Poehling Capital Management, LLC Buys Walgreens Boots Alliance Inc, Affiliated Managers Group Inc, Markel Corp, Sells Laboratory Corp of America Holdings, Avis Budget Group Inc, First Data Corp

• New Purchases: BIDU, NWL, MYL, CTVA, VCIT, UNH,
• Added Positions: WBA, AMG, MKL, JPM, DOW, MIK, TGT, VIAB, MPC, BRK.B, FAST, FRFHF, BK, CVS, V, GILD, DIS, AAPL, CARS, ABBV, PK, PEP, PYPL, TLRD, LM, L, JEF, XLF, KSS, BAC, BATRK, BIG, GLRE, AN, EBAY, BTI, BEN, SRCL, SAUC, DISCA, NVS, WYND, MA, IVZ, JCI, AIG, VZ, RIG, GE, GERN, KBE,
• Reduced Positions: DD, ADNT, CNNE, MSFT, CNDT, MUSA, INTC, HBI, GS, MCD, AMZN, PETS, XOM, HD, MMM, MRK, FBIZ, PFG,
• Sold Out: LH, CAR, FDC, BUD, RAD, AVP,

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/portfolioportfolio

1. Berkshire Hathaway Inc (BRK.B) - 54,984 shares, 8.09% of the total portfolio. Shares added by 2.84%
2. Cannae Holdings Inc (CNNE) - 227,100 shares, 4.54% of the total portfolio. Shares reduced by 1.84%
3. Walgreens Boots Alliance Inc (WBA) - 107,002 shares, 4.04% of the total portfolio. Shares added by 36.66%
4. Microsoft Corp (MSFT) - 42,174 shares, 3.90% of the total portfolio. Shares reduced by 1.35%
5. Fairfax Financial Holdings Ltd (FRFHF) - 9,615 shares, 3.26% of the total portfolio. Shares added by 6.22%

Poehling Capital Management, LLC initiated holding in Baidu Inc. The purchase prices were between $107.78 and $184.77, with an estimated average price of $142.43. The stock is now traded at around $97.36. The impact to a portfolio due to this purchase was 0.6%. The holding were 7,390 shares as of .

Poehling Capital Management, LLC initiated holding in Newell Brands Inc. The purchase prices were between $13.41 and $16.63, with an estimated average price of $14.97. The stock is now traded at around $15.84. The impact to a portfolio due to this purchase was 0.53%. The holding were 49,595 shares as of .

Poehling Capital Management, LLC initiated holding in Mylan NV. The purchase prices were between $16.8 and $28.47, with an estimated average price of $22.14. The stock is now traded at around $19.48. The impact to a portfolio due to this purchase was 0.49%. The holding were 37,215 shares as of .

Poehling Capital Management, LLC initiated holding in Corteva Inc. The purchase prices were between $24.81 and $29.57, with an estimated average price of $27.28. The stock is now traded at around $31.63. The impact to a portfolio due to this purchase was 0.24%. The holding were 11,832 shares as of .

Poehling Capital Management, LLC initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $86.24 and $89.85, with an estimated average price of $87.45. The stock is now traded at around $90.61. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,368 shares as of .

Poehling Capital Management, LLC initiated holding in UnitedHealth Group Inc. The purchase prices were between $216.84 and $252.28, with an estimated average price of $240.34. The stock is now traded at around $248.63. The impact to a portfolio due to this purchase was 0.14%. The holding were 845 shares as of .

Poehling Capital Management, LLC added to a holding in Walgreens Boots Alliance Inc by 36.66%. The purchase prices were between $49.34 and $63.49, with an estimated average price of $53.16. The stock is now traded at around $52.79. The impact to a portfolio due to this purchase was 1.08%. The holding were 107,002 shares as of .

Poehling Capital Management, LLC added to a holding in Affiliated Managers Group Inc by 103.99%. The purchase prices were between $83.82 and $115.53, with an estimated average price of $98.21. The stock is now traded at around $80.02. The impact to a portfolio due to this purchase was 1.06%. The holding were 32,610 shares as of .

Poehling Capital Management, LLC added to a holding in Markel Corp by 47.21%. The purchase prices were between $978.74 and $1095.88, with an estimated average price of $1047.6. The stock is now traded at around $1144.63. The impact to a portfolio due to this purchase was 0.83%. The holding were 3,430 shares as of .

Poehling Capital Management, LLC added to a holding in JPMorgan Chase & Co by 87.39%. The purchase prices were between $104.64 and $116.12, with an estimated average price of $110.3. The stock is now traded at around $109.74. The impact to a portfolio due to this purchase was 0.61%. The holding were 17,006 shares as of .

Poehling Capital Management, LLC added to a holding in Dow Inc by 142.76%. The purchase prices were between $46.76 and $59.71, with an estimated average price of $52.82. The stock is now traded at around $46.64. The impact to a portfolio due to this purchase was 0.56%. The holding were 28,015 shares as of .

Poehling Capital Management, LLC added to a holding in The Michaels Companies Inc by 117.10%. The purchase prices were between $8.17 and $12.91, with an estimated average price of $10.59. The stock is now traded at around $5.95. The impact to a portfolio due to this purchase was 0.52%. The holding were 162,360 shares as of .

Poehling Capital Management, LLC sold out a holding in Laboratory Corp of America Holdings. The sale prices were between $144.16 and $172.9, with an estimated average price of $162.22.

Poehling Capital Management, LLC sold out a holding in Avis Budget Group Inc. The sale prices were between $28.36 and $37.15, with an estimated average price of $33.53.

Poehling Capital Management, LLC sold out a holding in First Data Corp. The sale prices were between $24.62 and $27.33, with an estimated average price of $26.

Poehling Capital Management, LLC sold out a holding in Anheuser-Busch InBev SA/NV. The sale prices were between $81 and $90.08, with an estimated average price of $85.78.

Poehling Capital Management, LLC sold out a holding in Rite Aid Corp. The sale prices were between $6.3 and $12.48, with an estimated average price of $8.62.

Poehling Capital Management, LLC sold out a holding in Avon Products Inc. The sale prices were between $2.6 and $4.03, with an estimated average price of $3.33.