Arlington Value Capital, LLC Q4 2017

Arlington Value Capital, LLC holdings Q4 2017
Name ValueChangeSharesChangeWeightingChange
CIMPRESS N V$205,452
1.69%
1,713,815
-17.16%
19.43%
-3.90%
BERKSHIRE HATHAWAY INC CL Bcl b new$182,264
6.35%
919,506
-1.65%
17.23%
0.50%
INTERACTIVE BROKERS GRO-CL A$110,122
28.98%
1,859,861
-1.88%
10.41%
21.89%
LEUCADIA NATIONAL CORP$95,084
3.05%
3,589,458
-1.77%
8.99%
-2.61%
AUTONATION INC$90,761
0.09%
1,768,191
-7.45%
8.58%
-5.41%
MONRO MUFFLER BRAKE INC$88,654
1.63%
1,556,701
0.02%
8.38%
-3.96%
ADVANCE AUTO PARTS INC$49,773
1443.35%
499,283
1435.92%
4.71%
1358.50%
RENT-A-CENTER INC$45,181
28.18%
4,070,422
32.57%
4.27%
21.14%
SPIRIT AIRLINES INC$43,718
1.79%
974,773
-24.18%
4.13%
-3.81%
ALLIANCE DATA SYSTEMS CORP$42,173
43.46%
166,377
25.39%
3.99%
35.57%
MSC INDUSTRIAL DIRECT CO-Acl a$33,256
15.80%
344,053
-9.47%
3.14%
9.43%
BANK OF AMERICA CORP$16,134
-48.29%
546,554
-55.61%
1.53%
-51.14%
WELLS FARGO & COMPANY$13,347
7.80%
220,004
-2.00%
1.26%
1.88%
BERKSHIRE HATHAWAY INC CL Acl a$12,796
8.31%
430.00%1.21%
2.36%
COPART INC$10,756
23.92%
249,040
-1.39%
1.02%
17.10%
TRIPADVISOR INC$10,264
-55.13%
297,855
-47.23%
0.97%
-57.60%
HEICO CORP NEW - CL Acl a$3,341
3.21%
42,274
-0.47%
0.32%
-2.46%
ARMSTRONG WORLD INDUSTRIES$2,350
17.79%
38,821
-0.26%
0.22%
11.32%
RAVEN INDUSTRIES INC$942
5.61%
27,439
-0.36%
0.09%
-0.20%
DENTSPLY INTERNATIONAL INC$752
9.94%
11,4370.00%0.07%
3.90%
DESWELL INDUSTRIES INC$274
2.62%
100,9810.00%0.03%
-3.02%
LIBERTY GLOBAL INC-SERIES C$268
3.47%
7,9260.00%0.03%
-2.21%
FOOT LOCKER INCSold $0-537,499-1.89%
MOLSON COORS BREWING CO -Bcl bSold $0-211,632-1.73%
VALMONT INDUSTRIESSold $0-3,125-0.05%
Portfolio Information
QuarterQ4 2017
Total value$1,057,662,000
Holdings22
Managers
Allan Mecham
Quarters
2017-12-31
$1,057,662
2017-09-30
$999,512
2017-06-30
$873,633
2017-03-31
$700,755
2016-12-31
$727,214
2016-09-30
$862,354
2016-06-30
$901,962
2016-03-31
$817,524
2015-12-31
$796,061
2015-09-30
$745,404
2015-06-30
$716,126
2015-03-31
$692,154
2014-12-31
$564,751
2014-09-30
$443,052
2014-06-30
$454,430
2014-03-31
$389,109
2013-12-31
$348,150
2013-09-30
$304,482
2013-06-30
$272,655
SEC Filings