Poehling Capital Management, INC.

Position in BTI — British American Tobacco p.l.c.

CIK 1730815 Madison, WI

Position in BTI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,355,245

+$363,403 QoQ

Shares Held

119,094

-0.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#145

of 903 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Poehling Capital Management, INC. holds $9,986,375 across 3 Tobacco names. BTI ranks #1 (73.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c. This page	119,094	$7,355,245
2	MO	Altria Group, Inc.	32,659	$2,349,815
3	PM	Philip Morris International Inc.	1,555	$281,315

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,355,245	119,094	-0.4%	Shares	Sole	2026-07-20
2026-03-31	$6,991,842	119,580	-0.5%	Shares	Sole	2026-04-21
2025-12-31	$6,803,232	120,156	-0.3%	Shares	Sole	2026-02-06
2025-09-30	$6,399,006	120,554	-1.3%	Shares	Sole	2025-11-05
2025-06-30	$5,782,921	122,183	+4.5%	Shares	Sole	2025-08-11
2025-03-31	$4,837,063	116,922	+3.2%	Shares	Sole	2025-05-02
2024-12-31	$4,116,472	113,339	+0.6%	Shares	Sole	2025-02-18
2024-09-30	$4,121,651	112,675	-0.7%	Shares	Sole	2024-11-13
2024-06-30	$3,510,647	113,503	+1.9%	Shares	Sole	2024-08-09
2024-03-31	$3,397,486	111,393	+4.0%	Shares	Sole	2024-05-10
2023-12-31	$3,137,837	107,130	-15.1%	Shares	Sole	2024-02-13
2023-09-30	$3,964,664	126,223	+2.6%	Shares	Sole	2023-11-15
2023-06-30	$4,084,662	123,032	+6.6%	Shares	Sole	2023-08-14
2023-03-31	$4,055,201	115,467	+6.1%	Shares	Sole	2023-05-11
2022-12-31	$4,349,983	108,804	+4.2%	Shares	Sole	2023-02-13
2022-09-30	$3,705,099	104,369	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$4,457,276	103,875	+0.3%	Shares	Sole	2022-08-09
2022-03-31	$4,366,426	103,568	+0.7%	Shares	Sole	2022-05-16
2021-12-31	$3,848,591	102,876	+4.1%	Shares	Sole	2022-01-10
2021-09-30	$3,487,039	98,839	+1.2%	Shares	Sole	2021-11-12
2021-06-30	$3,840,665	97,702	-0.4%	Shares	Sole	2021-08-13
2021-03-31	$3,800,316	98,098	+1.9%	Shares	Sole	2021-05-11
2020-12-31	$3,609,537	96,280	+4.2%	Shares	Sole	2021-02-16
2020-09-30	$3,341,091	92,423	+7.7%	Shares	Sole	2020-11-10
2020-06-30	$3,331,610	85,822	+3.5%	Shares	Sole	2020-08-13
2020-03-31	$2,833,940	82,888	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.