Poehling Capital Management, Inc. Incresed Positions in Q4 2024

Poehling Capital Management, Inc.

  • $400 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MKL
Markel Corp

Financial Services
237
+ 1.88%
$1542.01 - $1785.11 $365K - $423K
12.9K $22.2M
GOOG
Alphabet Inc.

Communication Services
2.97K
+ 4.83%
$163.08 - $198.16 $485K - $589K
64.6K $12.3M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.97K
+ 0.27%
$7.33 - $12.37 $14.4K - $24.3K
744K $7.9M
EL
Estee Lauder Companies Inc

Consumer Defensive
15.6K
+ 98.05%
$62.74 - $97.24 $979K - $1.52M
31.5K $2.36M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
1.58K
+ 0.22%
$18.24 - $21.74 $28.8K - $34.3K
723K $14.4M
VTRS
Viatris Inc

Healthcare
3.05K
+ 0.46%
$11.32 - $13.37 $34.5K - $40.8K
665K $8.27M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
18.3K
+ 104.11%
$33.05 - $43.75 $604K - $800K
35.8K $1.28M
SLB
Schlumberger Limited

Energy
16.4K
+ 58.69%
$36.83 - $45.59 $604K - $747K
44.3K $1.7M
C
Citigroup Inc

Financial Services
571
+ 0.93%
$61.31 - $72.5 $35K - $41.4K
62.2K $4.38M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
11
+ 0.05%
$107.32 - $127.74 $1.18K - $1.41K
23K $2.83M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
9K
+ 32.69%
$82.28 - $117.52 $740K - $1.06M
36.5K $3.1M
SVNDY
Seven & I Holdings CO LTD Unsp

Consumer Defensive
14.3K
+ 13.51%
N/A
120K $1.45M
AMGN
Amgen Inc

Healthcare
576
+ 59.81%
$258.78 - $328.31 $149K - $189K
1.54K $401K
SCHX
Schwab Strategic Tr Us Large C

ETFs
102K
+ 200.0%
$22.4 - $68.28 $2.3M - $7M
154K $3.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
100
+ 22.37%
$567.81 - $607.81 $56.8K - $60.8K
547 $320K
TFC
Truist Financial Corp

Financial Services
307
+ 0.6%
$41.51 - $48.1 $12.7K - $14.8K
51.2K $2.22M
AMD
Advanced Micro Devices Inc

Technology
823
+ 52.12%
$118.88 - $172.8 $97.8K - $142K
2.4K $290K
INTC
Intel Corp

Technology
5K
+ 21.73%
$19.07 - $26.23 $95.4K - $131K
28K $561K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.84K
+ 34.58%
$49.78 - $66.55 $141K - $189K
11K $553K
Solventum Corp
22.3K
+ 271.22%
N/A
30.6K $0
BTI
British American Tobacco P.L.C.

Consumer Defensive
664
+ 0.59%
$34.25 - $37.94 $22.7K - $25.2K
113K $4.12M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
69
+ 2.5%
$89.81 - $104.0 $6.2K - $7.18K
2.83K $254K
CNC
Centene Corp

Healthcare
3.73K
+ 22.45%
$56.71 - $73.94 $212K - $276K
20.3K $1.23M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.07%
$288.47 - $316.54 $288 - $317
1.46K $423K
VNQ
Vanguard Specialized Funds Van

ETFs
64
+ 1.82%
$87.85 - $98.6 $5.62K - $6.31K
3.59K $319K
LRCX
Lam Research Corp

Technology
2.97K
+ 900.0%
$70.05 - $814.09 $208K - $2.42M
3.3K $238K
JNJ
Johnson & Johnson

Healthcare
100
+ 1.73%
$143.34 - $165.86 $14.3K - $16.6K
5.89K $851K
PFE
Pfizer Inc

Healthcare
714
+ 1.2%
$24.8 - $30.19 $17.7K - $21.6K
60K $1.59M
PEP
Pepsico Inc

Consumer Defensive
100
+ 0.94%
$151.29 - $176.1 $15.1K - $17.6K
10.8K $1.64M
HSY
Hershey CO

Consumer Defensive
1.22K
+ 6.96%
$168.67 - $193.65 $206K - $237K
18.8K $3.18M
DEO
Diageo PLC

Consumer Defensive
3.62K
+ 7.19%
$118.0 - $139.88 $427K - $507K
54K $6.87M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
3.48K
+ 12.72%
$81.7 - $100.47 $284K - $349K
30.8K $2.52M
DG
Dollar General Corp

Consumer Defensive
1K
+ 2.35%
$73.27 - $84.47 $73.6K - $84.8K
43.8K $3.32M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.87K
+ 0.83%
$12.61 - $15.33 $23.6K - $28.7K
228K $2.94M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
487
+ 0.55%
$31.24 - $37.15 $15.2K - $18.1K
88.4K $2.84M
MDT
Medtronic PLC

Healthcare
310
+ 0.44%
$79.61 - $92.24 $24.7K - $28.6K
70.1K $5.6M
OGN
Organon & Co.

Healthcare
15.1K
+ 4.86%
$14.44 - $18.83 $217K - $283K
325K $4.85M
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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