Poehling Capital Management, Inc. Closed Holding Positions

Poehling Capital Management, Inc.

  • $390 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XOM
Exxon Mobil Corp

Energy
Q1 2020 Filed on May 06, 2020
4,071
$31.45 - $70.9 $128K - $289K
Mfa Finl, Inc. Reit
Q1 2020 Filed on May 06, 2020
14,000
N/A
PFG
Principal Financial Group Inc

Financial Services
Q1 2020 Filed on May 06, 2020
4,300
$24.16 - $57.08 $104K - $245K
KSS
Kohls Corp

Consumer Cyclical
Q1 2020 Filed on May 06, 2020
5,175
$13.09 - $50.17 $67.7K - $260K
Legg Mason Inc
Q1 2020 Filed on May 06, 2020
42,565
N/A
Wyndham Destinations Inc
Q1 2020 Filed on May 06, 2020
8,265
N/A
CTVA
Corteva, Inc.

Basic Materials
Q1 2020 Filed on May 06, 2020
10,716
$20.74 - $31.71 $222K - $340K
Mylan Nv F
Q1 2020 Filed on May 06, 2020
29,210
N/A
PZZA
Papa Johns International Inc

Consumer Cyclical
Q1 2020 Filed on May 06, 2020
20,099
$35.55 - $69.32 $715K - $1.39M
VTV
Vanguard Value ETF

ETFs
Q1 2020 Filed on May 06, 2020
2,600
$76.76 - $121.42 $200K - $316K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2020 Filed on May 06, 2020
13,065
$56.68 - $113.92 $741K - $1.49M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
Q1 2020 Filed on May 06, 2020
6,362
$10.53 - $34.88 $67K - $222K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on May 06, 2020
7,100
$22.29 - $38.7 $158K - $275K
Tpg Specialty Lendin
Q1 2020 Filed on May 06, 2020
9,900
N/A
MS
Morgan Stanley

Financial Services
Q1 2020 Filed on May 06, 2020
6,572
$27.81 - $57.51 $183K - $378K
Rite Aid Corp
Q4 2019 Filed on Feb 10, 2020
15,162
N/A
Diversified Restaura
Q4 2019 Filed on Feb 10, 2020
443,593
N/A
Viacom Inc Class B
Q4 2019 Filed on Feb 10, 2020
44,430
N/A
PETS
Petmed Express Inc

Healthcare
Q3 2019 Filed on Nov 12, 2019
24,355
$15.01 - $18.47 $366K - $450K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2019 Filed on Nov 12, 2019
11,832
$63.96 - $75.82 $757K - $897K
MCK
Mckesson Corp

Healthcare
Q3 2019 Filed on Nov 12, 2019
6,207
$134.24 - $148.53 $833K - $922K
MUSA
Murphy Usa Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
5,333
$84.51 - $93.34 $451K - $498K
MET
Metlife Inc

Financial Services
Q3 2019 Filed on Nov 12, 2019
16,238
$43.71 - $50.92 $710K - $827K
Avon Products Inc
Q2 2019 Filed on Aug 09, 2019
16,648
N/A
First Data Corp New Class A
Q2 2019 Filed on Aug 09, 2019
47,625
N/A
CAR
Avis Budget Group, Inc.

Industrials
Q2 2019 Filed on Aug 09, 2019
38,681
$28.36 - $37.15 $1.1M - $1.44M
Dowdupont Inc
Q2 2019 Filed on Aug 09, 2019
34,655
N/A
Del Taco Restaurants Inc
Q4 2018 Filed on Feb 14, 2019
60,965
N/A
PDCO
Patterson Companies, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
49,250
$19.34 - $26.16 $952K - $1.29M
BGS
B&G Foods, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
75,510
$25.82 - $31.19 $1.95M - $2.36M
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
16,247
$39.48 - $45.03 $641K - $732K
SYF
Synchrony Financial

Financial Services
Q4 2018 Filed on Feb 14, 2019
59,290
$22.17 - $31.78 $1.31M - $1.88M
AEG
Aegon Nv

Financial Services
Q4 2018 Filed on Feb 14, 2019
20,669
$4.48 - $6.54 $92.6K - $135K
AVNS
Avanos Medical, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
3,203
$41.16 - $66.67 $132K - $214K
Ntnl Oilwell Var
Q4 2018 Filed on Feb 14, 2019
4,762
N/A
IVV
Ishares Core S&P 500 ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
2,900
$236.09 - $293.95 $685K - $852K
Unilever N V F
Q3 2018 Filed on Nov 13, 2018
200
N/A
FONR
Fonar Corp

Healthcare
Q3 2018 Filed on Nov 13, 2018
60
$23.9 - $28.4 $1.43K - $1.7K
UPS
United Parcel Service Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
500
$105.76 - $124.66 $52.9K - $62.3K
United Technologies
Q3 2018 Filed on Nov 13, 2018
830
N/A
XEL
Xcel Energy Inc

Utilities
Q3 2018 Filed on Nov 13, 2018
3,797
$45.16 - $49.29 $171K - $187K
VEA
Vanguard Ftse Developed Market

ETFs
Q3 2018 Filed on Nov 13, 2018
33
$41.81 - $43.94 $1.38K - $1.45K
WMB
Williams Companies, Inc.

Energy
Q3 2018 Filed on Nov 13, 2018
390
$26.7 - $31.79 $10.4K - $12.4K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2018 Filed on Nov 13, 2018
367
$39.98 - $44.11 $14.7K - $16.2K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q3 2018 Filed on Nov 13, 2018
22
N/A
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
1,000
$2.35 - $3.64 $2.35K - $3.64K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
200
$31.94 - $39.23 $6.39K - $7.85K
WM
Waste Management Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
600
$81.49 - $92.51 $48.9K - $55.5K
Waddell & Reed Finl
Q3 2018 Filed on Nov 13, 2018
400
N/A
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