Poehling Capital Management, LLC Buys Apple Inc, CVS Health Corp, Cars.com Inc, Sells First Data Corp, Fastenal Co, Avon Products Inc

• New Purchases: TLRD, MO, DWDP, VIAB, PETS, HGV, XLV,
• Added Positions: AAPL, CVS, CARS, BTI, EBAY, BLK, MPC, L, ADNT, JEF, FRFHF, DFIN, IVZ, AMG, PZZA, WBA, GS, TGT, PM, BUD, XLF, WYND, HBI, LM, KSS, XOM, ABBV, DISCA, MCD, MCK, HD, AIG,
• Reduced Positions: FDC, FAST, MSFT, GILD, VTV, BK, PYPL, HLT, FBIZ, C, PK, MMM, JNJ, BIG, MUSA, PLYA, AVP, KBE, MS, IGT,

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) - 53,465 shares, 7.94% of the total portfolio. Shares added by 0.36%
2. Cannae Holdings Inc (CNNE) - 231,350 shares, 4.15% of the total portfolio. Shares reduced by 0.81%
3. Microsoft Corp (MSFT) - 42,749 shares, 3.73% of the total portfolio. Shares reduced by 1.16%
4. Walgreens Boots Alliance Inc (WBA) - 78,299 shares, 3.66% of the total portfolio. Shares added by 2.18%
5. Fairfax Financial Holdings Ltd (FRFHF) - 9,052 shares, 3.10% of the total portfolio. Shares added by 21.70%

Poehling Capital Management, LLC initiated holding in Tailored Brands Inc. The purchase prices were between $7.7 and $14.81, with an estimated average price of $11.88. The stock is now traded at around $8.05. The impact to a portfolio due to this purchase was 1.42%. The holding were 244,520 shares as of .

Poehling Capital Management, LLC initiated holding in Altria Group Inc. The purchase prices were between $43.33 and $57.43, with an estimated average price of $51. The stock is now traded at around $52.11. The impact to a portfolio due to this purchase was 1.34%. The holding were 31,677 shares as of .

Poehling Capital Management, LLC initiated holding in DowDuPont Inc. The purchase prices were between $34.76 and $39.85, with an estimated average price of $36.86. The stock is now traded at around $31.48. The impact to a portfolio due to this purchase was 0.91%. The holding were 34,655 shares as of .

Poehling Capital Management, LLC initiated holding in Viacom Inc. The purchase prices were between $25.34 and $30.33, with an estimated average price of $28.69. The stock is now traded at around $29.25. The impact to a portfolio due to this purchase was 0.57%. The holding were 27,525 shares as of .

Poehling Capital Management, LLC initiated holding in PetMed Express Inc. The purchase prices were between $20.5 and $24.32, with an estimated average price of $22.59. The stock is now traded at around $19.59. The impact to a portfolio due to this purchase was 0.43%. The holding were 25,470 shares as of .

Poehling Capital Management, LLC initiated holding in Hilton Grand Vacations Inc. The purchase prices were between $25.65 and $33.33, with an estimated average price of $30.58. The stock is now traded at around $28.45. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,595 shares as of .

Poehling Capital Management, LLC added to a holding in Apple Inc by 188.78%. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $197.18. The impact to a portfolio due to this purchase was 1.79%. The holding were 19,501 shares as of .

Poehling Capital Management, LLC added to a holding in CVS Health Corp by 119.72%. The purchase prices were between $52.36 and $69.88, with an estimated average price of $61.96. The stock is now traded at around $55.16. The impact to a portfolio due to this purchase was 1.62%. The holding were 74,582 shares as of .

Poehling Capital Management, LLC added to a holding in Cars.com Inc by 348.64%. The purchase prices were between $21.42 and $27.37, with an estimated average price of $24.18. The stock is now traded at around $22.08. The impact to a portfolio due to this purchase was 1.53%. The holding were 117,095 shares as of .

Poehling Capital Management, LLC added to a holding in British American Tobacco PLC by 155.49%. The purchase prices were between $31.41 and $42.2, with an estimated average price of $36.26. The stock is now traded at around $37.60. The impact to a portfolio due to this purchase was 1.2%. The holding were 63,910 shares as of .

Poehling Capital Management, LLC added to a holding in eBay Inc by 123.42%. The purchase prices were between $28.07 and $37.58, with an estimated average price of $34.56. The stock is now traded at around $37.38. The impact to a portfolio due to this purchase was 0.82%. The holding were 54,470 shares as of .

Poehling Capital Management, LLC added to a holding in BlackRock Inc by 250.89%. The purchase prices were between $377.98 and $443.77, with an estimated average price of $419.31. The stock is now traded at around $463.00. The impact to a portfolio due to this purchase was 0.76%. The holding were 3,351 shares as of .