | Buy | SHELL PLC F UNSPONSORED ADR 1 ADR REPS 2 ORD SHSspon adr new | $624,000 | +169.0% | 11,369 | +112.1% | 0.19% | +157.3% |
| BLE | BLACKROCK MUNICIPAL INCO | $604,000 | -18.6% | 49,000 | 0.0% | 0.19% | -22.1% | |
| OZK | Sell | BANK OZK | $588,000 | -8.3% | 13,768 | -0.1% | 0.18% | -12.1% |
| FAST | Sell | FASTENAL CO | $578,000 | -8.3% | 9,728 | -1.0% | 0.18% | -11.8% |
| ADS | Buy | ALLIANCE DATA SYSTEM | $576,000 | -13.6% | 10,258 | +2.4% | 0.18% | -17.2% |
| KWEB | New | KRANESHARES CSI CHINA INTERNET ETFcsi chi internet | $538,000 | – | 18,858 | +100.0% | 0.17% | – |
| DXC | Buy | D X C TECHNOLOGY CO 0050 | $533,000 | +2.1% | 16,321 | +0.6% | 0.16% | -2.4% |
| COST | COSTCO WHOLESALE CO | $508,000 | +1.4% | 882 | 0.0% | 0.16% | -3.1% | |
| QRTEA | Buy | QURATE RETAIL INC CLASS A | $487,000 | +48.0% | 102,318 | +136.2% | 0.15% | +41.5% |
| NOBL | New | PROSHARES S&P 500 DIV ARISTOCRAT ETFs&p 500 dv arist | $484,000 | – | 5,100 | +100.0% | 0.15% | – |
| ACWX | New | ISHARES MSCI ACWI EX US ETFmsci acwi ex us | $468,000 | – | 8,960 | +100.0% | 0.14% | – |
| BTZ | BLACKROCK CREDIT ALLOCAT | $460,000 | -16.5% | 36,600 | 0.0% | 0.14% | -20.2% | |
| NVDA | NVIDIA CORP | $431,000 | -7.1% | 1,578 | 0.0% | 0.13% | -11.3% | |
| DE | DEERE & CO | $425,000 | +21.1% | 1,024 | 0.0% | 0.13% | +15.9% | |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETFinf tech etf | $416,000 | -9.2% | 1,000 | 0.0% | 0.13% | -12.8% | |
| LVS | Sell | LAS VEGAS SANDS CORP | $403,000 | -17.8% | 10,357 | -20.4% | 0.12% | -20.9% |
| UNH | Buy | UNITEDHEALTH GRP INC | $377,000 | +36.6% | 740 | +34.5% | 0.12% | +30.3% |
| CRM | Buy | SALESFORCE COM | $368,000 | +37.8% | 1,734 | +65.1% | 0.11% | +32.6% |
| SSP | SCRIPPS E W CO CLASS Acl a new | $369,000 | +7.6% | 17,726 | 0.0% | 0.11% | +2.7% | |
| IJR | ISHARES CORE S&P SMALL CAP ETF IVcore s&p scp etf | $366,000 | -5.9% | 3,393 | 0.0% | 0.11% | -10.3% | |
| SKLZ | Sell | SKILLZ INC CLASS A | $361,000 | -70.3% | 120,415 | -26.4% | 0.11% | -71.5% |
| CRAK | Sell | VANECK OIL REFINERS ETFoil refiners etf | $356,000 | +11.2% | 11,841 | -0.1% | 0.11% | +6.8% |
| FNV | FRANCO NEVADA CORP F | $351,000 | +15.5% | 2,200 | 0.0% | 0.11% | +10.2% | |
| VIOV | New | VANGUARD S&P SMALL CAP 600 VALUE ETFsmlcp 600 val | $351,000 | – | 1,980 | +100.0% | 0.11% | – |
| VNQ | Buy | VANGUARD REAL ESTATE ETF IVreal estate etf | $347,000 | -6.2% | 3,206 | +0.5% | 0.11% | -10.1% |
| MTUM | ISHARES MSCI USA MOMNTUM FCT ETFmsci usa mmentm | $346,000 | -7.2% | 2,054 | 0.0% | 0.11% | -10.8% | |
| CGNT | Sell | COGNYTE SOFTWARE LTD F | $346,000 | -33.8% | 30,572 | -8.4% | 0.11% | -36.7% |
| GPN | Sell | GLOBAL PAYMENTS INC | $343,000 | -7.5% | 2,510 | -8.5% | 0.11% | -11.7% |
| MCD | Buy | MCDONALDS CORP | $329,000 | -7.6% | 1,330 | +0.1% | 0.10% | -11.3% |
| CP | CANADIAN PAC RAILWAY F | $330,000 | +14.6% | 4,000 | 0.0% | 0.10% | +9.7% | |
| IEFA | ISHARES CORE MSCI EAFE ETFcore msci eafe | $320,000 | -7.0% | 4,605 | 0.0% | 0.10% | -10.8% | |
| VPU | VANGUARD UTILITIES ETFutilities etf | $316,000 | +3.6% | 1,950 | 0.0% | 0.10% | 0.0% | |
| KBE | SPDR S&P BANK ETFs&p bk etf | $306,000 | -4.1% | 5,849 | 0.0% | 0.10% | -7.8% | |
| PSFE | Buy | PAYSAFE LTD Ford | $302,000 | -11.4% | 89,139 | +2.3% | 0.09% | -15.5% |
| PM | Sell | PHILIP MORRIS INTL | $297,000 | -86.5% | 3,159 | -86.4% | 0.09% | -87.1% |
| TGT | Buy | TARGET CORP | $298,000 | +1.4% | 1,405 | +10.6% | 0.09% | -3.2% |
| IEO | New | ISHARES US OIL GAS EXL PROD ETF IVus oil gs ex etf | $295,000 | – | 3,500 | +100.0% | 0.09% | – |
| AVGO | BROADCOM INC | $283,000 | -5.4% | 450 | 0.0% | 0.09% | -10.3% | |
| HD | HOME DEPOT INC | $275,000 | -28.0% | 920 | 0.0% | 0.08% | -30.9% | |
| FITB | FIFTH THIRD BANCORP | $272,000 | -1.1% | 6,320 | 0.0% | 0.08% | -5.6% | |
| ADBE | New | ADOBE INC | $268,000 | – | 589 | +100.0% | 0.08% | – |
| MDT | Buy | MEDTRONIC PLC F | $265,000 | +12.8% | 2,387 | +5.1% | 0.08% | +7.9% |
| ITA | New | ISHARES US AEROSPACE DEFENSE ETFus aer def etf | $260,000 | – | 2,350 | +100.0% | 0.08% | – |
| TWTR | New | TWITTER INC | $245,000 | – | 6,322 | +100.0% | 0.08% | – |
| SPIB | SPDR INTRMDT TRM CRPRATE BND ETFportfolio intrmd | $242,000 | -5.8% | 7,100 | 0.0% | 0.08% | -9.6% | |
| IWR | ISHARES RUSSELL MID CAP ETF IVrus mid cap etf | $240,000 | -5.9% | 3,076 | 0.0% | 0.07% | -9.8% | |
| HOG | Sell | HARLEY DAVIDSON INC | $219,000 | -23.7% | 5,552 | -27.0% | 0.07% | -26.9% |
| BBN | BLACKROCK TAXABL MUNI BN | $220,000 | -16.0% | 10,000 | 0.0% | 0.07% | -20.0% | |
| WMT | WALMART INC | $212,000 | +2.9% | 1,426 | 0.0% | 0.07% | 0.0% | |
| UNP | New | UNION PACIFIC CORP | $209,000 | – | 765 | +100.0% | 0.06% | – |
| GOOGL | New | ALPHABET INC. CLASS Acap stk cl a | $209,000 | – | 75 | +100.0% | 0.06% | – |
| NEE | NEXTERA ENERGY INC | $203,000 | -9.4% | 2,400 | 0.0% | 0.06% | -12.5% | |
| PFO | FLAHERTY & CRMRN PRF INC | $115,000 | -10.2% | 10,000 | 0.0% | 0.04% | -12.2% | |
| VLDR | Sell | VELODYNE LIDAR INC | $116,000 | -45.0% | 45,436 | -0.1% | 0.04% | -47.1% |
| SON | SANUWAVE HEALTH INC | $92,000 | -17.1% | 654,880 | 0.0% | 0.03% | -22.2% | |
| GERN | Buy | GERON CORP | $76,000 | +15.2% | 56,000 | +3.7% | 0.02% | +9.5% |
| KPLT | Sell | KATAPULT HOLDINGS INC | $60,000 | -30.2% | 25,384 | -0.4% | 0.02% | -32.1% |
| SRNE | SORRENTO THERAPEUTCS | $37,000 | -50.0% | 16,000 | 0.0% | 0.01% | -54.2% | |
| ASZWS | AUSTERLITZ ACQUIS 26 WTS WARRANTS EXP 02/19/26*w exp 02/19/202 | $6,000 | -45.5% | 10,000 | 0.0% | 0.00% | -50.0% | |
| NSC | Exit | NORFOLK SOUTHERN CO | $0 | – | -684 | -100.0% | -0.07% | – |
| ZTS | Exit | ZOETIS INC CLASS Acl a | $0 | – | -900 | -100.0% | -0.07% | – |
| RBACWS | Exit | REDBALL ACQUISITI 22 WTS WARRANTS EXP 08/17/22*w exp 08/17/202 | $0 | – | -181,035 | -100.0% | -0.07% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -330 | -100.0% | -0.08% | – |
| PLYA | Exit | PLAYA HOTELS & RES F | $0 | – | -143,935 | -100.0% | -0.37% | – |
| TAP | Exit | MOLSON COORS BEVERAGE CL CLASS B | $0 | – | -32,121 | -100.0% | -0.48% | – |
| ATH | Exit | ATHENE HOLDING LTD F MANDATORY MERGER EFF: 01/03/22cl a | $0 | – | -21,146 | -100.0% | -0.57% | – |
| VXX | Exit | IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETNipth sr b s&p | $0 | – | -142,535 | -100.0% | -0.85% | – |
| BP | Exit | BP PLC F SPONSORED ADR 1 ADR REPS 6 ORD SHSsponsored adr | $0 | – | -106,747 | -100.0% | -0.92% | – |
| VIAC | Exit | VIACOMCBS INC CLASS Bcl b | $0 | – | -281,570 | -100.0% | -2.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Berkshire Hathaway Cl B | 24 | Q3 2023 | 10.5% |
| MICROSOFT CORP | 24 | Q3 2023 | 4.3% |
| Walgreens Boots Allianc | 24 | Q3 2023 | 5.5% |
| MARKEL GROUP INC | 24 | Q3 2023 | 5.5% |
| APPLE INC | 24 | Q3 2023 | 4.3% |
| CVS HEALTH CORP | 24 | Q3 2023 | 3.6% |
| VISA INC CLASS A | 24 | Q3 2023 | 3.0% |
| Google Inc Class C | 24 | Q3 2023 | 3.0% |
| MARATHON PETE CORP | 24 | Q3 2023 | 2.6% |
| MASTERCARD INCORPORATED | 24 | Q3 2023 | 2.6% |
View Poehling Capital Management, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-01-10 |
| 13F-HR | 2021-11-12 |
View Poehling Capital Management, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.