Arlington Value Capital, LLC Q3 2017

Arlington Value Capital, LLC holdings Q3 2017
Name ValueChangeSharesChangeWeightingChange
CIMPRESS N V$202,037
2.11%
2,068,777
-1.16%
20.21%
-10.75%
BERKSHIRE HATHAWAY INC CL Bcl b new$171,387
8.29%
934,906
0.05%
17.15%
-5.35%
LEUCADIA NATIONAL CORP$92,268
-3.08%
3,654,168
0.41%
9.23%
-15.28%
AUTONATION INC$90,677
2.60%
1,910,594
-8.86%
9.07%
-10.32%
MONRO MUFFLER BRAKE INC$87,236
106.45%
1,556,390
53.78%
8.73%
80.45%
INTERACTIVE BROKERS GRO-CL A$85,376
20.91%
1,895,555
0.45%
8.54%
5.68%
SPIRIT AIRLINES INCNew $42,9511,285,5654.30%
RENT-A-CENTER INC$35,247
10.47%
3,070,319
12.78%
3.53%
-3.44%
BANK OF AMERICA CORP$31,203
4.28%
1,231,354
-0.17%
3.12%
-8.86%
ALLIANCE DATA SYSTEMS CORPNew $29,397132,6862.94%
MSC INDUSTRIAL DIRECT CO-Acl a$28,719
-27.27%
380,031
-17.27%
2.87%
-36.43%
TRIPADVISOR INC$22,877
371.89%
564,447
344.69%
2.29%
312.46%
FOOT LOCKER INCNew $18,931537,4991.89%
MOLSON COORS BREWING CO -Bcl b$17,278
360.38%
211,632
386.82%
1.73%
302.40%
WELLS FARGO & COMPANY$12,381
-48.61%
224,504
-48.37%
1.24%
-55.08%
BERKSHIRE HATHAWAY INC CL Acl a$11,814
7.87%
430.00%1.18%
-5.71%
COPART INC$8,680
8.23%
252,540
0.09%
0.87%
-5.40%
HEICO CORP NEW - CL Acl a$3,237
22.85%
42,4740.00%0.32%
7.37%
ADVANCE AUTO PARTS INCNew $3,22532,5070.32%
ARMSTRONG WORLD INDUSTRIES$1,995
9.92%
38,921
-1.39%
0.20%
-3.93%
RAVEN INDUSTRIES INC$892
7.08%
27,539
9.98%
0.09%
-6.40%
DENTSPLY INTERNATIONAL INCNew $68411,4370.07%
VALMONT INDUSTRIES$494
5.78%
3,1250.00%0.05%
-7.54%
DESWELL INDUSTRIES INC$267
20.81%
100,9810.00%0.03%
5.60%
LIBERTY GLOBAL INC-SERIES C$259
4.86%
7,9260.00%0.03%
-8.35%
BOSTON BEER COMPANY INC-CL Acl aSold $0-47,759-0.72%
NOW INC/DESold $0-2,652,539-4.88%
SENSATA TECHNOLOGIES HOLDINGSold $0-262,755-1.28%
HANESBRANDS INCSold $0-72,060-0.19%
Portfolio Information
QuarterQ3 2017
Total value$999,512,000
Holdings25
Managers
Allan Mecham
Quarters
2018-09-30
$1,363,334
2018-06-30
$1,275,750
2018-03-31
$1,208,387
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