Arlington Value Capital, LLC Q2 2019

Arlington Value Capital, LLC holdings Q2 2019
Name ValueChangeSharesChangeWeightingChange
BERKSHIRE HATHAWAY INC CL Bcl b new$427,729
14.63%
2,006,516
8.02%
29.00%
10.31%
ALLIANCE DATA SYSTEMS CORP$195,952
-1.07%
1,398,360
23.53%
13.28%
-4.80%
CIMPRESS N V$195,381
16.26%
2,149,638
2.50%
13.25%
11.88%
SPECTRUM BRANDS HOLDINGS INC$165,565
-4.06%
3,079,135
-2.26%
11.22%
-7.68%
AUTONATION INC$142,014
15.86%
3,386,118
-1.32%
9.63%
11.50%
MONRO MUFFLER BRAKE INC$140,010
-2.33%
1,641,378
-0.94%
9.49%
-6.02%
JEFFERIES FINANCIAL GROUP INC$78,306
0.58%
4,072,067
-1.72%
5.31%
-3.21%
INTERACTIVE BROKERS GRO-CL A$72,054
2.79%
1,329,415
-1.61%
4.89%
-1.09%
SPIRIT AIRLINES INC$23,280
-11.48%
487,748
-1.97%
1.58%
-14.82%
BERKSHIRE HATHAWAY INC CL Acl a$13,689
5.69%
430.00%0.93%
1.71%
GCI LIBERTY INC - CLASS A$12,838
7.48%
208,877
-2.76%
0.87%
3.42%
BANK OF AMERICA CORP$7,769
1.52%
267,880
-3.42%
0.53%
-2.31%
CHARTER COMMUNICATIONS INC-Acl a$349
14.05%
8830.00%0.02%
9.75%
DESWELL INDUSTRIES INC$64
-7.25%
22,9810.00%0.00%
-10.74%
MOLSON COORS BREWING CO -Bcl bSold $0-577,321-2.43%
Portfolio Information
QuarterQ2 2019
Total value$1,475,000,000
Holdings14
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