Poehling Capital Management, LLC Buys Pershing Square Tontine Holdings, Skillz Inc, Velodyne Lidar Inc, Sells Ruth's Hospitality Group Inc, Walgreens Boots Alliance Inc, Park Hotels & Resorts Inc

• New Purchases: PSTH, SKLZ, VLDR, RBAC, BATRA, AGQ, GNOG, WPF, IVOL, TREB, BOAC.U, BEN, SLB, SABR, DXC, VTI, CLCT, GLD, FITB, IWR, XLV,
• Added Positions: AMGN, WFC, PSX, DLR, IYW, APO, MA, MRK, BHC, BMY, ENB, BTI, PFE, MKL, AMZN, MO, XLE, LVS, C, CRM, TAP, HBI, AAPL, GS, GD, TWTR, QSR, DIS, KBE, VCIT, VNQ,
• Reduced Positions: WBA, BKNG, MMM, CARR, GE, MSFT, VHT, IGV, IGT, BP, DISCA, BUD, MPC, VIAC, GLRE, INTC, CG, L, WPP, XLF, MIK, PLYA, CPLG,
• Sold Out: RUTH, PK, DOW, NZF, NVG, AYX, NWL, BLMN,

For the details of Poehling Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/poehling+capital+management%2C+llc/current-portfolio/portfolio

1. Berkshire Hathaway Inc (BRK.B) - 65,402 shares, 6.21% of the total portfolio. Shares added by 0.62%
2. Cannae Holdings Inc (CNNE) - 217,148 shares, 3.93% of the total portfolio. Shares added by 0.20%
3. Markel Corp (MKL) - 6,959 shares, 2.94% of the total portfolio. Shares added by 1.70%
4. Microsoft Corp (MSFT) - 27,600 shares, 2.51% of the total portfolio. Shares reduced by 4.83%
5. Pershing Square Tontine Holdings Ltd (PSTH) - 218,763 shares, 2.48% of the total portfolio. New Position

Poehling Capital Management, LLC initiated holding in Pershing Square Tontine Holdings Ltd. The purchase prices were between $22.24 and $27.72, with an estimated average price of $24.14. The stock is now traded at around $32.950000. The impact to a portfolio due to this purchase was 2.48%. The holding were 218,763 shares as of 2020-12-31.

Poehling Capital Management, LLC initiated holding in Skillz Inc. The purchase prices were between $19.02 and $22.73, with an estimated average price of $20.13. The stock is now traded at around $39.790000. The impact to a portfolio due to this purchase was 1.97%. The holding were 241,168 shares as of 2020-12-31.

Poehling Capital Management, LLC initiated holding in Velodyne Lidar Inc. The purchase prices were between $0 and $27.38, with an estimated average price of $16.73. The stock is now traded at around $21.380000. The impact to a portfolio due to this purchase was 1.31%. The holding were 140,748 shares as of 2020-12-31.

Poehling Capital Management, LLC initiated holding in RedBall Acquisition Corp. The purchase prices were between $9.91 and $11.12, with an estimated average price of $10.41. The stock is now traded at around $10.920000. The impact to a portfolio due to this purchase was 1.3%. The holding were 290,775 shares as of 2020-12-31.

Poehling Capital Management, LLC initiated holding in Liberty Braves Group. The purchase prices were between $20.44 and $27.8, with an estimated average price of $23.85. The stock is now traded at around $28.670000. The impact to a portfolio due to this purchase was 0.84%. The holding were 82,225 shares as of 2020-12-31.

Poehling Capital Management, LLC initiated holding in ProShares Ultra Silver. The purchase prices were between $37.88 and $52.07, with an estimated average price of $45.05. The stock is now traded at around $51.920000. The impact to a portfolio due to this purchase was 0.79%. The holding were 37,814 shares as of 2020-12-31.

Poehling Capital Management, LLC added to a holding in Amgen Inc by 148.05%. The purchase prices were between $216.38 and $257.67, with an estimated average price of $230.16. The stock is now traded at around $232.840000. The impact to a portfolio due to this purchase was 0.57%. The holding were 10,088 shares as of 2020-12-31.

Poehling Capital Management, LLC added to a holding in Wells Fargo & Co by 28.10%. The purchase prices were between $21.14 and $30.35, with an estimated average price of $25.93. The stock is now traded at around $34.790000. The impact to a portfolio due to this purchase was 0.44%. The holding were 163,773 shares as of 2020-12-31.

Poehling Capital Management, LLC added to a holding in Phillips 66 by 87.35%. The purchase prices were between $44.22 and $70.86, with an estimated average price of $58.84. The stock is now traded at around $79.390000. The impact to a portfolio due to this purchase was 0.39%. The holding were 28,890 shares as of 2020-12-31.

Poehling Capital Management, LLC added to a holding in Digital Realty Trust Inc by 1052.79%. The purchase prices were between $128.09 and $159.06, with an estimated average price of $142.94. The stock is now traded at around $137.200000. The impact to a portfolio due to this purchase was 0.34%. The holding were 16,139 shares as of 2020-12-31.

Poehling Capital Management, LLC added to a holding in BTC iShares U.S. Technology ETF by 314.47%. The purchase prices were between $73.08 and $85.83, with an estimated average price of $79.9. The stock is now traded at around $92.870000. The impact to a portfolio due to this purchase was 0.33%. The holding were 12,691 shares as of 2020-12-31.

Poehling Capital Management, LLC added to a holding in Apollo Global Management Inc by 33.20%. The purchase prices were between $36.86 and $49.33, with an estimated average price of $44.61. The stock is now traded at around $51.520000. The impact to a portfolio due to this purchase was 0.32%. The holding were 63,520 shares as of 2020-12-31.

Poehling Capital Management, LLC sold out a holding in Ruth's Hospitality Group Inc. The sale prices were between $10.68 and $17.73, with an estimated average price of $14.09.

Poehling Capital Management, LLC sold out a holding in Park Hotels & Resorts Inc. The sale prices were between $9.49 and $18.16, with an estimated average price of $13.92.

Poehling Capital Management, LLC sold out a holding in Dow Inc. The sale prices were between $45.18 and $57.73, with an estimated average price of $51.71.

Poehling Capital Management, LLC sold out a holding in Nuveen AMT-Free Municipal Credit Income Fund. The sale prices were between $15.44 and $16.87, with an estimated average price of $16.11.

Poehling Capital Management, LLC sold out a holding in Nuveen Municipal Credit Income Fund. The sale prices were between $14.67 and $16.12, with an estimated average price of $15.31.

Poehling Capital Management, LLC sold out a holding in Alteryx Inc. The sale prices were between $109.52 and $151.97, with an estimated average price of $126.18.