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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

Investment company Poehling Capital Management, LLC (Current Portfolio) buys Walgreens Boots Alliance Inc, Affiliated Managers Group Inc, Markel Corp, JPMorgan Chase, Baidu Inc, sells Laboratory Corp of America Holdings, Avis Budget Group Inc, First Data Corp, Anheuser-Busch InBev SA/NV, DuPont de Nemours Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Poehling Capital Management, LLC. As of 2019Q2, Poehling Capital Management, LLC owns 100 stocks with a total value of $145 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Poehling Capital Management, LLC
  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%
New Purchase: Baidu Inc (BIDU)

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 .

New Purchase: Newell Brands Inc (NWL)

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 .

New Purchase: Mylan NV (MYL)

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 .

New Purchase: Corteva Inc (CTVA)

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 .

New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

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 .

New Purchase: UnitedHealth Group Inc (UNH)

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 .

Added: Walgreens Boots Alliance Inc (WBA)

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 .

Added: Affiliated Managers Group Inc (AMG)

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 .

Added: Markel Corp (MKL)

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 .

Added: JPMorgan Chase & Co (JPM)

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 .

Added: Dow Inc (DOW)

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 .

Added: The Michaels Companies Inc (MIK)

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 .

Sold Out: Laboratory Corp of America Holdings (LH)

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.

Sold Out: Avis Budget Group Inc (CAR)

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.

Sold Out: First Data Corp (FDC)

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.

Sold Out: Anheuser-Busch InBev SA/NV (BUD)

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.

Sold Out: Rite Aid Corp (RAD)

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.

Sold Out: Avon Products Inc (AVP)

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.



Here is the complete portfolio of Poehling Capital Management, LLC. Also check out:

1. Poehling Capital Management, LLC's Undervalued Stocks
2. Poehling Capital Management, LLC's Top Growth Companies, and
3. Poehling Capital Management, LLC's High Yield stocks
4. Stocks that Poehling Capital Management, LLC keeps buying

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