Arlington Value Capital, LLC Q4 2018

Arlington Value Capital, LLC holdings Q4 2018
Name ValueChangeSharesChangeWeightingChange
BERKSHIRE HATHAWAY INC CL Bcl b new$244,607
-5.74%
1,197,998
-1.15%
19.51%
2.51%
ALLIANCE DATA SYSTEMS CORP$221,525
-13.86%
1,476,049
35.54%
17.67%
-6.33%
CIMPRESS N V$162,395
-21.52%
1,570,251
3.66%
12.95%
-14.66%
SPECTRUM BRANDS HOLDINGS INCNew $128,9833,052,85210.29%
MONRO MUFFLER BRAKE INC$113,124
-1.90%
1,645,436
-0.69%
9.02%
6.68%
AUTONATION INC$113,028
46.05%
3,166,038
69.98%
9.02%
58.82%
INTERACTIVE BROKERS GRO-CL A$72,806
-21.74%
1,332,215
-20.80%
5.81%
-14.90%
JEFFERIES FINANCIAL GROUP INC$68,203
-12.95%
3,928,747
10.11%
5.44%
-5.34%
MOLSON COORS BREWING CO -Bcl b$56,314
-45.16%
1,002,745
-39.94%
4.49%
-40.36%
SPIRIT AIRLINES INC$28,538
-40.44%
492,716
-51.70%
2.28%
-35.23%
BERKSHIRE HATHAWAY INC CL Acl a$13,158
-4.38%
430.00%1.05%
3.99%
L BRANDS INC$11,076
-78.52%
431,459
-74.64%
0.88%
-76.64%
GCI LIBERTY INC - CLASS A$8,697
-18.60%
211,299
0.86%
0.69%
-11.48%
BANK OF AMERICA CORP$6,800
-17.25%
275,980
-1.06%
0.54%
-10.02%
CHARTER COMMUNICATIONS INC-Acl a$4,274
-87.26%
14,999
-85.43%
0.34%
-86.15%
DESWELL INDUSTRIES INC$144
-59.21%
47,981
-52.49%
0.01%
-55.64%
RAVEN INDUSTRIES INCSold $0-28,578-0.10%
LIBERTY GLOBAL INC-SERIES CSold $0-7,626-0.02%
HEICO CORP NEW - CL Acl aSold $0-65,743-0.36%
DENTSPLY INTERNATIONAL INCSold $0-11,637-0.03%
Portfolio Information
QuarterQ4 2018
Total value$1,253,672,000
Holdings16
Managers
Allan Mecham
Quarters
2019-06-30
$1,475,000
2019-03-31
$1,419,394
2018-12-31
$1,253,672
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